INNOVATOR U.S. EQUITY ULTRA (UNOV) Top Institutional Shareholders
INNOVATOR U.S. EQUITY ULTRA (UNOV) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $168.28M in UNOV holdings during the latest filing period.
Brookstone Capital Management is currently the largest disclosed institutional shareholder of UNOV tracked by InsiderSet, reporting ownership valued at approximately $63.63M in its March 31, 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 $68.17M, representing an estimated gain of +7.13% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 78% of the total disclosed UNOV value among the investors covered in this analysis. Major shareholders include Brookstone Capital Management, Talon Private Wealth, Llc, Raymond James Financial Inc, and several other long-term asset managers with concentrated positions in INNOVATOR U.S. EQUITY ULTRA (UNOV).
This page ranks the largest institutional UNOV 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
68
Total Reported Value
$168.28M
Largest Holder
Brookstone Capital Management
Largest Position
$63.63M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
76
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Brookstone Capital Management | 0.73% | 1,707,236 | $63,628,189 | $68,167,373 | +$4,539,184 | +7.13% | |
| Talon Private Wealth, Llc | 4.79% | 966,804 | $36,032,513 | $38,603,034 | +$2,570,521 | +7.13% | |
| Raymond James Financial Inc | 0.00% | 154,169 | $5,745,832 | $6,155,737 | +$409,905 | +7.13% | |
| C2P Capital Advisory Group, Llc D.B.A. Prosperity Capital Advisors | 0.32% | 152,967 | $5,701,034 | $6,107,743 | +$406,709 | +7.13% | |
| Osaic Holdings, Inc. | 0.01% | 142,887 | $5,325,350 | $5,705,264 | +$379,914 | +7.13% | |
| Ifp Advisors, Inc | 0.07% | 94,801 | $3,533,205 | $3,785,262 | +$252,057 | +7.13% | |
| Central Valley Advisors, Llc | 0.82% | 80,984 | $3,018,246 | $3,233,570 | +$215,324 | +7.13% | |
| Kellett Wealth Advisors, Llc | 1.43% | 70,769 | $2,637,539 | $2,825,700 | +$188,161 | +7.13% | |
| Kestra Advisory Services, Llc | 0.01% | 68,182 | $2,541,123 | $2,722,405 | +$181,282 | +7.13% | |
| Rk Capital Management, Llc/Fl | 5.71% | 66,637 | $2,483,541 | $2,660,715 | +$177,174 | +7.13% | |
| Spire Wealth Management | 0.08% | 63,716 | $2,374,694 | $2,544,084 | +$169,390 | +7.13% | |
| Commonwealth Equity Services, Llc | 0.00% | 60,945 | $2,271,400 | $2,433,442 | +$162,042 | +7.13% | |
| 4J Wealth Management Llc | 1.20% | 56,848 | $2,118,708 | $2,269,855 | +$151,147 | +7.13% | |
| Hightower Advisors, Llc | 0.00% | 48,952 | $1,824,426 | $1,954,580 | +$130,154 | +7.13% | |
| Iht Wealth Management, Llc | 0.04% | 47,250 | $1,760,993 | $1,886,622 | +$125,629 | +7.13% | |
| Kfg Wealth Management, Llc | 0.21% | 44,361 | $1,653,323 | $1,771,268 | +$117,945 | +7.13% | |
| Ae Wealth Management Llc | 0.01% | 44,055 | $1,641,917 | $1,759,050 | +$117,133 | +7.13% | |
| Envestnet Asset Management Inc | 0.00% | 42,629 | $1,588,770 | $1,702,112 | +$113,342 | +7.13% | |
| Trek Financial, Llc | 0.08% | 39,665 | $1,478,303 | $1,583,764 | +$105,461 | +7.13% | |
| O'Connor Financial Group Llc | 0.55% | 35,972 | $1,340,666 | $1,436,308 | +$95,642 | +7.13% | |
| Susquehanna International Group, Llp | 0.00% | 32,077 | $1,195,500 | $1,280,786 | +$85,286 | +7.13% | |
| Creative Planning | 0.00% | 25,607 | $954,379 | $1,022,449 | +$68,070 | +7.13% | |
| Castle Rock Wealth Management, Llc | 0.20% | 24,649 | $922,013 | $984,198 | +$62,185 | +6.74% | |
| Cetera Investment Advisers | 0.00% | 24,072 | $897,156 | $961,159 | +$64,003 | +7.13% | |
| Lpl Financial Llc | 0.00% | 23,594 | $879,341 | $942,073 | +$62,732 | +7.13% | |
| Goldman Sachs Group Inc | 0.00% | 23,252 | $866,595 | $928,417 | +$61,822 | +7.13% | |
| Citadel Advisors Llc | 0.00% | 22,966 | $855,936 | $916,998 | +$61,062 | +7.13% | |
| Money Concepts Capital Corp | 0.05% | 22,668 | $844,830 | $905,099 | +$60,269 | +7.13% | |
| Foundations Investment Advisors, Llc | 0.01% | 22,388 | $834,394 | $893,919 | +$59,525 | +7.13% | |
| Triumph Capital Management | 0.17% | 22,181 | $826,679 | $885,654 | +$58,975 | +7.13% | |
| Berger Financial Group, Inc | 0.05% | 21,855 | $814,530 | $872,637 | +$58,107 | +7.13% | |
| Atticus Wealth Management, Llc | 0.22% | 21,778 | $811,660 | $869,563 | +$57,903 | +7.13% | |
| Mml Investors Services, Llc | 0.00% | 20,620 | $768,511 | $823,326 | +$54,815 | +7.13% | |
| Lantz Financial Llc | 0.13% | 17,087 | $636,827 | $682,258 | +$45,431 | +7.13% | |
| Arkadios Wealth Advisors | 0.01% | 14,524 | $541,305 | $579,922 | +$38,617 | +7.13% | |
| Truist Financial Corp | 0.00% | 14,341 | $534,485 | $572,615 | +$38,130 | +7.13% | |
| Arete Wealth Advisors, Llc | 0.04% | 14,120 | $526,249 | $563,790 | +$37,541 | +7.13% | |
| Buska Wealth Management, Llc | 0.20% | 13,663 | $509,216 | $545,543 | +$36,327 | +7.13% | |
| Img Wealth Management, Inc. | 0.30% | 12,822 | $477,872 | $511,963 | +$34,091 | +7.13% | |
| Cwc Advisors, Llc. | 0.22% | 12,446 | $463,859 | $496,950 | +$33,091 | +7.13% | |
| Wealthshield Partners, Llc | 0.05% | 11,257 | $419,545 | $449,475 | +$29,930 | +7.13% | |
| Three Seasons Wealth, Llc | 0.16% | 11,117 | $414,327 | $443,885 | +$29,558 | +7.13% | |
| Cornerstone Wealth Group, Llc | 0.03% | 10,280 | $399,275 | $410,465 | +$11,190 | +2.80% | |
| Advisory Services Network, Llc | 0.00% | 8,178 | $304,792 | $326,535 | +$21,743 | +7.13% | |
| Financial Management Network Inc | 0.05% | 7,950 | $302,975 | $317,432 | +$14,457 | +4.77% | |
| Atx Financial Planning, Llc | 0.23% | 8,113 | $302,369 | $323,940 | +$21,571 | +7.13% | |
| Lakeridge Wealth Management Llc | 0.11% | 6,881 | $256,453 | $274,748 | +$18,295 | +7.13% | |
| Fc Advisory Llc | 0.07% | 6,845 | $255,111 | $273,311 | +$18,200 | +7.13% | |
| Chris Bulman Inc | 0.11% | 6,597 | $245,868 | $263,408 | +$17,540 | +7.13% | |
| Captrust Financial Advisors | 0.00% | 6,200 | $231,072 | $247,557 | +$16,485 | +7.13% |
Frequently asked questions about UNOV
Who owns the most UNOV stock?
The largest holders of UNOV are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INNOVATOR U.S. EQUITY ULTRA (UNOV).
Is UNOV widely held by superinvestors?
Many widely followed stocks like UNOV appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly UNOV is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.