Innovator ETFs Trust - BJUN
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Lido Advisors, LLC | History | Added to | 1,361,414 | 66,273 | 0.18% | 0.0% | 1 | +1,336,059 | 5269.41% | Q2 2026 | Aug 07, 2026 |
| Brookstone Capital Management | History | Added to | 985,884 | 47,992 | 0.48% | 0.01% | 2 | +968,694 | 5635.22% | Q2 2026 | Jul 15, 2026 |
| Penserra Capital Management LLC | History | Added to | 518,506 | 25,240 | 0.19% | 0.24% | 3 | +80,826 | 18.47% | Q2 2026 | Aug 13, 2026 |
| Talon Private Wealth, LLC | History | New | 206,801 | 10,067 | 1.18% | — | 4 | +206,801 | New | Q2 2026 | Sep 11, 2026 |
| Cerity Partners LLC | History | Added to | 149,464 | 7,275 | 0.01% | 0.01% | 5 | +3,500 | 2.4% | Q2 2026 | Aug 14, 2026 |
| Strategic Blueprint, LLC | History | Added to | 142,881 | 6,955 | 0.35% | 0.28% | 6 | +40,063 | 38.96% | Q2 2026 | Jul 23, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 119,832 | 5,833 | 0.01% | 0.01% | 7 | +15,937 | 15.34% | Q2 2026 | Jul 29, 2026 |
| HighTower Advisors, LLC | History | Added to | 86,599 | 4,215 | 0.0% | 0.0% | 8 | +13,202 | 17.99% | Q2 2026 | Aug 05, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 84,616 | 4,119 | 0.51% | 0.57% | 9 | -589 | -0.69% | Q2 2026 | Aug 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 81,705 | 3,977 | 0.0% | 0.0% | 10 | +20,983 | 34.56% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Added to | 79,265 | 3,858 | 0.0% | 0.0% | 11 | +40,872 | 106.46% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 63,084 | 3,070 | 0.0% | 0.0% | 12 | +14,241 | 29.16% | Q2 2026 | Aug 03, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 40,196 | 1,956 | 0.01% | 0.0% | 13 | +20,651 | 105.66% | Q2 2026 | Aug 18, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 39,179 | 1,907 | 0.0% | 0.0% | 14 | +7,443 | 23.45% | Q2 2026 | Aug 14, 2026 |
| SouthState Bank Corp | History | New | 38,514 | 1,874 | 0.08% | — | 15 | +38,514 | New | Q2 2026 | Aug 06, 2026 |
| LPL Financial LLC | History | Added to | 36,968 | 1,799 | 0.0% | 0.0% | 16 | +16,469 | 80.34% | Q2 2026 | Aug 07, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | No change | 33,710 | 1,641 | 0.36% | 0.39% | 17 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 33,317 | 1,621 | 0.02% | 0.02% | 18 | +8,792 | 35.85% | Q2 2026 | Aug 04, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 30,572 | 1,488 | 0.0% | 0.0% | 19 | +17,877 | 140.82% | Q2 2026 | Aug 07, 2026 |
| Maltin Wealth Management, Inc. | History | No change | 30,417 | 1,480 | 0.49% | 0.54% | 20 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | No change | 29,454 | 1,433 | 0.2% | 0.22% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Outlook Wealth Advisors, LLC | History | Added to | 28,247 | 1,375 | 0.3% | 0.3% | 22 | +1,209 | 4.47% | Q2 2026 | Aug 03, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 26,552 | 1,292 | 0.07% | 0.08% | 23 | -363 | -1.35% | Q2 2026 | Jul 09, 2026 |
| Arkadios Wealth Advisors | History | New | 25,102 | 1,221 | 0.02% | — | 24 | +25,102 | New | Q2 2026 | Aug 10, 2026 |
| HB Wealth Management, LLC | History | New | 24,600 | 1,197 | 0.01% | — | 25 | +24,600 | New | Q2 2026 | Jul 29, 2026 |
| CORRADO ADVISORS, LLC | History | Added to | 24,555 | 1,195 | 0.55% | 0.39% | 26 | +8,452 | 52.49% | Q2 2026 | Jul 29, 2026 |
| GWN SECURITIES INC. | History | Added to | 23,475 | 1,142 | 0.19% | 0.17% | 27 | +4,742 | 25.31% | Q2 2026 | Aug 05, 2026 |
| BCS Wealth Management | History | Reduced | 22,188 | 1,080 | 0.19% | 0.21% | 28 | -170 | -0.76% | Q2 2026 | Jul 16, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 21,440 | 1,043 | 0.3% | 0.36% | 29 | -2,247 | -9.49% | Q2 2026 | Jul 24, 2026 |
| CoreCap Advisors, LLC | History | Added to | 21,396 | 1,041 | 0.03% | 0.02% | 30 | +8,703 | 68.57% | Q2 2026 | Jul 06, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 20,929 | 1,018 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 19,241 | 936 | 0.0% | 0.0% | 32 | +759 | 4.11% | Q2 2026 | Jul 28, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 19,221 | 935 | 0.0% | 0.0% | 33 | +5,231 | 37.39% | Q2 2026 | Aug 14, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 19,093 | 929 | 0.04% | 0.08% | 34 | -13,159 | -40.8% | Q2 2026 | Jul 23, 2026 |
| My Personal CFO, LLC | History | Reduced | 19,080 | 928 | 0.36% | 0.4% | 35 | -500 | -2.55% | Q2 2026 | Jul 21, 2026 |
| Beacon Financial Advisory LLC | History | No change | 19,015 | 925 | 0.18% | 0.2% | 36 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TopTier Wealth Management, LLC | History | Added to | 18,430 | 897 | 0.54% | 0.47% | 37 | +2,040 | 12.45% | Q2 2026 | Jul 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 18,254 | 889 | 0.0% | 0.0% | 38 | +2,203 | 13.73% | Q2 2026 | Jul 27, 2026 |
| Spire Wealth Management | History | Added to | 17,674 | 860 | 0.03% | 0.03% | 39 | +648 | 3.81% | Q2 2026 | Jul 15, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 16,714 | 813 | 0.04% | 0.05% | 40 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Advisory Advocates, LLC | History | New | 16,029 | 780 | 0.67% | — | 41 | +16,029 | New | Q2 2026 | Aug 10, 2026 |
| Chris Bulman Inc | History | Added to | 15,515 | 755 | 0.28% | 0.09% | 42 | +11,168 | 256.91% | Q2 2026 | Jul 22, 2026 |
| Rothschild Wealth LLC | History | No change | 14,801 | 720 | 0.06% | 0.06% | 43 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sigma Planning Corp | History | Reduced | 14,565 | 709 | 0.02% | 0.02% | 44 | -550 | -3.64% | Q2 2026 | Aug 07, 2026 |
| WPWealth LLP | History | No change | 14,137 | 688 | 0.1% | 0.1% | 45 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Focus Financial Network, Inc. | History | No change | 13,526 | 658 | 0.02% | 0.02% | 46 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 14,103 | 652 | 0.11% | 0.11% | 47 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| COFG Advisors, LLC | History | Added to | 13,284 | 646 | 0.11% | 0.14% | 48 | +1,373 | 11.53% | Q2 2026 | Aug 14, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 11,712 | 570 | 0.03% | 0.04% | 49 | +262 | 2.29% | Q2 2026 | Aug 07, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 11,564 | 563 | 0.0% | 0.0% | 50 | +522 | 4.73% | Q2 2026 | Aug 05, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 11,279 | 549 | 0.01% | 0.01% | 51 | +4,065 | 56.35% | Q2 2026 | Aug 13, 2026 |
| FSA Advisors, Inc. | History | Added to | 11,048 | 537 | 0.25% | 0.26% | 52 | +2,503 | 29.29% | Q2 2026 | Aug 17, 2026 |
| Ballast Rock Private Wealth LLC | History | Added to | 10,965 | 533 | 0.25% | 0.22% | 53 | +2,318 | 26.81% | Q2 2026 | Aug 10, 2026 |
| AE Wealth Management LLC | History | Added to | 10,781 | 524 | 0.0% | 0.0% | 54 | +607 | 5.97% | Q2 2026 | Aug 03, 2026 |
| Trek Financial, LLC | History | Added to | 10,621 | 517 | 0.03% | 0.02% | 55 | +4,466 | 72.56% | Q2 2026 | Aug 13, 2026 |
| Snowden Capital Advisors LLC | History | No change | 10,495 | 510 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advisory Services Network, LLC | History | Added to | 8,779 | 427 | 0.0% | 0.0% | 57 | +2,000 | 29.5% | Q2 2026 | Aug 12, 2026 |
| Lantz Financial LLC | History | Added to | 8,441 | 410 | 0.08% | 0.07% | 58 | +1,090 | 14.83% | Q2 2026 | Jul 09, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Reduced | 7,886 | 383 | 0.02% | 0.03% | 59 | -2,354 | -22.99% | Q2 2026 | Aug 13, 2026 |
| WealthShield Partners, LLC | History | Reduced | 7,550 | 367 | 0.06% | 0.06% | 60 | -3,150 | -29.44% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | Reduced | 7,017 | 341 | 0.0% | 0.02% | 61 | -4,768 | -40.46% | Q2 2026 | Aug 10, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 6,611 | 321 | 0.01% | 0.03% | 62 | -4,868 | -42.41% | Q2 2026 | Jul 23, 2026 |
| Global Assets Advisory, LLC | History | New | 6,558 | 319 | 0.07% | — | 64 | +6,558 | New | Q2 2026 | Jul 27, 2026 |
| Ascent Group, LLC | History | No change | 6,555 | 319 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CRA Financial Services, LLC | History | No change | 6,025 | 293 | 0.03% | 0.04% | 65 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 5,975 | 290 | 0.0% | — | 66 | +5,975 | New | Q2 2026 | Jul 21, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 5,105 | 248 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Main Street Financial Solutions, LLC | History | New | 4,905 | 238 | 0.02% | — | 68 | +4,905 | New | Q2 2026 | Aug 07, 2026 |
| Tradition Wealth Management, LLC | History | New | 4,606 | 224 | 0.01% | — | 69 | +4,606 | New | Q2 2026 | Aug 11, 2026 |
| Weaver Consulting Group | History | New | 4,481 | 218 | 0.04% | — | 70 | +4,481 | New | Q2 2026 | Jul 29, 2026 |
| MGO ONE SEVEN LLC | History | No change | 4,350 | 211 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Pinnacle Wealth Management Group, Inc. | History | New | 4,150 | 202 | 0.09% | — | 72 | +4,150 | New | Q2 2026 | Jul 15, 2026 |
| Orion Capital Management LLC | History | No change | 3,000 | 146 | 0.05% | 0.05% | 73 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 2,162 | 105 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | New | 2,050 | 99 | 0.0% | — | 75 | +2,050 | New | Q2 2026 | Aug 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,981 | 96 | 0.0% | 0.0% | 76 | +741 | 59.76% | Q2 2026 | Aug 12, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,880 | 90 | 0.0% | 0.0% | 77 | -2,902 | -60.69% | Q2 2026 | Aug 12, 2026 |
| Sunbelt Securities, Inc. | History | No change | 1,957 | 90 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | Reduced | 1,656 | 80 | 0.06% | 0.08% | 79 | -28 | -1.66% | Q2 2026 | Jul 15, 2026 |
| IFP Advisors, Inc | History | Added to | 1,584 | 77 | 0.0% | 0.0% | 80 | +817 | 106.52% | Q2 2026 | Jul 20, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,250 | 60 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 853 | 41 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 502 | 24 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 368 | 17 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Highland Investment Advisors LLC | History | New | 335 | 16 | 0.01% | — | 85 | +335 | New | Q2 2026 | Aug 13, 2026 |
| Archer Investment Corp | History | No change | 250 | 12 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| COUNTRY TRUST BANK | History | New | 69 | 3 | 0.0% | — | 90 | +69 | New | Q2 2026 | Jul 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 67 | 3 | 0.0% | — | 89 | +67 | New | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 68 | 3 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Integrity Financial Corp /WA | History | No change | 63 | 3 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 60 | 2 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,425 | -100.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -1,876 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Whipplewood Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -398 | -100.0% | Q2 2026 | Jul 27, 2026 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -43 | -100.0% | Q2 2026 | Aug 14, 2026 |