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

94 institutions reported holding $91.3M of INNOVATOR (UAPR) in SEC 13F filings for 2026-06-30. Largest institutional holders: Tradition Wealth Management, LLC ($9.5M), C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors ($6.5M), COMMONWEALTH EQUITY SERVICES, LLC ($5.1M), OSAIC HOLDINGS, INC. ($4.7M), KFG WEALTH MANAGEMENT, LLC ($4.5M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Tradition Wealth Management, LLC	$9.5M	270,688	Trimmed
2	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	$6.5M	185,163	Added
3	COMMONWEALTH EQUITY SERVICES, LLC	$5.1M	144,206	Trimmed
4	OSAIC HOLDINGS, INC.	$4.7M	134,255	Added
5	KFG WEALTH MANAGEMENT, LLC	$4.5M	127,143	Trimmed
6	AssuredPartners Investment Advisors, LLC	$3.5M	98,257	Trimmed
7	Brookstone Capital Management	$3.2M	90,465	Trimmed
8	CENTRAL VALLEY ADVISORS, LLC	$2.8M	80,030	Trimmed
9	ENVESTNET ASSET MANAGEMENT INC	$2.7M	77,733	Added
10	Orion Porfolio Solutions, LLC	$2.7M	76,124	Added
11	Kellett Wealth Advisors, LLC	$2.6M	75,192	Trimmed
12	Berger Financial Group, Inc	$2.4M	68,887	Trimmed
13	Foundations Investment Advisors, LLC	$2.0M	56,864	Added
14	TRUIST FINANCIAL CORP	$2.0M	56,179	Trimmed
15	Strategic Blueprint, LLC	$1.8M	50,258	Added
16	Triad Wealth Partners, LLC	$1.6M	45,662	Added
17	Spire Wealth Management	$1.5M	42,667	Added
18	RAYMOND JAMES FINANCIAL INC	$1.5M	41,762	Trimmed
19	MML INVESTORS SERVICES, LLC	$1.4M	40,782	Added
20	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$1.4M	40,082	Added
21	IMG Wealth Management, Inc.	$1.4M	39,940	Added
22	Arax Advisory Partners	$1.4M	39,498	Added
23	Advisory Services Network, LLC	$1.3M	37,677	Added
24	Kestra Advisory Services, LLC	$1.3M	36,668	Trimmed
25	Trek Financial, LLC	$1.2M	34,510	Added

来源：SEC 13F 申报文件 · 截至 2026-06-30