HolderBook

INNOVATOR ETFS TRUST (UJUL)

Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.

73
Reporting holders
$90.3M
Reported value
0.0%
Held as options
+2
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

FilerValueShares Their book Held Change
OSAIC HOLDINGS, INC.$11.5M281,9710.01%26q+1.4%+$154.1K
Kestra Advisory Services, LLC$8.0M196,6260.03%11q-20.9%-$2.1M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$7.5M183,9580.37%15q+4.9%+$350.9K
Arete Wealth Advisors, LLC$4.8M116,9000.10%11q+100.2%+$2.4M
KFG WEALTH MANAGEMENT, LLC$3.9M96,8670.45%15q-5.1%-$213.8K
Foundations Investment Advisors, LLC$3.2M78,9800.03%4q+4.3%+$132.1K
Brookstone Capital Management$3.1M75,0850.03%18q-9.4%-$318.3K
Orion Porfolio Solutions, LLC$2.7M66,3250.02%6q+9.8%+$241.8K
COMMONWEALTH EQUITY SERVICES, LLC$2.7M65,7700.00%28q+4.3%+$111.2K
IMG Wealth Management, Inc.$2.6M64,0041.45%7qHELD
CENTRAL VALLEY ADVISORS, LLC$2.4M58,2530.61%9q+12.3%+$260.9K
Berger Financial Group, Inc$2.4M57,7450.12%12q+3.3%+$75.8K
Cerity Partners LLC$1.9M46,9620.00%5q+7.7%+$136.6K
AssuredPartners Investment Advisors, LLC$1.9M45,6640.18%3qHELD
Allworth Financial LP$1.8M44,4130.01%13q-8.0%-$158.0K
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.7M41,6840.00%12q+38.9%+$477.5K
LPL Financial LLC$1.7M41,1840.00%12q+24.9%+$335.0K
Triad Wealth Partners, LLC$1.6M38,9840.09%5q+65.4%+$632.8K
Chicago Partners Investment Group LLC$1.3M32,6470.03%13qHELD
HighTower Advisors, LLC$1.3M31,6000.00%8qHELD
FIDUCIARY FINANCIAL GROUP, LLC$1.2M30,1560.14%9qHELD
Accurate Wealth Management, LLC$996.7K24,3680.10%12q+142.2%+$585.2K
TRUIST FINANCIAL CORP$983.0K24,1110.00%8qHELD
ENVESTNET ASSET MANAGEMENT INC$938.2K23,0120.00%13q-52.9%-$1.1M
SteelPeak Wealth, LLC$840.0K20,6040.02%newNEW
Archer Investment Corp$838.8K20,5740.08%24q+89.9%+$397.2K
Spire Wealth Management$819.0K20,0880.02%15q-11.9%-$110.1K
WPWealth LLP$792.3K19,4340.12%9q-15.0%-$139.8K
Campbell Deegan Wealth Management, LLC$748.7K18,3650.53%newNEW
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/$679.8K16,6750.00%12qHELD
InvesTrust$662.8K16,2580.26%7qHELD
AQR CAPITAL MANAGEMENT LLC$592.6K14,5350.00%newNEW
JPMORGAN CHASE & CO$558.1K13,7270.00%12qHELD
Cetera Investment Advisers$534.8K13,1180.00%10q-1.8%-$10.0K
Strategic Blueprint, LLC$533.9K13,0950.03%8q-46.5%-$463.4K
SUSQUEHANNA INTERNATIONAL GROUP, LLP$529.8K12,9950.00%4q-7.4%-$42.4K
Advisory Services Network, LLC$509.6K12,5000.01%5q+2.8%+$14.1K
RAYMOND JAMES FINANCIAL INC$492.0K12,0680.00%7q-96.0%-$11.8M
RETIREMENT GUYS FORMULA LLC$490.7K12,0360.18%15qHELD
Steward Partners Investment Advisory, LLC$488.8K11,9890.00%13qHELD
Atria Investments, Inc$487.4K11,9560.00%4q+0.6%+$2.9K
Souders Financial Advisors$476.2K11,6800.05%5qHELD
Bedel Financial Consulting, Inc.$464.5K11,3940.04%30q+14.8%+$59.8K
Concurrent Investment Advisors, LLC$447.0K10,9640.00%5q+10.6%+$42.8K
Encompass More Asset Management$446.3K10,9470.06%5q+22.6%+$82.4K
RFG Advisory, LLC$434.6K10,6590.01%6q-6.0%-$27.6K
Tradition Wealth Management, LLC$427.8K10,4920.03%10q+28.9%+$96.0K
AE Wealth Management LLC$383.8K9,4130.00%7q+43.7%+$116.7K
Altium Investment Strategies LLC$376.9K9,2130.54%newNEW
PRINCIPAL SECURITIES, INC.$358.7K8,7990.00%newNEW
Creative Planning$355.1K8,7100.00%newNEW
ALTFEST L J & CO INC$346.8K8,5070.03%18q-1.0%-$3.6K
MML INVESTORS SERVICES, LLC$322.8K7,9180.00%8q-76.7%-$1.1M
SMITH SHELLNUT WILSON LLC /ADV$266.3K6,5310.10%14qHELD
Delta Investment Management, LLC$263.8K6,4700.04%12qHELD
Allegiance Financial Group Advisory Services LLC$244.3K5,9910.04%8qHELD
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC$239.7K5,8800.19%newNEW
Capital Investment Advisory Services, LLC$235.6K5,7780.01%15qHELD
BFI Wealth Solutions, LLC$230.4K5,6500.17%3qHELD
Lantz Financial LLC$228.4K5,6010.04%newNEW
SageView Advisory Group, LLC$225.2K5,5240.01%newNEW
BENJAMIN EDWARDS INC$213.7K5,2430.00%4q-4.4%-$9.9K
NewCorp Financial Services, Inc.$202.7K4,9730.16%newNEW
CoreCap Advisors, LLC$117.6K2,8850.00%10q+9.7%+$10.4K
Financial Network Wealth Advisors LLC$83.0K2,0370.08%6q-1.3%-$1.1K
IMA Advisory Services, Inc.$80.9K1,9850.01%newNEW
Keating Financial Advisory Services, Inc.$57.3K1,4060.01%3qHELD
EVOLUTION WEALTH MANAGEMENT INC.$54.0K1,3240.03%5qHELD
DHJJ Financial Advisors, Ltd.$35.2K8640.01%12qHELD
Ashton Thomas Private Wealth, LLC$29.3K7180.00%2q-29.7%-$12.4K
MORGAN STANLEY$16.3K4000.00%newNEW
Aptus Capital Advisors, LLC$16.3K4000.00%4qHELD
Cambridge Investment Research Advisors, Inc.$2.6K64,2860.00%26q+107.4%+$1.4K
Farther Finance Advisors, LLC$652160.00%newNEW
CENTAURUS FINANCIAL, INC.$3548,6910.01%14q-39.5%

Five percent filings

Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →

FiledFormFiler % of class
2026-08-0613GBrookstone Capital Management, LLC18.1%

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202673$90.3M2,215,6581322170.0%
Q1 202671$100.3M2,616,266212330.0%
Q4 202577$106.3M2,798,440419250.0%
Q3 202574$163.8M4,299,5341724130.0%
Q2 202562$97.3M2,643,192819160.0%
Q1 202562$82.3M2,459,2621010200.0%
Q4 202459$76.8M2,225,17556270.0%
Q3 202456$91.5M2,699,0751221100.0%
Q2 202452$68.4M2,082,993812100.0%
Q1 202447$46.2M1,449,68058160.0%
Q4 202349$73.0M2,409,70387210.0%
Q3 202348$129.9M4,597,583211320.0%
Q2 202329$23.4M812,7509370.0%
Q1 202325$14.8M546,4164480.0%
Q4 202228$28.5M1,102,86711640.0%
Q3 202226$24.9M1,005,6204840.0%
Q2 202223$17.6M694,7055590.0%
Q1 202226$19.4M702,30962110.0%
Q4 202125$27.1M927,1022270.0%
Q3 202123$22.0M816,4377640.0%
Q2 202118$14.6M542,6752570.0%
Q1 202118$11.5M428,6853380.0%
Q4 202026$16.8M635,27145100.0%
Q3 202022$16.7M646,6877560.0%
Q2 202017$15.8M625,0173550.0%
Q1 202023$58.9M2,560,1917930.0%
Q4 201921$8.0M315,3904440.0%
Q3 201919$8.2M315,7827230.0%
Q2 201914$11.0M428,0156010.0%
Q1 20198$3.6M141,9765020.0%
Q4 20187$8.4M354,8650000.0%