INNOVATOR ETFS TRUST (PJUL)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
255
Reporting holders
$739.1M
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 |
|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | $155.1M | 3,373,890 | 0.05% | 21q | +6.8%+$9.8M |
| COMMONWEALTH EQUITY SERVICES, LLC | $31.1M | 637,862 | 0.04% | 30q | -8.9%-$3.0M |
| BLAIR WILLIAM & CO/IL | $26.1M | 533,957 | 0.07% | 13q | -12.6%-$3.7M |
| ENVESTNET ASSET MANAGEMENT INC | $23.1M | 472,891 | 0.01% | 20q | +3.7%+$819.6K |
| Focus Partners Wealth | $21.5M | 440,919 | 0.02% | 9q | +37.4%+$5.9M |
| OSAIC HOLDINGS, INC. | $19.4M | 396,834 | 0.02% | 26q | +23.2%+$3.6M |
| RAYMOND JAMES FINANCIAL INC | $18.9M | 386,409 | 0.01% | 7q | -4.5%-$881.9K |
| LPL Financial LLC | $17.3M | 354,696 | 0.00% | 26q | +31.4%+$4.1M |
| HighTower Advisors, LLC | $17.0M | 347,450 | 0.02% | 28q | +1.9%+$315.0K |
| Kestra Advisory Services, LLC | $16.5M | 337,377 | 0.05% | 24q | +58.7%+$6.1M |
| Cetera Investment Advisers | $14.2M | 291,005 | 0.01% | 23q | +6.7%+$894.7K |
| World Investment Advisors | $10.0M | 214,176 | 0.17% | 25q | -2.5%-$255.2K |
| CoreCap Advisors, LLC | $9.7M | 197,873 | 0.28% | 18q | +4.1%+$379.4K |
| Orion Porfolio Solutions, LLC | $9.7M | 197,777 | 0.07% | 11q | +5.8%+$531.4K |
| Beacon Pointe Advisors, LLC | $9.0M | 185,241 | 0.04% | 21q | +10.5%+$856.2K |
| Cornerstone Wealth, LLC/TN | $8.6M | 174,581 | 4.34% | 2q | +684.7%+$7.5M |
| AA Financial Advisors, LLC | $8.4M | 171,208 | 1.00% | 11q | -3.3%-$286.1K |
| MML INVESTORS SERVICES, LLC | $8.3M | 170,949 | 0.02% | 20q | +16.1%+$1.2M |
| Bellwether Advisors, LLC | $8.0M | 163,173 | 1.18% | 20q | +252.3%+$5.7M |
| Triad Wealth Partners, LLC | $7.4M | 149,663 | 0.43% | 7q | +5.2%+$363.8K |
| Southland Equity Partners LLC | $7.2M | 147,610 | 1.26% | 23q | -1.2%-$90.7K |
| TRUIST FINANCIAL CORP | $7.2M | 147,224 | 0.01% | 20q | HELD |
| MBL Wealth, LLC | $6.9M | 141,059 | 0.47% | 15q | -5.0%-$360.6K |
| PRINCIPAL SECURITIES, INC. | $6.6M | 135,415 | 0.08% | 11q | +8.3%+$504.8K |
| Forvis Mazars Wealth Advisors, LLC | $6.1M | 124,593 | 0.10% | 17q | -5.0%-$321.0K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $5.9M | 132,344 | 0.01% | 12q | +67.2%+$2.4M |
| MTM FINANCIAL GROUP, LLC | $5.7M | 117,104 | 2.45% | new | FIRST |
| Brookstone Capital Management | $5.7M | 116,873 | 0.06% | 17q | -9.5%-$599.1K |
| Cresset Asset Management, LLC | $5.6M | 113,802 | 0.02% | 9q | -9.5%-$584.9K |
| Weaver Consulting Group | $5.4M | 111,593 | 1.12% | 13q | -3.6%-$205.8K |
| Signal Advisors Wealth, LLC | $5.4M | 110,647 | 0.27% | 3q | -1.4%-$76.7K |
| Vestmark Advisory Solutions, Inc. | $4.4M | 90,374 | 0.04% | 4q | HELD |
| FOUNDERS FINANCIAL SECURITIES LLC | $4.1M | 83,380 | 0.21% | 9q | +12.9%+$465.8K |
| Farther Finance Advisors, LLC | $4.0M | 82,671 | 0.03% | 8q | +17.5%+$601.5K |
| OneDigital Investment Advisors LLC | $4.0M | 81,370 | 0.03% | 16q | +1.5%+$59.6K |
| Horizon Investments, LLC | $3.9M | 80,671 | 0.04% | 10q | -42.6%-$2.9M |
| Keating Financial Advisory Services, Inc. | $3.8M | 77,294 | 0.50% | 3q | -0.9%-$33.5K |
| US BANCORP \DE\ | $3.7M | 76,020 | 0.00% | 11q | +260.4%+$2.7M |
| Composition Wealth, LLC | $3.6M | 73,267 | 0.04% | 12q | -21.0%-$949.0K |
| Straight Path Wealth Management | $3.5M | 72,431 | 0.83% | 5q | +3.4%+$116.5K |
| McAdam, LLC | $3.5M | 72,321 | 0.14% | 14q | -2.7%-$99.2K |
| Pathstone Holdings, LLC | $3.5M | 0 | 0.01% | 11q | -100.0% |
| Advisory Alpha, LLC | $3.4M | 70,020 | 0.08% | 15q | -49.3%-$3.3M |
| CRA Financial Services, LLC | $3.3M | 67,793 | 0.38% | 13q | -18.0%-$727.8K |
| Global Strategic Investment Solutions, LLC | $3.1M | 63,224 | 0.27% | 16q | +0.5%+$15.7K |
| COFG Advisors, LLC | $3.0M | 60,895 | 0.51% | 3q | HELD |
| Spire Wealth Management | $3.0M | 60,667 | 0.09% | 16q | -0.7%-$21.8K |
| Elmwood Wealth Management, Inc. | $3.0M | 60,502 | 0.74% | 23q | -6.0%-$187.9K |
| Certified Advisory Corp | $2.8M | 57,993 | 0.23% | 13q | -17.3%-$591.7K |
| Cassady Wealth & Retirement Planning, LLC | $2.7M | 55,940 | 1.27% | 3q | HELD |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $2.6M | 53,176 | 0.32% | 24q | -1.4%-$36.1K |
| First Commonwealth Financial Corp /PA/ | $2.6M | 53,012 | 0.36% | 12q | +12.4%+$286.3K |
| Weaver Capital Management LLC | $2.5M | 54,819 | 0.56% | 11q | HELD |
| FSA Advisors, Inc. | $2.5M | 51,576 | 0.58% | 11q | +106.7%+$1.3M |
| NewEdge Advisors, LLC | $2.5M | 50,978 | 0.01% | 11q | +18.3%+$385.3K |
| Merit Financial Group, LLC | $2.5M | 50,638 | 0.01% | 5q | +98.2%+$1.2M |
| BFI Wealth Solutions, LLC | $2.4M | 48,909 | 1.77% | 3q | +9.3%+$202.7K |
| Capital Square, LLC | $2.3M | 46,862 | 1.01% | 5q | +13.5%+$273.1K |
| Foundations Investment Advisors, LLC | $2.3M | 46,636 | 0.02% | 10q | -10.3%-$260.9K |
| Simplicity Wealth,LLC | $2.2M | 45,407 | 0.07% | new | NEW |
| Berkshire Money Management, Inc. | $2.2M | 44,137 | 0.20% | 28q | HELD |
| Long Island Wealth Management, Inc. | $2.2M | 44,057 | 0.89% | 11q | HELD |
| Jacobi Capital Management LLC | $2.0M | 41,688 | 0.10% | 9q | HELD |
| Lakeridge Wealth Management LLC | $2.0M | 41,392 | 0.74% | 11q | HELD |
| Rothschild Wealth LLC | $2.0M | 40,887 | 0.16% | 3q | -18.7%-$459.8K |
| Outlook Wealth Advisors, LLC | $2.0M | 40,776 | 0.43% | 16q | HELD |
| WorthPointe, LLC | $2.0M | 40,320 | 0.49% | 16q | -10.0%-$218.7K |
| CreativeOne Wealth, LLC | $2.0M | 39,982 | 0.04% | 11q | -18.4%-$439.1K |
| BCS Wealth Management | $1.9M | 39,806 | 0.35% | 21q | -13.9%-$312.5K |
| HARBOUR INVESTMENTS, INC. | $1.9M | 39,585 | 0.03% | 21q | HELD |
| IFP Advisors, Inc | $1.9M | 39,554 | 0.03% | 28q | HELD |
| Vantage Point Financial LLC | $1.9M | 38,848 | 0.58% | 7q | +14.4%+$238.9K |
| Atria Investments, Inc | $1.9M | 38,619 | 0.02% | 4q | -3.1%-$59.7K |
| Midwest Financial Network, LLC | $1.8M | 37,694 | 1.26% | new | FIRST |
| BENJAMIN EDWARDS INC | $1.8M | 36,960 | 0.02% | 8q | -1.2%-$21.8K |
| Wisconsin Wealth Advisors, LLC | $1.8M | 36,820 | 1.54% | 5q | HELD |
| CAPTRUST FINANCIAL ADVISORS | $1.8M | 36,654 | 0.00% | 14q | HELD |
| KFG WEALTH MANAGEMENT, LLC | $1.8M | 36,446 | 0.20% | 13q | -18.6%-$406.8K |
| Fortune Financial Advisors, LLC | $1.8M | 36,379 | 0.76% | 2q | -8.6%-$167.3K |
| ARS Wealth Advisors Group, LLC | $1.8M | 36,018 | 0.14% | 13q | +2.8%+$47.8K |
| CORRADO ADVISORS, LLC | $1.7M | 35,766 | 0.80% | 5q | +215.4%+$1.2M |
| Patriot Financial Group Insurance Agency, LLC | $1.7M | 35,662 | 0.18% | 13q | -50.5%-$1.8M |
| Chicago Partners Investment Group LLC | $1.7M | 35,652 | 0.03% | 21q | -5.1%-$92.9K |
| O'Connor Financial Group LLC | $1.7M | 34,827 | 0.60% | new | NEW |
| Diligent Investors, LLC | $1.7M | 34,216 | 0.37% | 19q | -6.0%-$106.2K |
| AE Wealth Management LLC | $1.7M | 34,027 | 0.01% | 20q | -0.6%-$10.4K |
| Steward Partners Investment Advisory, LLC | $1.6M | 33,331 | 0.01% | 16q | +115.8%+$873.0K |
| Cornerstone Planning Group LLC | $1.6M | 33,196 | 0.20% | 6q | HELD |
| Bedel Financial Consulting, Inc. | $1.6M | 32,938 | 0.15% | 28q | +22.9%+$300.0K |
| Fortune Financial Group, Inc. | $1.6M | 32,287 | 1.23% | 3q | -4.5%-$74.4K |
| Compass Advisory Group LLC | $1.6M | 32,232 | 0.37% | 12q | HELD |
| Keystone Wealth Services, LLC | $1.5M | 31,355 | 0.28% | 2q | -2.5%-$39.3K |
| Trek Financial, LLC | $1.5M | 31,181 | 0.08% | 16q | -18.5%-$344.7K |
| Cypress Wealth Services, LLC | $1.5M | 30,531 | 0.18% | 4q | -20.0%-$372.7K |
| Integrity Advisory Solutions, LLC | $1.5M | 30,468 | 0.15% | 4q | -5.4%-$84.7K |
| STEPHENS INC /AR/ | $1.4M | 29,599 | 0.02% | 12q | -1.7%-$24.7K |
| WealthPlan Investment Management, LLC | $1.4M | 29,169 | 0.07% | 3q | +3.1%+$42.7K |
| Advisory Services Network, LLC | $1.4M | 28,980 | 0.02% | 21q | HELD |
| Ascent Wealth Partners, LLC | $1.3M | 27,325 | 0.13% | 12q | -6.0%-$85.3K |
| Kearns & Associates LLC | $1.3M | 25,755 | 0.59% | 9q | HELD |
Showing the largest 100 of 261 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 | 255 | $739.1M | 15,288,613 | 18 | 64 | 85 | 0.0% |
| Q1 2026 | 260 | $682.6M | 14,811,585 | 21 | 31 | 118 | 0.0% |
| Q4 2025 | 256 | $742.6M | 15,992,786 | 20 | 33 | 82 | 0.0% |
| Q3 2025 | 240 | $815.0M | 17,886,604 | 31 | 91 | 54 | 0.0% |
| Q2 2025 | 221 | $597.1M | 13,613,549 | 17 | 58 | 67 | 0.0% |
| Q1 2025 | 223 | $527.5M | 13,122,760 | 11 | 26 | 94 | 0.0% |
| Q4 2024 | 239 | $570.6M | 13,861,989 | 17 | 28 | 91 | 0.0% |
| Q3 2024 | 221 | $653.8M | 16,156,828 | 39 | 85 | 39 | 0.0% |
| Q2 2024 | 193 | $500.5M | 12,890,877 | 23 | 44 | 69 | 0.0% |
| Q1 2024 | 184 | $519.4M | 13,678,754 | 13 | 25 | 77 | 0.0% |
| Q4 2023 | 188 | $729.0M | 20,122,908 | 16 | 39 | 70 | 0.0% |
| Q3 2023 | 170 | $661.8M | 19,637,705 | 41 | 80 | 19 | 0.0% |
| Q2 2023 | 132 | $331.9M | 9,705,899 | 21 | 39 | 41 | 0.0% |
| Q1 2023 | 122 | $254.6M | 8,048,500 | 14 | 18 | 45 | 0.0% |
| Q4 2022 | 122 | $303.8M | 10,034,340 | 18 | 32 | 29 | 0.0% |
| Q3 2022 | 126 | $308.0M | 10,753,436 | 41 | 54 | 15 | 0.0% |
| Q2 2022 | 91 | $203.8M | 6,929,319 | 19 | 37 | 16 | 0.0% |
| Q1 2022 | 85 | $107.4M | 3,552,539 | 7 | 17 | 26 | 0.0% |
| Q4 2021 | 83 | $128.9M | 4,182,794 | 8 | 16 | 27 | 0.0% |
| Q3 2021 | 79 | $136.2M | 4,574,306 | 28 | 30 | 7 | 0.0% |
| Q2 2021 | 59 | $94.0M | 3,173,882 | 22 | 13 | 10 | 0.0% |
| Q1 2021 | 49 | $37.0M | 1,261,147 | 3 | 8 | 22 | 0.0% |
| Q4 2020 | 57 | $46.8M | 1,628,202 | 9 | 9 | 12 | 0.0% |
| Q3 2020 | 47 | $43.2M | 1,564,539 | 15 | 10 | 10 | 0.0% |
| Q2 2020 | 36 | $40.2M | 1,496,893 | 11 | 4 | 11 | 0.0% |
| Q1 2020 | 36 | $63.6M | 2,649,497 | 5 | 6 | 14 | 0.0% |
| Q4 2019 | 38 | $26.7M | 1,000,194 | 9 | 9 | 8 | 0.0% |
| Q3 2019 | 30 | $26.5M | 1,013,988 | 15 | 8 | 2 | 0.0% |
| Q2 2019 | 19 | $14.0M | 541,971 | 14 | 2 | 0 | 0.0% |
| Q1 2019 | 7 | $4.2M | 166,472 | 3 | 0 | 0 | 0.0% |
| Q4 2018 | 3 | $1.6M | 65,475 | 1 | 0 | 0 | 0.0% |