INNOVATOR INTERNATIONAL DEVE (IJAN) Institutional Shareholders

INNOVATOR INTERNATIONAL DEVE (IJAN) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $196.26M in IJAN holdings during the latest filing period.

Compass Advisory Group Llc is currently the largest disclosed institutional shareholder of IJAN tracked by InsiderSet, reporting ownership valued at approximately $32.20M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $32.90M, representing an estimated gain of +2.18% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 62% of the total disclosed IJAN value among the investors covered in this analysis. Major shareholders include Compass Advisory Group Llc, Allworth Financial Lp, Long Island Wealth Management, Inc., and several other long-term asset managers with concentrated positions in INNOVATOR INTERNATIONAL DEVE (IJAN).

This page ranks the largest institutional IJAN shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

98

Total Reported Value

$196.26M

Largest Holder

Compass Advisory Group Llc

Largest Position

$32.20M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

121

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Compass Advisory Group Llc7.65%845,513$32,197,051$32,898,404+$701,353+2.18%
Allworth Financial Lp0.11%665,968$25,359,995$25,912,415+$552,420+2.18%
Long Island Wealth Management, Inc.8.11%515,972$19,648,162$20,076,161+$427,999+2.18%
Blair William & Co/Il0.03%311,570$11,864,554$12,123,002+$258,448+2.18%
Commonwealth Equity Services, Llc0.01%188,091$7,162,490$7,318,508+$156,018+2.18%
Osaic Holdings, Inc.0.01%157,147$5,983,998$6,114,495+$130,497+2.18%
Bip Wealth, Llc0.15%137,378$5,231,322$5,345,296+$113,974+2.18%
Cornerstone Wealth, Llc/Tn2.50%129,197$4,941,785$5,026,978+$85,193+1.72%
Us Bancorp \De\0.00%115,514$4,398,773$4,494,580+$95,807+2.18%
Advisornet Financial, Inc0.19%110,939$4,224,546$4,316,570+$92,024+2.18%
Red Crane Wealth Management, Llc3.04%108,402$4,127,937$4,217,857+$89,920+2.18%
Cetera Investment Advisers0.00%105,814$4,029,387$4,117,159+$87,772+2.18%
Jdm Financial Group Llc1.07%82,524$3,142,506$3,210,959+$68,453+2.18%
Bfi Wealth Solutions, Llc2.23%79,010$3,008,695$3,074,232+$65,537+2.18%
Lpl Financial Llc0.00%73,936$2,815,490$2,876,805+$61,315+2.18%
Independent Financial Group, Llc0.05%73,010$2,780,213$2,840,775+$60,562+2.18%
Envestnet Asset Management Inc0.00%71,544$2,724,376$2,783,734+$59,358+2.18%
Wpwealth Llp0.33%58,977$2,245,838$2,294,760+$48,922+2.18%
My Personal Cfo, Llc0.84%56,629$2,156,427$2,203,400+$46,973+2.18%
Global Strategic Investment Solutions, Llc0.19%55,734$2,122,345$2,168,576+$46,231+2.18%
Signal Advisors Wealth, Llc0.10%51,059$1,944,322$1,986,675+$42,353+2.18%
Talon Private Wealth, Llc0.23%51,059$1,944,322$1,986,675+$42,353+2.18%
Pfg Advisors0.09%44,527$1,695,584$1,732,519+$36,935+2.18%
Triad Wealth Partners, Llc0.10%42,968$1,659,063$1,671,859+$12,796+0.77%
Ifp Advisors, Inc0.03%42,937$1,635,037$1,670,653+$35,616+2.18%
Kestra Advisory Services, Llc0.01%41,937$1,596,957$1,631,744+$34,787+2.18%
Corrado Advisors, Llc0.68%38,943$1,482,946$1,515,249+$32,303+2.18%
Wealth Alliance, Llc0.12%37,331$1,421,577$1,452,527+$30,950+2.18%
Benjamin Edwards Inc0.01%36,340$1,383,767$1,413,968+$30,201+2.18%
Wealth Enhancement Advisory Services, Llc0.00%36,255$1,383,128$1,410,660+$27,532+1.99%
Diligent Investors, Llc0.30%34,797$1,325,066$1,353,930+$28,864+2.18%
Dhjj Financial Advisors, Ltd.0.38%34,596$1,317,413$1,346,110+$28,697+2.18%
Assuredpartners Investment Advisors, Llc0.12%31,885$1,214,178$1,240,626+$26,448+2.18%
Susquehanna International Group, Llp0.00%31,378$1,194,871$1,220,899+$26,028+2.18%
Founders Financial Securities Llc0.06%31,285$1,191,330$1,217,281+$25,951+2.18%
Truist Financial Corp0.00%29,573$1,126,140$1,150,668+$24,528+2.18%
Onedigital Investment Advisors Llc0.01%27,424$1,044,303$1,067,051+$22,748+2.18%
Retirement Guys Formula Llc0.37%25,938$987,716$1,009,232+$21,516+2.18%
Americana Partners, Llc0.02%24,614$937,299$957,716+$20,417+2.18%
World Investment Advisors0.02%24,643$936,835$958,844+$22,009+2.35%
First Commonwealth Financial Corp0.12%23,400$891,070$910,480+$19,410+2.18%
Cwm, Llc0.00%23,889$866,693$929,507+$62,814+7.25%
Berger Financial Group, Inc0.04%21,364$813,539$831,260+$17,721+2.18%
Cypress Wealth Services, Llc0.10%21,274$810,112$827,759+$17,647+2.18%
Hfg Wealth Management, Llc0.70%18,379$699,870$715,116+$15,246+2.18%
Private Advisor Group, Llc0.00%18,085$688,676$703,676+$15,000+2.18%
Newedge Advisors, Llc0.00%17,949$683,496$698,385+$14,889+2.18%
Newcorp Financial Services, Inc.0.51%17,550$668,302$682,860+$14,558+2.18%
Gill Capital Partners, Llc0.15%14,846$565,334$577,649+$12,315+2.18%
Pfs Partners, Llc0.22%13,964$531,748$543,331+$11,583+2.18%
Showing 50 of 98

Frequently asked questions about IJAN

  • Who owns the most IJAN stock?

    The largest holders of IJAN are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INNOVATOR INTERNATIONAL DEVE (IJAN).

  • Is IJAN widely held by superinvestors?

    Many widely followed stocks like IJAN appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IJAN is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.