Who Owns INNOV US EQ ULT OCT ETF (UOCT)? -- Institutional Holders (2026-06-30)

104 institutions reported holding $100.7M of INNOV US EQ ULT OCT ETF (UOCT) in SEC 13F filings for 2026-06-30. Largest institutional holders: COMMONWEALTH EQUITY SERVICES, LLC ($15.1M), C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors ($6.5M), Advisory Services Network, LLC ($3.7M), OSAIC HOLDINGS, INC. ($3.6M), Brookstone Capital Management ($3.6M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	COMMONWEALTH EQUITY SERVICES, LLC	$15.1M	366,149	Trimmed
2	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	$6.5M	158,706	Added
3	Advisory Services Network, LLC	$3.7M	89,915	Trimmed
4	OSAIC HOLDINGS, INC.	$3.6M	88,006	Added
5	Brookstone Capital Management	$3.6M	86,949	Trimmed
6	Kestra Advisory Services, LLC	$3.3M	81,311	Trimmed
7	KFG WEALTH MANAGEMENT, LLC	$3.3M	79,797	Trimmed
8	Spire Wealth Management	$3.2M	78,766	Trimmed
9	ENVESTNET ASSET MANAGEMENT INC	$2.9M	69,414	Trimmed
10	IMG Wealth Management, Inc.	$2.7M	66,598	Added
11	Orion Porfolio Solutions, LLC	$2.7M	65,507	Added
12	CENTRAL VALLEY ADVISORS, LLC	$2.4M	58,130	Trimmed
13	LPL Financial LLC	$2.4M	57,574	Added
14	Foundations Investment Advisors, LLC	$2.3M	57,041	Added
15	RAYMOND JAMES FINANCIAL INC	$2.3M	55,406	Added
16	MERCER GLOBAL ADVISORS INC /ADV	$2.1M	50,862	Trimmed
17	Cetera Investment Advisers	$1.9M	46,740	Hold
18	TRUIST FINANCIAL CORP	$1.8M	43,407	Trimmed
19	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$1.6M	40,035	Added
20	Triad Wealth Partners, LLC	$1.6M	37,611	Added
21	MML INVESTORS SERVICES, LLC	$1.5M	37,312	Added
22	Sonoma Allocations LLC	$1.5M	36,803	Trimmed
23	Bedel Financial Consulting, Inc.	$1.5M	36,171	Hold
24	Wood Tarver Financial Group, LLC	$1.5M	35,672	Trimmed
25	Berger Financial Group, Inc	$1.4M	34,116	Hold

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