Who Owns INNOVATOR (TOCT)? -- Institutional Holders (2026-06-30)
21 institutions reported holding $10.3M of INNOVATOR (TOCT) in SEC 13F filings for 2026-06-30. Largest institutional holders: HARBOUR INVESTMENTS, INC. ($1.3M), Regatta Research & Money Management ($1.3M), Brookstone Capital Management ($1.2M), MML INVESTORS SERVICES, LLC ($1.1M), Cambridge Investment Research Advisors, Inc. ($972,000). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | HARBOUR INVESTMENTS, INC. | $1.3M | 47,067 | Trimmed |
| 2 | Regatta Research & Money Management | $1.3M | 47,026 | New |
| 3 | Brookstone Capital Management | $1.2M | 43,657 | Hold |
| 4 | MML INVESTORS SERVICES, LLC | $1.1M | 40,602 | Added |
| 5 | Cambridge Investment Research Advisors, Inc. | $972,000 | 35,933 | Added |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $864,252 | 31,962 | Trimmed |
| 7 | Orion Porfolio Solutions, LLC | $775,156 | 28,667 | Added |
| 8 | HighTower Advisors, LLC | $639,172 | 23,638 | Hold |
| 9 | Encompass More Asset Management | $521,953 | 19,303 | Added |
| 10 | Tradition Wealth Management, LLC | $434,127 | 16,055 | Hold |
| 11 | Ashton Thomas Private Wealth, LLC | $331,348 | 12,254 | Added |
| 12 | Fragasso Financial Advisors Inc | $298,224 | 11,029 | Hold |
| 13 | Plan Group Financial, LLC | $255,068 | 9,433 | Hold |
| 14 | Atria Investments, Inc | $204,774 | 7,573 | New |
| 15 | HARBOR INVESTMENT ADVISORY, LLC | $61,732 | 2,283 | Hold |
| 16 | OSAIC HOLDINGS, INC. | $55,838 | 2,065 | New |
| 17 | AE Wealth Management LLC | $39,749 | 1,470 | Hold |
| 18 | Global Retirement Partners, LLC | $8,235 | 305 | Hold |
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $0 | 0 | Exited |
| 20 | Allworth Financial LP | $0 | 0 | Exited |
| 21 | Triad Wealth Partners, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30