Innovator ETFs Trust - BJUL
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| COFG Advisors, LLC | History | New | 368,433 | 18,702 | 4.62% | — | 1 | +368,433 | New | Q4 2025 | Feb 10, 2026 |
| Penserra Capital Management LLC | History | Reduced | 363,896 | 18,472 | 0.22% | 0.23% | 2 | -15,025 | -3.97% | Q4 2025 | Feb 12, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | Added to | 282,004 | 14,315 | 3.55% | 3.6% | 3 | +13,220 | 4.92% | Q4 2025 | Feb 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 204,499 | 10,380 | 0.02% | 0.02% | 4 | -21,929 | -9.68% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 204,365 | 10,374 | 0.01% | 0.01% | 5 | -20,387 | -9.07% | Q4 2025 | Feb 12, 2026 |
| HighTower Advisors, LLC | History | Reduced | 167,710 | 8,513 | 0.01% | 0.01% | 6 | -6,450 | -3.7% | Q4 2025 | Feb 06, 2026 |
| Cerity Partners LLC | History | Reduced | 164,201 | 8,335 | 0.01% | 0.01% | 7 | -9,315 | -5.37% | Q4 2025 | Feb 11, 2026 |
| Cetera Investment Advisers | History | Added to | 121,813 | 6,183 | 0.01% | 0.01% | 8 | +1,413 | 1.17% | Q4 2025 | Feb 17, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 92,550 | 4,698 | 0.26% | 0.26% | 9 | -1,800 | -1.91% | Q4 2025 | Feb 10, 2026 |
| Bellwether Advisors, LLC | History | No change | 75,522 | 3,833 | 0.61% | 0.62% | 10 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 74,499 | 3,782 | 0.01% | 0.01% | 11 | -2,873 | -3.71% | Q4 2025 | Feb 11, 2026 |
| My Personal CFO, LLC | History | New | 53,755 | 2,728 | 1.14% | — | 12 | +53,755 | New | Q4 2025 | Jan 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 53,452 | 2,713 | 0.0% | 0.0% | 13 | -4,213 | -7.31% | Q4 2025 | Feb 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 52,401 | 2,660 | 0.0% | 0.0% | 14 | +3,036 | 6.15% | Q4 2025 | Feb 18, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 52,142 | 2,647 | 0.01% | 0.01% | 15 | -540 | -1.03% | Q4 2025 | Feb 05, 2026 |
| LPL Financial LLC | History | Reduced | 51,432 | 2,610 | 0.0% | 0.0% | 16 | -4,845 | -8.61% | Q4 2025 | Feb 11, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 50,324 | 2,554 | 0.37% | 0.39% | 17 | -1,965 | -3.76% | Q4 2025 | Feb 09, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 43,224 | 2,194 | 0.06% | 0.06% | 18 | -155 | -0.36% | Q4 2025 | Feb 17, 2026 |
| SIGNATUREFD, LLC | History | No change | 42,034 | 2,133 | 0.03% | 0.03% | 19 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Wealthquest Corp | History | Reduced | 41,750 | 2,119 | 0.16% | 0.17% | 20 | -1,151 | -2.68% | Q4 2025 | Feb 09, 2026 |
| Spire Wealth Management | History | Reduced | 40,675 | 2,064 | 0.07% | 0.07% | 21 | -1,306 | -3.11% | Q4 2025 | Jan 14, 2026 |
| Lantz Financial LLC | History | No change | 38,351 | 1,946 | 0.41% | 0.42% | 22 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Motiv8 Investments LLC | History | Reduced | 38,104 | 1,934 | 1.05% | 1.42% | 23 | -15,573 | -29.01% | Q4 2025 | Feb 13, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 37,946 | 1,926 | 0.09% | 0.1% | 24 | -2,000 | -5.01% | Q4 2025 | Jan 20, 2026 |
| FSA Advisors, Inc. | History | Reduced | 37,510 | 1,904 | 1.32% | 1.48% | 25 | -89 | -0.24% | Q4 2025 | Feb 02, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 36,128 | 1,833 | 0.01% | 0.01% | 26 | +3,229 | 9.81% | Q4 2025 | Feb 13, 2026 |
| Berkshire Money Management, Inc. | History | Reduced | 35,230 | 1,788 | 0.17% | 0.18% | 27 | -695 | -1.93% | Q4 2025 | Jan 27, 2026 |
| BCS Wealth Management | History | Added to | 34,598 | 1,756 | 0.18% | 0.2% | 28 | +16,597 | 92.2% | Q4 2025 | Jan 26, 2026 |
| Fragasso Financial Advisors Inc | History | No change | 32,161 | 1,632 | 0.1% | 0.1% | 29 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 28,530 | 1,448 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 27,476 | 1,406 | 0.0% | 0.0% | 31 | -1 | -0.0% | Q4 2025 | Jan 08, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 26,755 | 1,358 | 0.0% | 0.0% | 32 | -194 | -0.72% | Q4 2025 | Feb 13, 2026 |
| Brookstone Capital Management | History | Reduced | 25,421 | 1,290 | 0.01% | 0.33% | 33 | -523,756 | -95.37% | Q4 2025 | Jan 15, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 25,105 | 1,274 | 0.02% | 0.02% | 34 | -92 | -0.37% | Q4 2025 | Feb 12, 2026 |
| World Investment Advisors | History | New | 24,936 | 1,265 | 0.02% | — | 35 | +24,936 | New | Q4 2025 | Mar 12, 2026 |
| Cornerstone Wealth Group, LLC | History | No change | 24,847 | 1,261 | 0.09% | 0.08% | 36 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Global Trust Wealth Management LLC | History | New | 24,450 | 1,241 | 0.92% | — | 37 | +24,450 | New | Q4 2025 | Jan 28, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 23,749 | 1,205 | 0.0% | 0.0% | 38 | +8,419 | 54.92% | Q4 2025 | Feb 17, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 22,851 | 1,159 | 0.07% | 0.05% | 39 | -1,241 | -5.15% | Q4 2025 | Jan 30, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 22,658 | 1,150 | 0.38% | 0.38% | 40 | -195 | -0.85% | Q4 2025 | Jan 23, 2026 |
| BCGM Wealth Management, LLC | History | No change | 21,452 | 1,088 | 0.28% | 0.28% | 41 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | Reduced | 19,854 | 1,007 | 0.69% | 0.7% | 42 | -641 | -3.13% | Q4 2025 | Feb 02, 2026 |
| Merit Financial Group, LLC | History | New | 17,227 | 874 | 0.01% | — | 43 | +17,227 | New | Q4 2025 | Jan 26, 2026 |
| Cresset Asset Management, LLC | History | No change | 16,395 | 832 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 16,315 | 828 | 0.02% | 0.02% | 45 | +531 | 3.36% | Q4 2025 | Feb 17, 2026 |
| City Center Advisors, LLC | History | Added to | 15,672 | 795 | 0.73% | 0.72% | 46 | +851 | 5.74% | Q4 2025 | Jan 05, 2026 |
| IMG Wealth Management, Inc. | History | No change | 15,667 | 795 | 0.5% | 0.53% | 47 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 14,736 | 748 | 0.01% | 0.01% | 48 | -154 | -1.03% | Q4 2025 | Feb 02, 2026 |
| AlphaStar Capital Management, LLC | History | New | 14,380 | 729 | 0.05% | — | 49 | +14,380 | New | Q4 2025 | Feb 02, 2026 |
| Sigma Planning Corp | History | Reduced | 13,262 | 673 | 0.02% | 0.02% | 50 | -332 | -2.44% | Q4 2025 | Jan 30, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 13,207 | 670 | 0.0% | 0.01% | 51 | -1,677 | -11.27% | Q4 2025 | Feb 18, 2026 |
| CoreCap Advisors, LLC | History | Added to | 12,737 | 646 | 0.02% | 0.02% | 52 | +18 | 0.14% | Q4 2025 | Jan 13, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | New | 12,662 | 642 | 0.11% | — | 53 | +12,662 | New | Q4 2025 | Feb 18, 2026 |
| Outlook Wealth Advisors, LLC | History | Reduced | 12,666 | 642 | 0.15% | 0.16% | 54 | -1 | -0.01% | Q4 2025 | Feb 11, 2026 |
| Advisory Services Network, LLC | History | No change | 12,417 | 630 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 12,159 | 617 | 0.04% | 0.04% | 56 | -34 | -0.28% | Q4 2025 | Jan 13, 2026 |
| Secure Asset Management, LLC | History | Reduced | 12,027 | 610 | 0.1% | 0.1% | 57 | -638 | -5.04% | Q4 2025 | Jan 20, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 11,860 | 602 | 0.01% | 0.01% | 58 | -49 | -0.41% | Q4 2025 | Feb 13, 2026 |
| FORONJY FINANCIAL LLC | History | Added to | 11,602 | 588 | 0.25% | 0.15% | 59 | +4,634 | 66.5% | Q4 2025 | Feb 03, 2026 |
| Arax Advisory Partners | History | New | 11,304 | 573 | 0.02% | — | 60 | +11,304 | New | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | No change | 11,065 | 561 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Rothschild Wealth LLC | History | New | 10,149 | 515 | 0.05% | — | 62 | +10,149 | New | Q4 2025 | Feb 17, 2026 |
| CRA Financial Services, LLC | History | Reduced | 10,115 | 513 | 0.07% | 0.07% | 63 | -100 | -0.98% | Q4 2025 | Jan 16, 2026 |
| TopTier Wealth Management, LLC | History | New | 9,929 | 504 | 0.34% | — | 64 | +9,929 | New | Q4 2025 | Feb 12, 2026 |
| Wingate Wealth Advisors, Inc. | History | Added to | 9,189 | 466 | 0.26% | 0.26% | 65 | +1,499 | 19.49% | Q4 2025 | Jan 28, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 8,815 | 447 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 8,694 | 441 | 0.02% | — | 67 | +8,694 | New | Q4 2025 | Feb 09, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 8,289 | 420 | 0.03% | 0.03% | 68 | -1,212 | -12.76% | Q4 2025 | Feb 11, 2026 |
| Wood Tarver Financial Group, LLC | History | Reduced | 7,943 | 403 | 0.11% | 0.13% | 69 | -1,100 | -12.16% | Q4 2025 | Feb 12, 2026 |
| CORRADO ADVISORS, LLC | History | Reduced | 7,643 | 387 | 0.19% | 0.2% | 70 | -27 | -0.35% | Q4 2025 | Feb 10, 2026 |
| Vantage Financial Partners, LLC | History | No change | 7,489 | 380 | 0.08% | 0.08% | 71 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Weaver Consulting Group | History | No change | 7,374 | 374 | 0.09% | 0.09% | 72 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 7,249 | 367 | 0.0% | 0.0% | 73 | +37 | 0.51% | Q4 2025 | Feb 12, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 7,225 | 366 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Trek Financial, LLC | History | No change | 7,163 | 363 | 0.02% | 0.02% | 75 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Ballast Rock Private Wealth LLC | History | New | 6,796 | 344 | 0.21% | — | 76 | +6,796 | New | Q4 2025 | Feb 04, 2026 |
| AE Wealth Management LLC | History | Reduced | 6,581 | 334 | 0.0% | 0.0% | 77 | -393 | -5.64% | Q4 2025 | Jan 26, 2026 |
| Southland Equity Partners LLC | History | No change | 6,522 | 331 | 0.07% | 0.07% | 78 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| HRT FINANCIAL LP | History | New | 6,422 | 325 | 0.0% | — | 79 | +6,422 | New | Q4 2025 | Feb 12, 2026 |
| Seros Financial, LLC | History | No change | 6,211 | 315 | 0.18% | 0.19% | 80 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Soltis Investment Advisors LLC | History | No change | 5,824 | 295 | 0.02% | 0.02% | 81 | 0 | 0.0% | Q4 2025 | Apr 02, 2026 |
| 4J Wealth Management LLC | History | No change | 5,750 | 291 | 0.17% | 0.17% | 82 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 5,661 | 287 | 0.01% | 0.02% | 83 | -10,937 | -65.89% | Q4 2025 | Feb 09, 2026 |
| D.B. Root & Company, LLC | History | Reduced | 5,529 | 280 | 0.07% | 0.08% | 84 | -501 | -8.31% | Q4 2025 | Feb 03, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 5,532 | 280 | 0.0% | 0.0% | 85 | +128 | 2.37% | Q4 2025 | Feb 10, 2026 |
| GWN SECURITIES INC. | History | Added to | 5,458 | 277 | 0.06% | 0.06% | 86 | +15 | 0.28% | Q4 2025 | Feb 11, 2026 |
| Three Seasons Wealth, LLC | History | No change | 5,420 | 275 | 0.03% | 0.03% | 87 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 5,368 | 272 | 0.05% | 0.05% | 88 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| GTS SECURITIES LLC | History | New | 5,204 | 264 | 0.01% | — | 89 | +5,204 | New | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 5,147 | 261 | 0.0% | 0.0% | 90 | -3,371 | -39.58% | Q4 2025 | Feb 11, 2026 |
| Schulz Wealth, LTD. | History | No change | 5,125 | 260 | 0.17% | 0.17% | 91 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Buska Wealth Management, LLC | History | Reduced | 5,008 | 254 | 0.09% | 0.08% | 92 | -341 | -6.38% | Q4 2025 | Jan 22, 2026 |
| Chris Bulman Inc | History | Reduced | 4,687 | 237 | 0.1% | 0.25% | 94 | -5,430 | -53.67% | Q4 2025 | Jan 14, 2026 |
| Triad Wealth Partners, LLC | History | No change | 4,679 | 237 | 0.02% | 0.03% | 93 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Added to | 4,403 | 223 | 0.06% | 0.06% | 95 | +22 | 0.5% | Q4 2025 | Feb 09, 2026 |
| Beacon Financial Advisory LLC | History | No change | 4,377 | 222 | 0.05% | 0.05% | 96 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 4,209 | 213 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 4,187 | 212 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 4,068 | 206 | 0.01% | 0.01% | 99 | -361 | -8.15% | Q4 2025 | Jan 12, 2026 |
| PFG Advisors | History | Reduced | 4,027 | 204 | 0.01% | 0.01% | 100 | -154 | -3.68% | Q4 2025 | Jan 27, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 3,837 | 195 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Orion Capital Management LLC | History | No change | 3,000 | 152 | 0.05% | 0.05% | 102 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| MORGAN STANLEY | History | No change | 2,021 | 102 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 1,985 | 100 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | Added to | 1,684 | 85 | 0.0% | 0.0% | 105 | +6 | 0.36% | Q4 2025 | Feb 06, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 1,434 | 72 | 0.06% | 0.15% | 106 | -1,496 | -51.06% | Q4 2025 | Feb 10, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 1,000 | 50 | 0.0% | 0.02% | 107 | -13,147 | -92.93% | Q4 2025 | Feb 17, 2026 |
| Whipplewood Advisors, LLC | History | No change | 935 | 47 | 0.03% | 0.03% | 108 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 870 | 44 | 0.0% | 0.0% | 110 | -80 | -8.42% | Q4 2025 | Jan 21, 2026 |
| US BANCORP \DE\ | History | No change | 875 | 44 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 847 | 42 | 0.01% | — | 111 | +847 | New | Q4 2025 | Feb 09, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 563 | 28 | 0.03% | 0.03% | 112 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 500 | 25 | 0.0% | 0.01% | 115 | -1,515 | -75.19% | Q4 2025 | Feb 20, 2026 |
| Allworth Financial LP | History | New | 498 | 25 | 0.0% | — | 114 | +498 | New | Q4 2025 | Feb 05, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 500 | 25 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Noble Wealth Management PBC | History | No change | 500 | 25 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| WealthShield Partners, LLC | History | No change | 478 | 24 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| BARCLAYS PLC | History | Added to | 447 | 22 | 0.0% | 0.0% | 118 | +290 | 184.71% | Q4 2025 | Feb 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 291 | 14 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Archer Investment Corp | History | No change | 248 | 12 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Reduced | 217 | 11 | 0.01% | 0.01% | 122 | -5 | -2.25% | Q4 2025 | Feb 11, 2026 |
| Larson Financial Group LLC | History | No change | 219 | 11 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| AdvisorNet Financial, Inc | History | No change | 160 | 8 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Arkadios Wealth Advisors | History | Closed out | 0 | 0 | — | 0.03% | — | -21,620 | -100.0% | Q3 2025 | Oct 29, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,926 | -100.0% | Q3 2025 | Nov 14, 2025 |
| UBS Group AG | History | Reduced | 15 | 0 | — | 0.0% | — | -156 | -91.23% | Q4 2025 | Jan 29, 2026 |
| Jessup Wealth Management, Inc | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Feb 11, 2026 |