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

21 institutions reported holding $10.3M of INNOVATOR (TOCT) in SEC 13F filings for 2026-06-30. Largest institutional holders: HARBOUR INVESTMENTS, INC. ($1.3M), Regatta Research & Money Management ($1.3M), Brookstone Capital Management ($1.2M), MML INVESTORS SERVICES, LLC ($1.1M), Cambridge Investment Research Advisors, Inc. ($972,000). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	HARBOUR INVESTMENTS, INC.	$1.3M	47,067	Trimmed
2	Regatta Research & Money Management	$1.3M	47,026	New
3	Brookstone Capital Management	$1.2M	43,657	Hold
4	MML INVESTORS SERVICES, LLC	$1.1M	40,602	Added
5	Cambridge Investment Research Advisors, Inc.	$972,000	35,933	Added
6	ENVESTNET ASSET MANAGEMENT INC	$864,252	31,962	Trimmed
7	Orion Porfolio Solutions, LLC	$775,156	28,667	Added
8	HighTower Advisors, LLC	$639,172	23,638	Hold
9	Encompass More Asset Management	$521,953	19,303	Added
10	Tradition Wealth Management, LLC	$434,127	16,055	Hold
11	Ashton Thomas Private Wealth, LLC	$331,348	12,254	Added
12	Fragasso Financial Advisors Inc	$298,224	11,029	Hold
13	Plan Group Financial, LLC	$255,068	9,433	Hold
14	Atria Investments, Inc	$204,774	7,573	New
15	HARBOR INVESTMENT ADVISORY, LLC	$61,732	2,283	Hold
16	OSAIC HOLDINGS, INC.	$55,838	2,065	New
17	AE Wealth Management LLC	$39,749	1,470	Hold
18	Global Retirement Partners, LLC	$8,235	305	Hold
19	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$0	0	Exited
20	Allworth Financial LP	$0	0	Exited
21	Triad Wealth Partners, LLC	$0	0	Exited

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