Innovator ETFs Trust - Innovator Equity Autocallable Income Strategy ETF (ACEI) Institutional Ownership

13F Institutional Holders and Ownership History from Q3 2025 to Q4 2025

Type / Class
Equity / Innovator Equity Autocallable Income Strategy ETF
Symbol
ACEI
Shares outstanding
589,923
Price per share
$24.35
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
329,280
Total reported value
$8,119,020
% of total 13F portfolios
0%
Share change
+256,889
Value change
+$6,319,150
Number of holders
10
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Innovator ETFs Trust - Innovator Equity Autocallable Income Strategy ETF (ACEI) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Brookstone Capital Management 5.2% $758,689 30,617 Brookstone Capital Management, LLC 31 Dec 2025

As of 31 Dec 2025, 10 institutional investors reported holding 329,280 shares of Innovator ETFs Trust - Innovator Equity Autocallable Income Strategy ETF (ACEI). This represents 56% of the company’s total 589,923 outstanding shares.

Top 12 Institutional Shareholders

The largest institutional shareholders of Innovator ETFs Trust - Innovator Equity Autocallable Income Strategy ETF (ACEI) together control 56% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Delta Investment Management, LLC 19% 112,492 0.48% $2,771,477
Trek Financial, LLC 7.9% 46,506 0.07% $1,145,773
CWM, LLC 7.6% 44,673 0% $1,101,000
WINNOW WEALTH LLC 5.9% 35,077 0.65% $876,925
Brookstone Capital Management 5.2% 30,621 0.01% $754,413
Maia Wealth LLC 4.7% 27,885 +149% 0.12% $677,610
Soltis Investment Advisors LLC 2.3% 13,576 0.02% $334,473
SILVER OAK SECURITIES, INCORPORATED 1.7% 9,940 0.02% $247,683
COMMONWEALTH EQUITY SERVICES, LLC 1.4% 8,500 0% $209,420
IFP Advisors, Inc 0% 10 0% $246
JANE STREET GROUP, LLC 0% 0 -100% $0
Millington Financial Advisors, LLC 0% 0 -100% $0

Institutional Holders of Innovator ETFs Trust - Innovator Equity Autocallable Income Strategy ETF (ACEI) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 329,280 $8,119,020 +$6,319,150 $24.64 10
2025 Q3 96,790 $2,416,259 +$2,416,259 $24.95 4