Who Owns INNOVATOR ETFS TRUST (UDEC)? -- Institutional Holders (2026-06-30)

128 institutions reported holding $181.2M of INNOVATOR ETFS TRUST (UDEC) in SEC 13F filings for 2026-06-30. Largest institutional holders: COMMONWEALTH EQUITY SERVICES, LLC ($13.7M), Brookstone Capital Management ($13.1M), LEGACY CAPITAL WEALTH MANAGEMENT, LLC ($10.1M), RAYMOND JAMES FINANCIAL INC ($8.8M), OSAIC HOLDINGS, INC. ($8.6M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1COMMONWEALTH EQUITY SERVICES, LLC$13.7M328,134Trimmed
2Brookstone Capital Management$13.1M314,144Trimmed
3LEGACY CAPITAL WEALTH MANAGEMENT, LLC$10.1M241,913Added
4RAYMOND JAMES FINANCIAL INC$8.8M212,240Trimmed
5OSAIC HOLDINGS, INC.$8.6M207,415Added
6TOUNJIAN ADVISORY PARTNERS, LLC$7.5M180,440New
7ENVESTNET ASSET MANAGEMENT INC$6.8M162,403Trimmed
8C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$6.5M155,556Added
9Foundations Investment Advisors, LLC$5.7M137,623Trimmed
10Sovran Advisors, LLC$5.3M126,112Trimmed
11Kestra Advisory Services, LLC$4.2M101,861Trimmed
12KFG WEALTH MANAGEMENT, LLC$4.1M99,124Trimmed
13CENTRAL VALLEY ADVISORS, LLC$3.7M88,897Trimmed
14Berger Financial Group, Inc$3.5M83,354Trimmed
15Trek Financial, LLC$3.3M78,712Trimmed
16Cambridge Investment Research Advisors, Inc.$3.1M73,484Trimmed
17MILESTONE ASSET MANAGEMENT, LLC$3.0M72,820Trimmed
18MBL Wealth, LLC$3.0M71,935Added
19Spire Wealth Management$2.7M64,538Trimmed
20Cetera Investment Advisers$2.6M62,745Trimmed
21TRUIST FINANCIAL CORP$2.4M57,463Trimmed
22LPL Financial LLC$2.3M54,164Added
23IMG Wealth Management, Inc.$2.2M53,547Added
24WealthPlan Investment Management, LLC$2.1M49,201Trimmed
25HighTower Advisors, LLC$2.0M49,022Added

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