Innovator ETFs Trust - AJUL
Detailed investor-level table based on 13F positions.
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 | 215,408 | 6,246 | 0.01% | 0.01% | 1 | -514 | -0.24% | Q1 2026 | May 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 117,187 | 3,397 | 0.0% | 0.0% | 2 | -4,965 | -4.06% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 97,336 | 2,822 | 0.0% | 0.0% | 3 | -2,229 | -2.24% | Q1 2026 | Apr 27, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 56,286 | 1,632 | 0.01% | 0.01% | 4 | -589 | -1.04% | Q1 2026 | Apr 30, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 30,574 | 889 | 0.0% | 0.0% | 5 | -9,237 | -23.2% | Q1 2026 | Apr 08, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | No change | 29,500 | 855 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 28,661 | 831 | 0.01% | 0.03% | 7 | -10,040 | -25.94% | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Reduced | 27,020 | 783 | 0.0% | 0.0% | 8 | -40 | -0.15% | Q1 2026 | May 13, 2026 |
| Waverly Advisors, LLC | History | No change | 20,349 | 590 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Syntegra Private Wealth Group, LLC | History | No change | 20,353 | 590 | 0.06% | 0.05% | 10 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Maia Wealth LLC | History | Added to | 19,220 | 557 | 0.09% | 0.1% | 11 | +13 | 0.07% | Q1 2026 | May 08, 2026 |
| Brookstone Capital Management | History | Reduced | 17,960 | 520 | 0.01% | 0.01% | 12 | -5,957 | -24.91% | Q1 2026 | Apr 16, 2026 |
| Trek Financial, LLC | History | Reduced | 16,252 | 471 | 0.02% | 0.03% | 13 | -547 | -3.26% | Q1 2026 | May 13, 2026 |
| Belpointe Asset Management LLC | History | Added to | 14,973 | 434 | 0.02% | 0.02% | 14 | +272 | 1.85% | Q1 2026 | Apr 28, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 14,761 | 428 | 0.01% | 0.01% | 15 | -552 | -3.6% | Q1 2026 | May 11, 2026 |
| Vantage Financial Partners, LLC | History | No change | 13,458 | 391 | 0.08% | 0.08% | 16 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 13,063 | 379 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | No change | 11,417 | 331 | 0.04% | 0.04% | 18 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Cypress Wealth Services, LLC | History | No change | 11,357 | 329 | 0.05% | 0.05% | 19 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Three Seasons Wealth, LLC | History | No change | 10,520 | 305 | 0.12% | 0.03% | 20 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| World Investment Advisors | History | No change | 10,299 | 298 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Cornerstone Wealth Group, LLC | History | No change | 8,960 | 265 | 0.02% | 0.02% | 22 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Tradition Wealth Management, LLC | History | No change | 8,307 | 240 | 0.02% | 0.02% | 23 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Able Wealth Management LLC | History | No change | 7,776 | 225 | 0.06% | 0.07% | 24 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Applied Capital LLC | History | Reduced | 7,736 | 224 | 0.08% | 0.09% | 25 | -677 | -8.05% | Q1 2026 | Apr 22, 2026 |
| Cetera Investment Advisers | History | New | 7,180 | 208 | 0.0% | — | 26 | +7,180 | New | Q1 2026 | May 13, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Reduced | 6,997 | 202 | 0.06% | 0.06% | 27 | -377 | -5.11% | Q1 2026 | May 08, 2026 |
| BARCLAYS PLC | History | Added to | 6,331 | 183 | 0.0% | 0.0% | 28 | +1,186 | 23.05% | Q1 2026 | May 14, 2026 |
| TopTier Wealth Management, LLC | History | New | 5,131 | 148 | 0.09% | — | 29 | +5,131 | New | Q1 2026 | May 05, 2026 |
| CoreCap Advisors, LLC | History | No change | 4,927 | 142 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 3,864 | 112 | 0.01% | 0.01% | 31 | -280 | -6.76% | Q1 2026 | May 18, 2026 |
| CWM, LLC | History | Reduced | 3,143 | 91 | 0.0% | 0.0% | 32 | -3 | -0.1% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,250 | 65 | 0.0% | 0.0% | 33 | -1,150 | -33.82% | Q1 2026 | May 15, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 2,128 | 61 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| SageView Advisory Group, LLC | History | No change | 1,926 | 55 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,238 | 35 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,150 | 33 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 1,000 | 28 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Spire Wealth Management | History | No change | 962 | 27 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| UBS Group AG | History | Added to | 854 | 24 | 0.0% | 0.0% | 40 | +279 | 48.52% | Q1 2026 | May 05, 2026 |
| IFP Advisors, Inc | History | No change | 705 | 20 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Noble Wealth Management PBC | History | No change | 480 | 13 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Sunbelt Securities, Inc. | History | No change | 180 | 5 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | No change | 163 | 4 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -41,741 | -100.0% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -1,100 | -100.0% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -979 | -100.0% | Q1 2026 | May 13, 2026 |