INNOVATOR ETFS TRUST (EJAN)
Institutional ownership reported to the SEC as of Q2 2026, across 30 quarters.
89
Reporting holders
$100.9M
Reported value
0.0%
Held as options
+3
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 |
|---|---|---|---|---|---|
| Allworth Financial LP | $8.5M | 237,210 | 0.04% | 8q | +2426.7%+$8.2M |
| Long Island Wealth Management, Inc. | $8.4M | 234,341 | 3.48% | 11q | +0.7%+$62.0K |
| ACCESS FINANCIAL SERVICES, INC. | $7.1M | 197,501 | 2.33% | 2q | HELD |
| OSAIC HOLDINGS, INC. | $4.9M | 136,423 | 0.01% | 26q | +4.7%+$218.3K |
| MBL Wealth, LLC | $4.8M | 132,021 | 0.32% | 9q | +2.2%+$102.6K |
| SageView Advisory Group, LLC | $4.1M | 113,323 | 0.13% | 3q | -4.2%-$179.8K |
| Creative Planning | $4.1M | 113,323 | 0.00% | 2q | -4.2%-$179.8K |
| CORRADO ADVISORS, LLC | $2.6M | 73,236 | 1.21% | 22q | -1.9%-$51.5K |
| Cetera Investment Advisers | $2.6M | 71,331 | 0.00% | 23q | -2.2%-$56.7K |
| JANE STREET GROUP, LLC | $2.5M | 69,636 | 0.00% | new | NEW |
| First Heartland Consultants, Inc. | $2.5M | 69,367 | 0.16% | 2q | -2.7%-$69.1K |
| HARBOUR INVESTMENTS, INC. | $2.2M | 61,542 | 0.03% | 17q | +278.4%+$1.6M |
| Onyx Bridge Wealth Group LLC | $2.1M | 58,339 | 0.19% | 6q | -5.4%-$119.0K |
| PRINCIPAL SECURITIES, INC. | $2.0M | 56,641 | 0.02% | 11q | +3.7%+$71.9K |
| Cornerstone Wealth, LLC/TN | $2.0M | 56,921 | 1.03% | 2q | +2.2%+$44.7K |
| Signal Advisors Wealth, LLC | $1.9M | 53,465 | 0.10% | 3q | +5.6%+$101.6K |
| ENVESTNET ASSET MANAGEMENT INC | $1.8M | 50,798 | 0.00% | 15q | +6.8%+$116.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.8M | 50,485 | 0.00% | 26q | -10.3%-$209.0K |
| BFI Wealth Solutions, LLC | $1.8M | 49,286 | 1.31% | 3q | +30.3%+$412.7K |
| Cape Investment Advisory, Inc. | $1.4M | 39,762 | 0.38% | 3q | +59.6%+$534.5K |
| Triad Wealth Partners, LLC | $1.4M | 37,644 | 0.08% | 6q | -4.3%-$60.4K |
| OLD MISSION CAPITAL LLC | $1.2M | 33,920 | 0.02% | 2q | +10.6%+$117.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.2M | 33,653 | 0.00% | 2q | +190.9%+$795.0K |
| Diligent Investors, LLC | $1.2M | 33,399 | 0.27% | 19q | -1.5%-$18.0K |
| Liberty Atlantic Advisors LLC | $1.2M | 33,128 | 0.86% | 2q | -1.8%-$21.7K |
| JDM Financial Group LLC | $1.1M | 31,535 | 0.39% | 3q | -0.6%-$6.4K |
| AdvisorNet Financial, Inc | $1.1M | 29,714 | 0.05% | 19q | HELD |
| My Personal CFO, LLC | $971.6K | 26,990 | 0.38% | 3q | HELD |
| WPWealth LLP | $934.7K | 25,965 | 0.14% | 11q | -10.6%-$111.0K |
| Compass Advisory Group LLC | $934.0K | 25,946 | 0.22% | 23q | -6.4%-$63.8K |
| LPL Financial LLC | $924.2K | 25,674 | 0.00% | 11q | +107.9%+$479.7K |
| GILL CAPITAL PARTNERS, LLC | $918.4K | 25,512 | 0.24% | 13q | HELD |
| IFP Advisors, Inc | $907.6K | 25,213 | 0.02% | 23q | +7.4%+$62.3K |
| Arlington Capital Management, Inc. | $874.2K | 24,285 | 0.54% | 2q | +157.5%+$534.7K |
| CAPTRUST FINANCIAL ADVISORS | $790.5K | 21,960 | 0.00% | 14q | HELD |
| Legacy Capital Wealth Partners, LLC | $751.8K | 20,884 | 0.14% | 2q | HELD |
| Kestra Advisory Services, LLC | $724.2K | 20,118 | 0.00% | 22q | -42.9%-$543.3K |
| Advisor OS, LLC | $709.6K | 19,712 | 0.05% | 2q | HELD |
| BIP Wealth, LLC | $687.4K | 19,096 | 0.02% | 3q | -2.3%-$16.1K |
| SIGNATUREFD, LLC | $671.3K | 18,648 | 0.01% | 7q | -32.1%-$317.5K |
| SYON CAPITAL LLC | $655.3K | 18,205 | 0.03% | 2q | -0.7%-$4.9K |
| NorthCrest Asset Manangement, LLC | $577.5K | 16,128 | 0.01% | 3q | HELD |
| RAYMOND JAMES FINANCIAL INC | $573.1K | 15,921 | 0.00% | 7q | -63.1%-$980.5K |
| FOUNDERS FINANCIAL SECURITIES LLC | $562.4K | 15,623 | 0.03% | 5q | +13.4%+$66.6K |
| PFG Advisors | $539.6K | 14,991 | 0.03% | 5q | -1.1%-$6.2K |
| Cypress Wealth Services, LLC | $509.8K | 14,161 | 0.06% | 18q | HELD |
| Jacobi Capital Management LLC | $453.7K | 12,603 | 0.02% | 9q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $441.4K | 28,390 | 0.00% | 12q | -1.9%-$8.7K |
| Occidental Asset Management, LLC | $434.3K | 12,066 | 0.04% | 2q | HELD |
| World Investment Advisors | $428.3K | 11,918 | 0.01% | 3q | -7.2%-$33.1K |
| Simplicity Wealth,LLC | $405.5K | 11,265 | 0.01% | new | NEW |
| Berger Financial Group, Inc | $389.9K | 10,831 | 0.02% | 2q | +51.3%+$132.3K |
| HighTower Advisors, LLC | $386.4K | 10,733 | 0.00% | 14q | +4.4%+$16.4K |
| Tradition Wealth Management, LLC | $379.7K | 10,548 | 0.02% | 23q | -0.6%-$2.2K |
| Farther Finance Advisors, LLC | $375.5K | 10,430 | 0.00% | 6q | +118.4%+$203.5K |
| CITADEL ADVISORS LLC | $338.8K | 9,413 | 0.00% | new | NEW |
| WEALTH ALLIANCE, LLC | $338.2K | 9,396 | 0.03% | 14q | HELD |
| MML INVESTORS SERVICES, LLC | $332.4K | 9,235 | 0.00% | new | NEW |
| HFG Wealth Management, LLC | $330.2K | 9,173 | 0.33% | 9q | -57.6%-$448.0K |
| WealthPlan Investment Management, LLC | $321.6K | 8,934 | 0.02% | 3q | +3.4%+$10.6K |
| WorthPointe, LLC | $282.9K | 7,859 | 0.07% | 6q | -4.6%-$13.6K |
| Vantage Point Financial LLC | $278.9K | 7,749 | 0.09% | 2q | +30.8%+$65.7K |
| Alaska Wealth Advisors, LLC | $273.8K | 7,605 | 0.03% | 2q | HELD |
| Trek Financial, LLC | $258.2K | 7,172 | 0.01% | 11q | +4.0%+$9.9K |
| BENJAMIN EDWARDS INC | $257.7K | 7,160 | 0.00% | 5q | HELD |
| NewCorp Financial Services, Inc. | $256.6K | 7,127 | 0.20% | 2q | +3.4%+$8.5K |
| Weaver Consulting Group | $254.5K | 7,071 | 0.05% | 26q | HELD |
| Bedel Financial Consulting, Inc. | $224.0K | 6,224 | 0.02% | 4q | HELD |
| Kathmere Capital Management, LLC | $223.3K | 6,203 | 0.01% | 4q | HELD |
| Straight Path Wealth Management | $216.6K | 6,018 | 0.05% | new | NEW |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $213.4K | 5,928 | 0.03% | 5q | HELD |
| Ausdal Financial Partners, Inc. | $211.0K | 5,861 | 0.01% | new | NEW |
| DHJJ Financial Advisors, Ltd. | $165.1K | 4,587 | 0.05% | 12q | +0.8%+$1.3K |
| AE Wealth Management LLC | $124.2K | 3,449 | 0.00% | 7q | HELD |
| Atlantic Private Wealth, LLC | $86.3K | 2,397 | 0.05% | new | NEW |
| Capital Investment Advisory Services, LLC | $70.8K | 1,966 | 0.00% | 20q | HELD |
| CoreCap Advisors, LLC | $42.7K | 1,186 | 0.00% | 10q | HELD |
| LANARK FINANCIAL, INC. | $38.7K | 1,075 | 0.00% | 6q | +68.0%+$15.7K |
| Financial Network Wealth Advisors LLC | $36.3K | 1,008 | 0.04% | 6q | HELD |
| MORGAN STANLEY | $30.6K | 849 | 0.00% | 10q | HELD |
| Regatta Research & Money Management | $25.5K | 709 | 0.02% | new | FIRST |
| FIDUCIARY FINANCIAL ADVISORS | $25.5K | 708 | 0.00% | new | NEW |
| Beacon Financial Strategies CORP | $17.4K | 484 | 0.01% | new | NEW |
| Steward Partners Investment Advisory, LLC | $12.2K | 340 | 0.00% | 8q | HELD |
| Buck Wealth Strategies, LLC | $9.8K | 272 | 0.00% | new | NEW |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $8.5K | 236 | 0.00% | new | NEW |
| RED REEF ADVISORS LLC | $7.6K | 211 | 0.01% | 3q | HELD |
| Ashton Thomas Private Wealth, LLC | $7.4K | 206 | 0.00% | 2q | HELD |
| IFG Advisory, LLC | $5.4K | 150 | 0.00% | 2q | HELD |
| Cambridge Investment Research Advisors, Inc. | $1.2K | 34,286 | 0.00% | 25q | +104.7% |
| Janney Montgomery Scott LLC | $567 | 15,760 | 0.00% | 8q | HELD |
| Capital Analysts, LLC | $79 | 2,189 | 0.00% | 6q | HELD |
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 | 89 | $100.9M | 2,819,721 | 11 | 26 | 24 | 0.0% |
| Q1 2026 | 86 | $90.2M | 2,672,030 | 22 | 30 | 17 | 0.0% |
| Q4 2025 | 68 | $57.5M | 1,721,807 | 9 | 15 | 19 | 0.0% |
| Q3 2025 | 63 | $54.4M | 1,637,852 | 6 | 14 | 23 | 0.0% |
| Q2 2025 | 62 | $62.9M | 1,979,702 | 4 | 20 | 17 | 0.0% |
| Q1 2025 | 65 | $60.7M | 2,017,616 | 9 | 21 | 21 | 0.0% |
| Q4 2024 | 63 | $65.2M | 2,202,730 | 5 | 17 | 24 | 0.0% |
| Q3 2024 | 61 | $77.2M | 2,471,467 | 7 | 7 | 23 | 0.0% |
| Q2 2024 | 57 | $85.4M | 2,864,163 | 7 | 11 | 18 | 0.0% |
| Q1 2024 | 63 | $84.7M | 2,934,512 | 15 | 15 | 20 | 0.0% |
| Q4 2023 | 74 | $314.0M | 10,957,955 | 24 | 14 | 16 | 0.0% |
| Q3 2023 | 49 | $176.3M | 6,480,836 | 6 | 8 | 20 | 0.0% |
| Q2 2023 | 54 | $60.8M | 2,143,425 | 8 | 7 | 19 | 0.0% |
| Q1 2023 | 50 | $70.4M | 2,498,057 | 15 | 18 | 6 | 0.0% |
| Q4 2022 | 34 | $26.7M | 965,472 | 4 | 5 | 17 | 0.0% |
| Q3 2022 | 50 | $38.4M | 1,536,024 | 2 | 7 | 22 | 0.0% |
| Q2 2022 | 50 | $43.1M | 1,591,629 | 4 | 9 | 21 | 0.0% |
| Q1 2022 | 50 | $50.6M | 1,786,901 | 6 | 18 | 13 | 0.0% |
| Q4 2021 | 53 | $64.6M | 2,180,430 | 8 | 14 | 18 | 0.0% |
| Q3 2021 | 45 | $63.6M | 2,124,223 | 3 | 14 | 14 | 0.0% |
| Q2 2021 | 52 | $69.0M | 2,223,210 | 5 | 15 | 10 | 0.0% |
| Q1 2021 | 49 | $77.3M | 2,558,541 | 20 | 21 | 3 | 0.0% |
| Q4 2020 | 33 | $41.7M | 1,388,432 | 10 | 7 | 6 | 0.0% |
| Q3 2020 | 20 | $9.3M | 343,077 | 5 | 7 | 3 | 0.0% |
| Q2 2020 | 18 | $6.2M | 243,333 | 4 | 4 | 5 | 0.0% |
| Q1 2020 | 20 | $12.0M | 510,872 | 18 | 0 | 0 | 0.0% |
| Q4 2019 | 1 | $3.0K | 104 | 0 | 0 | 0 | 0.0% |
| Q3 2019 | 1 | $3.0K | 104 | 0 | 0 | 0 | 0.0% |
| Q2 2019 | 1 | $3.0K | 104 | 0 | 0 | 0 | 0.0% |
| Q1 2019 | 1 | $3.0K | 104 | 1 | 0 | 0 | 0.0% |