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

77 institutions reported holding $163.3M of INNOVATOR (UJUN) in SEC 13F filings for 2026-06-30. Largest institutional holders: Brookstone Capital Management ($55.5M), Talon Private Wealth, LLC ($28.1M), Berger Financial Group, Inc ($7.1M), C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors ($6.2M), Trek Financial, LLC ($5.8M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Brookstone Capital Management$55.5M1.4MAdded
2Talon Private Wealth, LLC$28.1M728,001New
3Berger Financial Group, Inc$7.1M185,198Added
4C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$6.2M162,090Added
5Trek Financial, LLC$5.8M151,373Added
6KFG WEALTH MANAGEMENT, LLC$5.5M141,429Added
7MML INVESTORS SERVICES, LLC$4.0M104,294Added
8COMMONWEALTH EQUITY SERVICES, LLC$3.8M97,480Added
9ENVESTNET ASSET MANAGEMENT INC$3.7M96,346Added
10Spire Wealth Management$2.6M67,674Added
11CENTRAL VALLEY ADVISORS, LLC$2.5M65,560Added
12OSAIC HOLDINGS, INC.$2.3M60,449Added
13Kestra Advisory Services, LLC$2.3M60,032Added
14LPL Financial LLC$1.7M44,064Added
15Cetera Investment Advisers$1.5M40,169Added
16Castle Rock Wealth Management, LLC$1.5M40,094Hold
17AssuredPartners Investment Advisors, LLC$1.5M39,322Added
18PFG Advisors$1.5M37,762New
19Strategic Blueprint, LLC$1.3M33,323Added
20IMG Wealth Management, Inc.$1.2M31,539Added
21O'Connor Financial Group LLC$1.2M30,611Added
22Beacon Pointe Advisors, LLC$1.2M30,142Added
23BXM Wealth LLC$1.1M29,140New
24NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.1M28,572New
25Lido Advisors, LLC$1.0M26,150New

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