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

30 institutions reported holding $26.0M of INNOVATOR (EPRF) in SEC 13F filings for 2026-06-30. Largest institutional holders: Royal Bank of Canada ($16.0M), WEBSTERROGERS FINANCIAL ADVISORS, LLC ($1.8M), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($1.7M), UBS Group AG ($1.1M), LPL Financial LLC ($1.0M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Royal Bank of Canada$16.0M973,723Added
2WEBSTERROGERS FINANCIAL ADVISORS, LLC$1.8M110,409Added
3WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.7M104,489Added
4UBS Group AG$1.1M68,650Trimmed
5LPL Financial LLC$1.0M62,268Trimmed
6Whipplewood Advisors, LLC$684,38541,532Added
7OSAIC HOLDINGS, INC.$591,41735,881Trimmed
8SUSQUEHANNA INTERNATIONAL GROUP, LLP$570,27134,607Added
9Cambridge Investment Research Advisors, Inc.$387,00023,467Trimmed
10RAYMOND JAMES FINANCIAL INC$355,67221,584Added
11AlphaCore Capital LLC$273,21516,495Trimmed
12BANK OF AMERICA CORP /DE/$250,30115,190Hold
13FORM Wealth Advisors, LLC$226,32613,735Added
14Cetera Investment Advisers$200,77412,184Trimmed
15Chicago Partners Investment Group LLC$189,45411,467Added
16Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$181,79111,032Hold
17JANE STREET GROUP, LLC$175,16610,630New
18Glen Eagle Advisors, LLC$74,8274,541Added
19MORGAN STANLEY$61,1693,712Added
20Synergy Investment Management, LLC$18,6981,135Added
21Geneos Wealth Management Inc.$16,4791,000New
22NVWM, LLC$7,300443Hold
23COMPASS FINANCIAL MANAGEMENT LLC$6,702400New
24IFP Advisors, Inc$5,570338Trimmed
25DELTA ASSET MANAGEMENT LLC/TN$1,51692Hold

来源：SEC 13F 申报文件 · 截至 2026-06-30