INNOVATOR ETFS TRUST (JAJL)
Institutional ownership reported to the SEC as of Q2 2026, across 8 quarters.
85
Reporting holders
$134.6M
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 |
|---|---|---|---|---|---|
| Kingsview Wealth Management, LLC | $47.9M | 1,602,395 | 0.58% | 8q | +0.6%+$294.0K |
| OSAIC HOLDINGS, INC. | $11.5M | 384,434 | 0.01% | 8q | +5.8%+$630.7K |
| COMMONWEALTH EQUITY SERVICES, LLC | $9.2M | 307,912 | 0.01% | 8q | HELD |
| HighTower Advisors, LLC | $6.3M | 210,806 | 0.01% | 8q | -15.8%-$1.2M |
| AE Wealth Management LLC | $5.6M | 187,752 | 0.03% | 8q | -13.2%-$854.6K |
| Triad Wealth Partners, LLC | $4.3M | 144,388 | 0.26% | 6q | +19.1%+$695.8K |
| Peak Wealth Management LLC | $2.4M | 81,328 | 1.71% | 3q | HELD |
| Orion Porfolio Solutions, LLC | $2.4M | 79,703 | 0.02% | 6q | +46.8%+$760.1K |
| Weaver Capital Management LLC | $2.1M | 71,151 | 0.46% | 6q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $2.1M | 68,984 | 0.00% | 8q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.0M | 67,362 | 0.00% | 2q | +159.9%+$1.2M |
| Brookstone Capital Management | $2.0M | 67,084 | 0.02% | 8q | -8.0%-$175.5K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $1.6M | 53,197 | 0.08% | 8q | -8.6%-$148.9K |
| Encompass More Asset Management | $1.6M | 53,059 | 0.23% | 7q | +43.3%+$479.5K |
| Kestra Advisory Services, LLC | $1.5M | 51,610 | 0.00% | 6q | +4.3%+$63.1K |
| Ausdal Financial Partners, Inc. | $1.5M | 50,055 | 0.06% | 7q | HELD |
| Merit Financial Group, LLC | $1.5M | 48,900 | 0.00% | 8q | +90.3%+$693.9K |
| Ameritas Advisory Services, LLC | $1.4M | 47,260 | 0.03% | 2q | +452.1%+$1.2M |
| Farther Finance Advisors, LLC | $1.3M | 43,101 | 0.01% | 7q | -5.3%-$71.8K |
| Cetera Investment Advisers | $1.2M | 39,288 | 0.00% | 8q | -0.8%-$9.5K |
| Cypress Wealth Services, LLC | $1.1M | 35,448 | 0.13% | 4q | HELD |
| World Investment Advisors | $987.9K | 33,985 | 0.02% | 8q | -14.6%-$169.0K |
| LPL Financial LLC | $858.5K | 28,702 | 0.00% | 4q | +5.3%+$43.3K |
| GWN SECURITIES INC. | $820.4K | 27,428 | 0.14% | 6q | +4.7%+$37.1K |
| SYKON CAPITAL LLC | $812.4K | 27,160 | 0.25% | 5q | +1.6%+$13.1K |
| Lifestyle Asset Management, Inc. | $808.1K | 27,018 | 0.22% | 6q | +0.5%+$4.2K |
| HARBOUR INVESTMENTS, INC. | $783.5K | 26,194 | 0.01% | 8q | -8.0%-$68.5K |
| Soltis Investment Advisors LLC | $781.8K | 26,137 | 0.04% | 8q | -8.0%-$68.3K |
| NewEdge Advisors, LLC | $780.7K | 26,100 | 0.00% | 8q | HELD |
| Sonoma Allocations LLC | $686.9K | 22,943 | 0.21% | 4q | HELD |
| RAYMOND JAMES FINANCIAL INC | $662.2K | 22,140 | 0.00% | 7q | -1.5%-$10.4K |
| KFG WEALTH MANAGEMENT, LLC | $654.6K | 21,886 | 0.07% | 5q | -13.7%-$103.8K |
| Gallagher Fiduciary Advisors, LLC | $647.3K | 21,643 | 0.02% | 8q | -2.6%-$17.5K |
| Atria Investments, Inc | $614.2K | 20,534 | 0.01% | new | NEW |
| Ashton Thomas Private Wealth, LLC | $598.2K | 20,000 | 0.01% | 6q | +9.8%+$53.4K |
| MML INVESTORS SERVICES, LLC | $597.8K | 19,986 | 0.00% | 7q | +42.3%+$177.7K |
| KELLY FINANCIAL GROUP LLC | $584.9K | 19,555 | 0.13% | 3q | HELD |
| First Commonwealth Financial Corp /PA/ | $565.0K | 18,890 | 0.08% | 8q | HELD |
| Archer Investment Corp | $528.2K | 17,660 | 0.05% | 5q | +100.0%+$264.1K |
| BFI Wealth Solutions, LLC | $493.5K | 16,500 | 0.37% | 3q | HELD |
| Carmel Capital Partners, LLC | $487.5K | 16,300 | 0.16% | new | NEW |
| Cassady Wealth & Retirement Planning, LLC | $486.2K | 16,257 | 0.23% | 3q | -1.2%-$5.7K |
| SYON CAPITAL LLC | $481.9K | 16,111 | 0.02% | 4q | HELD |
| Blue Sky Capital Consultants Group, Inc. | $477.6K | 15,968 | 0.20% | 7q | -17.8%-$103.5K |
| BridgePort Financial Solutions, LLC | $462.1K | 15,451 | 0.12% | 3q | -38.5%-$289.5K |
| INDEPENDENT FINANCIAL GROUP, LLC | $436.2K | 14,583 | 0.01% | 4q | +16.8%+$62.7K |
| KINGSWOOD WEALTH ADVISORS, LLC | $424.3K | 14,186 | 0.02% | 4q | HELD |
| AssuredPartners Investment Advisors, LLC | $403.7K | 13,497 | 0.04% | 3q | HELD |
| Signal Advisors Wealth, LLC | $386.4K | 12,919 | 0.02% | new | NEW |
| MONEY CONCEPTS CAPITAL CORP | $343.5K | 11,486 | 0.02% | 8q | -16.5%-$68.1K |
| CreativeOne Wealth, LLC | $336.3K | 11,245 | 0.01% | 3q | +21.6%+$59.7K |
| INTEGRITY ALLIANCE, LLC. | $322.0K | 10,764 | 0.01% | 6q | HELD |
| Summit Financial, LLC | $317.8K | 10,625 | 0.00% | new | NEW |
| Vantage Point Financial LLC | $310.3K | 10,376 | 0.09% | 3q | +13.1%+$35.8K |
| Pinnacle Wealth Management Group, Inc. | $309.6K | 10,350 | 0.14% | 6q | HELD |
| Waverly Advisors, LLC | $308.3K | 10,309 | 0.00% | 3q | +1.0%+$3.1K |
| Inspire Advisors, LLC | $290.2K | 9,703 | 0.02% | new | NEW |
| Visionary Wealth Advisors | $286.4K | 9,574 | 0.01% | 8q | HELD |
| Integrity Advisory Solutions, LLC | $277.9K | 9,292 | 0.03% | 2q | +12.4%+$30.7K |
| WINNACLE WEALTH LLC | $260.6K | 8,712 | 0.18% | 4q | HELD |
| WEALTHGARDEN F.S. LLC | $254.0K | 8,493 | 0.14% | 7q | HELD |
| Triumph Capital Management | $239.3K | 8,000 | 0.04% | 6q | HELD |
| HORAN Wealth, LLC | $239.3K | 8,000 | 0.02% | 4q | HELD |
| PRINCIPAL SECURITIES, INC. | $222.3K | 7,432 | 0.00% | new | NEW |
| Ballast Rock Private Wealth LLC | $216.6K | 7,242 | 0.10% | 2q | -16.0%-$41.4K |
| IFP Advisors, Inc | $215.9K | 7,219 | 0.00% | 6q | +1.5%+$3.1K |
| FLORIDA FINANCIAL ADVISORS, LLC | $210.0K | 7,020 | 0.04% | 3q | HELD |
| NWF Advisory Services Inc. | $203.4K | 6,800 | 0.02% | new | NEW |
| AXXCESS WEALTH MANAGEMENT, LLC | $201.5K | 6,738 | 0.00% | 3q | -11.5%-$26.2K |
| Accurate Wealth Management, LLC | $200.5K | 6,680 | 0.02% | 6q | -26.8%-$73.5K |
| CoreCap Advisors, LLC | $185.4K | 6,199 | 0.01% | 7q | +32.5%+$45.5K |
| Benson Wealth Management INC | $171.7K | 5,742 | 0.17% | 3q | HELD |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | $155.1K | 5,186 | 0.02% | 6q | +371.5%+$122.2K |
| Keystone Financial Group, Inc. | $149.3K | 4,991 | 0.08% | 7q | -42.0%-$108.2K |
| HARBOR INVESTMENT ADVISORY, LLC | $141.0K | 4,713 | 0.01% | 4q | HELD |
| Global Retirement Partners, LLC | $103.4K | 3,456 | 0.00% | 4q | -4.1%-$4.4K |
| Allworth Financial LP | $93.1K | 3,114 | 0.00% | 2q | HELD |
| EVOLUTION WEALTH MANAGEMENT INC. | $83.2K | 2,783 | 0.05% | 5q | -2.4%-$2.0K |
| GILPIN WEALTH MANAGEMENT, LLC | $74.8K | 2,500 | 0.05% | new | NEW |
| UBS Group AG | $49.8K | 1,664 | 0.00% | new | NEW |
| Steward Partners Investment Advisory, LLC | $22.8K | 761 | 0.00% | 8q | HELD |
| IFG Advisory, LLC | $7.0K | 235 | 0.00% | 2q | HELD |
| Cambridge Investment Research Advisors, Inc. | $6.0K | 199,032 | 0.01% | 8q | +40.9%+$1.7K |
| RED REEF ADVISORS LLC | $5.4K | 180 | 0.00% | 3q | HELD |
| Financial Network Wealth Advisors LLC | $4.0K | 133 | 0.00% | 6q | HELD |
| CENTAURUS FINANCIAL, INC. | $1.0K | 34,808 | 0.04% | 8q | -25.7% |
| WEDBUSH SECURITIES INC | $385 | 12,883 | 0.01% | 6q | HELD |
| DHJJ Financial Advisors, Ltd. | $240 | 8 | 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 | 85 | $134.6M | 4,502,675 | 9 | 24 | 22 | 0.0% |
| Q1 2026 | 84 | $132.0M | 4,538,870 | 12 | 24 | 23 | 0.0% |
| Q4 2025 | 87 | $132.2M | 4,550,099 | 15 | 23 | 25 | 0.0% |
| Q3 2025 | 74 | $127.1M | 4,437,883 | 13 | 24 | 19 | 0.0% |
| Q2 2025 | 75 | $135.0M | 4,792,678 | 13 | 23 | 16 | 0.0% |
| Q1 2025 | 72 | $151.9M | 5,589,387 | 28 | 22 | 12 | 0.0% |
| Q4 2024 | 50 | $46.4M | 1,702,116 | 13 | 11 | 9 | 0.0% |
| Q3 2024 | 41 | $77.4M | 2,900,410 | 39 | 0 | 0 | 0.0% |