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

87 institutions reported holding $119.0M of INNOVATOR (USEP) in SEC 13F filings for 2026-06-30. Largest institutional holders: Sovran Advisors, LLC ($23.2M), Kellett Wealth Advisors, LLC ($21.1M), SIGNATUREFD, LLC ($8.0M), C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors ($6.4M), COMMONWEALTH EQUITY SERVICES, LLC ($3.8M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Sovran Advisors, LLC	$23.2M	559,190	Trimmed
2	Kellett Wealth Advisors, LLC	$21.1M	511,597	Trimmed
3	SIGNATUREFD, LLC	$8.0M	194,350	Hold
4	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	$6.4M	155,052	Added
5	COMMONWEALTH EQUITY SERVICES, LLC	$3.8M	91,945	Trimmed
6	OSAIC HOLDINGS, INC.	$3.7M	89,215	Added
7	Kestra Advisory Services, LLC	$3.1M	74,023	Trimmed
8	CENTRAL VALLEY ADVISORS, LLC	$2.9M	69,051	Trimmed
9	Cetera Investment Advisers	$2.7M	66,425	Trimmed
10	Spire Wealth Management	$2.6M	62,273	Trimmed
11	KFG WEALTH MANAGEMENT, LLC	$2.5M	61,459	Trimmed
12	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$2.5M	59,811	Added
13	ENVESTNET ASSET MANAGEMENT INC	$2.2M	52,559	Trimmed
14	Brookstone Capital Management	$1.9M	44,905	Trimmed
15	TRUIST FINANCIAL CORP	$1.8M	43,737	Trimmed
16	OLD MISSION CAPITAL LLC	$1.6M	38,765	Added
17	MML INVESTORS SERVICES, LLC	$1.6M	37,728	Added
18	Advisory Services Network, LLC	$1.5M	35,624	Trimmed
19	Cambridge Investment Research Advisors, Inc.	$1.3M	32,321	Hold
20	Berger Financial Group, Inc	$1.3M	30,449	Trimmed
21	Strategic Blueprint, LLC	$1.2M	29,428	Hold
22	LPL Financial LLC	$1.2M	28,535	Added
23	Arete Wealth Advisors, LLC	$1.1M	26,793	Trimmed
24	HighTower Advisors, LLC	$1.1M	25,999	Hold
25	FIDUCIARY FINANCIAL GROUP, LLC	$1.0M	24,257	Hold

来源：SEC 13F 申报文件 · 截至 2026-06-30