INNOVATOR ETFS TRUST (NJUN)
Institutional ownership reported to the SEC as of Q2 2026, across 9 quarters.
65
Reporting holders
$119.9M
Reported value
0.0%
Held as options
+31
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 |
|---|---|---|---|---|---|
| Gradient Investments LLC | $28.3M | 861,224 | 0.39% | new | NEW |
| MAI Capital Management | $13.9M | 423,735 | 0.05% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $13.3M | 405,829 | 0.02% | 9q | +55.0%+$4.7M |
| HighTower Advisors, LLC | $11.0M | 335,515 | 0.01% | 9q | +2.6%+$277.9K |
| RAYMOND JAMES FINANCIAL INC | $9.4M | 286,149 | 0.00% | 5q | +32.9%+$2.3M |
| OSAIC HOLDINGS, INC. | $5.5M | 167,199 | 0.01% | 9q | +258.4%+$4.0M |
| Cresset Asset Management, LLC | $4.7M | 141,670 | 0.02% | new | NEW |
| Cetera Investment Advisers | $3.7M | 112,569 | 0.00% | 9q | +29.2%+$836.3K |
| Element Squared LLC | $3.1M | 92,876 | 1.52% | new | NEW |
| LPL Financial LLC | $2.8M | 84,833 | 0.00% | 4q | +223.3%+$1.9M |
| TRUIST FINANCIAL CORP | $2.7M | 81,560 | 0.00% | 5q | +848.0%+$2.4M |
| Ashton Thomas Private Wealth, LLC | $1.9M | 57,527 | 0.04% | new | NEW |
| SYON CAPITAL LLC | $1.7M | 52,255 | 0.07% | new | NEW |
| INTEGRITY ALLIANCE, LLC. | $1.3M | 39,932 | 0.04% | new | NEW |
| Phoenix Financial Ltd. | $1.1M | 32,634 | 0.01% | 5q | +110.3%+$562.2K |
| Kestra Advisory Services, LLC | $874.9K | 26,624 | 0.00% | 9q | +17.0%+$127.2K |
| OLD MISSION CAPITAL LLC | $833.3K | 25,360 | 0.01% | 4q | -1.0%-$8.4K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $810.9K | 24,676 | 0.00% | 9q | +57.3%+$295.3K |
| MML INVESTORS SERVICES, LLC | $782.8K | 23,822 | 0.00% | 5q | +136.0%+$451.1K |
| AE Wealth Management LLC | $768.8K | 23,395 | 0.00% | 9q | +83.0%+$348.7K |
| ENVESTNET ASSET MANAGEMENT INC | $763.9K | 23,247 | 0.00% | 5q | +16.5%+$108.0K |
| Cornerstone Wealth, LLC/TN | $734.5K | 22,564 | 0.37% | 2q | -15.6%-$136.1K |
| DHJJ Financial Advisors, Ltd. | $685.4K | 20,858 | 0.20% | 8q | +121.3%+$375.7K |
| FSA Advisors, Inc. | $591.3K | 17,996 | 0.14% | new | NEW |
| Integrity Advisory Solutions, LLC | $543.8K | 16,550 | 0.06% | new | NEW |
| CORRADO ADVISORS, LLC | $510.5K | 15,535 | 0.23% | 5q | +8.7%+$40.8K |
| Grantvest Financial Group LLC | $499.3K | 15,195 | 0.29% | new | NEW |
| TrustBank | $425.2K | 12,940 | 0.14% | new | NEW |
| PFG Advisors | $410.5K | 12,492 | 0.02% | 5q | +10.6%+$39.4K |
| Redwood Family Wealth LLC | $383.3K | 11,664 | 0.34% | new | NEW |
| YARGER WEALTH STRATEGIES, LLC | $326.7K | 9,995 | 0.12% | 9q | HELD |
| HARBOUR INVESTMENTS, INC. | $324.9K | 9,888 | 0.00% | 9q | +148.6%+$194.2K |
| Arax Advisory Partners | $318.9K | 9,706 | 0.00% | new | NEW |
| Trek Financial, LLC | $317.5K | 9,662 | 0.02% | new | NEW |
| COFG Advisors, LLC | $306.9K | 9,339 | 0.05% | new | NEW |
| IFP Advisors, Inc | $297.6K | 9,056 | 0.01% | new | NEW |
| Soltis Investment Advisors LLC | $258.1K | 7,855 | 0.01% | new | NEW |
| Concurrent Investment Advisors, LLC | $249.0K | 7,578 | 0.00% | new | NEW |
| Liberty Atlantic Advisors LLC | $247.4K | 7,528 | 0.18% | 3q | -1.2%-$3.0K |
| CreativeOne Wealth, LLC | $238.9K | 7,269 | 0.01% | new | NEW |
| Tradition Wealth Management, LLC | $232.7K | 7,081 | 0.01% | new | NEW |
| Ascent Wealth Partners, LLC | $230.0K | 7,000 | 0.02% | 9q | -36.1%-$129.8K |
| OneDigital Investment Advisors LLC | $225.8K | 6,871 | 0.00% | 4q | HELD |
| Diligent Investors, LLC | $221.2K | 6,733 | 0.05% | new | NEW |
| Mattson Financial Services, LLC | $213.3K | 6,606 | 0.04% | new | NEW |
| Beacon Pointe Advisors, LLC | $206.4K | 6,282 | 0.00% | new | NEW |
| FOUNDERS FINANCIAL SECURITIES LLC | $204.7K | 6,228 | 0.01% | new | NEW |
| Paladin Wealth, LLC | $202.8K | 6,172 | 0.12% | new | NEW |
| Keystone Wealth Services, LLC | $202.1K | 6,150 | 0.04% | 5q | -20.6%-$52.6K |
| Triumph Capital Management | $159.7K | 4,860 | 0.03% | new | NEW |
| AdvisorNet Financial, Inc | $156.3K | 4,756 | 0.01% | 5q | +82.8%+$70.8K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $150.8K | 4,590 | 0.01% | 8q | +1.1%+$1.6K |
| CoreCap Advisors, LLC | $122.4K | 3,726 | 0.00% | new | NEW |
| Allworth Financial LP | $117.1K | 3,565 | 0.00% | 7q | -99.2%-$15.3M |
| LANARK FINANCIAL, INC. | $88.5K | 2,694 | 0.01% | 6q | +174.1%+$56.2K |
| GILL CAPITAL PARTNERS, LLC | $75.7K | 2,305 | 0.02% | 2q | HELD |
| Physician Wealth Advisors, Inc. | $55.9K | 1,700 | 0.01% | new | NEW |
| Global Retirement Partners, LLC | $46.0K | 1,400 | 0.00% | new | NEW |
| Capital Investment Advisory Services, LLC | $32.7K | 994 | 0.00% | new | NEW |
| Steward Partners Investment Advisory, LLC | $20.0K | 609 | 0.00% | new | NEW |
| Keating Financial Advisory Services, Inc. | $19.2K | 585 | 0.00% | 3q | HELD |
| Integrated Wealth Concepts LLC | $16.4K | 500 | 0.00% | new | NEW |
| MORGAN STANLEY | $3.2K | 98 | 0.00% | 6q | HELD |
| FIDUCIARY FINANCIAL ADVISORS | $2.6K | 80 | 0.00% | new | NEW |
| Kingdom Financial Group LLC. | $1.8K | 56 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $1.1K | 34,508 | 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 | 65 | $119.9M | 3,647,942 | 34 | 20 | 6 | 0.0% |
| Q1 2026 | 34 | $53.4M | 1,706,343 | 2 | 2 | 15 | 0.0% |
| Q4 2025 | 32 | $53.6M | 1,699,189 | 2 | 4 | 11 | 0.0% |
| Q3 2025 | 35 | $39.3M | 1,277,662 | 6 | 6 | 8 | 0.0% |
| Q2 2025 | 38 | $43.0M | 1,452,834 | 19 | 8 | 2 | 0.0% |
| Q1 2025 | 23 | $15.6M | 590,935 | 5 | 0 | 8 | 0.0% |
| Q4 2024 | 24 | $19.6M | 719,633 | 3 | 3 | 8 | 0.0% |
| Q3 2024 | 22 | $19.5M | 737,777 | 4 | 5 | 6 | 0.0% |
| Q2 2024 | 19 | $26.7M | 988,568 | 19 | 0 | 0 | 0.0% |