INNOVATOR ETFS TRUST (UJUN)

Institutional ownership reported to the SEC as of Q2 2026, across 29 quarters.

Reporting holders

$133.7M

Reported value

0.0%

Held as options

+13

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
Brookstone Capital Management	$55.5M	1,441,222	0.56%	17q	+5910.1%+$54.6M
Berger Financial Group, Inc	$7.1M	185,198	0.36%	15q	+5.5%+$370.4K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	$6.2M	162,090	0.31%	15q	+4.8%+$288.4K
Trek Financial, LLC	$5.8M	151,373	0.29%	17q	+0.9%+$49.8K
KFG WEALTH MANAGEMENT, LLC	$5.5M	141,429	0.62%	15q	+78.1%+$2.4M
MML INVESTORS SERVICES, LLC	$4.0M	104,294	0.01%	8q	+961.7%+$3.6M
COMMONWEALTH EQUITY SERVICES, LLC	$3.8M	97,480	0.00%	21q	+89.5%+$1.8M
ENVESTNET ASSET MANAGEMENT INC	$3.7M	96,346	0.00%	16q	+235.1%+$2.6M
Spire Wealth Management	$2.6M	67,674	0.08%	21q	+70.1%+$1.1M
CENTRAL VALLEY ADVISORS, LLC	$2.5M	65,560	0.65%	9q	+21.3%+$443.3K
OSAIC HOLDINGS, INC.	$2.3M	60,449	0.00%	25q	+43.7%+$708.0K
Kestra Advisory Services, LLC	$2.3M	60,032	0.01%	11q	+7.6%+$162.9K
LPL Financial LLC	$1.7M	44,064	0.00%	12q	+39.5%+$480.6K
Cetera Investment Advisers	$1.5M	40,169	0.00%	9q	+100.9%+$777.4K
Castle Rock Wealth Management, LLC	$1.5M	40,094	0.30%	25q	HELD
AssuredPartners Investment Advisors, LLC	$1.5M	39,322	0.15%	3q	+55.1%+$538.2K
PFG Advisors	$1.5M	37,762	0.07%	new	NEW
Strategic Blueprint, LLC	$1.3M	33,323	0.06%	5q	+238.2%+$904.5K
IMG Wealth Management, Inc.	$1.2M	31,539	0.68%	7q	+12.1%+$131.1K
O'Connor Financial Group LLC	$1.2M	30,611	0.42%	9q	+241.7%+$834.5K
Beacon Pointe Advisors, LLC	$1.2M	30,142	0.01%	12q	+19.6%+$190.3K
BXM Wealth LLC	$1.1M	29,140	0.61%	new	NEW
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	$1.1M	28,572	0.05%	new	NEW
Lido Advisors, LLC	$1.0M	26,150	0.00%	new	NEW
Creative Planning	$945.5K	24,533	0.00%	2q	+97.4%+$466.4K
SUSQUEHANNA INTERNATIONAL GROUP, LLP	$944.7K	24,511	0.00%	2q	-59.6%-$1.4M
SageView Advisory Group, LLC	$942.6K	24,458	0.03%	9q	+96.8%+$463.6K
Foundations Investment Advisors, LLC	$892.9K	23,168	0.01%	4q	+0.8%+$7.1K
MONEY CONCEPTS CAPITAL CORP	$883.6K	22,928	0.04%	11q	+224.3%+$611.2K
TRUIST FINANCIAL CORP	$870.9K	22,598	0.00%	9q	HELD
SteelPeak Wealth, LLC	$831.2K	21,568	0.02%	new	NEW
Garden State Investment Advisory Services LLC	$664.2K	17,235	0.12%	13q	HELD
Arkadios Wealth Advisors	$605.5K	15,710	0.01%	new	NEW
FIDUCIARY FINANCIAL GROUP, LLC	$578.9K	15,022	0.07%	9q	+58.5%+$213.7K
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$578.3K	14,928	0.00%	12q	HELD
Barnes Dennig Private Wealth Management LLC	$535.1K	13,883	0.43%	5q	-2.1%-$11.6K
Virtue Capital Management, LLC	$533.7K	13,849	0.07%	new	NEW
FINANCIAL MANAGEMENT NETWORK INC	$505.5K	13,130	0.07%	new	NEW
Tradition Wealth Management, LLC	$499.1K	12,951	0.03%	10q	HELD
Comprehensive Financial Consultants Institutional, Inc.	$473.5K	12,285	0.13%	new	NEW
Steward Partners Investment Advisory, LLC	$442.6K	11,484	0.00%	13q	-5.4%-$25.2K
SILVER OAK SECURITIES, INCORPORATED	$404.0K	10,482	0.02%	new	NEW
RAYMOND JAMES FINANCIAL INC	$386.3K	10,023	0.00%	new	NEW
CoreCap Advisors, LLC	$346.1K	8,979	0.01%	10q	+17.0%+$50.2K
TOUNJIAN ADVISORY PARTNERS, LLC	$324.9K	8,430	0.14%	new	NEW
Clear Creek Financial Management, LLC	$320.4K	8,313	0.02%	new	NEW
JPMORGAN CHASE & CO	$312.3K	8,146	0.00%	4q	-44.5%-$250.8K
Retirement Planning Group, LLC	$300.7K	7,803	0.01%	new	NEW
Advisory Services Network, LLC	$275.4K	7,145	0.00%	5q	+24.4%+$54.0K
AE Wealth Management LLC	$257.6K	6,685	0.00%	9q	+150.9%+$155.0K
Chris Bulman Inc	$239.5K	6,214	0.09%	new	NEW
Lantz Financial LLC	$235.7K	6,115	0.04%	new	NEW
FC Advisory LLC	$233.6K	6,061	0.06%	4q	HELD
Beacon Financial Advisory LLC	$216.1K	5,608	0.04%	new	NEW
Kathmere Capital Management, LLC	$202.4K	5,251	0.01%	new	NEW
WealthShield Partners, LLC	$199.5K	5,176	0.03%	13q	-8.1%-$17.6K
IMA Advisory Services, Inc.	$92.5K	2,400	0.01%	new	NEW
Keating Financial Advisory Services, Inc.	$86.2K	2,237	0.01%	3q	-1.0%
Archer Investment Corp	$65.1K	1,690	0.01%	5q	+136.4%+$37.6K
Integrity Financial Corp /WA	$59.5K	1,544	0.03%	17q	HELD
Financial Network Wealth Advisors LLC	$35.9K	932	0.04%	9q	HELD
CHAPMAN FINANCIAL GROUP, LLC	$30.8K	800	0.02%	5q	HELD
Rockefeller Capital Management L.P.	$27.0K	700	0.00%	4q	HELD
HARBOUR INVESTMENTS, INC.	$16.9K	439	0.00%	new	NEW
Larson Financial Group LLC	$7.0K	181	0.00%	15q	HELD
Wood Tarver Financial Group, LLC	$814	21,127	0.19%	7q	-17.7%
Cambridge Investment Research Advisors, Inc.	$588	15,272	0.00%	17q	+148.1%
Thrivent Financial for Lutherans	$278	7,216	0.00%	new	NEW
CENTAURUS FINANCIAL, INC.	$149	3,875	0.01%	new	NEW

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 →

Filed	Form	Filer	% of class
2026-07-02	13G	Brookstone Capital Management, LLC	31.7%

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	65	$133.7M	3,469,630	20	28	6	0.0%
Q1 2026	52	$54.1M	1,452,535	3	3	20	0.0%
Q4 2025	50	$55.6M	1,485,569	3	4	21	0.0%
Q3 2025	52	$118.3M	3,224,007	9	8	12	0.0%
Q2 2025	47	$54.3M	1,538,340	12	15	9	0.0%
Q1 2025	44	$43.1M	1,301,869	3	7	15	0.0%
Q4 2024	42	$43.8M	1,294,053	1	3	19	0.0%
Q3 2024	44	$65.2M	1,960,752	3	11	17	0.0%
Q2 2024	46	$64.2M	1,999,831	14	15	8	0.0%
Q1 2024	35	$32.5M	1,046,767	3	7	12	0.0%
Q4 2023	35	$33.3M	1,106,829	5	5	11	0.0%
Q3 2023	38	$47.0M	1,661,373	8	7	12	0.0%
Q2 2023	36	$51.6M	1,808,011	12	7	9	0.0%
Q1 2023	33	$68.3M	2,474,065	8	10	5	0.0%
Q4 2022	31	$55.1M	2,055,769	7	1	11	0.0%
Q3 2022	31	$83.5M	3,206,871	4	8	5	0.0%
Q2 2022	28	$75.1M	2,809,080	13	7	2	0.0%
Q1 2022	17	$5.6M	191,534	2	3	4	0.0%
Q4 2021	21	$6.3M	216,688	2	2	4	0.0%
Q3 2021	21	$8.9M	308,277	2	4	3	0.0%
Q2 2021	30	$29.8M	1,042,783	16	6	1	0.0%
Q1 2021	19	$10.3M	364,355	2	1	5	0.0%
Q4 2020	18	$7.8M	277,585	2	3	6	0.0%
Q3 2020	14	$6.6M	241,434	2	3	2	0.0%
Q2 2020	12	$5.4M	202,620	11	0	0	0.0%
Q1 2020	4	$24.8M	1,030,223	4	0	0	0.0%
Q4 2019	1	$638.0K	24,425	1	0	0	0.0%
Q3 2019	1	$498.0K	18,891	0	0	0	0.0%
Q2 2019	2	$832.0K	31,778	2	0	0	0.0%