INNOVATOR ETFS TRUST (IJUL)
Institutional ownership reported to the SEC as of Q2 2026, across 28 quarters.
105
Reporting holders
$133.2M
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 |
|---|---|---|---|---|---|
| BLAIR WILLIAM & CO/IL | $11.3M | 314,075 | 0.03% | 14q | -7.9%-$969.4K |
| OSAIC HOLDINGS, INC. | $7.7M | 214,203 | 0.01% | 26q | +10.3%+$718.5K |
| Berger Financial Group, Inc | $7.2M | 199,418 | 0.37% | 16q | -2.4%-$173.9K |
| LEVEL FOUR ADVISORY SERVICES, LLC | $6.9M | 191,865 | 0.19% | 3q | +2.4%+$159.1K |
| GTS FINANCIAL, LLC | $6.1M | 192,190 | 4.47% | 2q | +3.6%+$212.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | $5.6M | 156,207 | 0.01% | 28q | -2.3%-$132.0K |
| Cornerstone Wealth, LLC/TN | $4.4M | 122,861 | 2.25% | 2q | +270.0%+$3.2M |
| Cetera Investment Advisers | $4.2M | 117,672 | 0.00% | 12q | -3.7%-$161.6K |
| ENVESTNET ASSET MANAGEMENT INC | $3.2M | 89,069 | 0.00% | 17q | +2.3%+$71.9K |
| Global Strategic Investment Solutions, LLC | $3.2M | 89,016 | 0.28% | 16q | -0.8%-$25.1K |
| RAYMOND JAMES FINANCIAL INC | $3.2M | 88,834 | 0.00% | 7q | +2.0%+$63.1K |
| Bedel Financial Consulting, Inc. | $3.1M | 85,469 | 0.29% | 9q | +4.7%+$138.3K |
| LPL Financial LLC | $2.8M | 78,534 | 0.00% | 15q | +60.4%+$1.1M |
| BFI Wealth Solutions, LLC | $2.6M | 71,296 | 1.90% | 3q | +29.2%+$579.8K |
| INDEPENDENT FINANCIAL GROUP, LLC | $2.4M | 67,104 | 0.05% | 6q | -2.3%-$56.3K |
| Long Island Wealth Management, Inc. | $2.4M | 65,841 | 0.98% | 11q | +13.3%+$278.0K |
| BIP Wealth, LLC | $2.4M | 65,472 | 0.07% | 3q | -32.8%-$1.1M |
| Stratos Wealth Advisors, LLC | $2.3M | 64,721 | 0.13% | 11q | -4.4%-$107.2K |
| HighTower Advisors, LLC | $2.1M | 59,152 | 0.00% | 23q | -10.0%-$236.1K |
| Signal Advisors Wealth, LLC | $2.0M | 54,837 | 0.10% | 3q | -2.3%-$47.3K |
| CORRADO ADVISORS, LLC | $1.9M | 53,482 | 0.89% | 24q | -1.8%-$34.8K |
| SIGNATUREFD, LLC | $1.8M | 50,073 | 0.02% | 21q | HELD |
| Triad Wealth Partners, LLC | $1.7M | 47,445 | 0.10% | 7q | -8.3%-$157.0K |
| ACCESS FINANCIAL SERVICES, INC. | $1.7M | 47,405 | 0.56% | 4q | HELD |
| Cresset Asset Management, LLC | $1.7M | 47,332 | 0.01% | 4q | HELD |
| Diligent Investors, LLC | $1.6M | 45,256 | 0.36% | 19q | HELD |
| OneDigital Investment Advisors LLC | $1.6M | 44,941 | 0.01% | 6q | HELD |
| PRINCIPAL SECURITIES, INC. | $1.6M | 43,522 | 0.02% | 11q | +6.0%+$89.2K |
| MML INVESTORS SERVICES, LLC | $1.5M | 43,004 | 0.00% | 9q | +0.7%+$10.6K |
| Americana Partners, LLC | $1.5M | 42,922 | 0.03% | 6q | -22.7%-$453.0K |
| WorthPointe, LLC | $1.5M | 42,546 | 0.38% | 16q | -2.4%-$37.7K |
| Rothschild Wealth LLC | $1.4M | 38,922 | 0.11% | 3q | HELD |
| Kestra Advisory Services, LLC | $1.4M | 37,664 | 0.00% | 14q | -46.4%-$1.2M |
| Straight Path Wealth Management | $1.3M | 35,068 | 0.29% | 5q | +1.2%+$14.9K |
| CAPTRUST FINANCIAL ADVISORS | $1.2M | 34,080 | 0.00% | 14q | HELD |
| FOUNDERS FINANCIAL SECURITIES LLC | $1.2M | 33,704 | 0.06% | 6q | +13.3%+$142.4K |
| TRUIST FINANCIAL CORP | $1.1M | 30,894 | 0.00% | 5q | HELD |
| RED CRANE WEALTH MANAGEMENT, LLC | $997.2K | 27,722 | 0.73% | new | NEW |
| World Investment Advisors | $911.7K | 25,355 | 0.02% | 3q | -6.6%-$64.9K |
| BCS Wealth Management | $898.4K | 24,975 | 0.16% | 16q | HELD |
| Ifrah Financial Services, Inc. | $861.2K | 23,943 | 0.21% | 16q | -0.7%-$6.3K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $860.5K | 33,704 | 0.00% | 12q | +11.7%+$90.5K |
| IFP Advisors, Inc | $800.0K | 22,241 | 0.01% | 9q | +17.7%+$120.1K |
| Compass Advisory Group LLC | $767.5K | 21,338 | 0.18% | 8q | +4.8%+$35.4K |
| HB Wealth Management, LLC | $739.9K | 20,571 | 0.00% | new | NEW |
| DHJJ Financial Advisors, Ltd. | $719.7K | 20,007 | 0.21% | 23q | -0.6%-$4.5K |
| First Commonwealth Financial Corp /PA/ | $701.5K | 19,503 | 0.10% | 16q | +129.6%+$396.0K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $601.3K | 16,716 | 0.00% | 4q | -67.7%-$1.3M |
| Jacobi Capital Management LLC | $595.7K | 16,561 | 0.03% | 8q | HELD |
| Opus Financial Solutions LLC | $587.6K | 16,336 | 0.47% | 3q | -7.6%-$48.4K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $548.5K | 15,250 | 0.03% | 17q | HELD |
| Merit Financial Group, LLC | $502.8K | 13,978 | 0.00% | 3q | +100.0%+$251.4K |
| Simplicity Wealth,LLC | $492.0K | 13,678 | 0.02% | new | NEW |
| CYPRESS FINANCIAL PLANNING LLC | $482.6K | 13,416 | 0.12% | 9q | +49.5%+$159.9K |
| PFG Advisors | $477.5K | 13,275 | 0.02% | 5q | +0.6%+$2.6K |
| Allworth Financial LP | $467.7K | 13,002 | 0.00% | 12q | HELD |
| GILL CAPITAL PARTNERS, LLC | $439.9K | 12,230 | 0.12% | 16q | -3.8%-$17.4K |
| Composition Wealth, LLC | $432.3K | 12,018 | 0.01% | 14q | -3.5%-$15.7K |
| WealthPlan Investment Management, LLC | $423.0K | 11,759 | 0.02% | 3q | +3.1%+$12.6K |
| Liberty Atlantic Advisors LLC | $420.2K | 11,682 | 0.30% | 3q | -1.6%-$6.8K |
| Vantage Point Financial LLC | $417.4K | 11,605 | 0.13% | 3q | +20.4%+$70.8K |
| PFS Partners, LLC | $417.3K | 11,602 | 0.17% | 5q | HELD |
| D.B. Root & Company, LLC | $372.0K | 10,342 | 0.08% | new | NEW |
| NorthCrest Asset Manangement, LLC | $357.5K | 9,922 | 0.01% | 14q | +22.0%+$64.5K |
| NewEdge Advisors, LLC | $343.2K | 9,542 | 0.00% | 11q | +23.7%+$65.7K |
| SILVER OAK SECURITIES, INCORPORATED | $332.8K | 9,252 | 0.02% | 4q | HELD |
| Tradition Wealth Management, LLC | $312.1K | 8,678 | 0.02% | 23q | -3.6%-$11.8K |
| BAILARD, INC. | $306.6K | 8,525 | 0.01% | 15q | HELD |
| FIDUCIARY FINANCIAL GROUP, LLC | $306.5K | 8,520 | 0.03% | 4q | HELD |
| ROYAL BANK OF CANADA | $306.0K | 8,514 | 0.00% | 8q | HELD |
| BENJAMIN EDWARDS INC | $304.3K | 8,461 | 0.00% | 5q | HELD |
| Summit Wealth Partners, LLC | $284.5K | 7,908 | 0.04% | 12q | -2.5%-$7.3K |
| FIDUCIARY FINANCIAL ADVISORS | $282.0K | 7,840 | 0.03% | new | NEW |
| Advisor OS, LLC | $267.5K | 7,437 | 0.02% | 2q | HELD |
| Cypress Wealth Services, LLC | $263.6K | 7,328 | 0.03% | 18q | HELD |
| Weaver Consulting Group | $260.8K | 7,250 | 0.05% | 4q | HELD |
| Schneider Downs Wealth Management Advisors, LP | $227.1K | 6,313 | 0.02% | 5q | -59.1%-$328.2K |
| Beacon Pointe Advisors, LLC | $225.9K | 6,281 | 0.00% | new | NEW |
| Chicago Partners Investment Group LLC | $213.0K | 5,937 | 0.00% | 11q | HELD |
| Accurate Wealth Management, LLC | $211.2K | 5,845 | 0.02% | new | NEW |
| Forvis Mazars Wealth Advisors, LLC | $210.1K | 5,841 | 0.00% | 17q | -29.0%-$85.6K |
| JPMORGAN CHASE & CO | $193.4K | 5,384 | 0.00% | 2q | -72.9%-$520.9K |
| US BANCORP \DE\ | $165.8K | 4,610 | 0.00% | 5q | +53.0%+$57.4K |
| NBT BANK, N.A. | $110.8K | 3,080 | 0.01% | 8q | HELD |
| Capital Investment Advisory Services, LLC | $107.9K | 3,000 | 0.01% | 12q | HELD |
| CoreCap Advisors, LLC | $106.8K | 2,969 | 0.00% | 10q | HELD |
| AE Wealth Management LLC | $98.3K | 2,733 | 0.00% | 7q | -2.8%-$2.9K |
| CHAPMAN FINANCIAL GROUP, LLC | $87.4K | 2,430 | 0.06% | 6q | -38.2%-$54.0K |
| Steward Partners Investment Advisory, LLC | $74.2K | 2,064 | 0.00% | 9q | HELD |
| Financial Network Wealth Advisors LLC | $57.1K | 1,587 | 0.06% | 6q | -5.6%-$3.4K |
| AdvisorNet Financial, Inc | $54.2K | 1,506 | 0.00% | 17q | HELD |
| PlanVest Financial, Inc | $40.8K | 1,133 | 0.03% | 2q | HELD |
| HARBOR INVESTMENT ADVISORY, LLC | $39.9K | 1,110 | 0.00% | 24q | HELD |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $35.1K | 976 | 0.00% | 2q | HELD |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $27.7K | 770 | 0.00% | 16q | HELD |
| IFG Advisory, LLC | $18.0K | 500 | 0.00% | 2q | HELD |
| Cape Investment Advisory, Inc. | $14.4K | 400 | 0.00% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $13.2K | 367 | 0.00% | 17q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $10.8K | 300 | 0.00% | new | NEW |
| TRUST CO OF VERMONT | $9.6K | 268 | 0.00% | 3q | HELD |
Showing the largest 100 of 108 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 | 105 | $133.2M | 3,734,138 | 9 | 27 | 32 | 0.0% |
| Q1 2026 | 104 | $126.0M | 3,763,977 | 9 | 13 | 41 | 0.0% |
| Q4 2025 | 106 | $152.5M | 4,549,741 | 13 | 12 | 29 | 0.0% |
| Q3 2025 | 99 | $148.5M | 4,545,009 | 21 | 44 | 11 | 0.0% |
| Q2 2025 | 83 | $80.6M | 2,525,563 | 9 | 17 | 24 | 0.0% |
| Q1 2025 | 83 | $77.4M | 2,655,095 | 12 | 8 | 30 | 0.0% |
| Q4 2024 | 79 | $80.8M | 2,907,638 | 8 | 12 | 28 | 0.0% |
| Q3 2024 | 76 | $89.4M | 3,046,940 | 10 | 22 | 14 | 0.0% |
| Q2 2024 | 75 | $79.2M | 2,815,948 | 9 | 11 | 30 | 0.0% |
| Q1 2024 | 71 | $104.8M | 3,713,502 | 6 | 13 | 30 | 0.0% |
| Q4 2023 | 77 | $135.3M | 4,988,078 | 10 | 10 | 22 | 0.0% |
| Q3 2023 | 68 | $127.9M | 5,023,438 | 20 | 26 | 6 | 0.0% |
| Q2 2023 | 53 | $55.7M | 2,121,561 | 5 | 14 | 11 | 0.0% |
| Q1 2023 | 57 | $56.4M | 2,222,854 | 12 | 7 | 15 | 0.0% |
| Q4 2022 | 52 | $106.7M | 4,475,916 | 13 | 11 | 13 | 0.0% |
| Q3 2022 | 54 | $110.1M | 5,171,340 | 23 | 17 | 4 | 0.0% |
| Q2 2022 | 35 | $41.6M | 1,828,337 | 7 | 10 | 5 | 0.0% |
| Q1 2022 | 38 | $30.0M | 1,258,769 | 6 | 8 | 11 | 0.0% |
| Q4 2021 | 36 | $29.1M | 1,188,864 | 6 | 10 | 7 | 0.0% |
| Q3 2021 | 30 | $26.1M | 1,075,412 | 10 | 10 | 7 | 0.0% |
| Q2 2021 | 20 | $28.1M | 1,148,053 | 4 | 7 | 5 | 0.0% |
| Q1 2021 | 23 | $18.7M | 770,514 | 1 | 4 | 11 | 0.0% |
| Q4 2020 | 28 | $44.0M | 1,841,798 | 8 | 4 | 10 | 0.0% |
| Q3 2020 | 22 | $38.3M | 1,672,281 | 8 | 5 | 5 | 0.0% |
| Q2 2020 | 19 | $35.5M | 1,565,512 | 3 | 5 | 8 | 0.0% |
| Q1 2020 | 24 | $44.8M | 2,132,513 | 9 | 2 | 9 | 0.0% |
| Q4 2019 | 20 | $27.4M | 1,133,175 | 8 | 6 | 1 | 1.9% |
| Q3 2019 | 10 | $18.2M | 764,737 | 10 | 0 | 0 | 2.8% |