13F Insight
DOSSIER · 13F Holders · Q2 2026
ZJUN

INNOVATOR

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

CUSIP 45784N643·80 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$65M
visible holders
Holders
80
filers reporting
Concentration
22.76%
NewEdge Advisors, LLC #1
top holder share
AI Holders Summary · Q2 2026

80 institutions reported ZJUN in Q2 2026. NewEdge Advisors, LLC leads at 22.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
NewEdge Advisors, LLC
CIK 0001633516
$15M543K0.04%Q2 202602
AE Wealth Management LLC
CIK 0001697723
$10M354K0.05%Q2 202603
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$6M233K0.00%Q2 202604
SYKON CAPITAL LLC
CIK 0001988408
$4M147K1.24%Q2 202605
HOWARD BAILEY SECURITIES, LLC
CIK 0002043986
$4M128K1.32%Q2 202606
Csenge Advisory Group
CIK 0001715593
$3M112K0.12%Q2 202607
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$3M111K0.00%Q2 202608
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$2M91K0.00%Q2 202609
CANANDAIGUA NATIONAL BANK & TRUST CO
CIK 0001074266
$2M81K0.19%Q2 202610
Kestra Advisory Services, LLC
CIK 0001830819
$2M80K0.01%Q2 202611
OSAIC HOLDINGS, INC.
CIK 0001677044
$2M75K0.00%Q2 202612
Farther Finance Advisors, LLC
CIK 0001992825
$2M59K0.01%Q2 202613
Concurrent Investment Advisors, LLC
CIK 0002001015
$1M53K0.01%Q2 202614
Integrated Wealth Management
CIK 0002113155
$1M50K1.45%Q2 202615
Cetera Investment Advisers
CIK 0001666741
$1M49K0.00%Q2 202616
Key Capital Management, INC
CIK 0002107249
$1M48K0.68%Q2 202617
Lineweaver Wealth Advisors, LLC
CIK 0001797873
$1M45K0.15%Q2 202618
OPTIMA CAPITAL LLC
CIK 0002070972
$1M45K0.48%Q2 202619
HighTower Advisors, LLC
CIK 0001462245
$1M41K0.00%Q2 202620
AssuredPartners Investment Advisors, LLC
CIK 0002055492
$1M40K0.11%Q2 2026
Page 1 of 4
60 more holders available. Log in →