ACII Institutional Ownership & Shareholders
INNOVATOR INDEX AC IN ST ETF (ACII) is currently held by 55 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $113.85M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Talon Private Wealth, Llc is currently the largest disclosed institutional shareholder of ACII tracked by InsiderSet, reporting ownership valued at approximately $23.82M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $23.32M, representing an estimated loss of -2.12% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 77% of the total disclosed ACII value among the investors covered in this analysis. Major shareholders include Talon Private Wealth, Llc, Brookstone Capital Management, Cornerstone Wealth, Llc/Tn, and several other long-term asset managers with concentrated positions in INNOVATOR INDEX AC IN ST ETF (ACII).
This page ranks the largest institutional ACII shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
55
Total Reported Value
$113.85M
Largest Holder
Talon Private Wealth, Llc
Largest Position
$23.82M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
66
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Talon Private Wealth, Llc | 2.79% | 936,059 | $23,822,691 | $23,317,230 | -$505,461 | -2.12% | |
| Brookstone Capital Management | 0.23% | 930,224 | $23,630,469 | $23,171,880 | -$458,589 | -1.94% | |
| Cornerstone Wealth, Llc/Tn | 3.94% | 323,908 | $8,214,295 | $8,068,548 | -$145,747 | -1.77% | |
| Cwm, Llc | 0.02% | 253,796 | $6,365,204 | $6,322,058 | -$43,146 | -0.68% | |
| Mid-American Wealth Advisory Group, Inc. | 1.72% | 194,029 | $4,928,920 | $4,833,262 | -$95,658 | -1.94% | |
| Pom Investment Strategies, Llc | 3.97% | 193,430 | $4,913,702 | $4,818,341 | -$95,361 | -1.94% | |
| Soltis Investment Advisors Llc | 0.20% | 170,965 | $4,343,012 | $4,258,738 | -$84,274 | -1.94% | |
| Rpg Family Wealth Advisory, Llc | 0.74% | 161,406 | $4,107,783 | $4,020,623 | -$87,160 | -2.12% | |
| Diversify Advisory Services, Llc | 0.05% | 136,408 | $3,478,407 | $3,397,923 | -$80,484 | -2.31% | |
| Diversify Wealth Management, Llc | 0.05% | 136,408 | $3,478,407 | $3,397,923 | -$80,484 | -2.31% | |
| Osaic Holdings, Inc. | 0.00% | 121,064 | $3,081,076 | $3,015,704 | -$65,372 | -2.12% | |
| Founders Financial Securities Llc | 0.14% | 112,077 | $2,847,092 | $2,791,838 | -$55,254 | -1.94% | |
| Commonwealth Equity Services, Llc | 0.00% | 54,703 | $1,389,630 | $1,362,652 | -$26,978 | -1.94% | |
| Wealthplan Investment Management, Llc | 0.07% | 53,737 | $1,365,081 | $1,338,589 | -$26,492 | -1.94% | |
| Aegis Wealth Management, Inc. | 0.77% | 51,086 | $1,297,738 | $1,272,552 | -$25,186 | -1.94% | |
| Strategic Blueprint, Llc | 0.06% | 50,872 | $1,292,303 | $1,267,222 | -$25,081 | -1.94% | |
| Beacon Capital Management, Llc | 0.17% | 47,311 | $1,201,844 | $1,178,517 | -$23,327 | -1.94% | |
| Mariner, Llc | 0.00% | 43,505 | $1,107,202 | $1,083,710 | -$23,492 | -2.12% | |
| Focus Partners Wealth | 0.00% | 43,031 | $1,095,155 | $1,071,902 | -$23,253 | -2.12% | |
| Arlington Capital Management, Inc. | 0.60% | 41,296 | $1,049,042 | $1,028,683 | -$20,359 | -1.94% | |
| Jpmorgan Chase & Co | 0.00% | 39,558 | $1,021,388 | $985,390 | -$35,998 | -3.52% | |
| Outlook Wealth Advisors, Llc | 0.18% | 33,470 | $850,238 | $833,738 | -$16,500 | -1.94% | |
| Bright Futures Wealth Management, Llc. | 0.55% | 31,175 | $791,936 | $776,569 | -$15,367 | -1.94% | |
| Goldenstone Wealth Management Llc | 0.46% | 27,734 | $705,824 | $690,854 | -$14,970 | -2.12% | |
| Orion Porfolio Solutions, Llc | 0.00% | 23,069 | $587,105 | $574,649 | -$12,456 | -2.12% | |
| Authentikos Wealth Advisory, Llc | 0.34% | 21,093 | $536,817 | $525,427 | -$11,390 | -2.12% | |
| Triad Wealth Partners, Llc | 0.03% | 20,489 | $520,491 | $510,381 | -$10,110 | -1.94% | |
| Maia Wealth Llc | 0.06% | 18,040 | $458,270 | $449,376 | -$8,894 | -1.94% | |
| Pfg Advisors | 0.02% | 17,357 | $440,920 | $432,363 | -$8,557 | -1.94% | |
| Victory Financial Group, Llc | 0.03% | 14,423 | $366,397 | $359,277 | -$7,120 | -1.94% | |
| Winnow Wealth Llc | 0.24% | 14,071 | $357,443 | $350,509 | -$6,934 | -1.94% | |
| Brown Wealth Management, Llc | 0.08% | 13,756 | $349,444 | $342,662 | -$6,782 | -1.94% | |
| Kingsview Wealth Management, Llc | 0.00% | 13,692 | $348,461 | $341,068 | -$7,393 | -2.12% | |
| Trustbank | 0.11% | 13,500 | $342,941 | $336,285 | -$6,656 | -1.94% | |
| Morgan Stanley | 0.00% | 13,230 | $336,704 | $329,559 | -$7,145 | -2.12% | |
| Mml Investors Services, Llc | 0.00% | 12,459 | $317,074 | $310,354 | -$6,720 | -2.12% | |
| Fsa Advisors, Inc. | 0.14% | 12,130 | $308,709 | $302,158 | -$6,551 | -2.12% | |
| Signal Advisors Wealth, Llc | 0.01% | 11,400 | $289,591 | $283,974 | -$5,617 | -1.94% | |
| Stratos Wealth Advisors, Llc | 0.02% | 11,078 | $281,947 | $275,953 | -$5,994 | -2.13% | |
| Wealthgarden F.S. Llc | 0.14% | 9,851 | $250,707 | $245,388 | -$5,319 | -2.12% | |
| Straight Path Wealth Management | 0.05% | 9,400 | $238,788 | $234,154 | -$4,634 | -1.94% | |
| Trek Financial, Llc | 0.01% | 8,028 | $203,931 | $199,977 | -$3,954 | -1.94% | |
| Csenge Advisory Group | 0.01% | 7,974 | $202,946 | $198,632 | -$4,314 | -2.13% | |
| Anfield Capital Management, Llc | 0.05% | 7,877 | $197,555 | $196,216 | -$1,339 | -0.68% | |
| Evolution Wealth Management Inc. | 0.11% | 7,239 | $183,892 | $180,323 | -$3,569 | -1.94% | |
| Arax Advisory Partners | 0.00% | 3,184 | $81,037 | $79,313 | -$1,724 | -2.13% | |
| Ifp Advisors, Inc | 0.00% | 2,489 | $63,228 | $62,001 | -$1,227 | -1.94% | |
| Red Reef Advisors Llc | 0.06% | 2,388 | $60,780 | $59,485 | -$1,295 | -2.13% | |
| Benson Wealth Management Inc | 0.05% | 1,908 | $48,559 | $47,528 | -$1,031 | -2.12% | |
| Decker Retirement Planning Inc. | 0.01% | 1,403 | $35,640 | $34,949 | -$691 | -1.94% |
Frequently asked questions about ACII
Who are the largest institutional holders of ACII?
The largest institutional holders of ACII reported in the latest SEC Form 13F filings include Talon Private Wealth, Llc, Brookstone Capital Management, Cornerstone Wealth, Llc/Tn, Cwm, Llc, and Mid-American Wealth Advisory Group, Inc.. InsiderSet ranks institutional holders by their latest reported ACII position.
What is ACII institutional ownership?
This page tracks ACII positions reported by institutional investment managers through SEC Form 13F. INNOVATOR INDEX AC IN ST ETF (ACII) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own ACII?
InsiderSet currently tracks 55 institutional managers reporting ACII holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of ACII shareholders.
How much ACII stock do institutions own?
Institutional investment managers disclosed approximately $113.85M in ACII holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was ACII institutional ownership last updated?
The latest ACII institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional ACII holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its ACII position after the reporting date.
Are institutions buying or selling ACII?
Institutional buying and selling can be analyzed by comparing ACII positions across consecutive 13F reporting periods. InsiderSet's ACII Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View ACII ownership changes.
How has ACII institutional ownership changed over time?
InsiderSet tracks ACII institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.