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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Talon Private Wealth, Llc | Buy | +309,107 | +49.3% | 936,059 | $23.82M | Q2 2026 | Sep 11, 2026 |
| Kingsview Wealth Management, Llc | Buy | +13,692 | — | 13,692 | $348.46K | Q2 2026 | Aug 19, 2026 |
| Fsa Advisors, Inc. | Buy | +12,130 | — | 12,130 | $308.71K | Q2 2026 | Aug 17, 2026 |
| Osaic Holdings, Inc. | Buy | +118,921 | +5549.3% | 121,064 | $3.08M | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, Llc | Sell | -88,996 | -79.4% | 23,069 | $587.11K | Q2 2026 | Aug 14, 2026 |
| Authentikos Wealth Advisory, Llc | Buy | +8,590 | +68.7% | 21,093 | $536.82K | Q2 2026 | Aug 14, 2026 |
| Mariner, Llc | Buy | +43,505 | — | 43,505 | $1.11M | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +13,230 | — | 13,230 | $336.70K | Q2 2026 | Aug 13, 2026 |
| Trek Financial, Llc | Buy | +8,017 | — | 8,017 | $204.03K | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | Buy | +43,031 | — | 43,031 | $1.10M | Q2 2026 | Aug 12, 2026 |
| Jpmorgan Chase & Co | Buy | +39,558 | — | 39,558 | $1.02M | Q2 2026 | Aug 12, 2026 |
| Harbour Investments, Inc. | Sell | -156 | -17.5% | 737 | $18.76K | Q2 2026 | Aug 12, 2026 |
| Stratos Wealth Advisors, Llc | Buy | +11,078 | — | 11,078 | $281.95K | Q2 2026 | Aug 11, 2026 |
| Triad Wealth Partners, Llc | Buy | +14,613 | — | 14,613 | $370.22K | Q2 2026 | Aug 10, 2026 |
| Csenge Advisory Group | Buy | +7,974 | — | 7,974 | $202.95K | Q2 2026 | Aug 10, 2026 |
| Arax Advisory Partners | Buy | +3,184 | — | 3,184 | $81.04K | Q2 2026 | Aug 10, 2026 |
| Benson Wealth Management Inc | Buy | +1,908 | — | 1,908 | $48.56K | Q2 2026 | Aug 10, 2026 |
| Mml Investors Services, Llc | Buy | +12,459 | — | 12,459 | $317.07K | Q2 2026 | Aug 07, 2026 |
| Rpg Family Wealth Advisory, Llc | Buy | +161,406 | — | 161,406 | $4.11M | Q2 2026 | Aug 05, 2026 |
| Goldenstone Wealth Management Llc | Sell | -1,438 | -4.9% | 27,734 | $705.82K | Q2 2026 | Aug 05, 2026 |
| Signal Advisors Wealth, Llc | Buy | +10,373 | — | 10,373 | $263.99K | Q2 2026 | Aug 04, 2026 |
| Soltis Investment Advisors Llc | Buy | +45,029 | +337.8% | 58,358 | $1.49M | Q2 2026 | Jul 31, 2026 |
| Founders Financial Securities Llc | Buy | +15,836 | +16.4% | 112,501 | $2.86M | Q2 2026 | Jul 31, 2026 |
| Pom Investment Strategies, Llc | Buy | +3,096 | — | 3,096 | $78.79K | Q2 2026 | Jul 31, 2026 |
| Central Trust Co | Buy | +154 | — | 154 | $3.92K | Q2 2026 | Jul 31, 2026 |
| Oasis Advisors, Llc | Sell | -2,026,297 | -98.6% | 29,358 | $747.15K | Q2 2026 | Jul 30, 2026 |
| Commonwealth Equity Services, Llc | Buy | +170,212 | +886.0% | 189,423 | $4.82M | Q2 2026 | Jul 29, 2026 |
| Cornerstone Wealth, Llc/Tn | Buy | +125,347 | +116.1% | 233,292 | $5.98M | Q2 2026 | Jul 29, 2026 |
| Ashton Thomas Private Wealth, Llc | Sell | -60 | -11.1% | 480 | $12.22K | Q2 2026 | Jul 29, 2026 |
| Maia Wealth Llc | Buy | +20,127 | — | 20,127 | $512.23K | Q2 2026 | Jul 28, 2026 |
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.