INNOVATOR ETFS TRUST (IJUN)
Institutional ownership reported to the SEC as of Q2 2026, across 9 quarters.
63
Reporting holders
$51.7M
Reported value
0.0%
Held as options
+20
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 |
|---|---|---|---|---|---|
| ACCESS FINANCIAL SERVICES, INC. | $13.0M | 415,535 | 4.25% | new | NEW |
| Cetera Investment Advisers | $2.7M | 87,771 | 0.00% | 8q | +37.1%+$740.0K |
| CORRADO ADVISORS, LLC | $2.5M | 81,435 | 1.17% | 9q | +22.5%+$466.3K |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.5M | 78,659 | 0.00% | 8q | +74.3%+$1.0M |
| Berger Financial Group, Inc | $2.0M | 63,797 | 0.10% | 8q | +11.9%+$211.4K |
| FIDUCIARY FINANCIAL GROUP, LLC | $2.0M | 63,347 | 0.22% | 9q | +5.0%+$94.7K |
| OSAIC HOLDINGS, INC. | $1.8M | 58,557 | 0.00% | 9q | +326.6%+$1.4M |
| SYON CAPITAL LLC | $1.6M | 52,514 | 0.07% | new | NEW |
| LPL Financial LLC | $1.6M | 51,386 | 0.00% | 3q | +487.6%+$1.3M |
| Atlantic Private Wealth, LLC | $1.3M | 42,788 | 0.82% | new | NEW |
| TRUIST FINANCIAL CORP | $1.2M | 37,731 | 0.00% | 5q | HELD |
| WPWealth LLP | $1.1M | 34,099 | 0.16% | 9q | HELD |
| Kestra Advisory Services, LLC | $972.4K | 31,188 | 0.00% | 9q | -9.5%-$102.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $826.7K | 26,517 | 0.00% | 2q | +4.0%+$31.4K |
| OLD MISSION CAPITAL LLC | $757.2K | 24,286 | 0.01% | 4q | +29.2%+$171.2K |
| First Commonwealth Financial Corp /PA/ | $744.5K | 23,880 | 0.10% | 5q | +68.4%+$302.4K |
| Diligent Investors, LLC | $711.9K | 22,834 | 0.16% | new | NEW |
| Focus Partners Wealth | $695.0K | 22,293 | 0.00% | 3q | +103.3%+$353.1K |
| Beacon Pointe Advisors, LLC | $573.2K | 18,384 | 0.00% | 2q | +33.4%+$143.4K |
| Collaborative Wealth Managment Inc. | $563.1K | 18,060 | 0.24% | new | NEW |
| Americana Partners, LLC | $558.9K | 17,928 | 0.01% | 6q | -51.1%-$584.6K |
| PFG Advisors | $549.1K | 17,611 | 0.03% | 5q | +25.2%+$110.7K |
| Cornerstone Wealth, LLC/TN | $510.9K | 16,300 | 0.26% | 2q | +72.1%+$214.0K |
| Private Advisor Group, LLC | $501.0K | 16,070 | 0.00% | new | NEW |
| Pathstone Holdings, LLC | $497.9K | 15,969 | 0.00% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $493.6K | 15,833 | 0.00% | 4q | +81.0%+$220.9K |
| Ashton Thomas Private Wealth, LLC | $450.2K | 14,439 | 0.01% | new | NEW |
| MAI Capital Management | $413.0K | 13,248 | 0.00% | 7q | +69.0%+$168.6K |
| RAYMOND JAMES FINANCIAL INC | $397.6K | 12,754 | 0.00% | new | NEW |
| NewEdge Advisors, LLC | $385.1K | 12,352 | 0.00% | 5q | HELD |
| GILL CAPITAL PARTNERS, LLC | $375.2K | 12,035 | 0.10% | 5q | +68.0%+$151.8K |
| OneDigital Investment Advisors LLC | $355.4K | 11,400 | 0.00% | 6q | HELD |
| IFP Advisors, Inc | $351.0K | 11,259 | 0.01% | 9q | +49.5%+$116.2K |
| Phoenix Wealth Advisors | $341.8K | 10,964 | 0.12% | 5q | HELD |
| Cerity Partners LLC | $333.1K | 10,685 | 0.00% | new | NEW |
| DHJJ Financial Advisors, Ltd. | $326.4K | 10,469 | 0.09% | 8q | +51.0%+$110.3K |
| KFG WEALTH MANAGEMENT, LLC | $323.4K | 10,374 | 0.04% | 5q | +22.0%+$58.4K |
| Annis Gardner Whiting Capital Advisors, LLC | $321.9K | 10,325 | 0.05% | 5q | HELD |
| PFS Partners, LLC | $320.5K | 10,279 | 0.13% | 9q | HELD |
| COFG Advisors, LLC | $318.7K | 10,222 | 0.06% | new | NEW |
| Trek Financial, LLC | $318.4K | 10,211 | 0.02% | new | NEW |
| RED CRANE WEALTH MANAGEMENT, LLC | $308.0K | 9,879 | 0.23% | 5q | -53.1%-$349.4K |
| WEALTH ALLIANCE, LLC | $290.5K | 9,318 | 0.02% | new | NEW |
| MML INVESTORS SERVICES, LLC | $287.4K | 9,217 | 0.00% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $282.3K | 9,056 | 0.00% | 9q | +107.0%+$146.0K |
| CYPRESS FINANCIAL PLANNING LLC | $274.5K | 8,806 | 0.07% | 5q | +15.7%+$37.3K |
| ROYAL BANK OF CANADA | $270.0K | 8,667 | 0.00% | 3q | HELD |
| Legacy Capital Wealth Partners, LLC | $268.9K | 8,624 | 0.05% | new | NEW |
| Belpointe Asset Management LLC | $254.8K | 8,172 | 0.01% | 3q | +14.5%+$32.2K |
| Main Street Financial Solutions, LLC | $249.3K | 7,995 | 0.02% | new | NEW |
| HighTower Advisors, LLC | $228.6K | 7,333 | 0.00% | new | NEW |
| William Mack & Associates, Inc. | $219.7K | 7,046 | 0.08% | 7q | HELD |
| JANE STREET GROUP, LLC | $215.0K | 6,897 | 0.00% | new | NEW |
| Quantinno Capital Management LP | $201.5K | 6,462 | 0.00% | new | NEW |
| Helium Advisors LLC | $200.2K | 6,420 | 0.17% | new | NEW |
| CoreCap Advisors, LLC | $162.0K | 5,197 | 0.00% | 5q | HELD |
| LANARK FINANCIAL, INC. | $106.6K | 3,420 | 0.01% | 8q | +42.6%+$31.9K |
| Noble Wealth Management PBC | $101.3K | 3,250 | 0.05% | 5q | HELD |
| Steward Partners Investment Advisory, LLC | $85.7K | 2,750 | 0.00% | 7q | HELD |
| AdvisorNet Financial, Inc | $66.7K | 2,139 | 0.00% | new | NEW |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $31.2K | 1,000 | 0.00% | 8q | HELD |
| Integrated Wealth Concepts LLC | $20.3K | 650 | 0.00% | new | NEW |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $10.8K | 347 | 0.00% | new | NEW |
| Capital Analysts, LLC | $17 | 549 | 0.00% | 4q | 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 | 63 | $51.7M | 1,658,433 | 23 | 24 | 3 | 0.0% |
| Q1 2026 | 43 | $22.9M | 777,630 | 2 | 4 | 9 | 0.0% |
| Q4 2025 | 48 | $33.9M | 1,158,987 | 6 | 5 | 12 | 0.0% |
| Q3 2025 | 53 | $41.1M | 1,445,122 | 8 | 4 | 16 | 0.0% |
| Q2 2025 | 47 | $43.7M | 1,578,007 | 25 | 16 | 3 | 0.0% |
| Q1 2025 | 25 | $11.8M | 462,433 | 5 | 7 | 3 | 0.0% |
| Q4 2024 | 25 | $8.6M | 349,773 | 5 | 7 | 4 | 0.0% |
| Q3 2024 | 22 | $13.4M | 514,037 | 9 | 7 | 4 | 0.0% |
| Q2 2024 | 14 | $8.9M | 356,230 | 13 | 0 | 0 | 0.0% |