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

121 institutions reported holding $389.3M of INNOVATOR (QFLR) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($59.0M), COFG Advisors, LLC ($28.5M), COMMONWEALTH EQUITY SERVICES, LLC ($21.6M), ENVESTNET ASSET MANAGEMENT INC ($21.5M), VanWeelden Wealth Management, LLC ($17.1M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$59.0M1.6MAdded
2COFG Advisors, LLC$28.5M779,910Added
3COMMONWEALTH EQUITY SERVICES, LLC$21.6M591,363Added
4ENVESTNET ASSET MANAGEMENT INC$21.5M588,306Added
5VanWeelden Wealth Management, LLC$17.1M468,773Added
6Liberty Atlantic Advisors LLC$17.0M466,984Added
7AE Wealth Management LLC$14.7M403,431Added
8OSAIC HOLDINGS, INC.$14.1M385,161Added
9Cetera Investment Advisers$12.4M339,507Added
10ATX Financial Planning, LLC$11.2M306,223Trimmed
11Simplicity Wealth,LLC$10.1M277,136Trimmed
12Pinnacle Wealth Management Group, Inc.$9.3M253,635Added
13Snowden Capital Advisors LLC$7.6M207,157Added
14Chicago Partners Investment Group LLC$7.6M216,201Trimmed
15Farther Finance Advisors, LLC$7.0M192,601Added
16HFG Wealth Management, LLC$6.5M177,791Trimmed
17Holos Integrated Wealth LLC$5.9M167,106Added
18CCG WEALTH MANAGEMENT, LLC$5.9M162,537Trimmed
19MML INVESTORS SERVICES, LLC$5.8M157,853Added
20Triumph Capital Management$5.3M144,096Added
21Clearstead Advisors, LLC$5.0M135,888Added
22Brookstone Capital Management$4.9M134,748Added
23INDEPENDENT FINANCIAL GROUP, LLC$4.3M117,797Trimmed
24WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$4.1M112,313Added
25Outlook Wealth Advisors, LLC$3.9M106,513Added

来源：SEC 13F 申报文件 · 截至 2026-06-30