INNOVATOR ETFS TRUST (ZJUL)
Institutional ownership reported to the SEC as of Q2 2026, across 8 quarters.
83
Reporting holders
$62.7M
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
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | $6.8M | 227,129 | 0.01% | 8q | -14.4%-$1.1M |
| OSAIC HOLDINGS, INC. | $4.2M | 140,089 | 0.00% | 8q | -1.3%-$57.4K |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $3.4M | 115,087 | 0.29% | 6q | -2.6%-$93.4K |
| HighTower Advisors, LLC | $3.3M | 111,165 | 0.00% | 8q | -1.5%-$50.1K |
| Cetera Investment Advisers | $3.3M | 108,846 | 0.00% | 8q | +1.7%+$53.8K |
| Archer Investment Corp | $2.4M | 79,738 | 0.23% | 8q | +74.1%+$1.0M |
| RAYMOND JAMES FINANCIAL INC | $2.2M | 73,189 | 0.00% | 5q | +33.7%+$552.7K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.1M | 70,177 | 0.00% | 8q | +82.5%+$950.8K |
| CAPTRUST FINANCIAL ADVISORS | $2.0M | 65,482 | 0.00% | 4q | HELD |
| Stratos Wealth Advisors, LLC | $1.6M | 51,777 | 0.09% | 8q | -1.0%-$16.4K |
| LPL Financial LLC | $1.3M | 43,985 | 0.00% | 5q | +46.4%+$417.5K |
| Trek Financial, LLC | $1.3M | 43,511 | 0.06% | 8q | -2.1%-$28.3K |
| KFG WEALTH MANAGEMENT, LLC | $1.3M | 43,009 | 0.15% | 8q | -2.4%-$31.6K |
| Diligent Investors, LLC | $1.3M | 42,137 | 0.28% | 8q | -12.8%-$185.8K |
| Kestra Advisory Services, LLC | $1.3M | 41,790 | 0.00% | 8q | -36.7%-$725.2K |
| Triad Wealth Partners, LLC | $1.2M | 40,953 | 0.07% | new | NEW |
| IMG Wealth Management, Inc. | $870.4K | 29,043 | 0.48% | 7q | -3.7%-$33.7K |
| Cypress Wealth Services, LLC | $857.8K | 28,623 | 0.11% | 8q | -22.5%-$249.2K |
| Carmel Capital Partners, LLC | $770.2K | 25,700 | 0.25% | new | NEW |
| CENTRAL VALLEY ADVISORS, LLC | $739.6K | 24,677 | 0.19% | 4q | +11.3%+$75.2K |
| TRUIST FINANCIAL CORP | $721.9K | 24,087 | 0.00% | 4q | +42.5%+$215.1K |
| AdvisorNet Financial, Inc | $716.0K | 23,891 | 0.03% | 8q | HELD |
| Continuum Advisory, LLC | $625.2K | 20,860 | 0.05% | 8q | HELD |
| Waverly Advisors, LLC | $615.5K | 20,537 | 0.00% | 3q | -2.1%-$13.5K |
| NewEdge Advisors, LLC | $610.7K | 20,376 | 0.00% | 8q | HELD |
| BROWN WEALTH MANAGEMENT, LLC | $599.8K | 20,012 | 0.13% | 7q | -5.4%-$34.6K |
| Main Street Financial Solutions, LLC | $584.1K | 19,490 | 0.04% | 8q | HELD |
| Lineweaver Wealth Advisors, LLC | $564.0K | 18,820 | 0.07% | 4q | HELD |
| Geneos Wealth Management Inc. | $558.9K | 18,650 | 0.01% | 7q | HELD |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $538.0K | 17,952 | 0.03% | 8q | -7.6%-$44.4K |
| FC Advisory LLC | $520.8K | 17,376 | 0.14% | 8q | -4.6%-$25.3K |
| Kingsview Wealth Management, LLC | $519.3K | 17,328 | 0.01% | 8q | +12.2%+$56.4K |
| Farther Finance Advisors, LLC | $514.4K | 17,163 | 0.00% | 4q | +0.8%+$4.0K |
| Mutual Advisors, LLC | $467.1K | 15,584 | 0.01% | 4q | -14.6%-$79.7K |
| ENVESTNET ASSET MANAGEMENT INC | $456.1K | 15,220 | 0.00% | 2q | +77.4%+$199.1K |
| Brookstone Capital Management | $455.5K | 15,197 | 0.00% | 8q | -19.2%-$108.3K |
| Allworth Financial LP | $449.1K | 14,985 | 0.00% | 8q | -1.3%-$6.1K |
| Collaborative Wealth Managment Inc. | $441.2K | 14,723 | 0.19% | 4q | HELD |
| JIM SAULNIER & ASSOCIATES, LLC | $434.4K | 14,495 | 0.17% | 8q | HELD |
| Reliant Wealth Planning | $430.5K | 14,366 | 0.12% | 4q | HELD |
| Tradition Wealth Management, LLC | $428.1K | 14,283 | 0.03% | 8q | -4.5%-$20.0K |
| Advisory Services Network, LLC | $378.5K | 12,628 | 0.00% | 5q | HELD |
| AssuredPartners Investment Advisors, LLC | $375.3K | 12,521 | 0.04% | 3q | HELD |
| Glen Eagle Advisors, LLC | $374.2K | 12,485 | 0.05% | 8q | HELD |
| NorthRock Partners, LLC | $365.2K | 12,187 | 0.01% | 2q | HELD |
| RIVERCHASE WEALTH MANAGEMENT, LLC | $357.1K | 11,916 | 0.17% | new | NEW |
| Souders Financial Advisors | $350.5K | 11,694 | 0.04% | 5q | HELD |
| HARBOUR INVESTMENTS, INC. | $348.3K | 11,623 | 0.00% | 8q | -22.5%-$101.2K |
| INTEGRITY ALLIANCE, LLC. | $340.1K | 11,348 | 0.01% | 6q | HELD |
| BECK CAPITAL MANAGEMENT, LLC | $309.1K | 10,314 | 0.06% | 8q | -1.5%-$4.6K |
| CreativeOne Wealth, LLC | $308.9K | 10,307 | 0.01% | 8q | -9.9%-$33.8K |
| Cerity Partners LLC | $306.7K | 10,234 | 0.00% | new | NEW |
| Three Seasons Wealth, LLC | $303.2K | 10,116 | 0.03% | 8q | HELD |
| GWN SECURITIES INC. | $302.4K | 10,089 | 0.05% | 6q | HELD |
| Caliber Wealth Management, LLC / KS | $294.1K | 9,813 | 0.03% | 4q | +40.8%+$85.3K |
| SYON CAPITAL LLC | $290.7K | 9,700 | 0.01% | 4q | HELD |
| Chicago Partners Investment Group LLC | $286.6K | 9,580 | 0.01% | new | NEW |
| Soltis Investment Advisors LLC | $265.5K | 8,858 | 0.01% | 5q | +6.2%+$15.6K |
| Aegis Wealth Management, Inc. | $264.4K | 8,823 | 0.17% | 3q | +14.9%+$34.3K |
| INDEPENDENT FINANCIAL GROUP, LLC | $262.9K | 8,771 | 0.00% | 4q | +3.4%+$8.5K |
| Creative Planning | $259.5K | 8,658 | 0.00% | 2q | +0.9%+$2.3K |
| SageView Advisory Group, LLC | $257.1K | 8,580 | 0.01% | 8q | HELD |
| EVOLUTION WEALTH MANAGEMENT INC. | $253.2K | 8,450 | 0.15% | 4q | HELD |
| Code Waechter LLC | $251.3K | 8,386 | 0.13% | new | NEW |
| MML INVESTORS SERVICES, LLC | $239.6K | 7,996 | 0.00% | 4q | +2.8%+$6.6K |
| Steward Partners Investment Advisory, LLC | $233.9K | 7,804 | 0.00% | 8q | HELD |
| Allegiance Financial Group Advisory Services LLC | $230.2K | 7,682 | 0.04% | 8q | HELD |
| CoreCap Advisors, LLC | $223.4K | 7,455 | 0.01% | 7q | -14.2%-$37.1K |
| KELLY FINANCIAL GROUP LLC | $217.0K | 7,239 | 0.05% | 4q | HELD |
| Prasad Wealth Partners, LLC | $206.0K | 6,875 | 0.05% | new | NEW |
| J.W. COLE ADVISORS, INC. | $201.8K | 6,733 | 0.00% | new | NEW |
| RED REEF ADVISORS LLC | $185.2K | 6,179 | 0.17% | 3q | -52.4%-$204.0K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $89.9K | 3,000 | 0.00% | 7q | HELD |
| IFP Advisors, Inc | $72.7K | 2,427 | 0.00% | 8q | HELD |
| DHJJ Financial Advisors, Ltd. | $69.2K | 2,310 | 0.02% | 8q | HELD |
| AE Wealth Management LLC | $54.2K | 1,810 | 0.00% | 8q | +18.8%+$8.6K |
| WELLS FARGO & COMPANY/MN | $50.9K | 1,700 | 0.00% | new | NEW |
| BARCLAYS PLC | $48.0K | 1,603 | 0.00% | new | NEW |
| IFG Advisory, LLC | $30.0K | 1,000 | 0.00% | 2q | HELD |
| Financial Network Wealth Advisors LLC | $28.8K | 961 | 0.03% | 6q | HELD |
| LANARK FINANCIAL, INC. | $23.1K | 770 | 0.00% | 6q | HELD |
| MORGAN STANLEY | $4.8K | 161 | 0.00% | 4q | HELD |
| CENTAURUS FINANCIAL, INC. | $3.2K | 107,150 | 0.12% | 8q | -23.3% |
| Cambridge Investment Research Advisors, Inc. | $2.0K | 65,714 | 0.00% | 8q | +273.4%+$1.4K |
| Pinnacle Wealth Planning Services, Inc. | $1.1K | 38 | 0.00% | 3q | 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 | 83 | $62.7M | 2,092,326 | 10 | 17 | 24 | 0.0% |
| Q1 2026 | 84 | $59.4M | 2,042,401 | 8 | 5 | 30 | 0.0% |
| Q4 2025 | 88 | $71.7M | 2,467,312 | 6 | 13 | 35 | 0.0% |
| Q3 2025 | 88 | $73.4M | 2,553,732 | 26 | 29 | 11 | 0.0% |
| Q2 2025 | 69 | $58.2M | 2,066,698 | 17 | 16 | 13 | 0.0% |
| Q1 2025 | 63 | $40.2M | 1,501,995 | 5 | 8 | 22 | 0.0% |
| Q4 2024 | 65 | $46.2M | 1,707,548 | 9 | 8 | 25 | 0.0% |
| Q3 2024 | 61 | $49.1M | 1,831,679 | 58 | 0 | 0 | 0.0% |