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

112 institutions reported holding $220.8M of INNOVATOR (UFEB) in SEC 13F filings for 2026-06-30. Largest institutional holders: Brookstone Capital Management ($56.6M), Talon Private Wealth, LLC ($28.4M), HighTower Advisors, LLC ($24.4M), KFG WEALTH MANAGEMENT, LLC ($16.7M), C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors ($6.4M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Brookstone Capital Management	$56.6M	1.5M	Trimmed
2	Talon Private Wealth, LLC	$28.4M	734,535	Trimmed
3	HighTower Advisors, LLC	$24.4M	631,471	Trimmed
4	KFG WEALTH MANAGEMENT, LLC	$16.7M	431,456	Added
5	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	$6.4M	164,993	Added
6	Strategic Blueprint, LLC	$5.3M	137,909	Added
7	TRUIST FINANCIAL CORP	$5.0M	129,816	Trimmed
8	COMMONWEALTH EQUITY SERVICES, LLC	$4.2M	109,088	Trimmed
9	OSAIC HOLDINGS, INC.	$4.1M	106,116	Trimmed
10	ENVESTNET ASSET MANAGEMENT INC	$3.9M	102,120	Trimmed
11	World Investment Advisors	$3.9M	108,447	Trimmed
12	MML INVESTORS SERVICES, LLC	$3.2M	83,866	Trimmed
13	Cambridge Investment Research Advisors, Inc.	$3.1M	80,951	Trimmed
14	Spire Wealth Management	$3.1M	79,813	Trimmed
15	CENTRAL VALLEY ADVISORS, LLC	$2.5M	64,206	Trimmed
16	Stratos Wealth Advisors, LLC	$2.3M	59,543	Trimmed
17	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$2.1M	54,275	Added
18	Trek Financial, LLC	$1.9M	49,916	Trimmed
19	LPL Financial LLC	$1.9M	48,344	Added
20	NewCorp Financial Services, Inc.	$1.8M	46,554	Trimmed
21	Cetera Investment Advisers	$1.8M	45,773	Trimmed
22	Kestra Advisory Services, LLC	$1.6M	42,518	Trimmed
23	Berger Financial Group, Inc	$1.6M	41,919	Trimmed
24	JPMORGAN CHASE & CO	$1.4M	36,891	New
25	Northstar Group, Inc.	$1.4M	35,010	Trimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30