Who Owns INNOVATOR (KAUG)? -- Institutional Holders (2026-06-30)
21 institutions reported holding $23.4M of INNOVATOR (KAUG) in SEC 13F filings for 2026-06-30. Largest institutional holders: Berkshire Money Management, Inc. ($7.7M), First Heartland Consultants, Inc. ($6.0M), COMMONWEALTH EQUITY SERVICES, LLC ($3.4M), Kestra Advisory Services, LLC ($1.1M), Sherry Group, Inc. ($980,041). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Berkshire Money Management, Inc. | $7.7M | 269,755 | Trimmed |
| 2 | First Heartland Consultants, Inc. | $6.0M | 208,493 | Added |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $3.4M | 118,093 | Trimmed |
| 4 | Kestra Advisory Services, LLC | $1.1M | 38,521 | Trimmed |
| 5 | Sherry Group, Inc. | $980,041 | 32,355 | Added |
| 6 | Cambridge Investment Research Advisors, Inc. | $858,000 | 29,970 | Added |
| 7 | Miller Financial Services LLC | $656,228 | 22,925 | Trimmed |
| 8 | PFS Partners, LLC | $531,080 | 18,553 | Trimmed |
| 9 | AE Wealth Management LLC | $427,085 | 14,920 | Trimmed |
| 10 | TopTier Wealth Management, LLC | $357,813 | 12,500 | Trimmed |
| 11 | Outlook Wealth Advisors, LLC | $270,993 | 9,467 | Hold |
| 12 | FIDUCIARY FINANCIAL GROUP, LLC | $259,829 | 9,077 | Hold |
| 13 | Brookstone Capital Management | $249,295 | 8,709 | Trimmed |
| 14 | Elmwood Wealth Management, Inc. | $208,963 | 7,300 | New |
| 15 | IFP Advisors, Inc | $196,282 | 6,857 | Added |
| 16 | DHJJ Financial Advisors, Ltd. | $120,712 | 4,217 | Trimmed |
| 17 | Capital Investment Advisory Services, LLC | $89,081 | 3,112 | Hold |
| 18 | Noble Wealth Management PBC | $28,625 | 1,000 | Hold |
| 19 | EVOLUTION WEALTH MANAGEMENT INC. | $5,725 | 200 | Hold |
| 20 | Gradient Investments LLC | $0 | 0 | Exited |
| 21 | Cornerstone Wealth, LLC/TN | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30