INNOVATOR ETFS TRUST (JULJ)
Institutional ownership reported to the SEC as of Q2 2026, across 12 quarters.
16
Reporting holders
$7.4M
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 |
|---|---|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.6M | 64,099 | 0.00% | 11q | +66.7%+$636.0K |
| World Investment Advisors | $1.4M | 56,791 | 0.02% | 12q | HELD |
| OLD MISSION CAPITAL LLC | $941.5K | 37,978 | 0.01% | 7q | +51.0%+$317.9K |
| Brookstone Capital Management | $852.7K | 34,396 | 0.01% | 12q | -7.8%-$71.7K |
| MTM FINANCIAL GROUP, LLC | $808.3K | 32,604 | 0.35% | new | FIRST |
| RAYMOND JAMES FINANCIAL INC | $623.0K | 25,132 | 0.00% | 4q | HELD |
| CoreCap Advisors, LLC | $413.6K | 16,683 | 0.01% | 10q | -4.5%-$19.3K |
| Soltis Investment Advisors LLC | $244.3K | 9,854 | 0.01% | new | NEW |
| Integrity Advisory Solutions, LLC | $228.0K | 9,197 | 0.02% | 2q | HELD |
| VIMA LLC | $111.4K | 4,492 | 0.11% | new | NEW |
| Farther Finance Advisors, LLC | $45.1K | 1,821 | 0.00% | 3q | -71.0%-$110.5K |
| UBS Group AG | $42.3K | 1,707 | 0.00% | 3q | +348.0%+$32.9K |
| MORGAN STANLEY | $29.0K | 1,170 | 0.00% | 4q | HELD |
| Pinnacle Wealth Planning Services, Inc. | $18.2K | 736 | 0.00% | 3q | HELD |
| IFP Advisors, Inc | $5.3K | 215 | 0.00% | 5q | HELD |
| OSAIC HOLDINGS, INC. | $1.9K | 75 | 0.00% | 6q | 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 | 16 | $7.4M | 296,950 | 2 | 3 | 3 | 0.0% |
| Q1 2026 | 17 | $7.8M | 316,511 | 3 | 7 | 6 | 0.0% |
| Q4 2025 | 19 | $8.4M | 335,577 | 6 | 3 | 6 | 0.0% |
| Q3 2025 | 15 | $9.1M | 365,316 | 3 | 6 | 4 | 0.0% |
| Q2 2025 | 15 | $9.1M | 365,936 | 3 | 4 | 6 | 0.0% |
| Q1 2025 | 13 | $10.0M | 401,918 | 2 | 4 | 6 | 0.0% |
| Q4 2024 | 14 | $10.9M | 437,047 | 3 | 5 | 5 | 0.0% |
| Q3 2024 | 14 | $13.1M | 524,036 | 0 | 10 | 2 | 0.0% |
| Q2 2024 | 19 | $15.7M | 629,871 | 2 | 7 | 6 | 0.0% |
| Q1 2024 | 19 | $16.6M | 665,204 | 2 | 7 | 5 | 0.0% |
| Q4 2023 | 20 | $14.9M | 596,023 | 8 | 3 | 4 | 0.0% |
| Q3 2023 | 11 | $13.7M | 553,375 | 11 | 0 | 0 | 0.0% |