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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Brookstone Capital Management | History | Added to | 1,104,343 | 54,863 | 0.54% | 0.48% | 1 | +118,459 | 12.02% | Q3 2026 | Oct 22, 2026 |
| Penserra Capital Management LLC | History | No change | 518,506 | 25,240 | 0.19% | 0.19% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Talon Private Wealth, LLC | History | No change | 206,801 | 10,067 | 1.18% | 1.18% | 3 | 0 | 0.0% | Q2 2026 | Sep 11, 2026 |
| Strategic Blueprint, LLC | History | Added to | 150,284 | 7,466 | 0.37% | 0.35% | 4 | +7,403 | 5.18% | Q3 2026 | Oct 22, 2026 |
| Cerity Partners LLC | History | No change | 149,464 | 7,275 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 102,092 | 5,071 | 0.01% | 0.01% | 6 | -17,740 | -14.8% | Q3 2026 | Nov 02, 2026 |
| HighTower Advisors, LLC | History | No change | 86,599 | 4,215 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 84,313 | 4,188 | 0.5% | 0.51% | 8 | -303 | -0.36% | Q3 2026 | Oct 29, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 81,705 | 3,977 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 79,265 | 3,858 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 63,084 | 3,070 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 40,196 | 1,956 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 39,179 | 1,907 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SouthState Bank Corp | History | No change | 38,514 | 1,874 | 0.08% | 0.08% | 14 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LPL Financial LLC | History | No change | 36,968 | 1,799 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | Added to | 34,960 | 1,736 | 0.37% | 0.36% | 16 | +1,250 | 3.71% | Q3 2026 | Nov 03, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 33,317 | 1,621 | 0.02% | 0.02% | 17 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Maltin Wealth Management, Inc. | History | Added to | 30,920 | 1,536 | 0.5% | 0.49% | 18 | +503 | 1.65% | Q3 2026 | Oct 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 30,572 | 1,488 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Outlook Wealth Advisors, LLC | History | Added to | 29,674 | 1,474 | 0.31% | 0.3% | 20 | +1,427 | 5.05% | Q3 2026 | Oct 28, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | No change | 29,454 | 1,433 | 0.2% | 0.2% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Fragasso Financial Advisors Inc | History | No change | 26,552 | 1,337 | 0.07% | 0.07% | 22 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| HB Wealth Management, LLC | History | No change | 24,600 | 1,222 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Arkadios Wealth Advisors | History | No change | 25,102 | 1,221 | 0.02% | 0.02% | 24 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CORRADO ADVISORS, LLC | History | Reduced | 24,414 | 1,212 | 0.6% | 0.55% | 25 | -141 | -0.57% | Q3 2026 | Oct 27, 2026 |
| GWN SECURITIES INC. | History | No change | 23,475 | 1,142 | 0.19% | 0.19% | 26 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 22,343 | 1,110 | 0.0% | 0.0% | 27 | +3,102 | 16.12% | Q3 2026 | Nov 02, 2026 |
| BCS Wealth Management | History | Reduced | 21,813 | 1,083 | 0.19% | 0.19% | 28 | -375 | -1.69% | Q3 2026 | Nov 03, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 21,510 | 1,068 | 0.31% | 0.3% | 29 | +70 | 0.33% | Q3 2026 | Oct 23, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 20,929 | 1,018 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| My Personal CFO, LLC | History | No change | 19,080 | 947 | 0.34% | 0.36% | 31 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 19,014 | 944 | 0.18% | 0.18% | 32 | -1 | -0.01% | Q3 2026 | Oct 16, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 19,221 | 935 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 19,093 | 929 | 0.04% | 0.04% | 34 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 18,004 | 894 | 0.0% | 0.0% | 35 | -250 | -1.37% | Q3 2026 | Nov 02, 2026 |
| TopTier Wealth Management, LLC | History | Reduced | 17,599 | 874 | 0.51% | 0.54% | 36 | -831 | -4.51% | Q3 2026 | Oct 16, 2026 |
| Spire Wealth Management | History | Reduced | 17,398 | 864 | 0.03% | 0.03% | 37 | -276 | -1.56% | Q3 2026 | Oct 30, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 16,714 | 813 | 0.04% | 0.04% | 38 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 16,008 | 795 | 0.01% | — | 39 | +16,008 | New | Q3 2026 | Oct 16, 2026 |
| Advisory Advocates, LLC | History | No change | 16,029 | 780 | 0.67% | 0.67% | 40 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Chris Bulman Inc | History | Reduced | 14,864 | 738 | 0.26% | 0.28% | 41 | -651 | -4.2% | Q3 2026 | Oct 20, 2026 |
| Rothschild Wealth LLC | History | No change | 14,801 | 720 | 0.06% | 0.06% | 42 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sigma Planning Corp | History | Added to | 14,636 | 703 | 0.02% | 0.02% | 43 | +71 | 0.49% | Q3 2026 | Oct 23, 2026 |
| WPWealth LLP | History | No change | 14,137 | 688 | 0.1% | 0.1% | 44 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 13,389 | 671 | 0.0% | — | 46 | +13,389 | New | Q3 2026 | Oct 13, 2026 |
| Focus Financial Network, Inc. | History | No change | 13,526 | 671 | 0.02% | 0.02% | 45 | 0 | 0.0% | Q3 2026 | Oct 14, 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 | No change | 13,284 | 646 | 0.11% | 0.11% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 12,748 | 633 | 0.02% | 0.03% | 49 | -8,648 | -40.42% | Q3 2026 | Oct 08, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 11,712 | 570 | 0.03% | 0.03% | 50 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Janney Montgomery Scott LLC | History | No change | 11,564 | 563 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CreativeOne Wealth, LLC | History | No change | 11,279 | 549 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ballast Rock Private Wealth LLC | History | No change | 10,965 | 544 | 0.25% | 0.25% | 53 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| FSA Advisors, Inc. | History | No change | 11,048 | 537 | 0.25% | 0.25% | 54 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Trek Financial, LLC | History | No change | 10,621 | 527 | 0.02% | 0.03% | 55 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| AE Wealth Management LLC | History | No change | 10,781 | 524 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Snowden Capital Advisors LLC | History | No change | 10,495 | 510 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFS Advisors, LLC | History | New | 8,936 | 443 | 0.13% | — | 58 | +8,936 | New | Q3 2026 | Oct 14, 2026 |
| Lantz Financial LLC | History | Added to | 8,630 | 428 | 0.08% | 0.08% | 59 | +189 | 2.24% | Q3 2026 | Oct 15, 2026 |
| Advisory Services Network, LLC | History | No change | 8,779 | 427 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | No change | 7,886 | 383 | 0.02% | 0.02% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WealthShield Partners, LLC | History | No change | 7,550 | 367 | 0.06% | 0.06% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Clear Point Advisors Inc. | History | New | 6,940 | 344 | 0.23% | — | 63 | +6,940 | New | Q3 2026 | Oct 30, 2026 |
| Arax Advisory Partners | History | No change | 7,017 | 341 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 6,606 | 329 | 0.01% | 0.01% | 65 | -5 | -0.08% | Q3 2026 | Oct 15, 2026 |
| Global Assets Advisory, LLC | History | No change | 6,558 | 328 | 0.07% | 0.07% | 66 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Ascent Group, LLC | History | No change | 6,555 | 325 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| CRA Financial Services, LLC | History | No change | 6,025 | 299 | 0.03% | 0.03% | 68 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 5,975 | 290 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Berkshire Money Management, Inc. | History | New | 5,799 | 288 | 0.02% | — | 70 | +5,799 | New | Q3 2026 | Oct 21, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 5,269 | 261 | 0.01% | — | 71 | +5,269 | New | Q3 2026 | Oct 29, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 5,105 | 248 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 4,905 | 238 | 0.02% | 0.02% | 73 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Tradition Wealth Management, LLC | History | No change | 4,606 | 224 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Weaver Consulting Group | History | No change | 4,481 | 222 | 0.04% | 0.04% | 75 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| MGO ONE SEVEN LLC | History | No change | 4,350 | 216 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Retirement Planning Group, LLC | History | New | 4,056 | 201 | 0.01% | — | 77 | +4,056 | New | Q3 2026 | Oct 19, 2026 |
| Orion Capital Management LLC | History | No change | 3,000 | 146 | 0.05% | 0.05% | 78 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 2,162 | 105 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,050 | 99 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IFP Advisors, Inc | History | Added to | 1,983 | 98 | 0.0% | 0.0% | 81 | +399 | 25.19% | Q3 2026 | Oct 16, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,981 | 96 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,880 | 90 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | No change | 1,656 | 82 | 0.07% | 0.06% | 84 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,250 | 60 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 853 | 41 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Noble Wealth Management PBC | History | New | 500 | 24 | 0.01% | — | 88 | +500 | New | Q3 2026 | Oct 01, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 502 | 24 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | New | 385 | 19 | 0.0% | — | 89 | +385 | New | Q3 2026 | Oct 08, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 368 | 18 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Highland Investment Advisors LLC | History | No change | 335 | 16 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| William Mack & Associates, Inc. | History | New | 276 | 13 | 0.0% | — | 92 | +276 | New | Q3 2026 | Oct 27, 2026 |
| Archer Investment Corp | History | No change | 250 | 12 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| MORGAN STANLEY | History | No change | 68 | 3 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 67 | 3 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COUNTRY TRUST BANK | History | No change | 69 | 3 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Integrity Financial Corp /WA | History | No change | 63 | 3 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Lido Advisors, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -1,361,414 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Pinnacle Wealth Management Group, Inc. | History | Closed out | 0 | 0 | — | 0.09% | — | -4,150 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Capital Investment Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -60 | -100.0% | Q3 2026 | Oct 30, 2026 |