IJUN Institutional Ownership & Shareholders
INNOV INTL DEV PB ETF - JUNE (IJUN) is currently held by 60 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $49.81M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Access Financial Services, Inc. is currently the largest disclosed institutional shareholder of IJUN tracked by InsiderSet, reporting ownership valued at approximately $12.96M 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 $12.96M, representing an estimated gain of +0.06% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 61% of the total disclosed IJUN value among the investors covered in this analysis. Major shareholders include Access Financial Services, Inc., Cetera Investment Advisers, Corrado Advisors, Llc, and several other long-term asset managers with concentrated positions in INNOV INTL DEV PB ETF - JUNE (IJUN).
This page ranks the largest institutional IJUN 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
60
Total Reported Value
$49.81M
Largest Holder
Access Financial Services, Inc.
Largest Position
$12.96M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
71
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Access Financial Services, Inc. | 4.25% | 415,535 | $12,955,297 | $12,962,573 | +$7,276 | +0.06% | |
| Cetera Investment Advisers | 0.00% | 87,771 | $2,736,464 | $2,738,008 | +$1,544 | +0.06% | |
| Corrado Advisors, Llc | 1.23% | 80,120 | $2,502,148 | $2,499,335 | -$2,813 | -0.11% | |
| Berger Financial Group, Inc | 0.10% | 63,797 | $1,989,025 | $1,990,141 | +$1,116 | +0.06% | |
| Fiduciary Financial Group, Llc | 0.23% | 63,347 | $1,978,327 | $1,976,103 | -$2,224 | -0.11% | |
| Commonwealth Equity Services, Llc | 0.00% | 61,398 | $1,917,460 | $1,915,304 | -$2,156 | -0.11% | |
| Osaic Holdings, Inc. | 0.00% | 58,557 | $1,825,766 | $1,826,680 | +$914 | +0.05% | |
| Syon Capital Llc | 0.07% | 52,514 | $1,637,249 | $1,638,169 | +$920 | +0.06% | |
| Lpl Financial Llc | 0.00% | 51,386 | $1,602,076 | $1,602,981 | +$905 | +0.06% | |
| Atlantic Private Wealth, Llc | 0.82% | 42,788 | $1,334,018 | $1,334,767 | +$749 | +0.06% | |
| Truist Financial Corp | 0.00% | 38,926 | $1,215,659 | $1,214,293 | -$1,366 | -0.11% | |
| Kestra Advisory Services, Llc | 0.00% | 34,484 | $1,076,935 | $1,075,725 | -$1,210 | -0.11% | |
| Wpwealth Llp | 0.16% | 34,099 | $1,063,118 | $1,063,715 | +$597 | +0.06% | |
| Susquehanna International Group, Llp | 0.00% | 26,517 | $826,731 | $827,195 | +$464 | +0.06% | |
| Old Mission Capital Llc | 0.02% | 24,286 | $757,174 | $757,599 | +$425 | +0.06% | |
| First Commonwealth Financial Corp | 0.10% | 23,880 | $744,514 | $744,934 | +$420 | +0.06% | |
| Diligent Investors, Llc | 0.16% | 22,834 | $713,106 | $712,304 | -$802 | -0.11% | |
| Focus Partners Wealth | 0.00% | 22,293 | $695,038 | $695,428 | +$390 | +0.06% | |
| Beacon Pointe Advisors, Llc | 0.00% | 18,384 | $573,166 | $573,487 | +$321 | +0.06% | |
| Collaborative Wealth Managment Inc. | 0.24% | 18,060 | $563,062 | $563,380 | +$318 | +0.06% | |
| Cornerstone Wealth, Llc/Tn | 0.24% | 16,185 | $502,832 | $504,889 | +$2,057 | +0.41% | |
| Private Advisor Group, Llc | 0.00% | 16,070 | $501,019 | $501,302 | +$283 | +0.06% | |
| Envestnet Asset Management Inc | 0.00% | 15,833 | $493,631 | $493,909 | +$278 | +0.06% | |
| Ashton Thomas Private Wealth, Llc | 0.01% | 14,439 | $450,170 | $450,423 | +$253 | +0.06% | |
| Mai Capital Management | 0.00% | 13,248 | $413,039 | $413,270 | +$231 | +0.06% | |
| Raymond James Financial Inc | 0.00% | 12,754 | $397,637 | $397,860 | +$223 | +0.06% | |
| Newedge Advisors, Llc | 0.00% | 12,352 | $385,103 | $385,319 | +$216 | +0.06% | |
| Gill Capital Partners, Llc | 0.10% | 12,035 | $375,853 | $375,431 | -$422 | -0.11% | |
| Ifp Advisors, Inc | 0.01% | 11,851 | $370,107 | $369,691 | -$416 | -0.11% | |
| Onedigital Investment Advisors Llc | 0.00% | 11,400 | $355,422 | $355,622 | +$200 | +0.06% | |
| Phoenix Wealth Advisors | 0.12% | 10,964 | $341,829 | $342,021 | +$192 | +0.06% | |
| Americana Partners, Llc | 0.01% | 10,686 | $333,724 | $333,349 | -$375 | -0.11% | |
| Cerity Partners Llc | 0.00% | 10,685 | $333,130 | $333,318 | +$188 | +0.06% | |
| Dhjj Financial Advisors, Ltd. | 0.09% | 10,469 | $326,947 | $326,579 | -$368 | -0.11% | |
| Kfg Wealth Management, Llc | 0.04% | 10,374 | $323,980 | $323,616 | -$364 | -0.11% | |
| Annis Gardner Whiting Capital Advisors, Llc | 0.05% | 10,325 | $321,907 | $322,087 | +$180 | +0.06% | |
| Cofg Advisors, Llc | 0.06% | 10,222 | $318,691 | $318,874 | +$183 | +0.06% | |
| Pfs Partners, Llc | 0.13% | 10,035 | $313,394 | $313,041 | -$353 | -0.11% | |
| Hofer & Associates. Inc | 0.22% | 9,879 | $308,521 | $308,174 | -$347 | -0.11% | |
| Red Crane Wealth Management, Llc | 0.22% | 9,879 | $308,521 | $308,174 | -$347 | -0.11% | |
| Trek Financial, Llc | 0.01% | 9,821 | $306,710 | $306,365 | -$345 | -0.11% | |
| Wealth Alliance, Llc | 0.02% | 9,318 | $290,515 | $290,674 | +$159 | +0.05% | |
| Mml Investors Services, Llc | 0.00% | 9,217 | $287,362 | $287,523 | +$161 | +0.06% | |
| Harbour Investments, Inc. | 0.00% | 9,056 | $282,342 | $282,501 | +$159 | +0.06% | |
| Cypress Financial Planning Llc | 0.07% | 8,651 | $270,171 | $269,867 | -$304 | -0.11% | |
| Royal Bank Of Canada | 0.00% | 8,667 | $270,000 | $270,366 | +$366 | +0.14% | |
| Legacy Capital Wealth Partners, Llc | 0.06% | 8,624 | $269,328 | $269,025 | -$303 | -0.11% | |
| Belpointe Asset Management Llc | 0.01% | 8,172 | $254,782 | $254,925 | +$143 | +0.06% | |
| William Mack & Associates, Inc. | 0.07% | 7,046 | $220,047 | $219,799 | -$248 | -0.11% | |
| Jane Street Group, Llc | 0.00% | 6,897 | $215,030 | $215,151 | +$121 | +0.06% |
Frequently asked questions about IJUN
Who are the largest institutional holders of IJUN?
The largest institutional holders of IJUN reported in the latest SEC Form 13F filings include Access Financial Services, Inc., Cetera Investment Advisers, Corrado Advisors, Llc, Berger Financial Group, Inc, and Fiduciary Financial Group, Llc. InsiderSet ranks institutional holders by their latest reported IJUN position.
What is IJUN institutional ownership?
This page tracks IJUN positions reported by institutional investment managers through SEC Form 13F. INNOV INTL DEV PB ETF - JUNE (IJUN) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IJUN?
InsiderSet currently tracks 60 institutional managers reporting IJUN 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 IJUN shareholders.
How much IJUN stock do institutions own?
Institutional investment managers disclosed approximately $49.81M in IJUN holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IJUN institutional ownership last updated?
The latest IJUN 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 IJUN 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 IJUN position after the reporting date.
Are institutions buying or selling IJUN?
Institutional buying and selling can be analyzed by comparing IJUN positions across consecutive 13F reporting periods. InsiderSet's IJUN Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IJUN ownership changes.
How has IJUN institutional ownership changed over time?
InsiderSet tracks IJUN institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.