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

105 institutions reported holding $142.9M of INNOVATOR (IOCT) in SEC 13F filings for 2026-06-30. Largest institutional holders: COMMONWEALTH EQUITY SERVICES, LLC ($15.8M), Broussard Financial Group LLC ($14.1M), Global Strategic Investment Solutions, LLC ($8.4M), Creative Planning ($8.1M), SageView Advisory Group, LLC ($8.0M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	COMMONWEALTH EQUITY SERVICES, LLC	$15.8M	428,174	Trimmed
2	Broussard Financial Group LLC	$14.1M	381,703	Trimmed
3	Global Strategic Investment Solutions, LLC	$8.4M	226,859	Trimmed
4	Creative Planning	$8.1M	217,734	Trimmed
5	SageView Advisory Group, LLC	$8.0M	216,854	Trimmed
6	IFP Advisors, Inc	$8.0M	216,088	Trimmed
7	US BANCORP \DE\	$5.3M	143,014	Trimmed
8	OSAIC HOLDINGS, INC.	$4.7M	126,716	Added
9	Advus Financial Partners, LLC	$3.7M	100,082	Trimmed
10	PFG Advisors	$3.4M	92,052	Added
11	Focus Partners Wealth	$3.3M	88,919	Trimmed
12	CAPTRUST FINANCIAL ADVISORS	$2.9M	78,435	Hold
13	Cetera Investment Advisers	$2.6M	70,815	Trimmed
14	PRINCIPAL SECURITIES, INC.	$2.6M	69,180	Added
15	HighTower Advisors, LLC	$2.2M	59,517	Trimmed
16	WPWealth LLP	$2.0M	54,176	Trimmed
17	Talon Private Wealth, LLC	$2.0M	52,801	Trimmed
18	Signal Advisors Wealth, LLC	$2.0M	52,801	Trimmed
19	BFI Wealth Solutions, LLC	$1.9M	52,574	Added
20	CORRADO ADVISORS, LLC	$1.9M	51,871	Trimmed
21	Berger Financial Group, Inc	$1.9M	51,685	Trimmed
22	RED CRANE WEALTH MANAGEMENT, LLC	$1.8M	49,999	Trimmed
23	Kestra Advisory Services, LLC	$1.7M	45,942	Trimmed
24	ENVESTNET ASSET MANAGEMENT INC	$1.6M	44,195	Added
25	Triad Wealth Partners, LLC	$1.6M	43,402	Trimmed

Source: SEC Form 13F filings · as of 2026-06-30