HolderBook

INNOVATOR ETFS TRUST (JULH)

Institutional ownership reported to the SEC as of Q2 2026, across 12 quarters.

20
Reporting holders
$8.9M
Reported value
0.0%
Held as options
-4
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

FilerValueShares Their book Held Change
World Investment Advisors$2.0M81,0270.03%12qHELD
Brookstone Capital Management$1.3M51,4360.01%12q-10.4%-$149.4K
SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.3M51,3290.00%newNEW
STEPHENS INC /AR/$919.2K36,9140.01%12qHELD
Whipplewood Advisors, LLC$781.4K31,3820.53%6qHELD
Farther Finance Advisors, LLC$678.9K27,2650.01%4q+4617.1%+$664.5K
RAYMOND JAMES FINANCIAL INC$647.5K26,0020.00%4qHELD
COMMONWEALTH EQUITY SERVICES, LLC$564.2K22,6600.00%12q-0.9%-$5.3K
Accurate Wealth Management, LLC$297.4K11,9310.03%12q-7.4%-$23.8K
Soltis Investment Advisors LLC$250.5K10,0590.01%newNEW
HARBOR INVESTMENT ADVISORY, LLC$50.3K2,0200.00%12qHELD
Luminist Capital LLC$35.5K1,4240.04%7q-9.2%-$3.6K
MORGAN STANLEY$26.5K1,0630.00%2qHELD
AE Wealth Management LLC$24.2K9700.00%4qHELD
CoreCap Advisors, LLC$9.6K3850.00%10q-22.1%-$2.7K
OSAIC HOLDINGS, INC.$4.7K1890.00%6qHELD
IFP Advisors, Inc$2.5K1000.00%5qHELD
EverSource Wealth Advisors, LLC$2.0K800.00%7qHELD
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$996400.00%12qHELD
Pinnacle Wealth Planning Services, Inc.$822330.00%3qHELD

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202620$8.9M356,3092150.0%
Q1 202624$11.0M445,1613660.0%
Q4 202525$11.6M462,6854740.0%
Q3 202523$11.1M440,3723570.0%
Q2 202520$10.1M404,16022100.0%
Q1 202520$11.0M443,1113360.0%
Q4 202418$10.8M430,0272570.0%
Q3 202418$10.8M433,1461650.0%
Q2 202421$12.7M512,9992470.0%
Q1 202419$12.4M494,6752360.0%
Q4 202320$15.4M614,6682260.0%
Q3 202314$11.5M466,39714000.0%