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

87 institutions reported holding $89.3M of INNOVATOR (UJUL) in SEC 13F filings for 2026-06-30. Largest institutional holders: OSAIC HOLDINGS, INC. ($11.5M), Kestra Advisory Services, LLC ($8.0M), C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors ($7.5M), KFG WEALTH MANAGEMENT, LLC ($3.9M), Foundations Investment Advisors, LLC ($3.2M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	OSAIC HOLDINGS, INC.	$11.5M	281,971	Added
2	Kestra Advisory Services, LLC	$8.0M	196,626	Trimmed
3	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	$7.5M	183,958	Added
4	KFG WEALTH MANAGEMENT, LLC	$3.9M	96,867	Trimmed
5	Foundations Investment Advisors, LLC	$3.2M	78,980	Added
6	Brookstone Capital Management	$3.1M	75,085	Trimmed
7	Orion Porfolio Solutions, LLC	$2.7M	66,325	Added
8	COMMONWEALTH EQUITY SERVICES, LLC	$2.7M	65,770	Added
9	IMG Wealth Management, Inc.	$2.6M	64,004	Trimmed
10	Arete Wealth Advisors, LLC	$2.4M	58,450	Added
11	CENTRAL VALLEY ADVISORS, LLC	$2.4M	58,253	Added
12	Berger Financial Group, Inc	$2.4M	57,745	Added
13	Cerity Partners LLC	$1.9M	46,962	Added
14	AssuredPartners Investment Advisors, LLC	$1.9M	45,664	Trimmed
15	Allworth Financial LP	$1.8M	44,413	Trimmed
16	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$1.7M	41,684	Added
17	LPL Financial LLC	$1.7M	41,184	Added
18	Triad Wealth Partners, LLC	$1.6M	38,984	Added
19	Chicago Partners Investment Group LLC	$1.3M	32,647	Hold
20	Cambridge Investment Research Advisors, Inc.	$1.3M	32,143	Added
21	HighTower Advisors, LLC	$1.3M	31,600	Hold
22	FIDUCIARY FINANCIAL GROUP, LLC	$1.2M	30,156	Hold
23	Accurate Wealth Management, LLC	$996,694	24,368	Added
24	TRUIST FINANCIAL CORP	$983,005	24,111	Hold
25	ENVESTNET ASSET MANAGEMENT INC	$938,199	23,012	Trimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30