DOSSIER · 13F Holders · Q2 2026
NFEB

INNOVATOR

54 institutions still hold INNOVATOR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 45784N791·54 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$44M
visible holders
Holders
54
filers reporting
Concentration
27.67%
COMMONWEALTH EQUITY SERVICES, LLC #1
top holder share
AI Holders Summary · Q2 2026

54 institutions reported NFEB in Q2 2026. COMMONWEALTH EQUITY SERVICES, LLC leads at 27.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$12M397K0.02%Q2 2026
02
Cornerstone Wealth, LLC/TN
CIK 0002135644
$6M183K2.80%Q2 2026
03
Kestra Advisory Services, LLC
CIK 0001830819
$3M97K0.01%Q2 2026
04
LPL Financial LLC
CIK 0001403438
$3M88K0.00%Q2 2026
05
Cetera Investment Advisers
CIK 0001666741
$2M74K0.00%Q2 2026
06
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$2M62K0.03%Q2 2026
07
Diligent Investors, LLC
CIK 0001549042
$2M56K0.38%Q2 2026
08
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$1M43K0.00%Q2 2026
09
TrustBank
CIK 0002107256
$1M42K0.44%Q2 2026
10
Element Squared LLC
CIK 0002086643
$1M40K0.60%Q2 2026
11
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$1M39K0.00%Q2 2026
12
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$1M39K0.00%Q2 2026
13
OSAIC HOLDINGS, INC.
CIK 0001677044
$1M38K0.00%Q2 2026
14
MML INVESTORS SERVICES, LLC
CIK 0000701059
$1M37K0.00%Q2 2026
15
TRUIST FINANCIAL CORP
CIK 0000092230
$1M36K0.00%Q2 2026
16
Steward Partners Investment Advisory, LLC
CIK 0001723397
$1M35K0.01%Q2 2026
17
Atria Wealth Solutions, Inc.
CIK 0001927543
$1M40K0.02%Q2 2025
18
Phoenix Financial Ltd.
CIK 0001679543
$1M34K0.01%Q2 2026
19
MAI Capital Management
CIK 0001040197
$1M33K0.00%Q2 2026
20
HighTower Advisors, LLC
CIK 0001462245
$797K26K0.00%Q2 2026
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