INNOVATOR ETFS TRUST (LJUL)
Institutional ownership reported to the SEC as of Q2 2026, across 8 quarters.
14
Reporting holders
$7.0M
Reported value
0.0%
Held as options
+2
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 |
|---|---|---|---|---|---|
| AA Financial Advisors, LLC | $2.9M | 121,107 | 0.35% | 3q | +4.2%+$115.1K |
| Bright Futures Wealth Management, LLC. | $1.1M | 47,056 | 0.72% | 2q | -17.4%-$235.9K |
| MTM FINANCIAL GROUP, LLC | $920.1K | 38,660 | 0.39% | new | FIRST |
| OLD MISSION CAPITAL LLC | $598.6K | 25,152 | 0.01% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $578.9K | 24,323 | 0.00% | 4q | +93.2%+$279.3K |
| KFG WEALTH MANAGEMENT, LLC | $322.2K | 13,537 | 0.04% | 6q | +6.5%+$19.6K |
| Cetera Investment Advisers | $279.2K | 11,731 | 0.00% | 4q | HELD |
| JPMORGAN CHASE & CO | $225.9K | 9,435 | 0.00% | 3q | +92.0%+$108.2K |
| Farther Finance Advisors, LLC | $53.6K | 2,252 | 0.00% | 4q | -66.5%-$106.3K |
| UBS Group AG | $19.1K | 804 | 0.00% | 2q | -12.3%-$2.7K |
| IFP Advisors, Inc | $13.5K | 566 | 0.00% | 5q | HELD |
| HARBOUR INVESTMENTS, INC. | $9.9K | 417 | 0.00% | 2q | HELD |
| BARCLAYS PLC | $762 | 32 | 0.00% | 2q | HELD |
| DHJJ Financial Advisors, Ltd. | $96 | 4 | 0.00% | 8q | 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 | 14 | $7.0M | 295,076 | 1 | 4 | 3 | 0.0% |
| Q1 2026 | 12 | $5.3M | 223,839 | 4 | 3 | 3 | 0.0% |
| Q4 2025 | 9 | $4.0M | 168,028 | 3 | 1 | 2 | 0.0% |
| Q3 2025 | 6 | $3.0M | 123,967 | 3 | 1 | 1 | 0.0% |
| Q2 2025 | 4 | $715.9K | 30,087 | 1 | 0 | 0 | 0.0% |
| Q1 2025 | 6 | $1.1M | 46,066 | 4 | 0 | 1 | 0.0% |
| Q4 2024 | 3 | $1.1M | 46,253 | 0 | 0 | 2 | 0.0% |
| Q3 2024 | 4 | $1.2M | 52,658 | 4 | 0 | 0 | 0.0% |