13F Insight
DOSSIER · 13F Holders · Q1 2026BellwetherCompounder
NFEB

INNOVATOR

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

CUSIP 45784N791·51 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 1.0%
vs prior quarter
13F value held
$39M
62.0% inst. owned
of float
Holders
51
-24 QoQ
filers reporting
Activity
+89 / −32
+870 added · −782 reduced
this quarter
Concentration
28.01%
COMMONWEALTH EQUITY SERVICES, LLC #1
top holder share
AI Holders Summary · Q1 2026

51 institutions reported NFEB in Q1 2026. COMMONWEALTH EQUITY SERVICES, LLC leads at 28.0% of the visible book. -24 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$11M400K0.02%Q1 202602
Cornerstone Wealth, LLC/TN
CIK 0002135644
$5M182K2.99%Q1 202603
Kestra Advisory Services, LLC
CIK 0001830819
$3M123K0.01%Q1 202604
LPL Financial LLC
CIK 0001403438
$2M80K0.00%Q1 202605
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$2M63K0.03%Q1 202606
Cetera Investment Advisers
CIK 0001666741
$1M55K0.00%Q1 202607
Diligent Investors, LLC
CIK 0001549042
$1M51K0.35%Q1 202608
TrustBank
CIK 0002107256
$1M40K0.43%Q1 202609
Element Squared LLC
CIK 0002086643
$1M40K0.61%Q1 202610
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$1M39K0.00%Q1 202611
Atria Wealth Solutions, Inc.
CIK 0001927543
$1M40K0.02%Q2 202512
SYON CAPITAL LLC
CIK 0001999353
$1M37K0.05%Q1 202613
TRUIST FINANCIAL CORP
CIK 0000092230
$996,54336K0.00%Q1 202614
OSAIC HOLDINGS, INC.
CIK 0001677044
$990,40036K0.00%Q1 202615
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$986,62836K0.00%Q1 202616
Steward Partners Investment Advisory, LLC
CIK 0001723397
$963,59235K0.00%Q1 202617
MAI Capital Management
CIK 0001040197
$922,83434K0.01%Q1 202618
Phoenix Financial Ltd.
CIK 0001679543
$912,93934K0.01%Q1 202619
MML INVESTORS SERVICES, LLC
CIK 0000701059
$901,60533K0.00%Q1 202620
HighTower Advisors, LLC
CIK 0001462245
$719,42726K0.00%Q1 2026
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