Funds holding Innovator Equity Man
1 fund declares a position · 1 ETFs and 0 other funds · 993.1K $ · US45783Y6730
Each line carries its report date.
| Fund | Shares | Value | Weight | |
|---|---|---|---|---|
| North Shore Equity Rotation ETF SPINNAKER ETF SERIES | 28,045 | 993.1K $ | 1.88 % | as of Mar 31, 2026 · Original filing |
Institutional managers
193 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 5,920,303 | 209.6M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 4,589,170 | 162.5M $ | as of Mar 31, 2026 |
| Americana Partners, LLC | 2,485,585 | 88M $ | as of Mar 31, 2026 |
| Kingsview Wealth Management, LLC | 2,167,558 | 76.8M $ | as of Mar 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | 1,559,608 | 55.2M $ | as of Mar 31, 2026 |
| Chicago Partners Investment Group LLC | 1,276,156 | 46.7M $ | as of Mar 31, 2026 |
| Liberty Atlantic Advisors LLC | 637,906 | 22.6M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 567,059 | 20.1M $ | as of Mar 31, 2026 |
| Delta Investment Management, LLC | 558,310 | 19.8M $ | as of Mar 31, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | 489,437 | 17.3M $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 482,185 | 17.1M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 432,361 | 15.3M $ | as of Mar 31, 2026 |
| Brookstone Capital Management | 403,720 | 14.3M $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 382,879 | 13.6M $ | as of Mar 31, 2026 |
| Rothschild Wealth LLC | 372,737 | 13.2M $ | as of Mar 31, 2026 |
| HighTower Advisors, LLC | 363,843 | 12.9M $ | as of Mar 31, 2026 |
| Southland Equity Partners LLC | 313,667 | 11.1M $ | as of Mar 31, 2026 |
| Advisory Services Network, LLC | 312,233 | 11.1M $ | as of Mar 31, 2026 |
| Rockefeller Capital Management L.P. | 268,650 | 9.5M $ | as of Mar 31, 2026 |
| CCG WEALTH MANAGEMENT, LLC | 255,746 | 9.1M $ | as of Mar 31, 2026 |
| MML INVESTORS SERVICES, LLC | 248,541 | 8.8M $ | as of Mar 31, 2026 |
| AE Wealth Management LLC | 247,244 | 8.8M $ | as of Mar 31, 2026 |
| Pinnacle Wealth Management Group, Inc. | 244,025 | 8.6M $ | as of Mar 31, 2026 |
| WINNOW WEALTH LLC | 242,979 | 8.6M $ | as of Mar 31, 2026 |
| Pallas Capital Advisors LLC | 235,419 | 8.3M $ | as of Mar 31, 2026 |