13F Insight
DOSSIER · 13F Holders · Q1 2026
JAJL

INNOVATOR

97 institutions still hold INNOVATOR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 45783Y244·97 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$114M
visible holders
Holders
97
filers reporting
Concentration
40.64%
Kingsview Wealth Management, LLC #1
top holder share
AI Holders Summary · Q1 2026

97 institutions reported JAJL in Q1 2026. Kingsview Wealth Management, LLC leads at 40.6% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Kingsview Wealth Management, LLC
CIK 0001791965
$46M1.6M0.63%Q1 202602
OSAIC HOLDINGS, INC.
CIK 0001677044
$11M384K0.01%Q2 202603
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$9M308K0.01%Q2 202604
HighTower Advisors, LLC
CIK 0001462245
$6M211K0.01%Q2 202605
AE Wealth Management LLC
CIK 0001697723
$6M188K0.03%Q2 202606
CWM, LLC
CIK 0001535847
$5M157K0.01%Q1 202607
Triad Wealth Partners, LLC
CIK 0002012717
$4M144K0.26%Q2 202608
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$4M141K0.01%Q1 202609
Peak Wealth Management LLC
CIK 0002094948
$2M81K1.71%Q2 202610
Orion Porfolio Solutions, LLC
CIK 0001360533
$2M80K0.02%Q2 202611
Weaver Capital Management LLC
CIK 0001552247
$2M71K0.46%Q2 202612
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$2M69K0.00%Q2 202613
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$2M67K0.00%Q2 202614
Brookstone Capital Management
CIK 0001599584
$2M67K0.02%Q2 202615
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
CIK 0001965756
$2M53K0.08%Q2 202616
Encompass More Asset Management
CIK 0002011218
$2M53K0.23%Q2 202617
Kestra Advisory Services, LLC
CIK 0001830819
$2M52K0.01%Q2 202618
Ausdal Financial Partners, Inc.
CIK 0001667146
$1M50K0.06%Q2 202619
Ameritas Advisory Services, LLC
CIK 0001901275
$1M47K0.03%Q2 202620
CENTAURUS FINANCIAL, INC.
CIK 0000891943
$1M47K0.06%Q4 2025
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