INNOVATOR ETFS TRUST (BJUL)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
118
Reporting holders
$176.2M
Reported value
0.0%
Held as options
+1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| COFG Advisors, LLC | $19.5M | 359,409 | 3.37% | 3q | -0.5%-$104.0K |
| INTEGRAL INVESTMENT ADVISORS, INC. | $15.9M | 292,075 | 3.49% | 19q | +2.1%+$330.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | $11.9M | 218,958 | 0.01% | 28q | +9.8%+$1.1M |
| OSAIC HOLDINGS, INC. | $9.5M | 175,380 | 0.01% | 26q | +31.2%+$2.3M |
| Cerity Partners LLC | $9.0M | 165,516 | 0.01% | 15q | +2.1%+$189.1K |
| HighTower Advisors, LLC | $8.9M | 162,974 | 0.01% | 24q | -1.1%-$94.3K |
| Cetera Investment Advisers | $5.5M | 101,257 | 0.01% | 10q | +1.3%+$70.1K |
| ROTHSCHILD INVESTMENT LLC | $5.0M | 91,750 | 0.19% | 9q | -0.6%-$32.6K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.6M | 83,725 | 0.01% | 5q | +1543.9%+$4.3M |
| Bellwether Advisors, LLC | $4.1M | 74,924 | 0.60% | 17q | -0.8%-$32.5K |
| FSA Advisors, Inc. | $4.0M | 74,264 | 0.92% | 11q | +101.4%+$2.0M |
| LPL Financial LLC | $3.4M | 62,107 | 0.00% | 27q | +35.3%+$879.7K |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $2.7M | 49,663 | 0.34% | 24q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $2.4M | 43,841 | 0.00% | 20q | -21.3%-$646.1K |
| SIGNATUREFD, LLC | $2.3M | 42,034 | 0.03% | 4q | HELD |
| Wealthquest Corp | $2.2M | 41,183 | 0.14% | 23q | -1.4%-$30.8K |
| Kestra Advisory Services, LLC | $2.2M | 39,869 | 0.01% | 21q | +12.8%+$246.5K |
| My Personal CFO, LLC | $2.2M | 39,755 | 0.84% | 3q | -15.0%-$380.2K |
| Spire Wealth Management | $2.2M | 39,712 | 0.07% | 16q | -2.9%-$63.8K |
| Snowden Capital Advisors LLC | $2.1M | 39,130 | 0.05% | 13q | HELD |
| Lantz Financial LLC | $2.1M | 38,045 | 0.38% | 17q | HELD |
| Stratos Wealth Advisors, LLC | $2.1M | 37,747 | 0.11% | 12q | HELD |
| RAYMOND JAMES FINANCIAL INC | $2.0M | 37,222 | 0.00% | 7q | -13.8%-$323.9K |
| Berkshire Money Management, Inc. | $1.8M | 34,038 | 0.17% | 15q | -2.3%-$44.4K |
| Orion Porfolio Solutions, LLC | $1.8M | 33,585 | 0.01% | 2q | +9.2%+$153.5K |
| Merit Financial Group, LLC | $1.8M | 33,154 | 0.01% | 3q | +100.0%+$900.3K |
| GWN SECURITIES INC. | $1.7M | 31,971 | 0.29% | 6q | +491.6%+$1.4M |
| Fragasso Financial Advisors Inc | $1.7M | 31,930 | 0.09% | 20q | -0.7%-$12.5K |
| PRINCIPAL SECURITIES, INC. | $1.4M | 25,592 | 0.02% | 11q | +1.9%+$26.4K |
| Cornerstone Wealth Group, LLC | $1.3M | 24,847 | 0.08% | 29q | HELD |
| BLAIR WILLIAM & CO/IL | $1.3M | 24,518 | 0.00% | 17q | -5.9%-$83.1K |
| Brookstone Capital Management | $1.3M | 24,410 | 0.01% | 12q | -1.4%-$19.3K |
| CORRADO ADVISORS, LLC | $1.3M | 23,514 | 0.59% | 5q | +208.0%+$862.4K |
| World Investment Advisors | $1.2M | 23,264 | 0.02% | 3q | -8.3%-$113.7K |
| Beacon Pointe Advisors, LLC | $1.2M | 21,831 | 0.01% | 17q | +10.1%+$108.7K |
| DHJJ Financial Advisors, Ltd. | $1.2M | 21,825 | 0.34% | 23q | -3.5%-$42.5K |
| BCGM Wealth Management, LLC | $1.2M | 21,352 | 0.25% | 21q | HELD |
| OLD MISSION CAPITAL LLC | $1.2M | 21,340 | 0.02% | new | NEW |
| Atria Investments, Inc | $1.1M | 20,181 | 0.01% | 2q | -5.9%-$68.1K |
| FORONJY FINANCIAL LLC | $1.0M | 18,905 | 0.38% | 4q | +36.1%+$272.3K |
| MML INVESTORS SERVICES, LLC | $1.0M | 18,562 | 0.00% | 13q | -22.1%-$286.1K |
| Commerce Advisors, LLC | $1,000.0K | 18,413 | 0.54% | 2q | HELD |
| JPMORGAN CHASE & CO | $964.6K | 17,755 | 0.00% | 4q | +880.4%+$866.2K |
| Cresset Asset Management, LLC | $890.4K | 16,395 | 0.00% | 12q | HELD |
| BCS Wealth Management | $886.0K | 16,313 | 0.16% | 21q | -5.0%-$47.1K |
| City Center Advisors, LLC | $851.0K | 15,670 | 0.69% | 10q | -1.1%-$9.1K |
| First Commonwealth Financial Corp /PA/ | $766.3K | 14,110 | 0.11% | 20q | +11.6%+$79.9K |
| CoreCap Advisors, LLC | $746.9K | 13,753 | 0.02% | 14q | +8.5%+$58.4K |
| Global Trust Wealth Management LLC | $742.7K | 13,675 | 0.51% | 3q | -44.1%-$585.2K |
| Triad Wealth Partners, LLC | $729.5K | 13,278 | 0.04% | 7q | -19.7%-$178.7K |
| OPPENHEIMER & CO INC | $704.4K | 12,970 | 0.01% | 4q | -11.9%-$95.3K |
| Sigma Planning Corp | $686.2K | 12,634 | 0.02% | 17q | -4.6%-$32.9K |
| Advisory Services Network, LLC | $674.4K | 12,417 | 0.01% | 7q | HELD |
| IMG Wealth Management, Inc. | $664.3K | 12,232 | 0.37% | 4q | -21.9%-$186.6K |
| Kathmere Capital Management, LLC | $654.4K | 12,050 | 0.03% | 25q | -0.9%-$5.9K |
| Farther Finance Advisors, LLC | $600.9K | 11,065 | 0.00% | 6q | HELD |
| CreativeOne Wealth, LLC | $575.8K | 10,603 | 0.01% | 7q | -4.3%-$26.1K |
| CRA Financial Services, LLC | $538.5K | 9,915 | 0.06% | 12q | -2.0%-$10.9K |
| TopTier Wealth Management, LLC | $537.4K | 9,895 | 0.32% | 3q | HELD |
| Wingate Wealth Advisors, Inc. | $535.7K | 9,864 | 0.24% | 7q | +20.3%+$90.5K |
| Outlook Wealth Advisors, LLC | $525.7K | 9,679 | 0.11% | 16q | -23.6%-$162.2K |
| Simplicity Wealth,LLC | $522.0K | 9,611 | 0.02% | new | NEW |
| Arkadios Wealth Advisors | $514.3K | 9,469 | 0.01% | 2q | +22.8%+$95.6K |
| CHAPMAN FINANCIAL GROUP, LLC | $481.0K | 8,857 | 0.32% | 6q | -53.1%-$545.0K |
| Rothschild Wealth LLC | $436.4K | 8,036 | 0.03% | 3q | -11.9%-$58.7K |
| D.B. Root & Company, LLC | $425.3K | 7,831 | 0.09% | 15q | +41.6%+$125.0K |
| INTEGRITY ALLIANCE, LLC. | $421.6K | 7,763 | 0.01% | 3q | -10.7%-$50.6K |
| CAPTRUST FINANCIAL ADVISORS | $416.3K | 7,666 | 0.00% | 4q | -0.7%-$2.9K |
| Steward Partners Investment Advisory, LLC | $385.7K | 7,102 | 0.00% | 16q | +4.0%+$14.7K |
| Ballast Rock Private Wealth LLC | $362.3K | 6,671 | 0.17% | 3q | HELD |
| Southland Equity Partners LLC | $354.2K | 6,522 | 0.06% | 14q | HELD |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $348.1K | 6,410 | 0.02% | new | NEW |
| AE Wealth Management LLC | $346.8K | 6,385 | 0.00% | 16q | HELD |
| Seros Financial, LLC | $343.5K | 6,325 | 0.18% | 7q | +1.8%+$6.2K |
| Tradition Wealth Management, LLC | $329.0K | 6,058 | 0.02% | 10q | +6.5%+$20.0K |
| Chris Bulman Inc | $319.1K | 5,875 | 0.12% | 4q | +25.3%+$64.5K |
| Soltis Investment Advisors LLC | $316.3K | 5,824 | 0.02% | 4q | HELD |
| Lewis Asset Management, LLC | $314.3K | 5,787 | 0.11% | 2q | +1.7%+$5.3K |
| 4J Wealth Management LLC | $312.3K | 5,750 | 0.15% | 23q | HELD |
| HARBOUR INVESTMENTS, INC. | $306.1K | 5,636 | 0.00% | 21q | HELD |
| Foundations Investment Advisors, LLC | $297.1K | 5,471 | 0.00% | 4q | -1.2%-$3.7K |
| EverSource Wealth Advisors, LLC | $290.7K | 5,352 | 0.01% | 16q | -23.8%-$90.9K |
| Weaver Consulting Group | $289.2K | 5,326 | 0.06% | 4q | HELD |
| Arax Advisory Partners | $277.7K | 5,113 | 0.00% | 3q | -54.8%-$336.2K |
| Three Seasons Wealth, LLC | $275.1K | 5,065 | 0.03% | 8q | HELD |
| Trek Financial, LLC | $272.3K | 5,014 | 0.01% | 12q | -29.0%-$111.4K |
| RETIREMENT INCOME SOLUTIONS, INC | $266.7K | 5,368 | 0.05% | 11q | HELD |
| Valtinson Bruner Financial Planning LLC | $239.1K | 4,403 | 0.06% | 4q | HELD |
| Beacon Financial Advisory LLC | $237.7K | 4,377 | 0.05% | 4q | HELD |
| Ashton Thomas Private Wealth, LLC | $227.4K | 4,188 | 0.00% | 2q | -23.6%-$70.3K |
| Buska Wealth Management, LLC | $210.2K | 3,871 | 0.08% | 10q | -10.9%-$25.8K |
| PFG Advisors | $209.5K | 3,858 | 0.01% | new | NEW |
| BENJAMIN EDWARDS INC | $208.2K | 3,834 | 0.00% | new | NEW |
| TRUIST FINANCIAL CORP | $200.1K | 3,684 | 0.00% | new | NEW |
| Orion Capital Management LLC | $162.9K | 3,000 | 0.05% | 7q | HELD |
| MORGAN STANLEY | $109.8K | 2,021 | 0.00% | 19q | HELD |
| Glen Eagle Advisors, LLC | $107.8K | 1,985 | 0.01% | 31q | HELD |
| IFP Advisors, Inc | $88.5K | 1,629 | 0.00% | 28q | -2.4%-$2.2K |
| Keating Financial Advisory Services, Inc. | $88.0K | 1,621 | 0.01% | 3q | +91.4%+$42.0K |
| Financial Network Wealth Advisors LLC | $83.0K | 1,529 | 0.08% | 9q | +11.9%+$8.9K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-06 | 13G | Brookstone Capital Management, LLC | 15.9% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 118 | $176.2M | 3,245,044 | 11 | 30 | 41 | 0.0% |
| Q1 2026 | 117 | $151.5M | 3,046,139 | 11 | 11 | 42 | 0.0% |
| Q4 2025 | 119 | $162.1M | 3,192,487 | 9 | 14 | 37 | 0.0% |
| Q3 2025 | 106 | $153.9M | 3,100,366 | 17 | 26 | 24 | 0.0% |
| Q2 2025 | 95 | $114.4M | 2,425,921 | 7 | 22 | 30 | 0.0% |
| Q1 2025 | 98 | $119.8M | 2,772,977 | 8 | 13 | 42 | 0.0% |
| Q4 2024 | 104 | $115.4M | 2,591,932 | 5 | 11 | 43 | 0.0% |
| Q3 2024 | 105 | $145.5M | 3,330,145 | 15 | 37 | 24 | 0.0% |
| Q2 2024 | 94 | $114.0M | 2,714,135 | 7 | 21 | 25 | 0.0% |
| Q1 2024 | 98 | $98.8M | 2,450,344 | 10 | 11 | 38 | 0.0% |
| Q4 2023 | 94 | $255.4M | 6,785,834 | 8 | 18 | 28 | 0.0% |
| Q3 2023 | 89 | $252.2M | 7,316,926 | 23 | 36 | 10 | 0.0% |
| Q2 2023 | 66 | $73.5M | 2,082,828 | 7 | 17 | 23 | 0.0% |
| Q1 2023 | 66 | $84.7M | 2,594,418 | 8 | 9 | 29 | 0.0% |
| Q4 2022 | 66 | $98.2M | 3,162,579 | 14 | 12 | 18 | 0.0% |
| Q3 2022 | 70 | $73.4M | 2,504,202 | 16 | 27 | 12 | 0.0% |
| Q2 2022 | 63 | $75.0M | 2,484,431 | 16 | 15 | 18 | 0.0% |
| Q1 2022 | 54 | $58.2M | 1,785,260 | 5 | 6 | 21 | 0.0% |
| Q4 2021 | 61 | $65.5M | 1,967,775 | 4 | 15 | 16 | 0.0% |
| Q3 2021 | 58 | $125.8M | 3,981,365 | 24 | 19 | 3 | 0.0% |
| Q2 2021 | 38 | $46.4M | 1,476,829 | 14 | 10 | 7 | 0.0% |
| Q1 2021 | 27 | $31.9M | 1,030,741 | 3 | 4 | 10 | 0.0% |
| Q4 2020 | 31 | $35.5M | 1,179,092 | 5 | 5 | 10 | 0.0% |
| Q3 2020 | 29 | $25.6M | 903,492 | 7 | 6 | 6 | 0.0% |
| Q2 2020 | 25 | $29.0M | 1,072,674 | 4 | 7 | 8 | 0.0% |
| Q1 2020 | 28 | $30.1M | 1,265,347 | 5 | 6 | 11 | 0.0% |
| Q4 2019 | 29 | $32.4M | 1,171,447 | 8 | 4 | 8 | 0.0% |
| Q3 2019 | 25 | $34.4M | 1,317,114 | 13 | 5 | 3 | 0.0% |
| Q2 2019 | 14 | $18.8M | 728,495 | 8 | 1 | 3 | 0.0% |
| Q1 2019 | 8 | $2.8M | 110,177 | 3 | 0 | 1 | 0.0% |
| Q4 2018 | 6 | $2.1M | 87,912 | 1 | 0 | 0 | 0.0% |