INNOVATOR INDEX AC IN ST ETF (ACII) Institutional Ownership Changes & 13F Activity

INNOVATOR INDEX AC IN ST ETF (ACII). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Oasis Advisors, Llc, Talon Private Wealth, Llc, Commonwealth Equity Services, Llc, Rpg Family Wealth Advisory, Llc, and Cornerstone Wealth, Llc/Tn.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Talon Private Wealth, LlcBuy+309,107+49.3%936,059$23.82MQ2 2026Sep 11, 2026
Kingsview Wealth Management, LlcBuy+13,692—13,692$348.46KQ2 2026Aug 19, 2026
Fsa Advisors, Inc.Buy+12,130—12,130$308.71KQ2 2026Aug 17, 2026
Osaic Holdings, Inc.Buy+118,921+5549.3%121,064$3.08MQ2 2026Aug 14, 2026
Orion Porfolio Solutions, LlcSell-88,996-79.4%23,069$587.11KQ2 2026Aug 14, 2026
Authentikos Wealth Advisory, LlcBuy+8,590+68.7%21,093$536.82KQ2 2026Aug 14, 2026
Mariner, LlcBuy+43,505—43,505$1.11MQ2 2026Aug 13, 2026
Morgan StanleyBuy+13,230—13,230$336.70KQ2 2026Aug 13, 2026
Trek Financial, LlcBuy+8,017—8,017$204.03KQ2 2026Aug 13, 2026
Focus Partners WealthBuy+43,031—43,031$1.10MQ2 2026Aug 12, 2026
Jpmorgan Chase & CoBuy+39,558—39,558$1.02MQ2 2026Aug 12, 2026
Harbour Investments, Inc.Sell-156-17.5%737$18.76KQ2 2026Aug 12, 2026
Stratos Wealth Advisors, LlcBuy+11,078—11,078$281.95KQ2 2026Aug 11, 2026
Triad Wealth Partners, LlcBuy+14,613—14,613$370.22KQ2 2026Aug 10, 2026
Csenge Advisory GroupBuy+7,974—7,974$202.95KQ2 2026Aug 10, 2026
Arax Advisory PartnersBuy+3,184—3,184$81.04KQ2 2026Aug 10, 2026
Benson Wealth Management IncBuy+1,908—1,908$48.56KQ2 2026Aug 10, 2026
Mml Investors Services, LlcBuy+12,459—12,459$317.07KQ2 2026Aug 07, 2026
Rpg Family Wealth Advisory, LlcBuy+161,406—161,406$4.11MQ2 2026Aug 05, 2026
Goldenstone Wealth Management LlcSell-1,438-4.9%27,734$705.82KQ2 2026Aug 05, 2026
Signal Advisors Wealth, LlcBuy+10,373—10,373$263.99KQ2 2026Aug 04, 2026
Soltis Investment Advisors LlcBuy+45,029+337.8%58,358$1.49MQ2 2026Jul 31, 2026
Founders Financial Securities LlcBuy+15,836+16.4%112,501$2.86MQ2 2026Jul 31, 2026
Pom Investment Strategies, LlcBuy+3,096—3,096$78.79KQ2 2026Jul 31, 2026
Central Trust CoBuy+154—154$3.92KQ2 2026Jul 31, 2026
Oasis Advisors, LlcSell-2,026,297-98.6%29,358$747.15KQ2 2026Jul 30, 2026
Commonwealth Equity Services, LlcBuy+170,212+886.0%189,423$4.82MQ2 2026Jul 29, 2026
Cornerstone Wealth, Llc/TnBuy+125,347+116.1%233,292$5.98MQ2 2026Jul 29, 2026
Ashton Thomas Private Wealth, LlcSell-60-11.1%480$12.22KQ2 2026Jul 29, 2026
Maia Wealth LlcBuy+20,127—20,127$512.23KQ2 2026Jul 28, 2026
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Frequently asked questions about ACII activity

  • Which institutional owners are buying ACII?

    Institutional owners buying ACII include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in ACII activity?

    "Buy" means an investor increased their reported position in ACII compared to the prior reporting period. This reflects growing exposure to INNOVATOR INDEX AC IN ST ETF (ACII) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in ACII increasing?

    Institutional interest in ACII can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.