INNOVATOR ETFS TRUST (KJUL)
Institutional ownership reported to the SEC as of Q2 2026, across 24 quarters.
75
Reporting holders
$78.4M
Reported value
0.0%
Held as options
-3
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 |
|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | $8.7M | 256,239 | 0.01% | 20q | -0.8%-$71.2K |
| OSAIC HOLDINGS, INC. | $4.9M | 145,327 | 0.01% | 24q | +31.2%+$1.2M |
| Cornerstone Wealth, LLC/TN | $3.8M | 111,076 | 1.90% | 2q | +224.1%+$2.6M |
| Cetera Investment Advisers | $3.5M | 102,578 | 0.00% | 20q | -2.0%-$72.6K |
| PRINCIPAL SECURITIES, INC. | $3.1M | 89,914 | 0.04% | 11q | -0.6%-$17.6K |
| LPL Financial LLC | $3.0M | 88,253 | 0.00% | 11q | +47.4%+$964.0K |
| RED CRANE WEALTH MANAGEMENT, LLC | $2.7M | 78,164 | 1.95% | 5q | -2.8%-$77.4K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.6M | 86,460 | 0.00% | 12q | +78.9%+$1.1M |
| RAYMOND JAMES FINANCIAL INC | $2.6M | 76,259 | 0.00% | 7q | +14.8%+$333.4K |
| Berger Financial Group, Inc | $2.4M | 71,588 | 0.12% | 16q | -0.9%-$22.5K |
| BLAIR WILLIAM & CO/IL | $2.3M | 68,387 | 0.01% | 12q | HELD |
| BFI Wealth Solutions, LLC | $2.3M | 66,819 | 1.68% | 3q | +6.6%+$141.1K |
| Kestra Advisory Services, LLC | $2.1M | 62,992 | 0.01% | 20q | -34.3%-$1.1M |
| Diligent Investors, LLC | $1.9M | 57,159 | 0.43% | 19q | HELD |
| Compass Advisory Group LLC | $1.8M | 53,362 | 0.43% | 21q | -1.4%-$25.6K |
| Long Island Wealth Management, Inc. | $1.8M | 53,197 | 0.75% | 11q | +19.5%+$295.0K |
| XML Financial, LLC | $1.7M | 50,500 | 0.12% | 5q | -60.6%-$2.6M |
| INDEPENDENT FINANCIAL GROUP, LLC | $1.5M | 43,962 | 0.03% | 6q | -4.5%-$71.0K |
| Fragasso Financial Advisors Inc | $1.4M | 40,084 | 0.07% | 20q | -1.4%-$18.8K |
| FOUNDERS FINANCIAL SECURITIES LLC | $1.4M | 39,787 | 0.07% | 6q | +13.3%+$158.2K |
| Focus Partners Wealth | $1.3M | 37,435 | 0.00% | 9q | HELD |
| ODonnell Financial Services, LLC | $1.2M | 34,222 | 0.34% | 12q | -2.4%-$28.6K |
| Jacobi Capital Management LLC | $1.1M | 32,545 | 0.05% | 8q | HELD |
| GILL CAPITAL PARTNERS, LLC | $1.1M | 31,611 | 0.28% | 20q | -2.5%-$27.3K |
| FSA Advisors, Inc. | $1.0M | 29,540 | 0.23% | 11q | +151.8%+$605.0K |
| IFP Advisors, Inc | $926.0K | 27,259 | 0.02% | 9q | HELD |
| GWN SECURITIES INC. | $841.3K | 24,767 | 0.14% | new | NEW |
| WorthPointe, LLC | $840.0K | 24,729 | 0.21% | 16q | -1.7%-$14.6K |
| MML INVESTORS SERVICES, LLC | $831.4K | 24,475 | 0.00% | 8q | +27.1%+$177.1K |
| DHJJ Financial Advisors, Ltd. | $823.2K | 24,233 | 0.24% | 20q | -1.5%-$12.9K |
| Straight Path Wealth Management | $805.8K | 23,722 | 0.19% | 5q | +0.7%+$5.4K |
| TRUIST FINANCIAL CORP | $746.8K | 21,984 | 0.00% | 20q | -20.4%-$192.0K |
| CARY STREET PARTNERS FINANCIAL LLC | $669.6K | 19,712 | 0.01% | 5q | -4.4%-$30.8K |
| Tradition Wealth Management, LLC | $622.4K | 18,322 | 0.04% | 23q | HELD |
| First Commonwealth Financial Corp /PA/ | $614.7K | 18,095 | 0.09% | new | NEW |
| Global Trust Wealth Management LLC | $577.5K | 17,000 | 0.40% | 3q | HELD |
| WEALTH ALLIANCE, LLC | $546.0K | 16,074 | 0.05% | 12q | HELD |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $543.4K | 15,996 | 0.07% | 16q | -3.0%-$16.9K |
| ENVESTNET ASSET MANAGEMENT INC | $524.9K | 15,451 | 0.00% | 15q | +2.0%+$10.2K |
| HighTower Advisors, LLC | $501.7K | 14,768 | 0.00% | 15q | -18.3%-$112.0K |
| BCS Wealth Management | $477.8K | 14,066 | 0.09% | 16q | HELD |
| Keating Financial Advisory Services, Inc. | $465.5K | 13,703 | 0.06% | 3q | +1.9%+$8.6K |
| Allworth Financial LP | $442.6K | 13,028 | 0.00% | 13q | -98.6%-$31.9M |
| Chicago Partners Investment Group LLC | $408.0K | 12,171 | 0.01% | 17q | -16.4%-$80.0K |
| Global Strategic Investment Solutions, LLC | $387.0K | 11,392 | 0.03% | 16q | HELD |
| Miller Financial Services LLC | $363.9K | 10,711 | 0.29% | 7q | HELD |
| NorthCrest Asset Manangement, LLC | $320.7K | 9,484 | 0.01% | 14q | +20.9%+$55.5K |
| Forvis Mazars Wealth Advisors, LLC | $313.8K | 9,239 | 0.01% | 17q | -8.0%-$27.3K |
| Advisor OS, LLC | $313.4K | 9,226 | 0.02% | 2q | HELD |
| Valtinson Bruner Financial Planning LLC | $305.2K | 8,985 | 0.08% | 16q | -10.7%-$36.4K |
| PFS Partners, LLC | $303.9K | 8,945 | 0.12% | 13q | -2.2%-$6.9K |
| World Investment Advisors | $292.5K | 8,722 | 0.00% | 3q | -12.7%-$42.5K |
| Arax Advisory Partners | $276.3K | 8,133 | 0.00% | new | NEW |
| Crown Wealth Group, LLC | $263.0K | 7,742 | 0.07% | 12q | -2.6%-$6.9K |
| BCGM Wealth Management, LLC | $258.5K | 7,610 | 0.05% | 11q | HELD |
| Outlook Wealth Advisors, LLC | $256.8K | 7,560 | 0.06% | 20q | -18.3%-$57.3K |
| Accurate Wealth Management, LLC | $239.9K | 7,104 | 0.02% | new | NEW |
| Seros Financial, LLC | $227.5K | 6,698 | 0.12% | 4q | HELD |
| Sigma Planning Corp | $220.0K | 6,476 | 0.01% | 5q | -7.2%-$17.0K |
| WINNACLE WEALTH LLC | $213.8K | 6,295 | 0.15% | 4q | -2.3%-$5.0K |
| AE Wealth Management LLC | $182.5K | 5,373 | 0.00% | 7q | HELD |
| FIDUCIARY FINANCIAL ADVISORS | $87.8K | 2,584 | 0.01% | new | NEW |
| Capital Investment Advisory Services, LLC | $73.6K | 2,167 | 0.00% | 13q | HELD |
| HARBOUR INVESTMENTS, INC. | $62.4K | 1,837 | 0.00% | 21q | HELD |
| PlanVest Financial, Inc | $49.8K | 1,465 | 0.03% | 2q | HELD |
| Steward Partners Investment Advisory, LLC | $43.5K | 1,282 | 0.00% | 13q | HELD |
| CoreCap Advisors, LLC | $38.6K | 1,136 | 0.00% | 10q | -36.3%-$22.0K |
| EVOLUTION WEALTH MANAGEMENT INC. | $29.8K | 878 | 0.02% | 5q | HELD |
| MORGAN STANLEY | $16.3K | 480 | 0.00% | 6q | -29.4%-$6.8K |
| Luminist Capital LLC | $11.8K | 360 | 0.01% | new | NEW |
| Noble Wealth Management PBC | $8.2K | 240 | 0.00% | 6q | HELD |
| Spire Wealth Management | $7.1K | 208 | 0.00% | 8q | HELD |
| IFG Advisory, LLC | $6.8K | 200 | 0.00% | 2q | HELD |
| Cape Investment Advisory, Inc. | $6.8K | 200 | 0.00% | new | NEW |
| JDM Financial Group LLC | $2.3K | 69 | 0.00% | 4q | HELD |
| Cambridge Investment Research Advisors, Inc. | $2.1K | 60,624 | 0.00% | 24q | +76.7% |
| Wood Tarver Financial Group, LLC | $878 | 25,848 | 0.21% | 7q | -0.6% |
| Capital Analysts, LLC | $732 | 21,541 | 0.02% | 21q | +1.9% |
| Janney Montgomery Scott LLC | $205 | 6,040 | 0.00% | new | NEW |
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 | 75 | $78.4M | 2,319,816 | 7 | 14 | 30 | 0.0% |
| Q1 2026 | 78 | $101.3M | 3,166,568 | 4 | 10 | 37 | 0.0% |
| Q4 2025 | 81 | $97.1M | 3,058,925 | 5 | 11 | 30 | 0.0% |
| Q3 2025 | 80 | $87.8M | 2,837,101 | 13 | 26 | 17 | 0.0% |
| Q2 2025 | 72 | $71.5M | 2,447,656 | 9 | 19 | 23 | 0.0% |
| Q1 2025 | 80 | $91.0M | 3,252,297 | 8 | 11 | 41 | 0.0% |
| Q4 2024 | 82 | $129.6M | 4,270,969 | 10 | 11 | 29 | 0.0% |
| Q3 2024 | 71 | $91.0M | 3,123,058 | 9 | 28 | 19 | 0.0% |
| Q2 2024 | 66 | $75.8M | 2,742,043 | 5 | 17 | 24 | 0.0% |
| Q1 2024 | 72 | $87.8M | 3,133,674 | 6 | 10 | 32 | 0.0% |
| Q4 2023 | 76 | $134.4M | 4,963,661 | 12 | 19 | 22 | 0.0% |
| Q3 2023 | 62 | $125.9M | 5,033,747 | 19 | 34 | 5 | 0.0% |
| Q2 2023 | 50 | $37.5M | 1,462,304 | 7 | 15 | 16 | 0.0% |
| Q1 2023 | 50 | $31.2M | 1,262,506 | 5 | 8 | 14 | 0.0% |
| Q4 2022 | 52 | $31.3M | 1,290,114 | 12 | 10 | 13 | 0.0% |
| Q3 2022 | 52 | $42.9M | 1,842,364 | 16 | 16 | 8 | 0.0% |
| Q2 2022 | 37 | $32.1M | 1,354,887 | 4 | 9 | 13 | 0.0% |
| Q1 2022 | 39 | $44.2M | 1,708,242 | 2 | 7 | 17 | 0.0% |
| Q4 2021 | 47 | $50.7M | 1,899,940 | 12 | 13 | 9 | 0.0% |
| Q3 2021 | 35 | $53.4M | 2,014,357 | 22 | 9 | 2 | 0.0% |
| Q2 2021 | 16 | $25.0M | 941,146 | 5 | 4 | 4 | 0.0% |
| Q1 2021 | 16 | $7.7M | 290,260 | 4 | 4 | 4 | 0.0% |
| Q4 2020 | 17 | $14.7M | 566,296 | 6 | 3 | 4 | 0.0% |
| Q3 2020 | 11 | $9.3M | 385,331 | 11 | 0 | 0 | 0.0% |