Innovator ETFs Trust - AJUL
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| HighTower Advisors, LLC | History | Reduced | 215,922 | 6,276 | 0.01% | 0.01% | 1 | -870 | -0.4% | Q4 2025 | Feb 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 122,152 | 3,550 | 0.0% | 0.0% | 2 | -2,614 | -2.1% | Q4 2025 | Feb 18, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 99,565 | 2,894 | 0.0% | 0.0% | 3 | -1,359 | -1.35% | Q4 2025 | Feb 12, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 56,875 | 1,653 | 0.01% | 0.01% | 4 | -224 | -0.39% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 41,741 | 1,213 | 0.0% | — | 5 | +41,741 | New | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 39,811 | 1,160 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 38,701 | 1,125 | 0.03% | 0.01% | 7 | +27,047 | 232.08% | Q4 2025 | Feb 17, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | No change | 29,500 | 857 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| AE Wealth Management LLC | History | Reduced | 27,060 | 786 | 0.0% | 0.01% | 9 | -571 | -2.07% | Q4 2025 | Jan 26, 2026 |
| Brookstone Capital Management | History | Reduced | 23,917 | 695 | 0.01% | 0.01% | 10 | -6,215 | -20.63% | Q4 2025 | Jan 15, 2026 |
| Waverly Advisors, LLC | History | New | 20,349 | 591 | 0.0% | — | 11 | +20,349 | New | Q4 2025 | Feb 17, 2026 |
| Syntegra Private Wealth Group, LLC | History | No change | 20,353 | 591 | 0.05% | 0.05% | 12 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Maia Wealth LLC | History | Reduced | 19,207 | 560 | 0.1% | 0.09% | 13 | -60 | -0.31% | Q4 2025 | Feb 17, 2026 |
| Trek Financial, LLC | History | Reduced | 16,799 | 488 | 0.03% | 0.03% | 14 | -322 | -1.88% | Q4 2025 | Feb 04, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 15,313 | 445 | 0.01% | 0.01% | 15 | -21 | -0.14% | Q4 2025 | Feb 10, 2026 |
| Belpointe Asset Management LLC | History | Added to | 14,701 | 427 | 0.02% | 0.02% | 16 | +859 | 6.21% | Q4 2025 | Jan 27, 2026 |
| Vantage Financial Partners, LLC | History | No change | 13,458 | 391 | 0.08% | 0.08% | 17 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 13,063 | 380 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | No change | 11,417 | 331 | 0.04% | 0.05% | 19 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Cypress Wealth Services, LLC | History | No change | 11,357 | 330 | 0.05% | 0.05% | 20 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Three Seasons Wealth, LLC | History | No change | 10,520 | 305 | 0.03% | 0.03% | 21 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| World Investment Advisors | History | No change | 10,299 | 299 | 0.0% | 0.01% | 22 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Cornerstone Wealth Group, LLC | History | No change | 8,960 | 260 | 0.02% | 0.02% | 23 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Applied Capital LLC | History | Reduced | 8,413 | 244 | 0.09% | 0.1% | 24 | -280 | -3.22% | Q4 2025 | Jan 16, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 8,307 | 241 | 0.02% | 0.02% | 25 | -758 | -8.36% | Q4 2025 | Feb 11, 2026 |
| Able Wealth Management LLC | History | No change | 7,776 | 226 | 0.07% | 0.08% | 26 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | No change | 7,374 | 214 | 0.06% | 0.07% | 27 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BARCLAYS PLC | History | Reduced | 5,145 | 149 | 0.0% | 0.0% | 28 | -42 | -0.81% | Q4 2025 | Feb 13, 2026 |
| CoreCap Advisors, LLC | History | No change | 4,927 | 143 | 0.0% | 0.01% | 29 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 4,144 | 120 | 0.01% | 0.01% | 30 | -6 | -0.14% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 3,400 | 98 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | No change | 3,146 | 91 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 2,128 | 61 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| SageView Advisory Group, LLC | History | New | 1,926 | 55 | 0.0% | — | 34 | +1,926 | New | Q4 2025 | Feb 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,238 | 35 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 1,150 | 33 | 0.0% | 0.0% | 36 | +383 | 49.93% | Q4 2025 | Feb 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,100 | 31 | 0.0% | 0.0% | 37 | +100 | 10.0% | Q4 2025 | Feb 17, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 1,000 | 29 | 0.0% | — | 38 | +1,000 | New | Q4 2025 | Feb 09, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 979 | 28 | 0.0% | 0.0% | 39 | -100 | -9.27% | Q4 2025 | Feb 11, 2026 |
| Spire Wealth Management | History | No change | 962 | 27 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| IFP Advisors, Inc | History | Added to | 705 | 20 | 0.0% | 0.0% | 41 | +10 | 1.44% | Q4 2025 | Feb 06, 2026 |
| UBS Group AG | History | New | 575 | 16 | 0.0% | — | 42 | +575 | New | Q4 2025 | Jan 29, 2026 |
| Noble Wealth Management PBC | History | No change | 480 | 13 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Sunbelt Securities, Inc. | History | No change | 180 | 5 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| MORGAN STANLEY | History | No change | 163 | 4 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Bullseye Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -13,607 | -100.0% | Q3 2025 | Feb 02, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,750 | -100.0% | Q3 2025 | Nov 12, 2025 |