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Who owns ACIIWhat ACII owns — n/a

Who owns Innovator Index Autocallable Income Strategy ETF?

Institutional ownership of ACII from SEC Form 13F filings across 35 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

35

13F holders

$56.2M

value, 2026 filers

501.7%

of shares outstanding (2.2M sh)

20

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of ACII's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1Brookstone Capital Management928,979$23.6M0.2%211.1%+47.4%
2RPg Family Wealth Advisory, LLCNEW323,806$8.2M1.4%73.6%new
3COMMONWEALTH EQUITY SERVICES, LLC189,423$4.8M0.0%43.1%+886.0%
4OSAIC HOLDINGS, INC.121,064$3.1M0.0%27.5%+5549.3%
5FOUNDERS FINANCIAL SECURITIES LLC112,501$2.9M0.1%25.6%-41.8%
6AE Wealth Management LLCNEW67,542$1.7M0.0%15.4%new
7Soltis Investment Advisors LLC58,358$1.5M0.1%13.3%+337.8%
8Strategic Blueprint, LLC54,957$1.4M0.1%12.5%+30.8%
9WealthPlan Investment Management, LLC53,731$1.4M0.1%12.2%+13.5%
10Mariner, LLCNEW43,505$1.1M0.0%9.9%new
11Focus Partners WealthNEW43,031$1.1M0.0%9.8%new
12JPMORGAN CHASE & CO39,558$1.0M0.0%9%+79016.0%
13Orion Porfolio Solutions, LLC23,069$587,1050.0%5.2%-79.4%
14EVOLUTION WEALTH MANAGEMENT INC.20,368$518,3660.3%4.6%+4.8%
15Triad Wealth Partners, LLCNEW14,613$370,2200.0%3.3%new
16MORGAN STANLEYNEW13,230$336,7040.0%3%new
17MML INVESTORS SERVICES, LLCNEW12,459$317,0740.0%2.8%new
18Rose Capital Advisors LLCNEW12,256$311,9240.2%2.8%new
19FSA Advisors, Inc.NEW12,130$308,7090.1%2.8%new
20Clear Creek Financial Management, LLC11,164$284,1240.0%2.5%+30.6%
21Stratos Wealth Advisors, LLCNEW11,078$281,9470.0%2.5%new
22Signal Advisors Wealth, LLCNEW10,373$263,9930.0%2.4%new
23Trek Financial, LLCNEW8,017$204,0330.0%1.8%new
24Csenge Advisory GroupNEW7,974$202,9460.0%1.8%new
25Arax Advisory PartnersNEW3,184$81,0370.0%0.7%new

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.