INNOVATOR ETFS TRUST (TJUL)
Institutional ownership reported to the SEC as of Q2 2026, across 12 quarters.
69
Reporting holders
$78.2M
Reported value
0.0%
Held as options
-8
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 |
|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | $17.4M | 576,958 | 0.02% | 12q | -1.0%-$182.5K |
| Legacy CG, LLC | $17.1M | 564,487 | 4.37% | 2q | +2.3%+$377.7K |
| Brookstone Capital Management | $3.8M | 126,340 | 0.04% | 12q | -30.2%-$1.7M |
| MERCER GLOBAL ADVISORS INC /ADV | $3.3M | 107,868 | 0.00% | 3q | +20.1%+$544.7K |
| OSAIC HOLDINGS, INC. | $2.7M | 89,818 | 0.00% | 12q | -12.8%-$399.6K |
| KFG WEALTH MANAGEMENT, LLC | $2.1M | 69,871 | 0.24% | 12q | -12.9%-$313.2K |
| Cetera Investment Advisers | $2.0M | 66,932 | 0.00% | 12q | -4.1%-$87.5K |
| LPL Financial LLC | $1.9M | 63,187 | 0.00% | 7q | +15.0%+$248.7K |
| Syntegra Private Wealth Group, LLC | $1.6M | 53,850 | 0.13% | 12q | -8.6%-$154.1K |
| Kestra Advisory Services, LLC | $1.6M | 53,726 | 0.01% | 12q | -23.1%-$486.5K |
| HighTower Advisors, LLC | $1.4M | 44,824 | 0.00% | 11q | +8.6%+$107.6K |
| Diligent Investors, LLC | $1.3M | 42,665 | 0.29% | 12q | -15.2%-$231.3K |
| MTM FINANCIAL GROUP, LLC | $1.2M | 40,755 | 0.53% | new | FIRST |
| Waverly Advisors, LLC | $1.1M | 36,479 | 0.01% | 3q | HELD |
| Cypress Wealth Services, LLC | $1.1M | 34,867 | 0.13% | 4q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $1.0M | 34,322 | 0.00% | 12q | +5.2%+$51.5K |
| MGO ONE SEVEN LLC | $1.0M | 33,998 | 0.02% | 12q | -3.6%-$38.2K |
| KINGSWOOD WEALTH ADVISORS, LLC | $945.7K | 31,285 | 0.04% | 8q | -1.5%-$14.2K |
| MML INVESTORS SERVICES, LLC | $746.4K | 24,690 | 0.00% | 12q | +7.2%+$50.1K |
| Trek Financial, LLC | $723.4K | 23,929 | 0.04% | 12q | -1.2%-$8.5K |
| Farther Finance Advisors, LLC | $720.0K | 23,819 | 0.01% | 6q | -6.9%-$53.4K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $671.2K | 22,160 | 0.00% | 12q | +0.7%+$4.8K |
| Atlantic Private Wealth, LLC | $657.5K | 21,750 | 0.40% | 4q | -4.6%-$31.6K |
| Spire Wealth Management | $655.6K | 21,688 | 0.02% | 7q | -4.4%-$30.1K |
| CENTRAL VALLEY ADVISORS, LLC | $654.7K | 21,658 | 0.17% | 11q | HELD |
| AXXCESS WEALTH MANAGEMENT, LLC | $652.0K | 21,568 | 0.01% | new | NEW |
| Tempo Wealth, LLC | $645.9K | 21,366 | 0.10% | 3q | HELD |
| Main Street Financial Solutions, LLC | $562.8K | 18,618 | 0.04% | 12q | -9.9%-$62.0K |
| Focus Partners Wealth | $486.5K | 16,093 | 0.00% | 9q | HELD |
| RAYMOND JAMES FINANCIAL INC | $480.0K | 15,878 | 0.00% | 5q | -12.8%-$70.5K |
| INTEGRITY ALLIANCE, LLC. | $467.0K | 15,447 | 0.01% | 3q | -1.5%-$7.0K |
| GWN SECURITIES INC. | $456.4K | 15,098 | 0.08% | 6q | HELD |
| Sound Income Strategies, LLC | $431.9K | 14,288 | 0.02% | 4q | HELD |
| Three Seasons Wealth, LLC | $410.6K | 13,583 | 0.04% | 12q | HELD |
| NewEdge Advisors, LLC | $385.3K | 12,747 | 0.00% | 12q | +6.3%+$22.7K |
| Beacon Financial Advisory LLC | $360.6K | 11,930 | 0.07% | 11q | HELD |
| Maia Wealth LLC | $320.1K | 10,588 | 0.05% | 10q | -17.9%-$69.6K |
| AE Wealth Management LLC | $312.6K | 10,340 | 0.00% | 12q | -83.1%-$1.5M |
| Castle Rock Wealth Management, LLC | $311.5K | 10,298 | 0.06% | 12q | -2.5%-$8.0K |
| Pine Harbor Wealth Management, LLC | $284.6K | 9,414 | 0.08% | 4q | HELD |
| Tradition Wealth Management, LLC | $274.9K | 9,092 | 0.02% | 4q | -9.9%-$30.2K |
| CITADEL ADVISORS LLC | $273.1K | 9,035 | 0.00% | 4q | +6.7%+$17.3K |
| Mutual Advisors, LLC | $260.9K | 8,629 | 0.00% | 4q | HELD |
| Sigma Planning Corp | $252.0K | 8,337 | 0.01% | 10q | HELD |
| Prostatis Group LLC | $251.1K | 8,307 | 0.06% | 4q | -10.1%-$28.3K |
| BIP Wealth, LLC | $247.9K | 8,200 | 0.01% | 3q | HELD |
| Patriot Financial Group Insurance Agency, LLC | $244.9K | 8,100 | 0.03% | 8q | -50.0%-$244.9K |
| CAPTRUST FINANCIAL ADVISORS | $234.5K | 7,757 | 0.00% | new | NEW |
| Selby Wealth Management, LLC | $232.2K | 7,680 | 0.08% | 3q | HELD |
| Intentional Wealth Strategies, LLC | $214.8K | 7,106 | 0.20% | 2q | HELD |
| HARBOUR INVESTMENTS, INC. | $205.1K | 6,785 | 0.00% | 12q | -11.0%-$25.3K |
| JPMORGAN CHASE & CO | $190.2K | 6,293 | 0.00% | 8q | -47.5%-$171.9K |
| BARCLAYS PLC | $189.6K | 6,272 | 0.00% | 3q | +7.5%+$13.3K |
| IFP Advisors, Inc | $160.6K | 5,314 | 0.00% | 12q | +11.6%+$16.7K |
| IFG Advisory, LLC | $145.9K | 4,827 | 0.01% | 2q | HELD |
| Financial Network Wealth Advisors LLC | $139.4K | 4,611 | 0.14% | 6q | -4.2%-$6.0K |
| AdvisorNet Financial, Inc | $121.5K | 4,020 | 0.01% | 11q | HELD |
| Capital Investment Advisory Services, LLC | $120.9K | 4,000 | 0.01% | 12q | HELD |
| RED REEF ADVISORS LLC | $93.8K | 3,102 | 0.09% | 3q | HELD |
| Keating Financial Advisory Services, Inc. | $81.4K | 2,694 | 0.01% | 3q | HELD |
| Parallel Advisors, LLC | $54.4K | 1,800 | 0.00% | 12q | -21.7%-$15.1K |
| CoreCap Advisors, LLC | $52.6K | 1,740 | 0.00% | 10q | HELD |
| MORGAN STANLEY | $49.6K | 1,642 | 0.00% | 10q | HELD |
| Regatta Research & Money Management | $30.5K | 1,010 | 0.03% | new | FIRST |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $18.0K | 594 | 0.00% | 3q | HELD |
| Noble Wealth Management PBC | $12.9K | 426 | 0.01% | 6q | HELD |
| Pinnacle Wealth Planning Services, Inc. | $4.7K | 156 | 0.00% | 3q | HELD |
| Cambridge Investment Research Advisors, Inc. | $4.4K | 145,492 | 0.01% | 12q | +61.7%+$1.7K |
| Global Retirement Partners, LLC | $3.0K | 100 | 0.00% | 10q | HELD |
| Triumph Capital Management | $1.2K | 40 | 0.00% | 6q | HELD |
| HRT FINANCIAL LP | $354 | 11,717 | 0.00% | 2q | +26.8% |
| Janney Montgomery Scott LLC | $296 | 9,794 | 0.00% | 12q | HELD |
| WEDBUSH SECURITIES INC | $202 | 6,670 | 0.01% | new | NEW |
| Capital Analysts, LLC | $16 | 523 | 0.00% | 12q | HELD |
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 | 69 | $78.2M | 2,586,851 | 2 | 11 | 27 | 0.0% |
| Q1 2026 | 77 | $82.4M | 2,804,620 | 5 | 9 | 37 | 0.0% |
| Q4 2025 | 85 | $125.0M | 4,223,202 | 13 | 7 | 22 | 0.0% |
| Q3 2025 | 73 | $100.7M | 3,446,334 | 10 | 25 | 21 | 0.0% |
| Q2 2025 | 70 | $91.3M | 3,188,669 | 7 | 8 | 24 | 0.0% |
| Q1 2025 | 77 | $97.7M | 3,482,443 | 4 | 8 | 35 | 0.0% |
| Q4 2024 | 83 | $118.6M | 4,274,576 | 6 | 10 | 30 | 0.0% |
| Q3 2024 | 81 | $112.1M | 4,085,614 | 9 | 11 | 29 | 0.0% |
| Q2 2024 | 78 | $94.3M | 3,521,528 | 3 | 12 | 30 | 0.0% |
| Q1 2024 | 80 | $109.4M | 4,160,157 | 12 | 21 | 14 | 0.0% |
| Q4 2023 | 75 | $86.4M | 3,363,840 | 22 | 24 | 9 | 0.0% |
| Q3 2023 | 51 | $48.9M | 2,000,725 | 50 | 0 | 0 | 0.0% |