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

106 institutions reported holding $90.8M of INNOVATOR (ZFEB) in SEC 13F filings for 2026-06-30. Largest institutional holders: Trek Financial, LLC ($8.4M), COMMONWEALTH EQUITY SERVICES, LLC ($4.9M), RAYMOND JAMES FINANCIAL INC ($4.1M), HARBOUR INVESTMENTS, INC. ($3.2M), TRUIST FINANCIAL CORP ($3.2M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Trek Financial, LLC$8.4M325,047Trimmed
2COMMONWEALTH EQUITY SERVICES, LLC$4.9M187,221Trimmed
3RAYMOND JAMES FINANCIAL INC$4.1M157,751Trimmed
4HARBOUR INVESTMENTS, INC.$3.2M124,394Trimmed
5TRUIST FINANCIAL CORP$3.2M122,052Hold
6Alpine Bank Wealth Management$3.0M115,000Hold
7MML INVESTORS SERVICES, LLC$2.9M111,283Added
8Cetera Investment Advisers$2.6M100,415Added
9Ameritas Advisory Services, LLC$2.6M99,771Added
10NovaPoint Capital, LLC$2.2M85,026Trimmed
11Blossom Wealth Management$2.2M84,787Hold
12Kestra Advisory Services, LLC$2.1M79,353Trimmed
13Cambridge Investment Research Advisors, Inc.$2.0M75,896Trimmed
14LPL Financial LLC$1.9M74,397Added
15ENVESTNET ASSET MANAGEMENT INC$1.8M69,143Trimmed
16Integrity Advisory Solutions, LLC$1.8M67,492Added
17Lineweaver Wealth Advisors, LLC$1.6M60,931Trimmed
18Peak Wealth Management LLC$1.6M60,330Hold
19OSAIC HOLDINGS, INC.$1.5M59,599Added
20CANANDAIGUA NATIONAL BANK & TRUST CO$1.5M58,836Added
21Ashton Thomas Private Wealth, LLC$1.5M58,001Added
22HighTower Advisors, LLC$1.2M46,940Hold
23Heck Capital Advisors, LLC$1.2M44,700Hold
24NewEdge Advisors, LLC$1.1M43,787Hold
25Cerity Partners LLC$1.1M40,889New

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