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

93 institutions reported holding $113.1M of INNOVATOR (UAUG) in SEC 13F filings for 2026-06-30. Largest institutional holders: Broussard Financial Group LLC ($16.9M), RAYMOND JAMES FINANCIAL INC ($10.5M), C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors ($6.5M), COMMONWEALTH EQUITY SERVICES, LLC ($6.3M), OSAIC HOLDINGS, INC. ($6.0M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Broussard Financial Group LLC	$16.9M	401,796	Trimmed
2	RAYMOND JAMES FINANCIAL INC	$10.5M	249,840	Trimmed
3	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	$6.5M	153,873	Added
4	COMMONWEALTH EQUITY SERVICES, LLC	$6.3M	149,147	Trimmed
5	OSAIC HOLDINGS, INC.	$6.0M	141,651	Trimmed
6	MBL Wealth, LLC	$5.4M	127,626	Added
7	Brookstone Capital Management	$4.9M	116,061	Trimmed
8	KFG WEALTH MANAGEMENT, LLC	$4.1M	98,177	Trimmed
9	ENVESTNET ASSET MANAGEMENT INC	$3.1M	73,269	Trimmed
10	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$3.0M	71,361	Added
11	Archer Investment Corp	$2.8M	65,908	Trimmed
12	FIDUCIARY FINANCIAL GROUP, LLC	$2.5M	58,579	Hold
13	Kestra Advisory Services, LLC	$2.2M	52,534	Trimmed
14	CENTRAL VALLEY ADVISORS, LLC	$2.1M	49,933	Trimmed
15	OLD MISSION CAPITAL LLC	$1.9M	45,917	Added
16	Berger Financial Group, Inc	$1.8M	43,839	Trimmed
17	LPL Financial LLC	$1.5M	35,672	Added
18	Clearstead Advisors, LLC	$1.5M	35,366	Trimmed
19	Spire Wealth Management	$1.5M	35,059	Trimmed
20	Cetera Investment Advisers	$1.4M	33,020	Trimmed
21	Cambridge Investment Research Advisors, Inc.	$1.4M	32,945	Trimmed
22	MML INVESTORS SERVICES, LLC	$1.2M	28,368	Added
23	Foundations Investment Advisors, LLC	$1.1M	24,997	Trimmed
24	Strategic Blueprint, LLC	$1.0M	24,163	Trimmed
25	MILESTONE ASSET MANAGEMENT, LLC	$965,762	22,948	Trimmed

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