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

40 institutions reported holding $48.1M of INNOVATOR (RBUF) in SEC 13F filings for 2026-06-30. Largest institutional holders: Pallas Capital Advisors LLC ($8.0M), CENTAURUS FINANCIAL, INC. ($5.3M), RAYMOND JAMES FINANCIAL INC ($4.1M), Clear Creek Financial Management, LLC ($4.1M), Mutual Advisors, LLC ($4.1M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Pallas Capital Advisors LLC$8.0M257,923Added
2CENTAURUS FINANCIAL, INC.$5.3M169,654Added
3RAYMOND JAMES FINANCIAL INC$4.1M132,804Added
4Clear Creek Financial Management, LLC$4.1M131,292Added
5Mutual Advisors, LLC$4.1M130,534Added
6Cetera Investment Advisers$3.7M119,706Added
7CAPTRUST FINANCIAL ADVISORS$3.3M107,565Trimmed
8MTM FINANCIAL GROUP, LLC$3.3M107,067Added
9SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$1.5M48,112Added
10INDEPENDENT FINANCIAL GROUP, LLC$1.0M32,956Added
11Brookstone Capital Management$830,52026,722Added
12NewEdge Wealth, LLC$713,44722,955Trimmed
13CITADEL ADVISORS LLC$660,79221,261Added
14ARQ WEALTH ADVISORS, LLC$647,65420,901Added
15Sugar Maple Asset Management, LLC$647,14820,822Hold
16Beacon Pointe Advisors, LLC$594,25019,120Trimmed
17MML INVESTORS SERVICES, LLC$584,61518,810Hold
18AE Wealth Management LLC$576,59618,552Trimmed
19Kestra Advisory Services, LLC$540,88517,403Added
20HARBOUR INVESTMENTS, INC.$484,69315,595Trimmed
21OSAIC HOLDINGS, INC.$348,90311,226Added
22Keating Financial Advisory Services, Inc.$347,31911,175Added
23COMMONWEALTH EQUITY SERVICES, LLC$337,50010,859Added
24ENVESTNET ASSET MANAGEMENT INC$295,2919,501Added
25CRUX WEALTH ADVISORS$273,0078,784Added

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