INNOVATOR ETFS TRUST (PJAN)
Institutional ownership reported to the SEC as of Q2 2026, across 30 quarters.
283
Reporting holders
$1.0B
Reported value
0.0%
Held as options
+12
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 |
|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | $169.0M | 3,664,225 | 0.06% | 22q | -1.5%-$2.5M |
| OSAIC HOLDINGS, INC. | $58.3M | 1,178,429 | 0.07% | 26q | -10.4%-$6.7M |
| LPL Financial LLC | $36.5M | 737,979 | 0.01% | 27q | -1.3%-$473.8K |
| Brookstone Capital Management | $33.3M | 672,229 | 0.33% | 18q | -11.4%-$4.3M |
| MML INVESTORS SERVICES, LLC | $33.2M | 671,766 | 0.07% | 21q | +14.8%+$4.3M |
| BLAIR WILLIAM & CO/IL | $29.3M | 592,986 | 0.08% | 13q | -5.2%-$1.6M |
| Mutual Advisors, LLC | $28.7M | 579,032 | 0.54% | 21q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $26.2M | 529,237 | 0.03% | 30q | -14.9%-$4.6M |
| RAYMOND JAMES FINANCIAL INC | $25.1M | 507,846 | 0.01% | 7q | -2.2%-$569.2K |
| Focus Partners Wealth | $23.5M | 475,325 | 0.02% | 9q | -3.0%-$732.6K |
| ENVESTNET ASSET MANAGEMENT INC | $23.4M | 472,274 | 0.01% | 27q | -2.5%-$605.0K |
| Compass Advisory Group LLC | $18.5M | 373,324 | 4.39% | 23q | +0.7%+$136.1K |
| Southland Equity Partners LLC | $18.5M | 373,075 | 3.23% | 23q | -2.9%-$548.9K |
| Kestra Advisory Services, LLC | $16.3M | 328,804 | 0.05% | 24q | +69.0%+$6.6M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $15.7M | 314,851 | 0.03% | 12q | -1.9%-$301.4K |
| Cetera Investment Advisers | $13.9M | 281,166 | 0.01% | 22q | -11.6%-$1.8M |
| Bellwether Advisors, LLC | $13.9M | 280,308 | 2.06% | 23q | -0.7%-$103.5K |
| Orion Porfolio Solutions, LLC | $11.0M | 222,380 | 0.08% | 11q | +12.2%+$1.2M |
| Beacon Pointe Advisors, LLC | $10.5M | 212,274 | 0.05% | 24q | -19.0%-$2.5M |
| BENJAMIN EDWARDS INC | $9.1M | 184,751 | 0.08% | 8q | -7.7%-$760.1K |
| US BANCORP \DE\ | $9.0M | 181,561 | 0.01% | 3q | -43.3%-$6.9M |
| AA Financial Advisors, LLC | $8.4M | 170,656 | 1.02% | 11q | -3.7%-$323.3K |
| WEST MICHIGAN ADVISORS, LLC | $7.9M | 171,045 | 0.80% | 2q | HELD |
| HighTower Advisors, LLC | $7.4M | 150,134 | 0.01% | 27q | -1.0%-$74.8K |
| CoreCap Advisors, LLC | $7.3M | 146,810 | 0.21% | 18q | HELD |
| COFG Advisors, LLC | $7.2M | 146,219 | 1.25% | 3q | HELD |
| Triad Wealth Partners, LLC | $7.2M | 143,967 | 0.43% | 7q | +5.0%+$342.0K |
| MAI Capital Management | $7.1M | 143,169 | 0.03% | 18q | +1.8%+$125.5K |
| Forty-three Eighteen Advisors, LLC | $7.0M | 141,858 | 4.72% | 3q | HELD |
| Range Financial Group LLC | $7.0M | 140,703 | 1.90% | 11q | -2.2%-$153.7K |
| Steward Partners Investment Advisory, LLC | $6.6M | 132,702 | 0.03% | 15q | -94.1%-$105.7M |
| Blue Water Asset Management | $6.2M | 126,053 | 2.01% | 3q | HELD |
| PRINCIPAL SECURITIES, INC. | $6.2M | 125,917 | 0.08% | 11q | +8.8%+$506.4K |
| BFI Wealth Solutions, LLC | $6.1M | 123,584 | 4.53% | 3q | +24.6%+$1.2M |
| BCGM Wealth Management, LLC | $6.0M | 121,396 | 1.27% | 23q | -0.9%-$53.2K |
| GILL CAPITAL PARTNERS, LLC | $5.7M | 114,952 | 1.51% | 26q | -4.1%-$244.2K |
| Forvis Mazars Wealth Advisors, LLC | $5.6M | 112,935 | 0.09% | 17q | -2.7%-$157.6K |
| Signal Advisors Wealth, LLC | $5.4M | 110,088 | 0.28% | 3q | -0.8%-$42.5K |
| IFP Advisors, Inc | $5.2M | 105,912 | 0.09% | 26q | -0.6%-$29.8K |
| Long Island Wealth Management, Inc. | $5.2M | 104,089 | 2.13% | 11q | HELD |
| JDM Financial Group LLC | $5.1M | 103,549 | 1.75% | 14q | HELD |
| Pathstone Holdings, LLC | $5.0M | 0 | 0.01% | 2q | -100.0% |
| Cresset Asset Management, LLC | $5.0M | 100,807 | 0.02% | 10q | -32.2%-$2.4M |
| TRUIST FINANCIAL CORP | $4.9M | 99,923 | 0.01% | 24q | -2.8%-$142.6K |
| NewEdge Advisors, LLC | $4.9M | 99,096 | 0.01% | 14q | +140.0%+$2.9M |
| FSA Advisors, Inc. | $4.4M | 88,246 | 1.00% | 11q | +95.8%+$2.1M |
| OneDigital Investment Advisors LLC | $4.2M | 84,590 | 0.04% | 22q | -4.3%-$186.7K |
| First Commonwealth Financial Corp /PA/ | $4.1M | 82,914 | 0.57% | 10q | -2.6%-$110.6K |
| Apollon Wealth Management, LLC | $4.1M | 82,643 | 0.05% | 19q | -4.9%-$212.3K |
| CreativeOne Wealth, LLC | $4.0M | 80,757 | 0.09% | 11q | +14.6%+$508.3K |
| Fortune Financial Group, Inc. | $4.0M | 80,602 | 3.12% | 3q | HELD |
| Merit Financial Group, LLC | $4.0M | 79,932 | 0.01% | 5q | +101.8%+$2.0M |
| FOUNDERS FINANCIAL SECURITIES LLC | $3.9M | 79,693 | 0.20% | 8q | +13.5%+$468.0K |
| Ascent Wealth Partners, LLC | $3.9M | 79,642 | 0.39% | 6q | -66.1%-$7.7M |
| Horizon Investments, LLC | $3.9M | 79,577 | 0.04% | 10q | -42.6%-$2.9M |
| MTM FINANCIAL GROUP, LLC | $3.9M | 79,195 | 1.68% | new | FIRST |
| Hardworking Capital Advisors, LLC | $3.9M | 78,293 | 3.17% | 3q | -5.0%-$203.9K |
| CRA Financial Services, LLC | $3.7M | 75,612 | 0.43% | 18q | HELD |
| Keating Financial Advisory Services, Inc. | $3.7M | 75,131 | 0.49% | 3q | -0.8%-$29.7K |
| Crown Wealth Group, LLC | $3.5M | 70,230 | 0.88% | 11q | -8.2%-$308.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.3M | 66,903 | 0.00% | 2q | -11.0%-$409.3K |
| HBW ADVISORY SERVICES LLC | $3.2M | 65,657 | 0.29% | 9q | HELD |
| Diligent Investors, LLC | $3.2M | 64,777 | 0.71% | 18q | -2.3%-$74.8K |
| Sherry Group, Inc. | $3.2M | 73,910 | 3.11% | 2q | +1599.1%+$3.0M |
| Cassady Wealth & Retirement Planning, LLC | $3.1M | 62,910 | 1.45% | 3q | HELD |
| Pallas Capital Advisors LLC | $3.0M | 60,816 | 0.09% | 10q | HELD |
| Arax Advisory Partners | $2.9M | 59,593 | 0.02% | 3q | +557.3%+$2.5M |
| JPMORGAN CHASE & CO | $2.9M | 59,107 | 0.00% | 10q | +34.7%+$751.3K |
| WEALTH ALLIANCE, LLC | $2.9M | 58,633 | 0.24% | 18q | -2.0%-$60.2K |
| EVERMAY WEALTH MANAGEMENT LLC | $2.8M | 56,881 | 0.29% | 14q | -2.4%-$69.5K |
| Liberty Atlantic Advisors LLC | $2.7M | 54,706 | 1.95% | 3q | -1.5%-$42.4K |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $2.5M | 50,899 | 0.31% | 14q | HELD |
| World Investment Advisors | $2.5M | 51,190 | 0.04% | 7q | -6.3%-$167.7K |
| CORRADO ADVISORS, LLC | $2.5M | 50,402 | 1.15% | 7q | -1.3%-$33.9K |
| Simplicity Wealth,LLC | $2.4M | 48,843 | 0.08% | new | NEW |
| Quantinno Capital Management LP | $2.3M | 47,433 | 0.00% | new | NEW |
| WealthPlan Investment Management, LLC | $2.3M | 46,195 | 0.11% | 17q | -13.1%-$343.6K |
| CITY HOLDING CO | $2.2M | 45,170 | 0.25% | 19q | -2.6%-$59.4K |
| INDEPENDENT FINANCIAL GROUP, LLC | $2.2M | 43,847 | 0.04% | 6q | -2.8%-$61.9K |
| AE Wealth Management LLC | $2.2M | 43,784 | 0.01% | 23q | -2.6%-$57.2K |
| Nikulski Financial, Inc. | $2.1M | 43,350 | 0.46% | 29q | -4.5%-$101.5K |
| Cornerstone Wealth, LLC/TN | $2.1M | 42,575 | 1.07% | 2q | +2.3%+$48.5K |
| Patriot Financial Group Insurance Agency, LLC | $2.0M | 41,084 | 0.21% | 23q | -49.8%-$2.0M |
| Advisory Services Network, LLC | $2.0M | 41,053 | 0.02% | 18q | -3.4%-$72.5K |
| Integrity Advisory Solutions, LLC | $2.0M | 40,482 | 0.21% | 2q | -2.0%-$40.4K |
| Koshinski Asset Management, Inc. | $2.0M | 40,111 | 0.11% | 25q | HELD |
| Gladstone Institutional Advisory LLC | $2.0M | 39,908 | 0.06% | 4q | +4.7%+$88.1K |
| Atria Investments, Inc | $2.0M | 39,734 | 0.02% | 4q | -3.1%-$63.9K |
| Arkadios Wealth Advisors | $1.9M | 39,365 | 0.03% | 6q | +11.7%+$204.7K |
| RED CRANE WEALTH MANAGEMENT, LLC | $1.9M | 38,110 | 1.39% | 7q | HELD |
| Element Squared LLC | $1.9M | 37,821 | 0.93% | 5q | HELD |
| Trek Financial, LLC | $1.8M | 36,954 | 0.09% | 16q | -0.9%-$16.2K |
| Orion Capital Management LLC | $1.8M | 36,898 | 0.56% | 23q | HELD |
| Jessup Wealth Management, Inc | $1.8M | 35,869 | 0.53% | 10q | -1.0%-$18.3K |
| Lido Advisors, LLC | $1.7M | 35,225 | 0.00% | 3q | -16.8%-$352.9K |
| Lineweaver Wealth Advisors, LLC | $1.7M | 34,624 | 0.20% | 22q | HELD |
| Pacific Park Financial, Inc. | $1.7M | 34,297 | 0.99% | 3q | -1.2%-$21.3K |
| Cerity Partners LLC | $1.7M | 33,982 | 0.00% | 3q | -50.6%-$1.7M |
| OLD MISSION CAPITAL LLC | $1.7M | 33,469 | 0.03% | 2q | +554.2%+$1.4M |
| CAPTRUST FINANCIAL ADVISORS | $1.6M | 33,169 | 0.00% | 14q | HELD |
Showing the largest 100 of 291 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 | 283 | $1.0B | 20,920,292 | 24 | 39 | 113 | 0.0% |
| Q1 2026 | 271 | $1.2B | 25,247,420 | 44 | 103 | 61 | 0.0% |
| Q4 2025 | 243 | $908.9M | 19,328,567 | 26 | 54 | 73 | 0.0% |
| Q3 2025 | 225 | $768.7M | 16,790,101 | 17 | 25 | 81 | 0.0% |
| Q2 2025 | 231 | $780.4M | 17,714,825 | 19 | 51 | 67 | 0.0% |
| Q1 2025 | 228 | $734.3M | 17,707,035 | 36 | 81 | 57 | 0.0% |
| Q4 2024 | 208 | $594.8M | 14,079,871 | 13 | 40 | 73 | 0.0% |
| Q3 2024 | 202 | $579.8M | 14,031,388 | 18 | 26 | 80 | 0.0% |
| Q2 2024 | 203 | $668.3M | 16,568,074 | 17 | 27 | 81 | 0.0% |
| Q1 2024 | 202 | $740.9M | 18,944,875 | 54 | 78 | 32 | 0.0% |
| Q4 2023 | 154 | $432.1M | 11,597,905 | 25 | 40 | 45 | 0.0% |
| Q3 2023 | 132 | $342.2M | 9,836,222 | 9 | 23 | 58 | 0.0% |
| Q2 2023 | 137 | $389.6M | 11,150,542 | 9 | 22 | 61 | 0.0% |
| Q1 2023 | 134 | $382.6M | 11,585,348 | 33 | 56 | 26 | 0.0% |
| Q4 2022 | 113 | $317.6M | 10,050,281 | 16 | 31 | 40 | 0.0% |
| Q3 2022 | 121 | $302.4M | 10,287,142 | 3 | 19 | 53 | 0.0% |
| Q2 2022 | 128 | $360.5M | 12,000,791 | 12 | 38 | 38 | 0.0% |
| Q1 2022 | 123 | $394.2M | 12,237,566 | 37 | 63 | 9 | 0.0% |
| Q4 2021 | 95 | $265.5M | 7,998,838 | 13 | 31 | 21 | 0.0% |
| Q3 2021 | 86 | $170.4M | 5,219,246 | 2 | 16 | 35 | 0.0% |
| Q2 2021 | 95 | $180.6M | 5,568,277 | 7 | 19 | 31 | 0.0% |
| Q1 2021 | 97 | $213.5M | 6,760,689 | 29 | 40 | 12 | 0.0% |
| Q4 2020 | 72 | $144.3M | 4,715,126 | 17 | 19 | 18 | 0.0% |
| Q3 2020 | 58 | $145.2M | 4,947,544 | 9 | 20 | 17 | 0.0% |
| Q2 2020 | 55 | $145.8M | 5,173,413 | 19 | 13 | 14 | 0.0% |
| Q1 2020 | 44 | $134.2M | 5,313,412 | 28 | 6 | 6 | 0.0% |
| Q4 2019 | 21 | $39.5M | 1,390,747 | 8 | 6 | 4 | 0.0% |
| Q3 2019 | 17 | $31.6M | 1,136,447 | 2 | 3 | 7 | 0.0% |
| Q2 2019 | 17 | $44.5M | 1,616,504 | 6 | 1 | 4 | 0.0% |
| Q1 2019 | 17 | $43.3M | 1,602,327 | 16 | 0 | 0 | 0.0% |