INNOVATOR ETFS TRUST (NJUL)
Institutional ownership reported to the SEC as of Q2 2026, across 24 quarters.
110
Reporting holders
$134.9M
Reported value
0.0%
Held as options
+0
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 |
|---|---|---|---|---|---|
| OSAIC HOLDINGS, INC. | $16.5M | 213,573 | 0.02% | 24q | +3.3%+$535.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | $10.0M | 129,788 | 0.01% | 20q | +1.6%+$157.8K |
| HighTower Advisors, LLC | $6.7M | 86,929 | 0.01% | 24q | -2.1%-$143.1K |
| TRUIST FINANCIAL CORP | $6.1M | 79,118 | 0.01% | 12q | -2.1%-$134.4K |
| PRINCIPAL SECURITIES, INC. | $5.8M | 75,513 | 0.07% | 11q | HELD |
| Cetera Investment Advisers | $5.8M | 74,531 | 0.01% | 20q | +11.4%+$590.3K |
| LPL Financial LLC | $5.6M | 72,248 | 0.00% | 12q | +36.8%+$1.5M |
| RAYMOND JAMES FINANCIAL INC | $4.0M | 51,088 | 0.00% | 7q | -6.3%-$267.5K |
| Kestra Advisory Services, LLC | $3.9M | 50,191 | 0.01% | 20q | -44.6%-$3.1M |
| Outlook Wealth Advisors, LLC | $3.4M | 44,367 | 0.74% | 16q | +0.7%+$25.2K |
| AdvisorNet Financial, Inc | $3.4M | 43,961 | 0.16% | 17q | +493.4%+$2.8M |
| Cornerstone Wealth, LLC/TN | $3.4M | 44,236 | 1.71% | 2q | +238.6%+$2.4M |
| BIP Wealth, LLC | $3.3M | 42,133 | 0.09% | 3q | -9.4%-$338.3K |
| MAI Capital Management | $2.6M | 33,985 | 0.01% | 12q | -0.8%-$21.1K |
| CORRADO ADVISORS, LLC | $2.1M | 27,443 | 0.98% | 9q | -1.6%-$35.2K |
| Diligent Investors, LLC | $2.1M | 27,253 | 0.47% | 19q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.0M | 26,630 | 0.00% | 12q | HELD |
| Merit Financial Group, LLC | $2.0M | 25,872 | 0.01% | 5q | +92.9%+$964.7K |
| FSA Advisors, Inc. | $1.9M | 24,572 | 0.44% | 11q | +111.7%+$1.0M |
| Sequoia Financial Advisors, LLC | $1.8M | 22,613 | 0.01% | 13q | HELD |
| ODonnell Financial Services, LLC | $1.7M | 22,250 | 0.51% | 12q | -2.1%-$37.4K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $1.6M | 21,155 | 0.08% | 16q | HELD |
| Strategic Blueprint, LLC | $1.6M | 20,269 | 0.08% | 13q | -5.3%-$88.3K |
| OLD MISSION CAPITAL LLC | $1.5M | 19,007 | 0.02% | 4q | -34.0%-$759.1K |
| ENVESTNET ASSET MANAGEMENT INC | $1.5M | 18,802 | 0.00% | 16q | +6.4%+$87.4K |
| Cypress Wealth Services, LLC | $1.3M | 16,688 | 0.16% | 4q | HELD |
| MML INVESTORS SERVICES, LLC | $1.2M | 14,859 | 0.00% | 8q | +3.8%+$42.4K |
| DHJJ Financial Advisors, Ltd. | $1.1M | 14,364 | 0.32% | 23q | -4.7%-$54.8K |
| Cresset Asset Management, LLC | $1.1M | 14,159 | 0.00% | 4q | +45.4%+$342.2K |
| Weaver Capital Management LLC | $1.1M | 14,811 | 0.23% | 11q | HELD |
| GWN SECURITIES INC. | $966.5K | 12,482 | 0.16% | 7q | +1.9%+$17.8K |
| ALTFEST L J & CO INC | $935.1K | 12,077 | 0.09% | 12q | -31.5%-$429.6K |
| Steward Partners Investment Advisory, LLC | $909.0K | 11,740 | 0.00% | 16q | HELD |
| CreativeOne Wealth, LLC | $855.8K | 11,052 | 0.02% | 7q | +70.8%+$354.7K |
| Certified Advisory Corp | $820.4K | 10,596 | 0.07% | 8q | -11.6%-$107.7K |
| Jacobi Capital Management LLC | $812.9K | 10,498 | 0.04% | 9q | HELD |
| NewEdge Advisors, LLC | $791.1K | 10,217 | 0.00% | 13q | -0.6%-$4.6K |
| Focus Financial Network, Inc. | $785.3K | 10,142 | 0.02% | 11q | -3.7%-$30.1K |
| IFP Advisors, Inc | $767.3K | 9,909 | 0.01% | 20q | +4.8%+$35.1K |
| Trek Financial, LLC | $714.6K | 9,229 | 0.04% | 8q | -6.0%-$45.6K |
| CoreCap Advisors, LLC | $667.1K | 8,615 | 0.02% | 15q | +27.3%+$143.2K |
| Phoenix Financial Ltd. | $651.0K | 8,425 | 0.00% | 4q | -29.6%-$273.1K |
| CRA Financial Services, LLC | $648.2K | 8,372 | 0.07% | 15q | -3.5%-$23.2K |
| PFG Advisors | $624.9K | 8,070 | 0.03% | 12q | -1.6%-$10.5K |
| BLAIR WILLIAM & CO/IL | $590.6K | 7,628 | 0.00% | 12q | HELD |
| GOLDMAN SACHS GROUP INC | $572.2K | 7,390 | 0.00% | 2q | -44.1%-$452.0K |
| NEW WAVE WEALTH ADVISORS LLC | $556.7K | 7,190 | 0.08% | 4q | +100.0%+$278.4K |
| Visionary Wealth Advisors | $550.4K | 7,108 | 0.02% | 12q | HELD |
| Michels Family Financial, LLC | $527.4K | 6,811 | 0.34% | 5q | HELD |
| BCS Wealth Management | $525.5K | 6,787 | 0.09% | 21q | -4.1%-$22.4K |
| Keystone Wealth Services, LLC | $472.3K | 6,100 | 0.09% | 12q | HELD |
| Long Island Wealth Management, Inc. | $470.2K | 6,073 | 0.19% | 11q | HELD |
| Helium Advisors LLC | $457.2K | 5,905 | 0.38% | 7q | HELD |
| Focus Partners Wealth | $436.7K | 5,640 | 0.00% | 5q | HELD |
| Keating Financial Advisory Services, Inc. | $430.0K | 5,553 | 0.06% | 3q | +2.0%+$8.4K |
| Accurate Wealth Management, LLC | $423.6K | 5,511 | 0.04% | 9q | +98.0%+$209.6K |
| SILVER OAK SECURITIES, INCORPORATED | $411.5K | 5,315 | 0.02% | new | NEW |
| KFG WEALTH MANAGEMENT, LLC | $405.7K | 5,239 | 0.05% | 10q | -9.2%-$41.0K |
| FIDUCIARY FINANCIAL ADVISORS | $399.5K | 5,159 | 0.04% | new | NEW |
| Seros Financial, LLC | $395.6K | 5,109 | 0.21% | 7q | HELD |
| Triumph Capital Management | $371.8K | 4,802 | 0.07% | 4q | +0.9%+$3.5K |
| Stratos Wealth Advisors, LLC | $367.0K | 4,740 | 0.02% | 23q | -4.0%-$15.5K |
| AXXCESS WEALTH MANAGEMENT, LLC | $364.6K | 4,709 | 0.01% | new | NEW |
| Tradition Wealth Management, LLC | $363.5K | 4,694 | 0.02% | 21q | -42.9%-$272.6K |
| FOUNDERS FINANCIAL SECURITIES LLC | $362.2K | 4,678 | 0.02% | 12q | HELD |
| AE Wealth Management LLC | $357.7K | 4,620 | 0.00% | 13q | HELD |
| Arax Advisory Partners | $352.2K | 4,548 | 0.00% | new | NEW |
| INDEPENDENT FINANCIAL GROUP, LLC | $345.0K | 4,455 | 0.01% | 6q | -46.0%-$294.2K |
| Creative Planning | $342.3K | 4,420 | 0.00% | 2q | +1.5%+$5.0K |
| SageView Advisory Group, LLC | $337.2K | 4,355 | 0.01% | 9q | HELD |
| Onyx Bridge Wealth Group LLC | $336.0K | 4,339 | 0.03% | 12q | HELD |
| Dana Investment Advisors, Inc. | $332.7K | 4,297 | 0.01% | 8q | -3.8%-$13.0K |
| AVALON CAPITAL MANAGEMENT | $332.5K | 4,294 | 0.08% | 8q | HELD |
| World Investment Advisors | $318.5K | 4,183 | 0.01% | 3q | -19.3%-$76.1K |
| Snowden Capital Advisors LLC | $299.0K | 3,862 | 0.01% | 11q | HELD |
| Waverly Advisors, LLC | $290.7K | 3,754 | 0.00% | 3q | HELD |
| KEYBANK NATIONAL ASSOCIATION/OH | $286.5K | 3,700 | 0.00% | 2q | HELD |
| Soltis Investment Advisors LLC | $284.6K | 3,676 | 0.02% | 4q | HELD |
| Liberty Atlantic Advisors LLC | $283.6K | 3,663 | 0.20% | 3q | HELD |
| Brookstone Capital Management | $279.8K | 3,613 | 0.00% | 4q | -5.6%-$16.7K |
| First Heartland Consultants, Inc. | $273.3K | 3,530 | 0.02% | 10q | HELD |
| MTM FINANCIAL GROUP, LLC | $239.9K | 3,098 | 0.10% | new | FIRST |
| Advisor OS, LLC | $238.3K | 3,078 | 0.02% | 2q | HELD |
| Beacon Pointe Advisors, LLC | $233.2K | 3,012 | 0.00% | 2q | HELD |
| Vantage Point Financial LLC | $231.4K | 2,988 | 0.07% | 5q | HELD |
| Aegis Wealth Management, Inc. | $219.4K | 2,834 | 0.14% | new | NEW |
| Welch Financial Planning, LLC | $216.7K | 2,799 | 0.13% | new | NEW |
| McAdam, LLC | $207.4K | 2,678 | 0.01% | new | NEW |
| Stratos Wealth Partners, LTD. | $201.3K | 2,600 | 0.00% | new | NEW |
| WEALTHGARDEN F.S. LLC | $200.9K | 2,594 | 0.11% | new | NEW |
| Global Trust Asset Management, LLC | $193.6K | 2,500 | 0.06% | 8q | HELD |
| Allworth Financial LP | $189.6K | 2,449 | 0.00% | 9q | -3.6%-$7.0K |
| EVOLUTION WEALTH MANAGEMENT INC. | $176.6K | 2,281 | 0.10% | 5q | -2.0%-$3.6K |
| PlanVest Financial, Inc | $132.9K | 1,716 | 0.09% | 2q | HELD |
| HARBOUR INVESTMENTS, INC. | $112.7K | 1,455 | 0.00% | 2q | HELD |
| GILL CAPITAL PARTNERS, LLC | $104.8K | 1,354 | 0.03% | 2q | HELD |
| WealthShield Partners, LLC | $103.4K | 1,336 | 0.02% | 6q | HELD |
| EverSource Wealth Advisors, LLC | $74.5K | 962 | 0.00% | 10q | -57.5%-$100.8K |
| Highland Investment Advisors LLC | $38.7K | 500 | 0.02% | new | FIRST |
| Noble Wealth Management PBC | $36.8K | 475 | 0.02% | 4q | HELD |
Showing the largest 100 of 115 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 | 110 | $134.9M | 1,744,166 | 11 | 22 | 32 | 0.0% |
| Q1 2026 | 110 | $122.2M | 1,709,631 | 13 | 10 | 46 | 0.0% |
| Q4 2025 | 108 | $134.5M | 1,853,045 | 5 | 11 | 48 | 0.0% |
| Q3 2025 | 106 | $139.8M | 1,969,489 | 19 | 33 | 21 | 0.0% |
| Q2 2025 | 91 | $97.2M | 1,427,825 | 12 | 18 | 35 | 0.0% |
| Q1 2025 | 86 | $90.8M | 1,510,688 | 5 | 8 | 47 | 0.0% |
| Q4 2024 | 98 | $129.9M | 2,073,129 | 9 | 14 | 41 | 0.0% |
| Q3 2024 | 90 | $134.5M | 2,210,852 | 18 | 41 | 13 | 0.0% |
| Q2 2024 | 78 | $81.5M | 1,401,292 | 11 | 18 | 23 | 0.0% |
| Q1 2024 | 74 | $86.7M | 1,504,528 | 5 | 14 | 36 | 0.0% |
| Q4 2023 | 80 | $123.0M | 2,231,843 | 11 | 15 | 24 | 0.0% |
| Q3 2023 | 68 | $116.1M | 2,284,516 | 28 | 25 | 7 | 0.0% |
| Q2 2023 | 41 | $36.4M | 716,254 | 10 | 14 | 11 | 0.0% |
| Q1 2023 | 40 | $28.4M | 593,878 | 7 | 5 | 17 | 0.0% |
| Q4 2022 | 43 | $54.6M | 1,293,493 | 7 | 17 | 8 | 0.0% |
| Q3 2022 | 52 | $72.2M | 1,746,874 | 21 | 17 | 4 | 0.0% |
| Q2 2022 | 35 | $34.5M | 833,007 | 8 | 6 | 10 | 0.0% |
| Q1 2022 | 30 | $32.5M | 716,075 | 3 | 9 | 10 | 0.0% |
| Q4 2021 | 34 | $27.7M | 606,125 | 7 | 6 | 9 | 0.0% |
| Q3 2021 | 28 | $32.6M | 746,452 | 8 | 10 | 5 | 0.0% |
| Q2 2021 | 25 | $22.9M | 502,692 | 9 | 6 | 6 | 0.0% |
| Q1 2021 | 23 | $22.7M | 499,142 | 3 | 5 | 7 | 0.0% |
| Q4 2020 | 28 | $25.7M | 575,780 | 13 | 1 | 6 | 0.0% |
| Q3 2020 | 16 | $19.1M | 448,709 | 16 | 0 | 0 | 0.0% |