INNOVATOR ETFS TRUST (IJAN)
Institutional ownership reported to the SEC as of Q2 2026, across 30 quarters.
101
Reporting holders
$199.1M
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 |
|---|---|---|---|---|---|
| Compass Advisory Group LLC | $32.2M | 845,513 | 7.65% | 23q | +1.5%+$483.9K |
| Allworth Financial LP | $25.4M | 665,968 | 0.11% | 13q | +6925.0%+$25.0M |
| Long Island Wealth Management, Inc. | $19.6M | 515,972 | 8.11% | 11q | +1.1%+$209.0K |
| BLAIR WILLIAM & CO/IL | $11.9M | 311,570 | 0.03% | 14q | -8.2%-$1.1M |
| COMMONWEALTH EQUITY SERVICES, LLC | $7.2M | 188,091 | 0.01% | 26q | +3.0%+$208.4K |
| OSAIC HOLDINGS, INC. | $6.0M | 157,147 | 0.01% | 26q | +15.7%+$811.8K |
| BIP Wealth, LLC | $5.2M | 137,378 | 0.15% | 3q | -4.0%-$218.9K |
| Cornerstone Wealth, LLC/TN | $4.9M | 129,197 | 2.50% | 2q | +1.0%+$50.4K |
| US BANCORP \DE\ | $4.4M | 115,514 | 0.00% | 2q | -36.1%-$2.5M |
| AdvisorNet Financial, Inc | $4.2M | 110,939 | 0.19% | 19q | -0.7%-$30.7K |
| RED CRANE WEALTH MANAGEMENT, LLC | $4.1M | 108,402 | 3.04% | 7q | +1.2%+$48.2K |
| Cetera Investment Advisers | $4.0M | 105,814 | 0.00% | 11q | -4.8%-$201.1K |
| HighTower Advisors, LLC | $3.9M | 101,192 | 0.00% | 23q | HELD |
| JDM Financial Group LLC | $3.1M | 82,524 | 1.07% | 3q | -0.6%-$17.7K |
| BFI Wealth Solutions, LLC | $3.0M | 79,010 | 2.23% | 3q | -0.9%-$26.5K |
| LPL Financial LLC | $2.8M | 73,936 | 0.00% | 11q | +11.6%+$293.3K |
| INDEPENDENT FINANCIAL GROUP, LLC | $2.8M | 73,010 | 0.05% | 6q | -0.7%-$20.2K |
| ENVESTNET ASSET MANAGEMENT INC | $2.7M | 71,544 | 0.00% | 18q | -34.1%-$1.4M |
| WPWealth LLP | $2.2M | 58,977 | 0.33% | 11q | -33.2%-$1.1M |
| My Personal CFO, LLC | $2.2M | 56,629 | 0.84% | 3q | HELD |
| Global Strategic Investment Solutions, LLC | $2.1M | 55,734 | 0.19% | 18q | -4.6%-$103.2K |
| Signal Advisors Wealth, LLC | $1.9M | 51,059 | 0.10% | 3q | -1.6%-$32.4K |
| PFG Advisors | $1.7M | 44,527 | 0.09% | 11q | -0.6%-$9.6K |
| Triad Wealth Partners, LLC | $1.7M | 42,968 | 0.10% | 7q | -8.0%-$144.9K |
| IFP Advisors, Inc | $1.6M | 42,937 | 0.03% | 22q | HELD |
| Kestra Advisory Services, LLC | $1.6M | 41,937 | 0.01% | 22q | -34.9%-$856.7K |
| CORRADO ADVISORS, LLC | $1.5M | 38,943 | 0.68% | 18q | -1.9%-$28.1K |
| WEALTH ALLIANCE, LLC | $1.4M | 37,331 | 0.12% | 14q | HELD |
| BENJAMIN EDWARDS INC | $1.4M | 36,340 | 0.01% | 8q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.4M | 36,255 | 0.00% | 12q | -1.2%-$17.2K |
| Diligent Investors, LLC | $1.3M | 34,797 | 0.30% | 18q | -1.4%-$19.2K |
| DHJJ Financial Advisors, Ltd. | $1.3M | 34,596 | 0.38% | 23q | HELD |
| Creative Planning | $1.3M | 33,179 | 0.00% | 2q | +20.1%+$211.6K |
| AssuredPartners Investment Advisors, LLC | $1.2M | 31,885 | 0.12% | 3q | -4.4%-$55.6K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.2M | 31,378 | 0.00% | 2q | +26.1%+$247.6K |
| FOUNDERS FINANCIAL SECURITIES LLC | $1.2M | 31,285 | 0.06% | 6q | +13.5%+$142.0K |
| TRUIST FINANCIAL CORP | $1.1M | 29,573 | 0.00% | 15q | +0.7%+$7.6K |
| OneDigital Investment Advisors LLC | $1.0M | 27,424 | 0.01% | 14q | +31.1%+$247.5K |
| RETIREMENT GUYS FORMULA LLC | $987.7K | 25,938 | 0.37% | 2q | -12.1%-$136.2K |
| Americana Partners, LLC | $937.3K | 24,614 | 0.02% | 6q | -47.5%-$848.0K |
| World Investment Advisors | $936.8K | 24,643 | 0.02% | 3q | -6.0%-$60.0K |
| First Commonwealth Financial Corp /PA/ | $891.1K | 23,400 | 0.12% | 10q | HELD |
| Berger Financial Group, Inc | $813.5K | 21,364 | 0.04% | 14q | -9.6%-$86.8K |
| Cypress Wealth Services, LLC | $810.1K | 21,274 | 0.10% | 2q | HELD |
| HFG Wealth Management, LLC | $699.9K | 18,379 | 0.70% | 12q | -83.8%-$3.6M |
| Private Advisor Group, LLC | $688.7K | 18,085 | 0.00% | 3q | -2.1%-$14.5K |
| NewEdge Advisors, LLC | $683.5K | 17,949 | 0.00% | 14q | +10.7%+$66.0K |
| NewCorp Financial Services, Inc. | $668.3K | 17,550 | 0.51% | 3q | -7.4%-$53.3K |
| GILL CAPITAL PARTNERS, LLC | $565.3K | 14,846 | 0.15% | 2q | -5.3%-$31.6K |
| PFS Partners, LLC | $531.7K | 13,964 | 0.22% | 6q | HELD |
| Ausdal Financial Partners, Inc. | $505.6K | 13,278 | 0.02% | 3q | -0.5%-$2.7K |
| WEALTHGARDEN F.S. LLC | $500.2K | 13,136 | 0.28% | 3q | HELD |
| Simplicity Wealth,LLC | $482.9K | 12,680 | 0.02% | new | NEW |
| Main Street Financial Solutions, LLC | $467.1K | 12,267 | 0.03% | 2q | HELD |
| Vantage Point Financial LLC | $454.3K | 11,929 | 0.14% | 5q | +19.0%+$72.4K |
| Smallwood Wealth Investment Management, LLC | $452.7K | 11,889 | 0.20% | new | NEW |
| WealthPlan Investment Management, LLC | $414.0K | 10,872 | 0.02% | 3q | +2.9%+$11.6K |
| VESTIA PERSONAL WEALTH ADVISORS | $403.6K | 10,598 | 0.16% | 7q | HELD |
| Foundations Investment Advisors, LLC | $403.5K | 10,597 | 0.00% | 2q | +17.2%+$59.1K |
| Opus Financial Solutions LLC | $399.3K | 10,486 | 0.32% | 3q | HELD |
| Focus Partners Wealth | $399.2K | 10,483 | 0.00% | 9q | +20.1%+$66.7K |
| Advisor OS, LLC | $381.6K | 10,021 | 0.03% | 2q | HELD |
| SageView Advisory Group, LLC | $381.1K | 10,007 | 0.01% | 15q | HELD |
| Snowden Capital Advisors LLC | $362.4K | 9,516 | 0.01% | 13q | HELD |
| Rothschild Wealth LLC | $358.1K | 9,405 | 0.03% | 3q | HELD |
| Tradition Wealth Management, LLC | $336.4K | 8,833 | 0.02% | 23q | -6.1%-$21.7K |
| SIGNATUREFD, LLC | $329.5K | 8,654 | 0.00% | 3q | HELD |
| Stratos Wealth Advisors, LLC | $303.0K | 7,957 | 0.02% | 2q | HELD |
| BCGM Wealth Management, LLC | $300.0K | 7,877 | 0.06% | 13q | HELD |
| Kathmere Capital Management, LLC | $290.6K | 7,631 | 0.02% | 11q | HELD |
| Compass Ion Advisors, LLC | $278.0K | 7,300 | 0.02% | 8q | HELD |
| Straight Path Wealth Management | $277.9K | 7,297 | 0.06% | 3q | +6.3%+$16.4K |
| CYPRESS FINANCIAL PLANNING LLC | $272.1K | 7,146 | 0.07% | 2q | -1.5%-$4.2K |
| Jacobi Capital Management LLC | $266.1K | 6,987 | 0.01% | 5q | HELD |
| First Heartland Consultants, Inc. | $241.3K | 6,338 | 0.02% | 2q | -1.9%-$4.6K |
| Cardinal Point Capital Management ULC | $232.3K | 6,100 | 0.01% | 5q | HELD |
| Visionary Wealth Advisors | $226.8K | 5,957 | 0.01% | 10q | -17.5%-$48.0K |
| BCS Wealth Management | $219.9K | 5,776 | 0.04% | 14q | HELD |
| CoreCap Advisors, LLC | $218.4K | 5,736 | 0.01% | 13q | -10.6%-$26.0K |
| Ascent Group, LLC | $215.8K | 5,666 | 0.01% | 6q | HELD |
| MML INVESTORS SERVICES, LLC | $211.2K | 5,547 | 0.00% | new | NEW |
| Avantax Planning Partners, Inc. | $207.0K | 5,436 | 0.01% | new | NEW |
| Financial Network Wealth Advisors LLC | $177.0K | 4,649 | 0.18% | 9q | HELD |
| PNC Financial Services Group, Inc. | $163.2K | 4,286 | 0.00% | 9q | HELD |
| AE Wealth Management LLC | $150.3K | 3,948 | 0.00% | 7q | -10.9%-$18.4K |
| HARBOUR INVESTMENTS, INC. | $126.7K | 3,326 | 0.00% | 17q | -95.3%-$2.5M |
| LANARK FINANCIAL, INC. | $123.0K | 3,230 | 0.01% | 6q | +46.2%+$38.8K |
| FIDUCIARY FINANCIAL ADVISORS | $97.6K | 2,562 | 0.01% | new | NEW |
| BANK OF MONTREAL /CAN/ | $60.9K | 1,600 | 0.00% | 11q | HELD |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $57.1K | 1,500 | 0.01% | 2q | HELD |
| Physician Wealth Advisors, Inc. | $53.3K | 1,400 | 0.01% | 2q | HELD |
| Farther Finance Advisors, LLC | $49.6K | 1,303 | 0.00% | 6q | -42.7%-$37.0K |
| Steward Partners Investment Advisory, LLC | $40.7K | 1,070 | 0.00% | 13q | HELD |
| EverSource Wealth Advisors, LLC | $40.1K | 1,054 | 0.00% | 10q | -13.5%-$6.2K |
| Capital Investment Advisory Services, LLC | $25.9K | 681 | 0.00% | 2q | -17.5%-$5.5K |
| MORGAN STANLEY | $11.0K | 290 | 0.00% | 4q | HELD |
| Ashton Thomas Private Wealth, LLC | $7.4K | 195 | 0.00% | 2q | HELD |
| IFG Advisory, LLC | $6.7K | 177 | 0.00% | 2q | HELD |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $3.8K | 100 | 0.00% | 10q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $3.1K | 82 | 0.00% | new | NEW |
Showing the largest 100 of 103 reported holders.
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 | 101 | $199.1M | 5,227,381 | 6 | 20 | 38 | 0.0% |
| Q1 2026 | 110 | $184.1M | 5,070,013 | 28 | 39 | 20 | 0.0% |
| Q4 2025 | 89 | $123.9M | 3,425,760 | 15 | 22 | 27 | 0.0% |
| Q3 2025 | 88 | $108.1M | 3,073,579 | 7 | 12 | 37 | 0.0% |
| Q2 2025 | 88 | $129.2M | 3,787,750 | 9 | 26 | 27 | 0.0% |
| Q1 2025 | 86 | $125.7M | 3,928,890 | 12 | 25 | 25 | 0.0% |
| Q4 2024 | 80 | $110.5M | 3,633,127 | 8 | 20 | 24 | 0.0% |
| Q3 2024 | 81 | $123.8M | 3,760,910 | 8 | 11 | 38 | 0.0% |
| Q2 2024 | 77 | $121.8M | 3,877,155 | 9 | 15 | 29 | 0.0% |
| Q1 2024 | 75 | $125.4M | 4,023,810 | 14 | 33 | 18 | 0.0% |
| Q4 2023 | 66 | $87.9M | 2,890,018 | 13 | 8 | 27 | 0.0% |
| Q3 2023 | 55 | $69.3M | 2,486,789 | 2 | 9 | 24 | 0.0% |
| Q2 2023 | 64 | $116.1M | 3,993,203 | 9 | 11 | 22 | 0.0% |
| Q1 2023 | 59 | $130.6M | 4,594,221 | 24 | 24 | 7 | 0.0% |
| Q4 2022 | 34 | $45.0M | 1,671,136 | 7 | 7 | 12 | 0.0% |
| Q3 2022 | 35 | $39.1M | 1,696,956 | 1 | 7 | 12 | 0.0% |
| Q2 2022 | 39 | $45.9M | 1,854,739 | 3 | 8 | 16 | 0.0% |
| Q1 2022 | 39 | $50.6M | 1,929,756 | 13 | 15 | 5 | 0.0% |
| Q4 2021 | 33 | $29.6M | 1,082,094 | 5 | 8 | 10 | 0.0% |
| Q3 2021 | 29 | $21.9M | 818,400 | 2 | 4 | 11 | 0.0% |
| Q2 2021 | 34 | $29.6M | 1,106,272 | 2 | 7 | 13 | 0.0% |
| Q1 2021 | 33 | $43.7M | 1,677,366 | 11 | 12 | 3 | 0.0% |
| Q4 2020 | 25 | $32.2M | 1,253,797 | 8 | 6 | 4 | 0.0% |
| Q3 2020 | 15 | $14.2M | 591,983 | 4 | 2 | 5 | 0.0% |
| Q2 2020 | 13 | $15.6M | 667,886 | 1 | 2 | 6 | 0.0% |
| Q1 2020 | 19 | $19.6M | 911,260 | 17 | 0 | 0 | 0.0% |
| Q4 2019 | 1 | $17.0K | 655 | 0 | 0 | 0 | 0.0% |
| Q3 2019 | 1 | $17.0K | 655 | 0 | 0 | 0 | 0.0% |
| Q2 2019 | 1 | $17.0K | 655 | 0 | 0 | 0 | 0.0% |
| Q1 2019 | 1 | $17.0K | 655 | 1 | 0 | 0 | 0.0% |