INNOVATOR ETFS TRUST (PJUN)
Institutional ownership reported to the SEC as of Q2 2026, across 30 quarters.
190
Reporting holders
$682.2M
Reported value
0.0%
Held as options
+33
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. | $120.0M | 2,868,175 | 0.04% | 21q | +3.1%+$3.6M |
| Steward Partners Investment Advisory, LLC | $61.3M | 1,418,700 | 0.31% | 16q | +83010.7%+$61.3M |
| COMMONWEALTH EQUITY SERVICES, LLC | $38.3M | 885,095 | 0.05% | 25q | +60.5%+$14.4M |
| OSAIC HOLDINGS, INC. | $37.8M | 874,793 | 0.04% | 26q | +75.9%+$16.3M |
| Brookstone Capital Management | $37.1M | 859,291 | 0.37% | 17q | +336.9%+$28.6M |
| Focus Partners Wealth | $25.8M | 597,288 | 0.03% | 9q | +38.4%+$7.2M |
| HighTower Advisors, LLC | $19.4M | 448,389 | 0.02% | 25q | +5.6%+$1.0M |
| RAYMOND JAMES FINANCIAL INC | $15.5M | 358,570 | 0.00% | 7q | +42.7%+$4.6M |
| Cetera Investment Advisers | $14.1M | 325,299 | 0.01% | 21q | +45.9%+$4.4M |
| Lineweaver Wealth Advisors, LLC | $13.6M | 313,623 | 1.60% | 21q | +4.4%+$576.5K |
| Advisory Alpha, LLC | $13.4M | 309,557 | 0.33% | 17q | +108.3%+$7.0M |
| ENVESTNET ASSET MANAGEMENT INC | $11.5M | 265,533 | 0.00% | 23q | +33.1%+$2.9M |
| LPL Financial LLC | $10.9M | 252,975 | 0.00% | 12q | +19.3%+$1.8M |
| BLAIR WILLIAM & CO/IL | $9.1M | 209,877 | 0.02% | 17q | +132.0%+$5.2M |
| CoreCap Advisors, LLC | $9.1M | 209,382 | 0.27% | 18q | +6.3%+$540.3K |
| MAI Capital Management | $8.5M | 196,679 | 0.03% | 17q | +887.3%+$7.6M |
| McAdam, LLC | $8.2M | 188,689 | 0.32% | 14q | +0.6%+$51.4K |
| Beacon Pointe Advisors, LLC | $8.1M | 186,800 | 0.04% | 21q | +28.4%+$1.8M |
| Kestra Advisory Services, LLC | $8.1M | 186,603 | 0.03% | 21q | +5.6%+$427.4K |
| Chris Bulman Inc | $7.8M | 180,016 | 2.84% | 9q | +12.3%+$851.9K |
| Bellwether Advisors, LLC | $7.4M | 171,305 | 1.10% | 23q | +48.6%+$2.4M |
| Cassady Wealth & Retirement Planning, LLC | $7.0M | 162,215 | 3.26% | 3q | +272.0%+$5.1M |
| TRUIST FINANCIAL CORP | $6.8M | 156,243 | 0.01% | 20q | +17.4%+$998.7K |
| Dakota Wealth Management | $6.7M | 155,191 | 0.13% | 9q | +1110.8%+$6.2M |
| Weaver Consulting Group | $5.6M | 129,631 | 1.15% | 17q | +21.6%+$993.7K |
| MML INVESTORS SERVICES, LLC | $5.2M | 120,228 | 0.01% | 13q | +71.7%+$2.2M |
| Weaver Capital Management LLC | $4.9M | 117,127 | 1.08% | 11q | HELD |
| ARS Wealth Advisors Group, LLC | $4.8M | 110,772 | 0.37% | 13q | HELD |
| MTM FINANCIAL GROUP, LLC | $4.7M | 109,598 | 2.03% | new | FIRST |
| Southland Equity Partners LLC | $3.8M | 88,151 | 0.67% | 23q | -1.7%-$67.8K |
| Keating Financial Advisory Services, Inc. | $3.7M | 85,262 | 0.49% | 3q | +3.7%+$130.6K |
| OneDigital Investment Advisors LLC | $3.7M | 84,468 | 0.03% | 17q | +13.4%+$430.6K |
| SYON CAPITAL LLC | $3.4M | 79,430 | 0.15% | new | NEW |
| INDEPENDENT FINANCIAL GROUP, LLC | $3.4M | 78,415 | 0.06% | 6q | +3.3%+$108.1K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $3.2M | 73,902 | 0.15% | 17q | +92.3%+$1.5M |
| Cresset Asset Management, LLC | $2.9M | 66,493 | 0.01% | 9q | +73.5%+$1.2M |
| KFG WEALTH MANAGEMENT, LLC | $2.7M | 63,148 | 0.31% | 15q | +57.6%+$998.0K |
| Ashton Thomas Private Wealth, LLC | $2.7M | 62,434 | 0.06% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $2.7M | 61,614 | 0.04% | 21q | +970.6%+$2.4M |
| YARGER WEALTH STRATEGIES, LLC | $2.6M | 60,872 | 0.95% | 13q | +0.6%+$14.9K |
| WEALTH ALLIANCE, LLC | $2.6M | 59,228 | 0.21% | 25q | +19.5%+$417.7K |
| Merit Financial Group, LLC | $2.5M | 58,498 | 0.01% | 5q | +102.6%+$1.3M |
| Berkshire Money Management, Inc. | $2.5M | 58,061 | 0.23% | 26q | -47.3%-$2.3M |
| CORRADO ADVISORS, LLC | $2.5M | 56,740 | 1.13% | 5q | +44.0%+$750.0K |
| Cape Investment Advisory, Inc. | $2.2M | 50,500 | 0.58% | 3q | +21.6%+$388.0K |
| First Commonwealth Financial Corp /PA/ | $2.1M | 49,358 | 0.30% | 9q | +180.8%+$1.4M |
| Forvis Mazars Wealth Advisors, LLC | $2.1M | 49,201 | 0.04% | 17q | -1.5%-$33.4K |
| Ethos Financial Group, LLC | $2.1M | 49,596 | 0.14% | new | NEW |
| CreativeOne Wealth, LLC | $2.1M | 48,114 | 0.04% | 11q | +125.5%+$1.2M |
| Castle Rock Wealth Management, LLC | $2.0M | 45,648 | 0.39% | 17q | +1.6%+$31.2K |
| Apollon Wealth Management, LLC | $2.0M | 45,472 | 0.02% | 2q | -3.5%-$71.3K |
| BROWN WEALTH MANAGEMENT, LLC | $2.0M | 45,416 | 0.44% | 13q | +518.2%+$1.6M |
| IFP Advisors, Inc | $2.0M | 45,293 | 0.04% | 25q | +29.0%+$440.5K |
| Outlook Wealth Advisors, LLC | $1.9M | 43,024 | 0.40% | 16q | +5.8%+$102.2K |
| COFG Advisors, LLC | $1.8M | 40,731 | 0.30% | 3q | +21.9%+$316.7K |
| Integrity Advisory Solutions, LLC | $1.7M | 39,829 | 0.18% | new | NEW |
| CAPTRUST FINANCIAL ADVISORS | $1.7M | 39,747 | 0.00% | 14q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.6M | 36,939 | 0.00% | 12q | +117.0%+$866.8K |
| AE Wealth Management LLC | $1.5M | 35,363 | 0.01% | 21q | -2.9%-$44.9K |
| RIVERCHASE WEALTH MANAGEMENT, LLC | $1.5M | 34,031 | 0.69% | 7q | +24.9%+$293.1K |
| Arkadios Wealth Advisors | $1.4M | 32,993 | 0.02% | 2q | +531.7%+$1.2M |
| BFI Wealth Solutions, LLC | $1.4M | 32,916 | 1.05% | 3q | +4.3%+$58.7K |
| Pinnacle Wealth Management Group, Inc. | $1.4M | 31,800 | 0.64% | 18q | -49.3%-$1.3M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.4M | 31,672 | 0.00% | 12q | +33.5%+$343.2K |
| World Investment Advisors | $1.3M | 31,920 | 0.02% | 25q | HELD |
| Patriot Financial Group Insurance Agency, LLC | $1.3M | 30,450 | 0.14% | 13q | -44.3%-$1.0M |
| WPWealth LLP | $1.3M | 30,176 | 0.19% | 9q | HELD |
| Pathstone Holdings, LLC | $1.3M | 30,057 | 0.00% | new | NEW |
| Diversify Advisory Services, LLC | $1.3M | 30,049 | 0.02% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $1.3M | 30,049 | 0.02% | new | NEW |
| Concurrent Investment Advisors, LLC | $1.3M | 29,844 | 0.01% | 4q | +167.2%+$807.3K |
| FSA Advisors, Inc. | $1.3M | 29,488 | 0.29% | 11q | +137.2%+$737.3K |
| Hardworking Capital Advisors, LLC | $1.3M | 29,147 | 1.03% | 3q | -3.4%-$44.4K |
| Global Assets Advisory, LLC | $1.3M | 28,890 | 0.27% | 4q | +92.3%+$600.4K |
| Cornerstone Wealth Group, LLC | $1.2M | 28,903 | 0.07% | 10q | +13.9%+$152.3K |
| NewEdge Advisors, LLC | $1.2M | 28,441 | 0.00% | 13q | +45.1%+$381.9K |
| BCS Wealth Management | $1.2M | 28,301 | 0.22% | 21q | -5.4%-$69.6K |
| Nikulski Financial, Inc. | $1.2M | 28,045 | 0.26% | 29q | +114.2%+$646.5K |
| HB Wealth Management, LLC | $1.2M | 28,005 | 0.01% | new | NEW |
| Arax Advisory Partners | $1.2M | 27,394 | 0.01% | 3q | +251.7%+$847.5K |
| GILL CAPITAL PARTNERS, LLC | $1.2M | 27,125 | 0.31% | 23q | +54.2%+$412.2K |
| Blue Water Asset Management | $1.2M | 27,097 | 0.38% | 3q | +2.5%+$28.4K |
| Cerity Partners LLC | $1.2M | 26,696 | 0.00% | 15q | +123.6%+$637.9K |
| Phoenix Financial Ltd. | $1.2M | 26,674 | 0.01% | 5q | +208.4%+$779.2K |
| Foundations Investment Advisors, LLC | $1.1M | 26,307 | 0.01% | 9q | +104.5%+$581.3K |
| Chicago Partners Investment Group LLC | $1.1M | 25,198 | 0.02% | 21q | -16.3%-$210.3K |
| BENJAMIN EDWARDS INC | $1.1M | 24,839 | 0.01% | 8q | +6.9%+$69.2K |
| BIP Wealth, LLC | $1.1M | 24,366 | 0.03% | 3q | HELD |
| Advisory Services Network, LLC | $1.0M | 24,149 | 0.01% | 17q | +6.4%+$62.7K |
| Bright Futures Wealth Management, LLC. | $1.0M | 23,266 | 0.65% | new | NEW |
| CRA Financial Services, LLC | $988.7K | 22,870 | 0.11% | 17q | -1.7%-$17.3K |
| PFG Advisors | $968.3K | 22,399 | 0.05% | new | NEW |
| Tradition Wealth Management, LLC | $929.5K | 21,502 | 0.06% | 10q | +23.1%+$174.1K |
| Focus Financial Network, Inc. | $921.0K | 21,305 | 0.03% | 16q | HELD |
| DHJJ Financial Advisors, Ltd. | $912.1K | 21,099 | 0.26% | 23q | -1.4%-$13.0K |
| Annis Gardner Whiting Capital Advisors, LLC | $902.4K | 20,875 | 0.14% | 5q | HELD |
| Trek Financial, LLC | $893.4K | 20,666 | 0.04% | 21q | +182.1%+$576.7K |
| Farther Finance Advisors, LLC | $890.1K | 20,591 | 0.01% | 7q | +3.4%+$29.5K |
| Diligent Investors, LLC | $870.0K | 20,126 | 0.19% | 17q | +19.2%+$140.1K |
| Atlantic Private Wealth, LLC | $852.8K | 19,726 | 0.52% | new | NEW |
Showing the largest 100 of 195 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 | 190 | $682.2M | 15,877,891 | 40 | 87 | 27 | 0.0% |
| Q1 2026 | 157 | $433.2M | 10,349,216 | 9 | 14 | 64 | 0.0% |
| Q4 2025 | 159 | $512.6M | 12,238,714 | 12 | 13 | 59 | 0.0% |
| Q3 2025 | 149 | $489.5M | 11,898,349 | 11 | 22 | 56 | 0.0% |
| Q2 2025 | 146 | $443.9M | 11,162,886 | 17 | 62 | 39 | 0.0% |
| Q1 2025 | 141 | $349.1M | 9,433,610 | 10 | 12 | 67 | 0.0% |
| Q4 2024 | 149 | $383.0M | 10,206,313 | 8 | 9 | 60 | 0.0% |
| Q3 2024 | 143 | $405.6M | 11,000,687 | 8 | 27 | 53 | 0.0% |
| Q2 2024 | 145 | $466.7M | 13,195,948 | 25 | 73 | 20 | 0.0% |
| Q1 2024 | 128 | $295.0M | 8,546,584 | 10 | 14 | 66 | 0.0% |
| Q4 2023 | 132 | $332.0M | 9,944,642 | 7 | 15 | 57 | 0.0% |
| Q3 2023 | 132 | $350.9M | 11,205,952 | 8 | 11 | 55 | 0.0% |
| Q2 2023 | 137 | $390.5M | 12,337,221 | 40 | 54 | 13 | 0.0% |
| Q1 2023 | 101 | $222.4M | 7,227,388 | 11 | 20 | 36 | 0.0% |
| Q4 2022 | 102 | $205.0M | 6,883,141 | 12 | 17 | 40 | 0.0% |
| Q3 2022 | 107 | $252.6M | 8,909,074 | 9 | 39 | 20 | 0.0% |
| Q2 2022 | 104 | $228.8M | 7,863,422 | 43 | 40 | 9 | 0.0% |
| Q1 2022 | 74 | $88.7M | 2,803,530 | 8 | 7 | 28 | 0.0% |
| Q4 2021 | 74 | $90.2M | 2,798,764 | 0 | 7 | 21 | 0.0% |
| Q3 2021 | 74 | $84.6M | 2,720,427 | 6 | 19 | 11 | 0.0% |
| Q2 2021 | 77 | $109.8M | 3,535,569 | 34 | 26 | 5 | 0.0% |
| Q1 2021 | 49 | $33.4M | 1,089,750 | 2 | 8 | 14 | 0.0% |
| Q4 2020 | 55 | $32.3M | 1,074,803 | 9 | 3 | 12 | 0.0% |
| Q3 2020 | 43 | $46.3M | 1,579,586 | 9 | 10 | 7 | 0.0% |
| Q2 2020 | 40 | $60.9M | 2,146,235 | 30 | 3 | 3 | 0.0% |
| Q1 2020 | 16 | $60.2M | 2,414,014 | 6 | 3 | 1 | 0.0% |
| Q4 2019 | 14 | $6.5M | 239,439 | 4 | 2 | 2 | 0.0% |
| Q3 2019 | 12 | $5.7M | 215,424 | 3 | 2 | 2 | 0.0% |
| Q2 2019 | 10 | $5.3M | 200,979 | 10 | 0 | 0 | 0.0% |
| Q1 2019 | 1 | $76.0K | 2,912 | 0 | 0 | 0 | 0.0% |