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

129 institutions reported holding $236.2M of INNOVATOR (UJAN) in SEC 13F filings for 2026-06-30. Largest institutional holders: Brookstone Capital Management ($59.5M), Talon Private Wealth, LLC ($28.5M), Sonoma Allocations LLC ($17.6M), COMMONWEALTH EQUITY SERVICES, LLC ($8.6M), Campbell Deegan Wealth Management, LLC ($8.1M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Brookstone Capital Management	$59.5M	1.3M	Trimmed
2	Talon Private Wealth, LLC	$28.5M	629,495	Trimmed
3	Sonoma Allocations LLC	$17.6M	387,022	Trimmed
4	COMMONWEALTH EQUITY SERVICES, LLC	$8.6M	189,692	Added
5	Campbell Deegan Wealth Management, LLC	$8.1M	178,393	Added
6	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	$6.8M	149,999	Added
7	OSAIC HOLDINGS, INC.	$5.6M	122,785	Added
8	Strategic Blueprint, LLC	$5.0M	109,528	Trimmed
9	TRUIST FINANCIAL CORP	$4.0M	88,958	Trimmed
10	Cetera Investment Advisers	$3.8M	83,364	Trimmed
11	Clearstead Advisors, LLC	$3.6M	79,931	Added
12	Berkshire Money Management, Inc.	$3.6M	79,793	Hold
13	Spire Wealth Management	$3.5M	76,520	Trimmed
14	ENVESTNET ASSET MANAGEMENT INC	$3.4M	74,182	Trimmed
15	LPL Financial LLC	$3.1M	68,612	Added
16	Orion Porfolio Solutions, LLC	$2.7M	59,237	Added
17	RAYMOND JAMES FINANCIAL INC	$2.5M	55,754	Trimmed
18	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$2.5M	55,345	Added
19	Lantz Financial LLC	$2.5M	54,822	Trimmed
20	Foundations Investment Advisors, LLC	$2.4M	52,128	Added
21	IMG Wealth Management, Inc.	$2.3M	50,186	Added
22	MML INVESTORS SERVICES, LLC	$2.2M	48,767	Added
23	Advus Financial Partners, LLC	$2.2M	47,429	Trimmed
24	CENTRAL VALLEY ADVISORS, LLC	$2.1M	46,071	Trimmed
25	Allworth Financial LP	$2.0M	43,186	Trimmed

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