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

84 institutions reported holding $74.8M of INNOVATOR (UNOV) in SEC 13F filings for 2026-06-30. Largest institutional holders: C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors ($6.4M), OSAIC HOLDINGS, INC. ($5.5M), IFP Advisors, Inc ($3.9M), Brookstone Capital Management ($3.2M), CENTRAL VALLEY ADVISORS, LLC ($3.2M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	$6.4M	159,971	Added
2	OSAIC HOLDINGS, INC.	$5.5M	136,915	Trimmed
3	IFP Advisors, Inc	$3.9M	96,054	Added
4	Brookstone Capital Management	$3.2M	78,909	Trimmed
5	CENTRAL VALLEY ADVISORS, LLC	$3.2M	78,462	Trimmed
6	Kellett Wealth Advisors, LLC	$2.8M	70,055	Trimmed
7	Spire Wealth Management	$2.5M	62,970	Trimmed
8	RK Capital Management, LLC/FL	$2.5M	62,133	Trimmed
9	COMMONWEALTH EQUITY SERVICES, LLC	$2.4M	59,594	Trimmed
10	Kestra Advisory Services, LLC	$2.4M	58,538	Trimmed
11	4J Wealth Management LLC	$2.2M	54,614	Trimmed
12	HighTower Advisors, LLC	$2.0M	48,952	Hold
13	ENVESTNET ASSET MANAGEMENT INC	$1.8M	45,551	Added
14	KFG WEALTH MANAGEMENT, LLC	$1.7M	42,871	Trimmed
15	AE Wealth Management LLC	$1.7M	42,831	Trimmed
16	LPL Financial LLC	$1.6M	41,027	Added
17	Trek Financial, LLC	$1.6M	39,665	Hold
18	O'Connor Financial Group LLC	$1.4M	35,907	Trimmed
19	IHT Wealth Management, LLC	$1.3M	32,453	Trimmed
20	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$1.1M	28,595	Trimmed
21	MML INVESTORS SERVICES, LLC	$1.1M	27,680	Added
22	Creative Planning	$1.0M	25,691	Added
23	Castle Rock Wealth Management, LLC	$990,520	24,649	Hold
24	OLD MISSION CAPITAL LLC	$964,201	24,009	New
25	Triumph Capital Management	$961,591	23,944	Added

来源：SEC 13F 申报文件 · 截至 2026-06-30