INNOVATOR ETFS TRUST (BJUN)
Institutional ownership reported to the SEC as of Q2 2026, across 30 quarters.
86
Reporting holders
$203.2M
Reported value
0.0%
Held as options
+9
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 |
|---|---|---|---|---|---|
| Lido Advisors, LLC | $66.3M | 1,361,414 | 0.18% | 3q | +5269.4%+$65.0M |
| Brookstone Capital Management | $48.0M | 985,884 | 0.48% | 17q | +5635.2%+$47.2M |
| Cerity Partners LLC | $7.3M | 149,464 | 0.01% | 15q | +2.4%+$170.4K |
| Strategic Blueprint, LLC | $7.0M | 142,881 | 0.35% | 9q | +39.0%+$2.0M |
| COMMONWEALTH EQUITY SERVICES, LLC | $5.8M | 119,832 | 0.01% | 21q | +15.3%+$775.8K |
| HighTower Advisors, LLC | $4.2M | 86,599 | 0.00% | 21q | +18.0%+$642.7K |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $4.1M | 84,616 | 0.51% | 24q | -0.7%-$28.7K |
| OSAIC HOLDINGS, INC. | $4.0M | 81,705 | 0.00% | 26q | +34.6%+$1.0M |
| Cetera Investment Advisers | $3.9M | 79,265 | 0.00% | 10q | +106.5%+$2.0M |
| ENVESTNET ASSET MANAGEMENT INC | $3.1M | 63,084 | 0.00% | 23q | +29.2%+$693.3K |
| Beacon Pointe Advisors, LLC | $2.0M | 40,196 | 0.01% | 14q | +105.7%+$1.0M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.9M | 39,179 | 0.00% | 5q | +23.5%+$362.3K |
| SouthState Bank Corp | $1.9M | 38,514 | 0.08% | new | NEW |
| LPL Financial LLC | $1.8M | 36,968 | 0.00% | 10q | +80.3%+$801.7K |
| INTEGRAL INVESTMENT ADVISORS, INC. | $1.6M | 33,710 | 0.36% | 19q | HELD |
| PRINCIPAL SECURITIES, INC. | $1.6M | 33,317 | 0.02% | 11q | +35.8%+$428.0K |
| MML INVESTORS SERVICES, LLC | $1.5M | 30,572 | 0.00% | 13q | +140.8%+$870.3K |
| Maltin Wealth Management, Inc. | $1.5M | 30,417 | 0.50% | 26q | HELD |
| First Commonwealth Financial Corp /PA/ | $1.4M | 29,454 | 0.20% | 21q | HELD |
| Outlook Wealth Advisors, LLC | $1.4M | 28,247 | 0.30% | 21q | +4.5%+$58.9K |
| Fragasso Financial Advisors Inc | $1.3M | 26,552 | 0.07% | 21q | -1.3%-$17.7K |
| Arkadios Wealth Advisors | $1.2M | 25,102 | 0.02% | new | NEW |
| HB Wealth Management, LLC | $1.2M | 24,600 | 0.01% | new | NEW |
| CORRADO ADVISORS, LLC | $1.2M | 24,555 | 0.55% | 5q | +52.5%+$411.4K |
| GWN SECURITIES INC. | $1.1M | 23,475 | 0.19% | 5q | +25.3%+$230.8K |
| BCS Wealth Management | $1.1M | 22,188 | 0.19% | 21q | -0.8%-$8.3K |
| FSA Advisors, Inc. | $1.1M | 22,096 | 0.25% | 10q | +158.6%+$659.7K |
| DHJJ Financial Advisors, Ltd. | $1.0M | 21,440 | 0.30% | 23q | -9.5%-$109.4K |
| CoreCap Advisors, LLC | $1.0M | 21,396 | 0.03% | 16q | +68.6%+$423.7K |
| CAPTRUST FINANCIAL ADVISORS | $1.0M | 20,929 | 0.00% | 13q | HELD |
| Kestra Advisory Services, LLC | $936.7K | 19,241 | 0.00% | 21q | +4.1%+$36.9K |
| RAYMOND JAMES FINANCIAL INC | $935.7K | 19,221 | 0.00% | 7q | +37.4%+$254.6K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $929.4K | 19,093 | 0.04% | 17q | -40.8%-$640.6K |
| My Personal CFO, LLC | $928.8K | 19,080 | 0.36% | 3q | -2.6%-$24.3K |
| Beacon Financial Advisory LLC | $925.6K | 19,015 | 0.18% | 17q | HELD |
| TopTier Wealth Management, LLC | $897.2K | 18,430 | 0.54% | 3q | +12.4%+$99.3K |
| Spire Wealth Management | $860.3K | 17,674 | 0.03% | 21q | +3.8%+$31.5K |
| Stratos Wealth Advisors, LLC | $813.6K | 16,714 | 0.04% | 13q | HELD |
| Advisory Advocates, LLC | $780.3K | 16,029 | 0.67% | new | NEW |
| Chris Bulman Inc | $755.3K | 15,515 | 0.28% | 4q | +256.9%+$543.7K |
| Rothschild Wealth LLC | $720.5K | 14,801 | 0.06% | 3q | HELD |
| Sigma Planning Corp | $709.0K | 14,565 | 0.02% | 10q | -3.6%-$26.8K |
| WPWealth LLP | $688.2K | 14,137 | 0.10% | 9q | HELD |
| Focus Financial Network, Inc. | $658.4K | 13,526 | 0.02% | 16q | HELD |
| RETIREMENT INCOME SOLUTIONS, INC | $652.3K | 14,103 | 0.11% | 26q | HELD |
| COFG Advisors, LLC | $646.7K | 13,284 | 0.11% | 3q | +11.5%+$66.8K |
| SILVER OAK SECURITIES, INCORPORATED | $570.1K | 11,712 | 0.03% | 9q | +2.3%+$12.8K |
| CreativeOne Wealth, LLC | $549.1K | 11,279 | 0.01% | 7q | +56.3%+$197.9K |
| Ballast Rock Private Wealth LLC | $533.8K | 10,965 | 0.25% | 3q | +26.8%+$112.8K |
| AE Wealth Management LLC | $524.8K | 10,781 | 0.00% | 23q | +6.0%+$29.5K |
| Trek Financial, LLC | $517.0K | 10,621 | 0.03% | 9q | +72.6%+$217.4K |
| Snowden Capital Advisors LLC | $510.9K | 10,495 | 0.01% | 9q | HELD |
| Advisory Services Network, LLC | $427.4K | 8,779 | 0.00% | 9q | +29.5%+$97.4K |
| Lantz Financial LLC | $410.9K | 8,441 | 0.08% | 17q | +14.8%+$53.1K |
| FIDELIS CAPITAL PARTNERS, LLC | $383.9K | 7,886 | 0.02% | 5q | -23.0%-$114.6K |
| WealthShield Partners, LLC | $367.5K | 7,550 | 0.06% | 17q | -29.4%-$153.3K |
| Arax Advisory Partners | $341.6K | 7,017 | 0.00% | 3q | -40.5%-$232.1K |
| AdvisorNet Financial, Inc | $321.8K | 6,611 | 0.01% | 13q | -42.4%-$237.0K |
| Global Assets Advisory, LLC | $319.4K | 6,558 | 0.07% | new | NEW |
| Ascent Group, LLC | $319.1K | 6,555 | 0.01% | 6q | HELD |
| CRA Financial Services, LLC | $293.3K | 6,025 | 0.03% | 13q | HELD |
| J.W. COLE ADVISORS, INC. | $290.9K | 5,975 | 0.00% | new | NEW |
| OneDigital Investment Advisors LLC | $248.5K | 5,105 | 0.00% | 2q | HELD |
| Main Street Financial Solutions, LLC | $238.8K | 4,905 | 0.02% | new | NEW |
| Tradition Wealth Management, LLC | $224.2K | 4,606 | 0.01% | new | NEW |
| Weaver Consulting Group | $218.1K | 4,481 | 0.04% | new | NEW |
| MGO ONE SEVEN LLC | $211.8K | 4,350 | 0.00% | 3q | HELD |
| Pinnacle Wealth Management Group, Inc. | $202.0K | 4,150 | 0.09% | new | NEW |
| Orion Capital Management LLC | $146.0K | 3,000 | 0.05% | 7q | HELD |
| Steward Partners Investment Advisory, LLC | $105.2K | 2,162 | 0.00% | 13q | HELD |
| Global Retirement Partners, LLC | $99.8K | 2,050 | 0.00% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $96.4K | 1,981 | 0.00% | 13q | +59.8%+$36.1K |
| JPMORGAN CHASE & CO | $91.0K | 1,880 | 0.00% | 7q | -60.7%-$140.4K |
| Barnes Dennig Private Wealth Management LLC | $80.6K | 1,656 | 0.06% | 5q | -1.7%-$1.4K |
| IFP Advisors, Inc | $77.1K | 1,584 | 0.00% | 28q | +106.5%+$39.8K |
| Rockefeller Capital Management L.P. | $60.9K | 1,250 | 0.00% | 4q | HELD |
| Keating Financial Advisory Services, Inc. | $41.5K | 853 | 0.01% | 3q | HELD |
| Penserra Capital Management LLC | $25.2K | 518,506 | 0.19% | 18q | +18.5%+$3.9K |
| WELLS FARGO & COMPANY/MN | $24.4K | 502 | 0.00% | 2q | -50.0%-$24.4K |
| Archer Investment Corp | $24.3K | 500 | 0.00% | 21q | +100.0%+$12.2K |
| Ashton Thomas Private Wealth, LLC | $17.9K | 368 | 0.00% | 2q | HELD |
| Highland Investment Advisors LLC | $16.3K | 335 | 0.01% | new | FIRST |
| COUNTRY TRUST BANK | $3.4K | 69 | 0.00% | new | NEW |
| MORGAN STANLEY | $3.3K | 68 | 0.00% | 6q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $3.3K | 67 | 0.00% | new | NEW |
| Integrity Financial Corp /WA | $3.1K | 63 | 0.00% | 15q | HELD |
| Capital Investment Advisory Services, LLC | $2.9K | 60 | 0.00% | 22q | HELD |
| Cambridge Investment Research Advisors, Inc. | $1.8K | 36,508 | 0.00% | 17q | +127.5% |
| Janney Montgomery Scott LLC | $563 | 11,564 | 0.00% | 21q | +4.7% |
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 |
|---|---|---|---|
| 2026-07-02 | 13G | Brookstone Capital Management, LLC | 16.1% |
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 | 86 | $203.2M | 4,175,374 | 13 | 35 | 14 | 0.0% |
| Q1 2026 | 77 | $68.9M | 1,490,507 | 4 | 9 | 26 | 0.0% |
| Q4 2025 | 83 | $76.0M | 1,624,997 | 8 | 9 | 26 | 0.0% |
| Q3 2025 | 80 | $106.0M | 2,317,932 | 7 | 15 | 24 | 0.0% |
| Q2 2025 | 82 | $86.7M | 1,984,311 | 14 | 31 | 14 | 0.0% |
| Q1 2025 | 69 | $63.4M | 1,566,042 | 7 | 6 | 21 | 0.0% |
| Q4 2024 | 72 | $69.5M | 1,674,085 | 8 | 5 | 25 | 0.0% |
| Q3 2024 | 71 | $86.4M | 2,124,145 | 5 | 14 | 18 | 0.0% |
| Q2 2024 | 71 | $89.6M | 2,286,575 | 14 | 27 | 14 | 0.0% |
| Q1 2024 | 68 | $49.1M | 1,306,571 | 13 | 4 | 27 | 0.0% |
| Q4 2023 | 64 | $48.4M | 1,354,357 | 4 | 7 | 22 | 0.0% |
| Q3 2023 | 64 | $58.9M | 1,795,357 | 4 | 12 | 19 | 0.0% |
| Q2 2023 | 72 | $122.9M | 3,664,377 | 22 | 24 | 14 | 0.0% |
| Q1 2023 | 52 | $100.7M | 3,145,692 | 9 | 10 | 13 | 0.0% |
| Q4 2022 | 46 | $32.7M | 1,069,949 | 9 | 6 | 20 | 0.0% |
| Q3 2022 | 54 | $42.9M | 1,484,851 | 3 | 14 | 16 | 0.0% |
| Q2 2022 | 56 | $49.9M | 1,673,093 | 21 | 18 | 11 | 0.0% |
| Q1 2022 | 42 | $39.6M | 1,164,746 | 2 | 12 | 13 | 0.0% |
| Q4 2021 | 46 | $41.3M | 1,198,440 | 5 | 5 | 19 | 0.0% |
| Q3 2021 | 45 | $62.1M | 1,883,434 | 5 | 10 | 10 | 0.0% |
| Q2 2021 | 43 | $60.2M | 1,841,379 | 26 | 10 | 5 | 0.0% |
| Q1 2021 | 22 | $17.5M | 548,601 | 3 | 5 | 8 | 0.0% |
| Q4 2020 | 24 | $20.5M | 657,989 | 6 | 3 | 5 | 0.0% |
| Q3 2020 | 19 | $17.5M | 594,300 | 5 | 4 | 5 | 0.0% |
| Q2 2020 | 19 | $34.0M | 1,208,014 | 11 | 3 | 3 | 0.0% |
| Q1 2020 | 11 | $6.1M | 245,852 | 4 | 1 | 1 | 0.0% |
| Q4 2019 | 7 | $2.0M | 70,250 | 0 | 2 | 1 | 0.0% |
| Q3 2019 | 8 | $2.3M | 84,597 | 5 | 0 | 2 | 0.0% |
| Q2 2019 | 4 | $1.3M | 47,213 | 4 | 0 | 0 | 0.0% |
| Q1 2019 | 1 | $81.0K | 3,092 | 0 | 0 | 0 | 0.0% |