Innovator ETFs Trust - EJUL
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Berger Financial Group, Inc | History | Reduced | 120,915 | 3,613 | 0.2% | 0.22% | 1 | -6,740 | -5.28% | Q1 2026 | Apr 28, 2026 |
| CORRADO ADVISORS, LLC | History | Reduced | 117,629 | 3,515 | 1.83% | 1.78% | 2 | -2,204 | -1.84% | Q1 2026 | Apr 30, 2026 |
| Liberty Atlantic Advisors LLC | History | Reduced | 92,097 | 2,752 | 2.35% | 2.73% | 3 | -1,741 | -1.86% | Q1 2026 | Apr 27, 2026 |
| 3EDGE Asset Management, LP | History | New | 92,677 | 2,723 | 0.13% | — | 4 | +92,677 | New | Q1 2026 | May 15, 2026 |
| HFG Wealth Management, LLC | History | Added to | 84,437 | 2,523 | 1.39% | 1.33% | 5 | +2,802 | 3.43% | Q1 2026 | Apr 22, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 75,758 | 2,264 | 0.01% | 0.01% | 6 | +12,702 | 20.14% | Q1 2026 | Apr 30, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 74,306 | 2,220 | 0.14% | 0.11% | 7 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 68,120 | 2,035 | 0.0% | 0.0% | 8 | -2,773 | -3.91% | Q1 2026 | Apr 27, 2026 |
| JANE STREET GROUP, LLC | History | New | 64,829 | 1,937 | 0.0% | — | 9 | +64,829 | New | Q1 2026 | May 12, 2026 |
| Talon Private Wealth, LLC | History | New | 57,767 | 1,726 | 0.23% | — | 10 | +57,767 | New | Q1 2026 | May 15, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 57,767 | 1,726 | 0.12% | 0.09% | 11 | +17,655 | 44.01% | Q1 2026 | Apr 17, 2026 |
| Cetera Investment Advisers | History | Reduced | 50,653 | 1,513 | 0.0% | 0.0% | 12 | -4,610 | -8.34% | Q1 2026 | May 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 47,671 | 1,424 | 0.02% | 0.02% | 13 | -125 | -0.26% | Q1 2026 | May 13, 2026 |
| Diligent Investors, LLC | History | No change | 46,840 | 1,399 | 0.35% | 0.34% | 14 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 45,543 | 1,361 | 0.11% | 0.1% | 15 | +10,478 | 29.88% | Q1 2026 | Apr 16, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 44,933 | 1,342 | 0.0% | 0.0% | 16 | -23,701 | -34.53% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Reduced | 42,793 | 1,278 | 0.0% | 0.0% | 17 | -211 | -0.49% | Q1 2026 | May 14, 2026 |
| Worth Financial Advisory Group, LLC | History | New | 3,350 | 1,216 | 0.53% | — | 18 | +3,350 | New | Q1 2026 | May 04, 2026 |
| BFI Wealth Solutions, LLC | History | Added to | 36,648 | 1,101 | 1.06% | 0.79% | 19 | +8,714 | 31.19% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 31,297 | 935 | 0.0% | 0.0% | 20 | +1,725 | 5.83% | Q1 2026 | May 04, 2026 |
| Cape Investment Advisory, Inc. | History | Reduced | 28,627 | 855 | 0.28% | 0.26% | 21 | -16 | -0.06% | Q1 2026 | May 15, 2026 |
| Jacobi Capital Management LLC | History | No change | 25,154 | 751 | 0.04% | 0.04% | 22 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Added to | 24,119 | 720 | 0.0% | 0.0% | 23 | +910 | 3.92% | Q1 2026 | May 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 22,883 | 683 | 0.0% | 0.0% | 24 | -8,288 | -26.59% | Q1 2026 | Apr 08, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 22,629 | 676 | 0.01% | 0.02% | 25 | -1,841 | -7.52% | Q1 2026 | May 15, 2026 |
| WorthPointe, LLC | History | Added to | 22,313 | 666 | 0.18% | 0.14% | 26 | +4,538 | 25.53% | Q1 2026 | May 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 21,560 | 644 | 0.0% | 0.0% | 27 | -658 | -2.96% | Q1 2026 | May 14, 2026 |
| Straight Path Wealth Management | History | Added to | 21,563 | 644 | 0.17% | 0.17% | 28 | +81 | 0.38% | Q1 2026 | Apr 22, 2026 |
| CITADEL ADVISORS LLC | History | New | 20,501 | 612 | 0.0% | — | 29 | +20,501 | New | Q1 2026 | May 15, 2026 |
| Helium Advisors LLC | History | No change | 20,143 | 601 | 0.57% | 0.6% | 30 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| PFG Advisors | History | Reduced | 19,825 | 592 | 0.03% | 0.03% | 31 | -116 | -0.58% | Q1 2026 | May 05, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 19,605 | 585 | 0.15% | 0.15% | 32 | -610 | -3.02% | Q1 2026 | Apr 22, 2026 |
| Tradition Wealth Management, LLC | History | No change | 19,579 | 585 | 0.04% | 0.04% | 33 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WPWealth LLP | History | No change | 18,871 | 563 | 0.09% | 0.09% | 34 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SIGNATUREFD, LLC | History | No change | 18,121 | 541 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| IFP Advisors, Inc | History | Reduced | 17,548 | 524 | 0.01% | 0.01% | 36 | -570 | -3.15% | Q1 2026 | Apr 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 17,399 | 520 | 0.0% | 0.0% | 37 | +1,516 | 9.54% | Q1 2026 | Apr 30, 2026 |
| Capital Analysts, LLC | History | No change | 16,889 | 505 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| World Investment Advisors | History | Added to | 16,415 | 490 | 0.01% | 0.01% | 39 | +846 | 5.43% | Q1 2026 | Apr 27, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 16,096 | 487 | 0.03% | 0.02% | 40 | +2,452 | 17.97% | Q1 2026 | Apr 17, 2026 |
| HighTower Advisors, LLC | History | No change | 16,122 | 481 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Arlington Capital Management, Inc. | History | New | 13,703 | 409 | 0.23% | — | 42 | +13,703 | New | Q1 2026 | May 01, 2026 |
| Faithward Advisors, LLC | History | Reduced | 13,548 | 404 | 0.06% | 0.06% | 43 | -224 | -1.63% | Q1 2026 | Apr 17, 2026 |
| Opus Financial Solutions LLC | History | Reduced | 12,459 | 372 | 0.35% | 0.45% | 44 | -3,800 | -23.37% | Q1 2026 | May 08, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | No change | 10,234 | 305 | 0.03% | 0.03% | 45 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 10,184 | 304 | 0.0% | 0.0% | 46 | -900 | -8.12% | Q1 2026 | Apr 22, 2026 |
| Global Strategic Investment Solutions, LLC | History | Reduced | 10,077 | 301 | 0.03% | 0.03% | 47 | -72 | -0.71% | Q1 2026 | Apr 29, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 9,989 | 298 | 0.02% | 0.02% | 49 | -92 | -0.91% | Q1 2026 | Apr 29, 2026 |
| NewEdge Advisors, LLC | History | No change | 9,974 | 298 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q1 2026 | Jun 02, 2026 |
| Cornerstone Wealth, LLC/TN | History | New | 9,078 | 279 | 0.16% | — | 50 | +9,078 | New | Q1 2026 | May 19, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 8,208 | 245 | 0.0% | 0.0% | 51 | -12,438 | -60.24% | Q1 2026 | May 08, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 8,084 | 241 | 0.0% | 0.0% | 52 | -977 | -10.78% | Q1 2026 | May 12, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 7,764 | 232 | 0.0% | 0.0% | 53 | -2 | -0.03% | Q1 2026 | May 08, 2026 |
| Trek Financial, LLC | History | Reduced | 7,607 | 227 | 0.01% | 0.01% | 54 | -434 | -5.4% | Q1 2026 | May 13, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 7,100 | 212 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| WINNOW WEALTH LLC | History | Reduced | 6,813 | 203 | 0.16% | 0.17% | 56 | -994 | -12.73% | Q1 2026 | May 19, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 6,416 | 191 | 0.01% | 0.01% | 57 | -40 | -0.62% | Q1 2026 | Apr 07, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 4,919 | 147 | 0.04% | — | 58 | +4,919 | New | Q1 2026 | Apr 13, 2026 |
| AE Wealth Management LLC | History | Added to | 3,989 | 119 | 0.0% | 0.0% | 59 | +399 | 11.11% | Q1 2026 | May 13, 2026 |
| Whipplewood Advisors, LLC | History | Added to | 3,485 | 104 | 0.05% | 0.07% | 60 | +1 | 0.03% | Q1 2026 | Apr 30, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 3,055 | 91 | 0.0% | 0.0% | 61 | +2,270 | 289.17% | Q1 2026 | Apr 07, 2026 |
| Sunbelt Securities, Inc. | History | No change | 2,829 | 84 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 1,385 | 41 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| PlanVest Financial, Inc | History | New | 1,151 | 34 | 0.03% | — | 64 | +1,151 | New | Q1 2026 | May 14, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 1,098 | 32 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,034 | 30 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Allworth Financial LP | History | No change | 501 | 14 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| RED REEF ADVISORS LLC | History | No change | 500 | 14 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| AdvisorNet Financial, Inc | History | No change | 391 | 11 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 217 | 6 | 0.0% | — | 70 | +217 | New | Q1 2026 | May 11, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 166 | 4 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| JDM Financial Group LLC | History | No change | 71 | 2 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| ACCESS FINANCIAL SERVICES, INC. | History | Closed out | 0 | 0 | — | 0.49% | — | -45,168 | -100.0% | Q1 2026 | Apr 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -25,737 | -100.0% | Q1 2026 | May 15, 2026 |
| Compass Financial Services Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -744 | -100.0% | Q1 2026 | May 01, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -620 | -100.0% | Q1 2026 | May 05, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | — | — | -23 | -100.0% | Q1 2026 | Apr 23, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |