HolderBook

INNOVATOR ETFS TRUST (ZJUN)

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

81
Reporting holders
$90.3M
Reported value
0.0%
Held as options
+48
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$14.9M542,7880.04%newNEW
AE Wealth Management LLC$9.7M354,4390.05%newNEW
RAYMOND JAMES FINANCIAL INC$6.4M233,2210.00%5q+1879.8%+$6.1M
SYKON CAPITAL LLC$4.0M146,9791.24%newNEW
HOWARD BAILEY SECURITIES, LLC$3.5M128,1311.32%newNEW
Csenge Advisory Group$3.1M112,0920.12%newNEW
COMMONWEALTH EQUITY SERVICES, LLC$3.0M110,6940.00%5q+176.3%+$1.9M
ENVESTNET ASSET MANAGEMENT INC$2.5M90,6620.00%5q+43.8%+$757.0K
CANANDAIGUA NATIONAL BANK & TRUST CO$2.2M80,7020.19%newNEW
Kestra Advisory Services, LLC$2.2M80,0800.01%5q+96.3%+$1.1M
OSAIC HOLDINGS, INC.$2.1M75,4160.00%5q+216.5%+$1.4M
Farther Finance Advisors, LLC$1.6M59,4650.01%4q+49.7%+$540.7K
FSA Advisors, Inc.$1.6M59,2700.37%newNEW
Concurrent Investment Advisors, LLC$1.4M52,6210.01%newNEW
Integrated Wealth Management$1.4M50,1021.45%newNEW
Cetera Investment Advisers$1.3M48,8330.00%5q+71.5%+$557.8K
Key Capital Management, INC$1.3M48,2080.68%newNEW
Lineweaver Wealth Advisors, LLC$1.2M44,7430.15%5q+15.4%+$163.2K
OPTIMA CAPITAL LLC$1.2M44,6960.48%newNEW
HighTower Advisors, LLC$1.1M40,9690.00%newNEW
AssuredPartners Investment Advisors, LLC$1.1M40,2220.11%newNEW
Jessup Wealth Management, Inc$1.1M39,7460.32%newNEW
BROWN WEALTH MANAGEMENT, LLC$1.1M38,6380.24%3q+15.1%+$138.5K
Ameritas Advisory Services, LLC$996.2K36,3630.02%newNEW
Centennial Advisors, LLC$970.3K35,4181.16%newNEW
Cornerstone Wealth Group, LLC$891.7K32,5480.05%5q+81.3%+$399.8K
TRUIST FINANCIAL CORP$868.7K31,7100.00%newNEW
Archer Investment Corp$816.4K29,8020.08%5q+169.7%+$513.7K
Independent Wealth Network Inc.$761.4K27,7920.19%newNEW
DAVENPORT & Co LLC$714.5K26,0820.00%newNEW
CENTRAL VALLEY ADVISORS, LLC$688.5K25,1340.18%5q+3.8%+$25.1K
Corient Private Wealth LP$657.5K24,0000.00%5q+100.0%+$328.7K
Prasad Wealth Partners, LLC$645.3K23,5550.16%newNEW
KFG WEALTH MANAGEMENT, LLC$570.2K20,8150.06%3q+94.5%+$277.1K
Comprehensive Financial Consultants Institutional, Inc.$554.6K20,2430.15%newNEW
Integrity Advisory Solutions, LLC$538.9K19,6730.06%newNEW
CreativeOne Wealth, LLC$537.2K19,6090.01%5q+62.4%+$206.4K
Clear Creek Financial Management, LLC$535.2K19,5370.03%newNEW
LPL Financial LLC$527.7K19,2610.00%4q+31.6%+$126.7K
Lloyd Advisory Services, LLC.$514.4K18,7760.20%newNEW
OLD MISSION CAPITAL LLC$507.4K18,5210.01%4q-49.4%-$494.8K
Brookstone Capital Management$478.3K17,4590.00%5q+98.3%+$237.1K
Applied Capital LLC$455.8K14,6210.15%newNEW
Trek Financial, LLC$422.0K15,4060.02%newNEW
Virtue Capital Management, LLC$417.9K15,2550.06%newNEW
Ausdal Financial Partners, Inc.$417.0K15,2220.02%5q+102.2%+$210.8K
Main Street Financial Solutions, LLC$394.8K14,4100.03%5q+83.3%+$179.4K
Mutual Advisors, LLC$375.0K13,6870.01%newNEW
Atlantic Private Wealth, LLC$373.9K13,6500.23%newNEW
Chicago Partners Investment Group LLC$372.6K13,6170.01%newNEW
MONEY CONCEPTS CAPITAL CORP$349.6K12,7600.02%newNEW
HARBOUR INVESTMENTS, INC.$333.8K12,1860.00%5q+1490.9%+$312.9K
SUSQUEHANNA INTERNATIONAL GROUP, LLP$301.6K11,0100.00%5q-56.6%-$393.9K
Advisory Services Network, LLC$290.1K10,5900.00%2q+58.3%+$106.8K
Tradition Wealth Management, LLC$271.3K9,9050.02%newNEW
Bluesphere Advisors LLC$267.7K9,7720.08%newNEW
Gallagher Fiduciary Advisors, LLC$262.8K9,5940.01%4q+26.8%+$55.5K
KINGSWOOD WEALTH ADVISORS, LLC$262.0K9,5620.01%4q+7.9%+$19.2K
Waverly Advisors, LLC$258.1K9,4200.00%newNEW
Valmark Advisers, Inc.$249.4K9,1050.00%newNEW
Family Legacy Financial Solutions, LLC$246.6K9,0000.15%4qHELD
CREATIVE FINANCIAL DESIGNS INC /ADV$236.3K8,6250.01%newNEW
JANE STREET GROUP, LLC$231.5K8,4510.00%newNEW
Wellment Financial$223.1K8,1420.25%newNEW
KELLY FINANCIAL GROUP LLC$215.6K7,8710.05%newNEW
WealthTrust Asset Management, LLC$209.7K7,6530.11%newNEW
Allworth Financial LP$139.9K5,1070.00%newNEW
Triumph Capital Management$134.2K4,9000.02%3q+600.0%+$115.1K
Physician Wealth Advisors, Inc.$125.6K4,5850.01%newNEW
Mosley Wealth Management$120.7K4,4060.04%newNEW
Continuum Advisory, LLC$110.6K4,0380.01%newNEW
EVOLUTION WEALTH MANAGEMENT INC.$94.9K3,4640.06%4q+78.8%+$41.8K
Networth Advisors, LLC$66.7K2,4330.04%newNEW
DHJJ Financial Advisors, Ltd.$63.6K2,3200.02%5qHELD
Steward Partners Investment Advisory, LLC$58.1K2,1210.00%5qHELD
TOUNJIAN ADVISORY PARTNERS, LLC$28.2K1,0300.01%newNEW
CoreCap Advisors, LLC$27.6K1,0060.00%newNEW
IFP Advisors, Inc$20.3K7420.00%newNEW
EverSource Wealth Advisors, LLC$18.2K6640.00%newNEW
Kingdom Financial Group LLC.$9.8K3560.00%newNEW
Cambridge Investment Research Advisors, Inc.$8.3K302,3940.01%newNEW
Capital Investment Advisory Services, LLC$2.5K910.00%newNEW
CENTAURUS FINANCIAL, INC.$71025,8990.03%5q+117.7%

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202681$90.3M3,295,792512520.0%
Q1 202633$14.8M551,01523140.0%
Q4 202537$43.1M1,604,65743130.0%
Q3 202538$44.9M1,696,52516830.0%
Q2 202525$26.4M1,011,50625000.0%
Q2 20241$12.7M487,4080000.0%