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

131 institutions reported holding $182.0M of INNOVATOR (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.

Rank	Institution	Value	Shares	Change
1	COMMONWEALTH EQUITY SERVICES, LLC	$13.7M	328,134	Trimmed
2	Brookstone Capital Management	$13.1M	314,144	Trimmed
3	LEGACY CAPITAL WEALTH MANAGEMENT, LLC	$10.1M	241,913	Added
4	RAYMOND JAMES FINANCIAL INC	$8.8M	212,240	Trimmed
5	OSAIC HOLDINGS, INC.	$8.6M	207,415	Added
6	TOUNJIAN ADVISORY PARTNERS, LLC	$7.5M	180,440	New
7	ENVESTNET ASSET MANAGEMENT INC	$6.8M	162,403	Trimmed
8	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	$6.5M	155,556	Added
9	Foundations Investment Advisors, LLC	$5.7M	137,623	Trimmed
10	Sovran Advisors, LLC	$5.3M	126,112	Trimmed
11	Kestra Advisory Services, LLC	$4.2M	101,861	Trimmed
12	KFG WEALTH MANAGEMENT, LLC	$4.1M	99,124	Trimmed
13	CENTRAL VALLEY ADVISORS, LLC	$3.7M	88,897	Trimmed
14	Berger Financial Group, Inc	$3.5M	83,354	Trimmed
15	Trek Financial, LLC	$3.3M	78,712	Trimmed
16	Cambridge Investment Research Advisors, Inc.	$3.1M	73,484	Trimmed
17	MILESTONE ASSET MANAGEMENT, LLC	$3.0M	72,820	Trimmed
18	MBL Wealth, LLC	$3.0M	71,935	Added
19	Spire Wealth Management	$2.7M	64,538	Trimmed
20	Cetera Investment Advisers	$2.6M	62,745	Trimmed
21	TRUIST FINANCIAL CORP	$2.4M	57,463	Trimmed
22	LPL Financial LLC	$2.3M	54,164	Added
23	IMG Wealth Management, Inc.	$2.2M	53,547	Added
24	WealthPlan Investment Management, LLC	$2.1M	49,201	Trimmed
25	HighTower Advisors, LLC	$2.0M	49,022	Added

来源：SEC 13F 申报文件 · 截至 2026-06-30