Who Owns INNOVATOR (NFEB)? -- Institutional Holders (2026-06-30)
55 institutions reported holding $53.4M of INNOVATOR (NFEB) in SEC 13F filings for 2026-06-30. Largest institutional holders: COMMONWEALTH EQUITY SERVICES, LLC ($12.0M), Cornerstone Wealth, LLC/TN ($5.5M), Kestra Advisory Services, LLC ($3.0M), LPL Financial LLC ($2.7M), Cetera Investment Advisers ($2.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | COMMONWEALTH EQUITY SERVICES, LLC | $12.0M | 396,730 | Trimmed |
| 2 | Cornerstone Wealth, LLC/TN | $5.5M | 182,738 | Added |
| 3 | Kestra Advisory Services, LLC | $3.0M | 97,440 | Trimmed |
| 4 | LPL Financial LLC | $2.7M | 88,490 | Added |
| 5 | Cetera Investment Advisers | $2.2M | 73,901 | Added |
| 6 | HARBOUR INVESTMENTS, INC. | $1.9M | 62,313 | Trimmed |
| 7 | Diligent Investors, LLC | $1.7M | 56,310 | Added |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.3M | 42,530 | Added |
| 9 | TrustBank | $1.3M | 42,390 | Added |
| 10 | Element Squared LLC | $1.2M | 39,658 | Hold |
| 11 | RAYMOND JAMES FINANCIAL INC | $1.2M | 39,367 | Added |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $1.2M | 39,113 | Trimmed |
| 13 | OSAIC HOLDINGS, INC. | $1.2M | 38,181 | Added |
| 14 | MML INVESTORS SERVICES, LLC | $1.1M | 37,324 | Added |
| 15 | TRUIST FINANCIAL CORP | $1.1M | 35,922 | Trimmed |
| 16 | Steward Partners Investment Advisory, LLC | $1.1M | 35,179 | Hold |
| 17 | Phoenix Financial Ltd. | $1.0M | 33,619 | Hold |
| 18 | MAI Capital Management | $1.0M | 33,230 | Trimmed |
| 19 | HighTower Advisors, LLC | $796,867 | 26,265 | Hold |
| 20 | Beacon Pointe Advisors, LLC | $752,056 | 24,788 | Added |
| 21 | OLD MISSION CAPITAL LLC | $684,277 | 22,554 | New |
| 22 | AdvisorNet Financial, Inc | $673,385 | 22,195 | Hold |
| 23 | WEDBUSH SECURITIES INC | $670,000 | 22,077 | Hold |
| 24 | Grantvest Financial Group LLC | $661,158 | 21,792 | Hold |
| 25 | NovaPoint Capital, LLC | $563,222 | 18,564 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30