IJAN Institutional Ownership & Shareholders
INNOVATOR INTERNATIONAL DEVE (IJAN) is currently held by 101 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $196.47M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $32.41M, representing an estimated gain of +0.65% 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
101
Total Reported Value
$196.47M
Largest Holder
Compass Advisory Group Llc
Largest Position
$32.20M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
126
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Compass Advisory Group Llc | 7.65% | 845,513 | $32,197,051 | $32,407,837 | +$210,786 | +0.65% | |
| Allworth Financial Lp | 0.11% | 665,968 | $25,359,995 | $25,526,021 | +$166,026 | +0.65% | |
| Long Island Wealth Management, Inc. | 7.91% | 527,571 | $20,264,002 | $20,221,374 | -$42,628 | -0.21% | |
| Blair William & Co/Il | 0.03% | 311,570 | $11,864,554 | $11,942,229 | +$77,675 | +0.65% | |
| Commonwealth Equity Services, Llc | 0.01% | 188,091 | $7,162,490 | $7,209,378 | +$46,888 | +0.65% | |
| Osaic Holdings, Inc. | 0.01% | 157,147 | $5,983,998 | $6,023,319 | +$39,321 | +0.66% | |
| Bip Wealth, Llc | 0.14% | 136,602 | $5,246,864 | $5,235,845 | -$11,019 | -0.21% | |
| Cornerstone Wealth, Llc/Tn | 2.36% | 128,897 | $4,917,845 | $4,940,519 | +$22,674 | +0.46% | |
| Us Bancorp \De\ | 0.00% | 115,514 | $4,398,773 | $4,427,559 | +$28,786 | +0.65% | |
| Advisornet Financial, Inc | 0.19% | 110,939 | $4,237,515 | $4,252,203 | +$14,688 | +0.35% | |
| Cetera Investment Advisers | 0.00% | 105,814 | $4,029,387 | $4,055,766 | +$26,379 | +0.65% | |
| Jdm Financial Group Llc | 1.07% | 82,524 | $3,142,506 | $3,163,079 | +$20,573 | +0.65% | |
| Bfi Wealth Solutions, Llc | 2.06% | 78,217 | $3,004,316 | $2,997,995 | -$6,321 | -0.21% | |
| Lpl Financial Llc | 0.00% | 73,936 | $2,815,490 | $2,833,908 | +$18,418 | +0.65% | |
| Independent Financial Group, Llc | 0.05% | 72,830 | $2,797,400 | $2,791,516 | -$5,884 | -0.21% | |
| Envestnet Asset Management Inc | 0.00% | 71,544 | $2,724,376 | $2,742,224 | +$17,848 | +0.66% | |
| Wpwealth Llp | 0.33% | 58,977 | $2,245,838 | $2,260,541 | +$14,703 | +0.65% | |
| Global Strategic Investment Solutions, Llc | 0.19% | 55,734 | $2,140,743 | $2,136,240 | -$4,503 | -0.21% | |
| Hofer & Associates. Inc | 1.45% | 54,126 | $2,078,981 | $2,074,606 | -$4,375 | -0.21% | |
| Red Crane Wealth Management, Llc | 1.45% | 54,126 | $2,078,981 | $2,074,606 | -$4,375 | -0.21% | |
| My Personal Cfo, Llc | 0.71% | 51,629 | $1,983,070 | $1,978,898 | -$4,172 | -0.21% | |
| Signal Advisors Wealth, Llc | 0.09% | 51,141 | $1,964,326 | $1,960,194 | -$4,132 | -0.21% | |
| Talon Private Wealth, Llc | 0.23% | 51,059 | $1,944,322 | $1,957,051 | +$12,729 | +0.65% | |
| Triad Wealth Partners, Llc | 0.10% | 47,165 | $1,811,608 | $1,807,797 | -$3,811 | -0.21% | |
| Ifp Advisors, Inc | 0.03% | 42,937 | $1,649,210 | $1,645,741 | -$3,469 | -0.21% | |
| Kestra Advisory Services, Llc | 0.01% | 41,937 | $1,596,957 | $1,607,412 | +$10,455 | +0.65% | |
| Corrado Advisors, Llc | 0.73% | 38,531 | $1,479,976 | $1,476,862 | -$3,114 | -0.21% | |
| Wealth Alliance, Llc | 0.12% | 37,331 | $1,421,577 | $1,430,867 | +$9,290 | +0.65% | |
| Founders Financial Securities Llc | 0.07% | 36,495 | $1,401,773 | $1,398,824 | -$2,949 | -0.21% | |
| Benjamin Edwards Inc | 0.01% | 36,340 | $1,383,767 | $1,392,883 | +$9,116 | +0.66% | |
| Diligent Investors, Llc | 0.29% | 34,794 | $1,336,438 | $1,333,626 | -$2,812 | -0.21% | |
| Dhjj Financial Advisors, Ltd. | 0.38% | 34,544 | $1,326,836 | $1,324,044 | -$2,792 | -0.21% | |
| Assuredpartners Investment Advisors, Llc | 0.12% | 31,885 | $1,214,178 | $1,222,127 | +$7,949 | +0.65% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 43,879 | $1,207,262 | $1,681,847 | +$474,585 | +39.31% | |
| Susquehanna International Group, Llp | 0.00% | 31,378 | $1,194,871 | $1,202,694 | +$7,823 | +0.65% | |
| Onedigital Investment Advisors Llc | 0.01% | 27,424 | $1,044,303 | $1,051,140 | +$6,837 | +0.65% | |
| World Investment Advisors | 0.02% | 24,643 | $936,835 | $944,546 | +$7,711 | +0.82% | |
| Americana Partners, Llc | 0.02% | 23,793 | $913,889 | $911,967 | -$1,922 | -0.21% | |
| First Commonwealth Financial Corp | 0.12% | 23,400 | $891,070 | $896,903 | +$5,833 | +0.65% | |
| Retirement Guys Formula Llc | 0.33% | 22,890 | $879,205 | $877,355 | -$1,850 | -0.21% | |
| Cwm, Llc | 0.00% | 23,889 | $866,693 | $915,646 | +$48,953 | +5.65% | |
| Cypress Wealth Services, Llc | 0.10% | 21,274 | $819,049 | $815,415 | -$3,634 | -0.44% | |
| Berger Financial Group, Inc | 0.04% | 21,364 | $813,539 | $818,865 | +$5,326 | +0.65% | |
| Truist Financial Corp | 0.00% | 21,004 | $806,764 | $805,067 | -$1,697 | -0.21% | |
| Hfg Wealth Management, Llc | 0.71% | 18,379 | $699,870 | $704,452 | +$4,582 | +0.65% | |
| Private Advisor Group, Llc | 0.00% | 18,085 | $688,676 | $693,184 | +$4,508 | +0.65% | |
| Newedge Advisors, Llc | 0.00% | 17,949 | $683,496 | $687,971 | +$4,475 | +0.65% | |
| Newcorp Financial Services, Inc. | 0.51% | 17,550 | $674,096 | $672,677 | -$1,419 | -0.21% | |
| Gill Capital Partners, Llc | 0.15% | 14,586 | $560,248 | $559,070 | -$1,178 | -0.21% | |
| Pfs Partners, Llc | 0.22% | 13,964 | $536,358 | $535,229 | -$1,129 | -0.21% |
Frequently asked questions about IJAN
Who are the largest institutional holders of IJAN?
The largest institutional holders of IJAN reported in the latest SEC Form 13F filings include Compass Advisory Group Llc, Allworth Financial Lp, Long Island Wealth Management, Inc., Blair William & Co/Il, and Commonwealth Equity Services, Llc. InsiderSet ranks institutional holders by their latest reported IJAN position.
What is IJAN institutional ownership?
This page tracks IJAN positions reported by institutional investment managers through SEC Form 13F. INNOVATOR INTERNATIONAL DEVE (IJAN) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IJAN?
InsiderSet currently tracks 101 institutional managers reporting IJAN holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of IJAN shareholders.
How much IJAN stock do institutions own?
Institutional investment managers disclosed approximately $196.47M in IJAN holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IJAN institutional ownership last updated?
The latest IJAN institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional IJAN holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its IJAN position after the reporting date.
Are institutions buying or selling IJAN?
Institutional buying and selling can be analyzed by comparing IJAN positions across consecutive 13F reporting periods. InsiderSet's IJAN Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IJAN ownership changes.
How has IJAN institutional ownership changed over time?
InsiderSet tracks IJAN institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.