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

77 institutions reported holding $68.8M of INNOVATOR (KDEC) in SEC 13F filings for 2026-06-30. Largest institutional holders: Maltin Wealth Management, Inc. ($8.8M), Cresset Asset Management, LLC ($7.4M), SageView Advisory Group, LLC ($6.1M), Creative Planning ($6.1M), BLAIR WILLIAM & CO/IL ($4.9M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Maltin Wealth Management, Inc.$8.8M308,827Added
2Cresset Asset Management, LLC$7.4M260,777Trimmed
3SageView Advisory Group, LLC$6.1M214,228Trimmed
4Creative Planning$6.1M214,228Trimmed
5BLAIR WILLIAM & CO/IL$4.9M174,047Trimmed
6COMMONWEALTH EQUITY SERVICES, LLC$3.4M119,382Trimmed
7Cambridge Investment Research Advisors, Inc.$2.2M75,855Trimmed
8SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.9M67,364Added
9Cetera Investment Advisers$1.7M60,381Trimmed
10OSAIC HOLDINGS, INC.$1.6M57,368Added
11Procyon Advisors, LLC$1.5M51,354Trimmed
12Outlook Wealth Advisors, LLC$1.4M49,700Added
13OLD MISSION CAPITAL LLC$1.4M48,527Added
14Kestra Advisory Services, LLC$1.1M38,763Trimmed
15Berkshire Money Management, Inc.$1.1M37,421Trimmed
16First Commonwealth Financial Corp /PA/$1.0M35,950Hold
17Merit Financial Group, LLC$921,89632,484Trimmed
18Sigma Planning Corp$859,85730,298Trimmed
19INDEPENDENT FINANCIAL GROUP, LLC$834,11729,391Trimmed
20RAYMOND JAMES FINANCIAL INC$771,19827,174Trimmed
21TopTier Wealth Management, LLC$664,74523,423Trimmed
22LPL Financial LLC$642,86422,652Added
23JANE STREET GROUP, LLC$634,37822,353New
24Weaver Consulting Group$629,25722,173Trimmed
25Miller Financial Services LLC$572,19820,162Added

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