Who owns ACII?
Innovator Index AC IN ST ETF · Innovator
48 institutions reported holding ACII, worth $72.1M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of ACII
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Brookstone Capital Management | Wheaton, IL | $23.6M | 928,979 | +298,751 shares |
| RPg Family Wealth Advisory, LLC | Burlington, MA | $8.2M | 323,806 | New position |
| Cornerstone Wealth, LLC | Greeneville, TN | $6.0M | 233,292 | +125,347 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $4.8M | 189,423 | +170,212 shares |
| Mid-American Wealth Advisory Group, Inc. | Kansas City, MO | $4.0M | 155,686 | +132,221 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $3.1M | 121,064 | +118,921 shares |
| Founders Financial Securities LLC | Towson, MD | $2.9M | 112,501 | +15,836 shares |
| AE Wealth Management LLC | Topeka, KS | $1.7M | 67,542 | New position |
| Soltis Investment Advisors LLC | St. George, UT | $1.5M | 58,358 | +45,029 shares |
| Strategic Blueprint, LLC | Atlanta, GA | $1.4M | 54,957 | +12,943 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns ACII?
48 institutional managers reported holding ACII in Form 13F filings for June 30, 2026, worth $72.1M in total. The largest reported position was held by Brookstone Capital Management, at $23.6M.
Did institutions buy or sell ACII last quarter?
Reported 13F value rose 57.6% from March 31, 2026, which includes price moves as well as buying and selling. 24 firms reported a new position and 6 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is ACII ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.