HolderBook

INNOVATOR ETFS TRUST (ZJAN)

Institutional ownership reported to the SEC as of Q2 2026, across 6 quarters.

61
Reporting holders
$49.9M
Reported value
0.0%
Held as options
+1
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
NewEdge Advisors, LLC$8.7M311,8420.03%6q+14.3%+$1.1M
Archer Investment Corp$6.6M236,2580.64%6q+100.0%+$3.3M
Mutual Advisors, LLC$2.3M81,0970.04%6qHELD
OSAIC HOLDINGS, INC.$2.1M76,6710.00%6q-0.6%-$13.9K
RAYMOND JAMES FINANCIAL INC$1.7M62,3850.00%6q+24.8%+$346.8K
COMMONWEALTH EQUITY SERVICES, LLC$1.7M60,3980.00%6q-11.9%-$228.4K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.5M55,1330.08%4q-16.8%-$312.4K
HighTower Advisors, LLC$1.4M50,8530.00%6qHELD
Cetera Investment Advisers$1.3M48,0820.00%6qHELD
ENVESTNET ASSET MANAGEMENT INC$1.3M45,5320.00%5q-5.0%-$67.1K
LPL Financial LLC$1.2M43,2120.00%newNEW
Lineweaver Wealth Advisors, LLC$1.2M41,1030.14%6qHELD
Cerity Partners LLC$1.1M38,8010.00%5qHELD
Kestra Advisory Services, LLC$1.0M37,2960.00%6q-60.6%-$1.6M
Caliber Wealth Management, LLC / KS$1.0M36,6160.10%3qHELD
Cypress Wealth Services, LLC$991.0K35,4000.12%2q+57.4%+$361.5K
Insight Wealth Partners, LLC$975.2K34,8360.13%2qHELD
KFG WEALTH MANAGEMENT, LLC$974.2K34,8000.11%6qHELD
SUSQUEHANNA INTERNATIONAL GROUP, LLP$802.6K28,6700.00%2q+260.2%+$579.8K
CENTRAL VALLEY ADVISORS, LLC$628.2K22,4390.16%5q-7.1%-$48.2K
MML INVESTORS SERVICES, LLC$578.0K20,6480.00%2q-1.2%-$7.1K
AE Wealth Management LLC$561.0K20,0400.00%6q-25.0%-$186.5K
KELLY FINANCIAL GROUP LLC$546.5K19,5220.12%2qHELD
Tradition Wealth Management, LLC$540.9K19,3230.03%6qHELD
Merit Financial Group, LLC$474.7K16,9560.00%2q+100.0%+$237.3K
Farther Finance Advisors, LLC$465.5K16,6280.00%5q-11.5%-$60.6K
Creative Planning$450.9K16,1060.00%2q+0.8%+$3.6K
SageView Advisory Group, LLC$446.8K15,9590.01%6qHELD
Cornerstone Wealth Group, LLC$382.1K13,6500.02%6qHELD
Strategic Blueprint, LLC$368.1K13,1500.02%2q-2.8%-$10.5K
TRUIST FINANCIAL CORP$364.8K13,0300.00%3qHELD
Comprehensive Financial Consultants Institutional, Inc.$347.1K12,3990.09%6qHELD
Advisory Services Network, LLC$345.5K12,3400.00%4qHELD
Concurrent Investment Advisors, LLC$338.5K12,0900.00%2qHELD
Integrity Advisory Solutions, LLC$332.4K11,8740.03%2q-16.5%-$65.7K
CAPTRUST FINANCIAL ADVISORS$326.9K11,6770.00%6qHELD
INDEPENDENT FINANCIAL GROUP, LLC$312.9K11,1770.01%6q+8.3%+$23.9K
Arax Advisory Partners$306.7K10,9560.00%newNEW
Kingsview Wealth Management, LLC$296.6K10,5940.00%3q+24.1%+$57.6K
CGN Advisors LLC$284.8K10,1750.02%2qHELD
MTM FINANCIAL GROUP, LLC$278.7K9,9570.12%newFIRST
JPMORGAN CHASE & CO$273.6K9,7790.00%2q-40.1%-$182.9K
Sequoia Financial Advisors, LLC$272.3K9,7260.00%5qHELD
Clear Creek Financial Management, LLC$268.4K9,5870.02%2qHELD
CoreCap Advisors, LLC$259.8K9,2790.01%6q-1.1%-$3.0K
AdvisorNet Financial, Inc$255.4K9,1230.01%5qHELD
Applied Capital LLC$233.7K8,3490.08%2q+3.4%+$7.7K
CANANDAIGUA NATIONAL BANK & TRUST CO$226.8K8,1000.02%newNEW
INTEGRAL INVESTMENT ADVISORS, INC.$219.8K7,8500.05%5qHELD
Foundations Investment Advisors, LLC$215.8K7,7080.00%2q-10.1%-$24.1K
Allworth Financial LP$163.7K5,8490.00%6qHELD
HARBOUR INVESTMENTS, INC.$108.2K3,8660.00%5qHELD
Continuum Advisory, LLC$87.1K3,1110.01%newNEW
Noble Wealth Management PBC$73.3K2,6200.03%4q-48.8%-$70.0K
IFP Advisors, Inc$66.0K2,3580.00%6qHELD
GILL CAPITAL PARTNERS, LLC$47.8K1,7060.01%2qHELD
Keating Financial Advisory Services, Inc.$42.0K1,5000.01%3qHELD
Ashton Thomas Private Wealth, LLC$32.9K1,1750.00%2q-13.6%-$5.2K
GGM Financial LLC$21.7K7740.01%4qHELD
IMG Wealth Management, Inc.$19.0K6800.01%3qHELD
Capital Investment Advisory Services, LLC$2.5K910.00%2qHELD
Cambridge Investment Research Advisors, Inc.$1.3K47,1100.00%6q+108.6%
HRT FINANCIAL LP$2238,0000.00%newNEW

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 202661$49.9M1,782,906410160.0%
Q1 202660$39.5M1,449,106222060.0%
Q4 202543$21.2M775,189411110.0%
Q3 202541$19.8M736,37855100.0%
Q2 202538$19.4M737,00813550.0%
Q1 202530$15.0M588,92429000.0%