Who Owns INNOVATOR (EOCT)? -- Institutional Holders (2026-06-30)

76 institutions reported holding $77.2M of INNOVATOR (EOCT) in SEC 13F filings for 2026-06-30. Largest institutional holders: Broussard Financial Group LLC ($9.7M), COMMONWEALTH EQUITY SERVICES, LLC ($9.6M), Global Strategic Investment Solutions, LLC ($5.6M), MBL Wealth, LLC ($5.0M), SageView Advisory Group, LLC ($4.1M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Broussard Financial Group LLC$9.7M283,551Trimmed
2COMMONWEALTH EQUITY SERVICES, LLC$9.6M282,048Trimmed
3Global Strategic Investment Solutions, LLC$5.6M163,980Trimmed
4MBL Wealth, LLC$5.0M147,234Trimmed
5SageView Advisory Group, LLC$4.1M120,129Trimmed
6Creative Planning$4.1M120,129Trimmed
7Kestra Advisory Services, LLC$3.5M102,899Trimmed
8CORRADO ADVISORS, LLC$3.3M97,093Trimmed
9Advus Financial Partners, LLC$2.3M66,187Added
10Cetera Investment Advisers$2.1M61,900Trimmed
11PFG Advisors$2.0M59,761Trimmed
12Cornerstone Wealth, LLC/TN$2.0M59,300Trimmed
13PRINCIPAL SECURITIES, INC.$1.9M56,422Trimmed
14Berger Financial Group, Inc$1.7M48,418Trimmed
15Liberty Atlantic Advisors LLC$1.6M47,628Trimmed
16BFI Wealth Solutions, LLC$1.5M42,587Added
17ENVESTNET ASSET MANAGEMENT INC$1.2M36,061Trimmed
18WPWealth LLP$920,54626,952Hold
19OSAIC HOLDINGS, INC.$918,03026,876Added
20NorthCrest Asset Manangement, LLC$912,98726,761Trimmed
21RAYMOND JAMES FINANCIAL INC$830,58124,318Trimmed
22MML INVESTORS SERVICES, LLC$757,79722,187Trimmed
23OLD MISSION CAPITAL LLC$724,87121,223Added
24SECURED RETIREMENT ADVISORS, LLC$717,35821,003Added
25HighTower Advisors, LLC$671,62419,664Trimmed

Source: SEC Form 13F filings · as of 2026-06-30