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

Name: INNOVATOR (KAUG) Institutional Holders (2026-06-30)
Creator: ko.io

46 institutions reported holding $48.9M of INNOVATOR (KAUG) in SEC 13F filings for 2026-06-30. Largest institutional holders: Berkshire Money Management, Inc. ($7.7M), First Heartland Consultants, Inc. ($6.0M), SageView Advisory Group, LLC ($5.9M), Creative Planning ($5.9M), BLAIR WILLIAM & CO/IL ($3.7M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Berkshire Money Management, Inc.	$7.7M	269,755	Trimmed
2	First Heartland Consultants, Inc.	$6.0M	208,493	Added
3	SageView Advisory Group, LLC	$5.9M	207,007	Trimmed
4	Creative Planning	$5.9M	207,007	Trimmed
5	BLAIR WILLIAM & CO/IL	$3.7M	130,848	Trimmed
6	COMMONWEALTH EQUITY SERVICES, LLC	$3.4M	118,093	Trimmed
7	HighTower Advisors, LLC	$2.4M	84,329	Trimmed
8	OSAIC HOLDINGS, INC.	$2.3M	81,306	Added
9	Kestra Advisory Services, LLC	$1.1M	38,521	Trimmed
10	Sherry Group, Inc.	$980,041	32,355	Added
11	JPMORGAN CHASE & CO	$972,617	33,990	Added
12	Miller Financial Services LLC	$656,228	22,925	Trimmed
13	Foundations Investment Advisors, LLC	$560,420	19,578	Trimmed
14	PFS Partners, LLC	$531,080	18,553	Trimmed
15	RAYMOND JAMES FINANCIAL INC	$507,779	17,739	Hold
16	Cetera Investment Advisers	$487,054	17,015	Trimmed
17	WEALTH ALLIANCE, LLC	$435,714	15,221	Hold
18	Cambridge Investment Research Advisors, Inc.	$429,000	14,985	Trimmed
19	AE Wealth Management LLC	$427,085	14,920	Trimmed
20	LPL Financial LLC	$419,986	14,672	New
21	OLD MISSION CAPITAL LLC	$406,446	14,199	Trimmed
22	Faithward Advisors, LLC	$388,413	13,569	Trimmed
23	WealthShield Partners, LLC	$383,575	13,400	Hold
24	Keating Financial Advisory Services, Inc.	$361,047	12,613	Added
25	TopTier Wealth Management, LLC	$357,813	12,500	Trimmed

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