INNOVATOR ETFS TRUST (EJUL)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
71
Reporting holders
$50.4M
Reported value
0.0%
Held as options
+2
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 |
|---|---|---|---|---|---|
| CORRADO ADVISORS, LLC | $4.0M | 129,517 | 1.86% | 24q | +10.1%+$371.4K |
| Berger Financial Group, Inc | $3.7M | 117,316 | 0.19% | 16q | -3.0%-$112.4K |
| Liberty Atlantic Advisors LLC | $2.8M | 89,207 | 2.01% | 3q | -3.1%-$90.3K |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.3M | 74,614 | 0.00% | 19q | +9.5%+$202.9K |
| Stratos Wealth Advisors, LLC | $2.2M | 70,618 | 0.12% | 11q | -5.0%-$115.2K |
| Signal Advisors Wealth, LLC | $1.9M | 60,933 | 0.10% | 3q | +5.5%+$98.9K |
| OSAIC HOLDINGS, INC. | $1.9M | 60,469 | 0.00% | 26q | +34.6%+$485.3K |
| Kestra Advisory Services, LLC | $1.9M | 59,853 | 0.01% | 20q | -21.0%-$496.8K |
| RAYMOND JAMES FINANCIAL INC | $1.8M | 58,003 | 0.00% | 7q | +169.0%+$1.1M |
| Cetera Investment Advisers | $1.7M | 54,134 | 0.00% | 20q | +6.9%+$108.7K |
| PRINCIPAL SECURITIES, INC. | $1.6M | 50,296 | 0.02% | 11q | +5.5%+$82.0K |
| Diligent Investors, LLC | $1.5M | 46,834 | 0.33% | 19q | HELD |
| BFI Wealth Solutions, LLC | $1.3M | 42,933 | 0.99% | 3q | +17.1%+$196.3K |
| Triad Wealth Partners, LLC | $1.3M | 43,594 | 0.08% | 6q | -4.3%-$59.1K |
| LPL Financial LLC | $1.1M | 35,386 | 0.00% | 11q | +46.7%+$352.0K |
| ENVESTNET ASSET MANAGEMENT INC | $1.1M | 35,017 | 0.00% | 15q | +11.9%+$116.2K |
| Cape Investment Advisory, Inc. | $903.6K | 28,927 | 0.24% | 3q | +1.0%+$9.4K |
| Jacobi Capital Management LLC | $785.8K | 25,154 | 0.04% | 8q | HELD |
| Straight Path Wealth Management | $729.0K | 23,338 | 0.17% | 5q | +8.2%+$55.4K |
| HighTower Advisors, LLC | $704.6K | 22,556 | 0.00% | 15q | +39.9%+$201.0K |
| NorthCrest Asset Manangement, LLC | $680.3K | 22,108 | 0.02% | new | NEW |
| WorthPointe, LLC | $674.0K | 21,575 | 0.17% | 16q | -3.3%-$23.1K |
| Helium Advisors LLC | $629.2K | 20,143 | 0.52% | 7q | HELD |
| PFG Advisors | $615.6K | 19,706 | 0.03% | 5q | -0.6%-$3.7K |
| IFP Advisors, Inc | $615.5K | 19,703 | 0.01% | 11q | +12.3%+$67.3K |
| Tradition Wealth Management, LLC | $611.6K | 19,579 | 0.04% | 23q | HELD |
| Ifrah Financial Services, Inc. | $608.4K | 19,476 | 0.15% | 15q | -0.7%-$4.0K |
| WPWealth LLP | $589.5K | 18,871 | 0.09% | 9q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $569.6K | 40,516 | 0.00% | 12q | +77.1%+$247.9K |
| FOUNDERS FINANCIAL SECURITIES LLC | $568.9K | 18,213 | 0.03% | 5q | +13.2%+$66.1K |
| SIGNATUREFD, LLC | $566.1K | 18,121 | 0.01% | 4q | HELD |
| Cornerstone Wealth, LLC/TN | $546.0K | 17,910 | 0.28% | 2q | +97.3%+$269.3K |
| Arlington Capital Management, Inc. | $492.1K | 15,753 | 0.31% | 2q | +15.0%+$64.0K |
| HFG Wealth Management, LLC | $479.0K | 15,334 | 0.48% | 12q | -81.8%-$2.2M |
| World Investment Advisors | $477.8K | 15,295 | 0.01% | 3q | -6.8%-$35.0K |
| Trek Financial, LLC | $429.4K | 13,747 | 0.02% | 9q | +80.7%+$191.8K |
| Faithward Advisors, LLC | $421.8K | 13,503 | 0.05% | 4q | HELD |
| Simplicity Wealth,LLC | $407.7K | 13,052 | 0.01% | new | NEW |
| MAI Capital Management | $328.1K | 10,504 | 0.00% | new | NEW |
| WealthPlan Investment Management, LLC | $321.7K | 10,299 | 0.02% | 3q | +3.1%+$9.7K |
| Global Strategic Investment Solutions, LLC | $314.8K | 10,077 | 0.03% | 13q | HELD |
| Opus Financial Solutions LLC | $309.4K | 9,905 | 0.25% | 3q | -20.5%-$79.8K |
| HB Wealth Management, LLC | $283.3K | 9,068 | 0.00% | new | NEW |
| NewEdge Advisors, LLC | $270.5K | 8,659 | 0.00% | 4q | -13.2%-$41.1K |
| First Commonwealth Financial Corp /PA/ | $259.2K | 8,296 | 0.04% | new | NEW |
| ACCESS FINANCIAL SERVICES, INC. | $255.6K | 8,182 | 0.08% | new | NEW |
| BENJAMIN EDWARDS INC | $251.3K | 8,045 | 0.00% | 5q | HELD |
| Vantage Point Financial LLC | $243.6K | 7,799 | 0.07% | new | NEW |
| JANE STREET GROUP, LLC | $243.0K | 7,779 | 0.00% | 2q | -88.0%-$1.8M |
| OneDigital Investment Advisors LLC | $242.5K | 7,764 | 0.00% | 14q | HELD |
| US BANCORP \DE\ | $213.4K | 6,830 | 0.00% | new | NEW |
| Steward Partners Investment Advisory, LLC | $212.7K | 6,808 | 0.00% | 12q | -17.1%-$43.7K |
| WINNACLE WEALTH LLC | $207.9K | 6,655 | 0.14% | 4q | -2.3%-$4.9K |
| CoreCap Advisors, LLC | $200.4K | 6,416 | 0.01% | 10q | HELD |
| Farther Finance Advisors, LLC | $198.7K | 6,361 | 0.00% | 6q | +108.2%+$103.3K |
| FIDUCIARY FINANCIAL ADVISORS | $196.8K | 6,300 | 0.02% | new | NEW |
| Smallwood Wealth Investment Management, LLC | $188.3K | 6,029 | 0.08% | new | NEW |
| GILL CAPITAL PARTNERS, LLC | $128.7K | 4,119 | 0.03% | 2q | -16.3%-$25.0K |
| AE Wealth Management LLC | $124.0K | 3,968 | 0.00% | 7q | -0.5% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $51.3K | 1,641 | 0.00% | 5q | +58.7%+$19.0K |
| DHJJ Financial Advisors, Ltd. | $43.3K | 1,385 | 0.01% | 12q | HELD |
| PlanVest Financial, Inc | $36.0K | 1,151 | 0.02% | 2q | HELD |
| Capital Investment Advisory Services, LLC | $34.3K | 1,098 | 0.00% | 12q | HELD |
| RED REEF ADVISORS LLC | $15.6K | 500 | 0.01% | 3q | HELD |
| AdvisorNet Financial, Inc | $12.2K | 391 | 0.00% | 17q | HELD |
| Ashton Thomas Private Wealth, LLC | $6.8K | 217 | 0.00% | 2q | HELD |
| Financial Network Wealth Advisors LLC | $5.2K | 166 | 0.01% | 4q | HELD |
| Allworth Financial LP | $4.7K | 149 | 0.00% | 9q | -70.3%-$11.0K |
| JDM Financial Group LLC | $2.2K | 71 | 0.00% | 4q | HELD |
| Cambridge Investment Research Advisors, Inc. | $892 | 28,532 | 0.00% | 8q | +64.0% |
| EverSource Wealth Advisors, LLC | $656 | 21 | 0.00% | 10q | HELD |
| Capital Analysts, LLC | $447 | 14,294 | 0.01% | 15q | -15.4% |
| Janney Montgomery Scott LLC | $318 | 10,184 | 0.00% | 13q | HELD |
| JPMORGAN CHASE & CO | $22 | 0 | 0.00% | 7q | 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 | 71 | $50.4M | 1,637,957 | 10 | 22 | 18 | 0.0% |
| Q1 2026 | 69 | $53.8M | 1,800,246 | 7 | 12 | 21 | 0.0% |
| Q4 2025 | 66 | $46.9M | 1,582,370 | 7 | 9 | 21 | 0.0% |
| Q3 2025 | 63 | $52.2M | 1,803,363 | 16 | 15 | 18 | 0.0% |
| Q2 2025 | 53 | $34.5M | 1,256,662 | 7 | 13 | 15 | 0.0% |
| Q1 2025 | 60 | $30.6M | 1,237,023 | 10 | 7 | 21 | 0.0% |
| Q4 2024 | 56 | $32.6M | 1,318,737 | 6 | 6 | 19 | 0.0% |
| Q3 2024 | 56 | $45.3M | 1,778,723 | 9 | 20 | 13 | 0.0% |
| Q2 2024 | 53 | $37.7M | 1,538,337 | 8 | 13 | 18 | 0.0% |
| Q1 2024 | 52 | $35.8M | 1,504,792 | 9 | 5 | 25 | 0.0% |
| Q4 2023 | 49 | $55.7M | 2,356,846 | 4 | 12 | 17 | 0.0% |
| Q3 2023 | 48 | $58.3M | 2,591,072 | 15 | 17 | 4 | 0.0% |
| Q2 2023 | 40 | $40.5M | 1,757,750 | 9 | 12 | 7 | 0.0% |
| Q1 2023 | 37 | $48.1M | 2,059,792 | 10 | 10 | 8 | 0.0% |
| Q4 2022 | 37 | $39.4M | 1,714,885 | 14 | 8 | 7 | 0.0% |
| Q3 2022 | 30 | $21.7M | 1,011,832 | 10 | 11 | 4 | 0.0% |
| Q2 2022 | 22 | $12.0M | 516,304 | 4 | 3 | 6 | 0.1% |
| Q1 2022 | 27 | $19.7M | 782,852 | 4 | 5 | 9 | 0.3% |
| Q4 2021 | 30 | $20.8M | 810,605 | 6 | 6 | 6 | 0.0% |
| Q3 2021 | 25 | $18.6M | 719,949 | 14 | 6 | 2 | 0.5% |
| Q2 2021 | 13 | $10.2M | 376,443 | 5 | 1 | 3 | 0.9% |
| Q1 2021 | 12 | $5.7M | 207,147 | 4 | 2 | 3 | 3.1% |
| Q4 2020 | 14 | $7.7M | 294,210 | 1 | 4 | 4 | 0.0% |
| Q3 2020 | 17 | $13.9M | 539,849 | 5 | 2 | 4 | 1.6% |
| Q2 2020 | 13 | $6.0M | 231,145 | 4 | 4 | 3 | 3.9% |
| Q1 2020 | 17 | $16.7M | 731,933 | 7 | 1 | 5 | 0.1% |
| Q4 2019 | 13 | $39.3M | 1,505,092 | 6 | 3 | 0 | 0.5% |
| Q3 2019 | 8 | $20.9M | 841,229 | 7 | 0 | 0 | 0.0% |
| Q2 2019 | 2 | $191.0K | 0 | 1 | 0 | 0 | 100.0% |
| Q1 2019 | 1 | $150.0K | 0 | 1 | 0 | 0 | 100.0% |
| Q4 2018 | 1 | $2.0K | 0 | 0 | 0 | 0 | 100.0% |