INNOVATOR ETFS TRUST (NJAN)
Institutional ownership reported to the SEC as of Q2 2026, across 26 quarters.
112
Reporting holders
$234.5M
Reported value
0.0%
Held as options
+5
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 |
|---|---|---|---|---|---|
| Mutual Advisors, LLC | $28.3M | 479,040 | 0.53% | 4q | -1.1%-$319.9K |
| NewEdge Advisors, LLC | $24.5M | 414,401 | 0.07% | 14q | +3.4%+$815.3K |
| OSAIC HOLDINGS, INC. | $24.4M | 413,182 | 0.03% | 26q | +11.5%+$2.5M |
| TRUIST FINANCIAL CORP | $12.3M | 209,066 | 0.01% | 22q | +1.0%+$125.9K |
| Encompass More Asset Management | $10.7M | 181,118 | 1.56% | 2q | -0.7%-$79.2K |
| Cornerstone Wealth, LLC/TN | $8.1M | 138,014 | 4.11% | 2q | +1.0%+$81.6K |
| MAI Capital Management | $8.0M | 134,852 | 0.03% | 11q | +7.5%+$556.3K |
| Cetera Investment Advisers | $7.4M | 125,709 | 0.01% | 23q | -22.6%-$2.2M |
| COMMONWEALTH EQUITY SERVICES, LLC | $6.9M | 116,375 | 0.01% | 22q | -2.3%-$161.2K |
| Long Island Wealth Management, Inc. | $6.8M | 114,409 | 2.79% | 11q | +1.4%+$95.8K |
| Kestra Advisory Services, LLC | $6.7M | 113,216 | 0.02% | 23q | -49.5%-$6.5M |
| RED CRANE WEALTH MANAGEMENT, LLC | $6.3M | 107,014 | 4.65% | 7q | HELD |
| OLD MISSION CAPITAL LLC | $5.4M | 91,184 | 0.09% | 6q | +452.5%+$4.4M |
| LPL Financial LLC | $5.3M | 89,804 | 0.00% | 11q | +15.3%+$701.7K |
| AdvisorNet Financial, Inc | $4.8M | 80,505 | 0.22% | 19q | -35.9%-$2.7M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.2M | 53,747 | 0.00% | new | NEW |
| Outlook Wealth Advisors, LLC | $3.1M | 52,802 | 0.67% | 6q | +11.0%+$307.3K |
| RAYMOND JAMES FINANCIAL INC | $3.0M | 51,590 | 0.00% | 7q | -5.2%-$166.0K |
| Diligent Investors, LLC | $2.9M | 49,129 | 0.65% | 18q | -3.9%-$118.0K |
| Tradition Wealth Management, LLC | $2.9M | 48,631 | 0.18% | 10q | -2.6%-$76.1K |
| ENVESTNET ASSET MANAGEMENT INC | $2.3M | 39,306 | 0.00% | 22q | -36.3%-$1.3M |
| Crown Wealth Group, LLC | $2.3M | 38,337 | 0.58% | 11q | HELD |
| My Personal CFO, LLC | $2.1M | 36,000 | 0.83% | 3q | HELD |
| FSA Advisors, Inc. | $2.1M | 35,246 | 0.48% | 11q | +95.2%+$1.0M |
| Forty-three Eighteen Advisors, LLC | $2.0M | 34,569 | 1.37% | 3q | HELD |
| DHJJ Financial Advisors, Ltd. | $2.0M | 33,995 | 0.58% | 23q | -0.8%-$16.3K |
| HighTower Advisors, LLC | $1.9M | 32,670 | 0.00% | 7q | HELD |
| MML INVESTORS SERVICES, LLC | $1.8M | 30,525 | 0.00% | 10q | +9.8%+$160.2K |
| CreativeOne Wealth, LLC | $1.5M | 24,669 | 0.03% | 7q | +1.0%+$13.8K |
| BIP Wealth, LLC | $1.4M | 24,515 | 0.04% | 3q | +2.6%+$36.0K |
| Merit Financial Group, LLC | $1.4M | 24,034 | 0.00% | 5q | +90.3%+$673.2K |
| Triumph Capital Management | $1.4M | 23,471 | 0.25% | 5q | -21.9%-$387.8K |
| IFP Advisors, Inc | $1.3M | 22,297 | 0.02% | 22q | +9.0%+$109.1K |
| Focus Financial Network, Inc. | $1.3M | 21,319 | 0.04% | 10q | -10.6%-$150.0K |
| CITADEL ADVISORS LLC | $1.2M | 19,947 | 0.00% | new | NEW |
| JDM Financial Group LLC | $1.1M | 19,367 | 0.39% | 3q | -0.6%-$6.4K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.0M | 17,565 | 0.00% | 12q | HELD |
| JPMORGAN CHASE & CO | $1.0M | 17,598 | 0.00% | 2q | +1798.4%+$978.7K |
| PFG Advisors | $1.0M | 16,996 | 0.05% | 11q | -1.6%-$16.6K |
| Global Assets Advisory, LLC | $980.3K | 16,680 | 0.21% | new | NEW |
| CWC Advisors, LLC. | $839.6K | 14,226 | 0.37% | 7q | -1.0%-$8.5K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $829.8K | 14,060 | 0.04% | 14q | +1.4%+$11.8K |
| AE Wealth Management LLC | $812.9K | 13,774 | 0.00% | 11q | -12.0%-$111.4K |
| GWN SECURITIES INC. | $810.7K | 13,736 | 0.14% | 7q | +1.8%+$14.0K |
| BLAIR WILLIAM & CO/IL | $800.7K | 13,567 | 0.00% | 10q | HELD |
| CoreCap Advisors, LLC | $797.8K | 13,518 | 0.02% | 18q | -5.4%-$45.8K |
| Liberty Atlantic Advisors LLC | $731.8K | 12,400 | 0.53% | 3q | HELD |
| Berkshire Money Management, Inc. | $711.5K | 12,055 | 0.07% | 15q | HELD |
| JT Stratford LLC | $700.0K | 11,861 | 0.08% | 2q | HELD |
| Phoenix Financial Ltd. | $637.4K | 10,810 | 0.00% | 6q | -10.4%-$73.7K |
| Stratos Wealth Advisors, LLC | $623.3K | 10,560 | 0.03% | 10q | HELD |
| CRA Financial Services, LLC | $571.0K | 9,675 | 0.07% | 18q | HELD |
| Brookstone Capital Management | $568.5K | 9,633 | 0.01% | 10q | +0.5%+$3.0K |
| Faithward Advisors, LLC | $507.0K | 8,591 | 0.06% | 11q | -4.7%-$24.9K |
| Advisor OS, LLC | $471.5K | 7,989 | 0.03% | 2q | HELD |
| TrustBank | $468.5K | 7,938 | 0.16% | 2q | -2.2%-$10.6K |
| Simplicity Wealth,LLC | $466.1K | 7,898 | 0.02% | new | NEW |
| Trek Financial, LLC | $458.1K | 7,762 | 0.02% | 10q | +0.9%+$4.0K |
| Keystone Wealth Services, LLC | $440.9K | 7,471 | 0.08% | 2q | HELD |
| Keating Financial Advisory Services, Inc. | $423.9K | 7,182 | 0.06% | 3q | HELD |
| Fortune Financial Group, Inc. | $415.3K | 7,036 | 0.33% | 3q | HELD |
| Visionary Wealth Advisors | $371.6K | 6,296 | 0.01% | 6q | HELD |
| CAPTRUST FINANCIAL ADVISORS | $364.0K | 6,168 | 0.00% | 14q | HELD |
| MGO ONE SEVEN LLC | $359.2K | 6,086 | 0.01% | 5q | HELD |
| Cerity Partners LLC | $357.0K | 6,048 | 0.00% | 2q | -8.9%-$34.8K |
| CORRADO ADVISORS, LLC | $349.9K | 5,928 | 0.16% | 3q | HELD |
| Main Street Financial Solutions, LLC | $322.2K | 5,460 | 0.02% | 23q | HELD |
| BCS Wealth Management | $317.1K | 5,372 | 0.06% | 10q | HELD |
| Arlington Capital Management, Inc. | $310.1K | 5,255 | 0.19% | 13q | HELD |
| Certified Advisory Corp | $306.2K | 5,188 | 0.02% | 6q | -9.0%-$30.4K |
| Sigma Planning Corp | $300.5K | 5,092 | 0.01% | 3q | HELD |
| HARBOUR INVESTMENTS, INC. | $291.9K | 4,946 | 0.00% | 21q | HELD |
| Arax Advisory Partners | $286.0K | 4,845 | 0.00% | 2q | +1234.7%+$264.5K |
| TopTier Wealth Management, LLC | $281.4K | 4,768 | 0.17% | 3q | HELD |
| Dynamic Advisor Solutions LLC | $279.5K | 4,735 | 0.01% | 2q | HELD |
| NWF Advisory Services Inc. | $270.9K | 4,590 | 0.03% | 6q | -12.5%-$38.8K |
| RESOLUTE WEALTH ADVISOR, INC. | $269.9K | 5,058 | 0.15% | 3q | HELD |
| OneDigital Investment Advisors LLC | $267.1K | 4,526 | 0.00% | 2q | HELD |
| Valtinson Bruner Financial Planning LLC | $265.9K | 4,505 | 0.07% | 9q | HELD |
| Steward Partners Investment Advisory, LLC | $244.8K | 4,148 | 0.00% | 13q | HELD |
| Snowden Capital Advisors LLC | $244.0K | 4,135 | 0.01% | 5q | HELD |
| Element Squared LLC | $243.8K | 4,131 | 0.12% | 5q | HELD |
| Optimist Retirement Group LLC | $240.7K | 4,078 | 0.09% | 11q | HELD |
| WealthPlan Investment Management, LLC | $239.1K | 4,051 | 0.01% | 10q | -15.7%-$44.5K |
| ALTFEST L J & CO INC | $229.2K | 3,884 | 0.02% | 6q | -45.0%-$187.2K |
| RETIREMENT GUYS FORMULA LLC | $227.1K | 3,847 | 0.09% | 3q | HELD |
| Cambridge Advisors Inc. | $220.2K | 3,731 | 0.04% | 4q | -1.3%-$3.0K |
| Foundations Investment Advisors, LLC | $214.9K | 3,641 | 0.00% | new | NEW |
| Vantage Point Financial LLC | $208.0K | 3,524 | 0.06% | new | NEW |
| Retirement Planning Group, LLC | $207.7K | 3,519 | 0.01% | new | NEW |
| Prime Capital Investment Advisors, LLC | $206.4K | 3,497 | 0.00% | new | NEW |
| AXXCESS WEALTH MANAGEMENT, LLC | $204.3K | 3,462 | 0.00% | new | NEW |
| FIFTH THIRD BANCORP | $168.3K | 2,851 | 0.00% | 2q | HELD |
| Regatta Research & Money Management | $108.9K | 1,900 | 0.10% | new | FIRST |
| LANARK FINANCIAL, INC. | $91.3K | 1,547 | 0.01% | 6q | +78.4%+$40.1K |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $90.5K | 1,534 | 0.01% | 14q | HELD |
| Archer Investment Corp | $69.4K | 1,176 | 0.01% | 10q | +100.0%+$34.7K |
| Atlantic Private Wealth, LLC | $59.0K | 1,000 | 0.04% | new | NEW |
| GILL CAPITAL PARTNERS, LLC | $51.5K | 872 | 0.01% | 2q | HELD |
| Integrated Wealth Concepts LLC | $36.9K | 625 | 0.00% | new | NEW |
Showing the largest 100 of 116 reported holders.
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 | 112 | $234.5M | 3,973,690 | 13 | 23 | 29 | 0.0% |
| Q1 2026 | 107 | $199.4M | 3,726,813 | 20 | 37 | 20 | 0.0% |
| Q4 2025 | 97 | $172.3M | 3,135,374 | 8 | 14 | 36 | 0.0% |
| Q3 2025 | 96 | $172.1M | 3,236,098 | 11 | 17 | 31 | 0.0% |
| Q2 2025 | 94 | $159.2M | 3,137,919 | 13 | 19 | 31 | 0.0% |
| Q1 2025 | 89 | $154.3M | 3,324,646 | 22 | 37 | 13 | 0.0% |
| Q4 2024 | 77 | $91.8M | 1,916,241 | 8 | 12 | 26 | 0.0% |
| Q3 2024 | 78 | $91.7M | 1,974,461 | 5 | 9 | 37 | 0.0% |
| Q2 2024 | 80 | $103.4M | 2,279,376 | 5 | 12 | 32 | 0.0% |
| Q1 2024 | 83 | $139.1M | 3,193,939 | 34 | 35 | 5 | 0.0% |
| Q4 2023 | 56 | $56.7M | 1,349,464 | 9 | 13 | 13 | 0.0% |
| Q3 2023 | 49 | $36.6M | 900,647 | 3 | 9 | 19 | 0.0% |
| Q2 2023 | 50 | $45.6M | 1,139,204 | 5 | 7 | 19 | 0.0% |
| Q1 2023 | 54 | $45.6M | 1,203,562 | 19 | 16 | 10 | 0.0% |
| Q4 2022 | 39 | $22.5M | 648,335 | 8 | 5 | 14 | 0.0% |
| Q3 2022 | 47 | $34.6M | 1,003,343 | 3 | 3 | 19 | 0.0% |
| Q2 2022 | 55 | $41.2M | 1,167,080 | 4 | 12 | 16 | 0.0% |
| Q1 2022 | 56 | $69.4M | 1,623,538 | 9 | 26 | 7 | 0.0% |
| Q4 2021 | 53 | $51.0M | 1,200,697 | 8 | 7 | 16 | 0.0% |
| Q3 2021 | 46 | $43.4M | 1,052,949 | 2 | 6 | 19 | 0.0% |
| Q2 2021 | 49 | $45.7M | 1,122,314 | 5 | 15 | 11 | 0.0% |
| Q1 2021 | 49 | $49.3M | 1,263,112 | 30 | 13 | 2 | 0.0% |
| Q4 2020 | 21 | $20.2M | 528,841 | 9 | 3 | 2 | 0.0% |
| Q3 2020 | 14 | $12.8M | 341,555 | 4 | 4 | 3 | 0.0% |
| Q2 2020 | 15 | $17.6M | 482,664 | 5 | 6 | 3 | 0.0% |
| Q1 2020 | 17 | $25.8M | 779,908 | 16 | 0 | 0 | 0.0% |