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

91 institutions reported holding $184.3M of INNOVATOR (UMAR) in SEC 13F filings for 2026-06-30. Largest institutional holders: Brookstone Capital Management ($55.9M), Talon Private Wealth, LLC ($28.3M), Lantz Financial LLC ($8.6M), KFG WEALTH MANAGEMENT, LLC ($8.3M), 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	$55.9M	1.3M	Added
2	Talon Private Wealth, LLC	$28.3M	670,388	New
3	Lantz Financial LLC	$8.6M	202,575	Trimmed
4	KFG WEALTH MANAGEMENT, LLC	$8.3M	195,559	Added
5	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	$6.4M	151,740	Added
6	Caliber Wealth Management, LLC / KS	$5.9M	138,550	Hold
7	MGO ONE SEVEN LLC	$5.8M	137,136	Trimmed
8	Kestra Advisory Services, LLC	$4.7M	110,345	Trimmed
9	OSAIC HOLDINGS, INC.	$4.2M	99,845	Added
10	RAYMOND JAMES FINANCIAL INC	$3.9M	93,325	Trimmed
11	COMMONWEALTH EQUITY SERVICES, LLC	$3.3M	78,154	Trimmed
12	CENTRAL VALLEY ADVISORS, LLC	$3.0M	71,144	Trimmed
13	Cetera Investment Advisers	$2.5M	58,491	Trimmed
14	Berger Financial Group, Inc	$2.4M	57,494	Trimmed
15	Kellett Wealth Advisors, LLC	$1.9M	45,856	Trimmed
16	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$1.8M	43,397	Added
17	WealthPlan Investment Management, LLC	$1.6M	36,872	Trimmed
18	OLD MISSION CAPITAL LLC	$1.5M	34,969	Added
19	ENVESTNET ASSET MANAGEMENT INC	$1.5M	34,451	Trimmed
20	Arax Advisory Partners	$1.4M	33,000	Added
21	Spire Wealth Management	$1.3M	30,959	Trimmed
22	MBL Wealth, LLC	$1.3M	30,365	Trimmed
23	TRUIST FINANCIAL CORP	$1.2M	28,831	Added
24	MML INVESTORS SERVICES, LLC	$1.1M	26,047	Added
25	IMG Wealth Management, Inc.	$1.0M	24,477	Added

来源：SEC 13F 申报文件 · 截至 2026-06-30