Innovator ETFs Trust - IJAN
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Long Island Wealth Management, Inc. | History | Added to | 424,818 | 15,361 | 7.26% | 7.07% | 1 | +12,053 | 2.92% | Q4 2025 | Jan 21, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 211,963 | 7,664 | 0.02% | 0.01% | 2 | +71,790 | 51.22% | Q4 2025 | Feb 17, 2026 |
| Compass Advisory Group LLC | History | Added to | 186,407 | 6,740 | 1.82% | 1.81% | 3 | +2,963 | 1.62% | Q4 2025 | Jan 21, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 158,356 | 5,726 | 0.01% | 0.01% | 4 | +96 | 0.06% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 130,598 | 4,722 | 0.01% | 0.01% | 5 | +1,467 | 1.14% | Q4 2025 | Feb 17, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 112,520 | 4,068 | 0.22% | 0.26% | 6 | -19,723 | -14.91% | Q4 2025 | Jan 20, 2026 |
| HFG Wealth Management, LLC | History | Reduced | 109,407 | 3,956 | 2.18% | 2.38% | 7 | -15,207 | -12.2% | Q4 2025 | Jan 16, 2026 |
| RED CRANE WEALTH MANAGEMENT, LLC | History | Added to | 105,796 | 3,825 | 3.13% | 2.86% | 8 | +9,406 | 9.76% | Q4 2025 | Feb 03, 2026 |
| BIP Wealth, LLC | History | New | 101,445 | 3,668 | 0.13% | — | 9 | +101,445 | New | Q4 2025 | Jan 21, 2026 |
| HighTower Advisors, LLC | History | Reduced | 100,614 | 3,638 | 0.0% | 0.0% | 10 | -316 | -0.31% | Q4 2025 | Feb 06, 2026 |
| WPWealth LLP | History | Reduced | 99,968 | 3,614 | 0.57% | 0.61% | 11 | -6,891 | -6.45% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Reduced | 88,788 | 3,210 | 0.0% | 0.0% | 12 | -780 | -0.87% | Q4 2025 | Feb 17, 2026 |
| Americana Partners, LLC | History | Added to | 84,590 | 3,058 | 0.08% | 0.09% | 13 | +2,319 | 2.82% | Q4 2025 | Feb 06, 2026 |
| JDM Financial Group LLC | History | New | 82,989 | 3,000 | 1.16% | — | 14 | +82,989 | New | Q4 2025 | Feb 02, 2026 |
| BFI Wealth Solutions, LLC | History | New | 80,306 | 2,903 | 2.77% | — | 15 | +80,306 | New | Q4 2025 | Feb 19, 2026 |
| Global Strategic Investment Solutions, LLC | History | Reduced | 63,863 | 2,309 | 0.23% | 0.26% | 16 | -11,169 | -14.89% | Q4 2025 | Jan 29, 2026 |
| LPL Financial LLC | History | Added to | 60,934 | 2,203 | 0.0% | 0.0% | 17 | +22,314 | 57.78% | Q4 2025 | Feb 11, 2026 |
| My Personal CFO, LLC | History | New | 56,630 | 2,047 | 0.85% | — | 18 | +56,630 | New | Q4 2025 | Jan 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 51,676 | 1,891 | 0.0% | 0.0% | 19 | -707 | -1.35% | Q4 2025 | Jan 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 49,529 | 1,790 | 0.04% | 0.0% | 20 | +44,892 | 968.13% | Q4 2025 | Feb 09, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 47,769 | 1,727 | 0.0% | 0.0% | 21 | +1,542 | 3.34% | Q4 2025 | Feb 10, 2026 |
| PFG Advisors | History | Reduced | 43,591 | 1,576 | 0.08% | 0.07% | 22 | -3,585 | -7.6% | Q4 2025 | Jan 27, 2026 |
| Signal Advisors Wealth, LLC | History | New | 43,456 | 1,571 | 0.12% | — | 23 | +43,456 | New | Q4 2025 | Jan 13, 2026 |
| CORRADO ADVISORS, LLC | History | Added to | 40,816 | 1,475 | 0.74% | 0.12% | 24 | +34,264 | 522.95% | Q4 2025 | Feb 10, 2026 |
| IFP Advisors, Inc | History | Reduced | 39,325 | 1,421 | 0.03% | 0.04% | 25 | -583 | -1.46% | Q4 2025 | Feb 06, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 38,952 | 1,408 | 0.13% | 0.15% | 26 | +5,566 | 16.67% | Q4 2025 | Jan 22, 2026 |
| Diligent Investors, LLC | History | Added to | 35,484 | 1,283 | 0.32% | 0.3% | 27 | +2,000 | 5.97% | Q4 2025 | Jan 23, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 34,468 | 1,246 | 0.01% | 0.01% | 28 | -2,392 | -6.49% | Q4 2025 | Feb 02, 2026 |
| AssuredPartners Investment Advisors, LLC | History | New | 33,931 | 1,226 | 0.18% | — | 29 | +33,931 | New | Q4 2025 | Feb 03, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 33,096 | 1,196 | 0.4% | 0.46% | 30 | -5,363 | -13.94% | Q4 2025 | Jan 23, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 27,653 | 999 | 0.0% | 0.0% | 31 | -255 | -0.91% | Q4 2025 | Feb 13, 2026 |
| World Investment Advisors | History | New | 25,497 | 921 | 0.01% | — | 33 | +25,497 | New | Q4 2025 | Mar 12, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 25,493 | 921 | 0.0% | 0.0% | 32 | -20,140 | -44.13% | Q4 2025 | Feb 11, 2026 |
| Berger Financial Group, Inc | History | Reduced | 25,158 | 909 | 0.05% | 0.05% | 34 | -985 | -3.77% | Q4 2025 | Jan 27, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 24,779 | 896 | 0.09% | 0.09% | 35 | -46 | -0.19% | Q4 2025 | Feb 13, 2026 |
| WorthPointe, LLC | History | Added to | 24,417 | 882 | 0.23% | 0.26% | 36 | +4,808 | 24.52% | Q4 2025 | Jan 26, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 23,236 | 840 | 0.05% | 0.05% | 37 | +3,308 | 16.6% | Q4 2025 | Feb 10, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 22,782 | 823 | 0.0% | 0.0% | 38 | -1,008 | -4.24% | Q4 2025 | Feb 02, 2026 |
| NewCorp Financial Services, Inc. | History | New | 20,580 | 744 | 0.66% | — | 39 | +20,580 | New | Q4 2025 | Feb 10, 2026 |
| Private Advisor Group, LLC | History | New | 18,465 | 667 | 0.0% | — | 40 | +18,465 | New | Q4 2025 | Feb 17, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | New | 18,076 | 653 | 0.11% | — | 41 | +18,076 | New | Q4 2025 | Feb 18, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 17,749 | 641 | 0.01% | 0.0% | 42 | +6,000 | 51.07% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 16,215 | 586 | 0.0% | 0.0% | 43 | +45 | 0.28% | Q4 2025 | Feb 18, 2026 |
| CWM, LLC | History | Added to | 15,769 | 570 | 0.0% | 0.0% | 44 | +3,797 | 31.72% | Q4 2025 | Jan 26, 2026 |
| ALTFEST L J & CO INC | History | Reduced | 14,957 | 540 | 0.06% | 0.06% | 45 | -862 | -5.45% | Q4 2025 | Jan 23, 2026 |
| Lantz Financial LLC | History | Added to | 13,554 | 490 | 0.1% | 0.08% | 46 | +2,973 | 28.1% | Q4 2025 | Jan 14, 2026 |
| Ausdal Financial Partners, Inc. | History | New | 13,278 | 480 | 0.02% | — | 47 | +13,278 | New | Q4 2025 | Feb 13, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 13,189 | 476 | 0.03% | 0.03% | 48 | -441 | -3.24% | Q4 2025 | Feb 20, 2026 |
| BCS Wealth Management | History | Added to | 12,151 | 439 | 0.04% | 0.06% | 49 | +5,008 | 70.11% | Q4 2025 | Jan 26, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 11,948 | 432 | 0.0% | 0.0% | 50 | +674 | 5.98% | Q4 2025 | Feb 11, 2026 |
| Opus Financial Solutions LLC | History | New | 10,808 | 390 | 0.37% | — | 51 | +10,808 | New | Q4 2025 | Feb 17, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | Reduced | 10,598 | 388 | 0.2% | 0.22% | 52 | -413 | -3.75% | Q4 2025 | Jan 27, 2026 |
| Allworth Financial LP | History | New | 10,706 | 387 | 0.0% | — | 53 | +10,706 | New | Q4 2025 | Feb 05, 2026 |
| WealthPlan Investment Management, LLC | History | New | 10,691 | 386 | 0.02% | — | 54 | +10,691 | New | Q4 2025 | Feb 05, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 10,007 | 361 | 0.01% | 0.01% | 55 | -30 | -0.3% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | New | 9,735 | 352 | 0.0% | — | 56 | +9,735 | New | Q4 2025 | Feb 17, 2026 |
| Arete Wealth Advisors, LLC | History | No change | 9,607 | 347 | 0.02% | 0.02% | 57 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Snowden Capital Advisors LLC | History | No change | 9,516 | 344 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Rothschild Wealth LLC | History | New | 9,405 | 340 | 0.03% | — | 59 | +9,405 | New | Q4 2025 | Feb 17, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 9,095 | 328 | 0.02% | 0.03% | 60 | -542 | -5.62% | Q4 2025 | Feb 11, 2026 |
| SIGNATUREFD, LLC | History | New | 8,654 | 312 | 0.0% | — | 61 | +8,654 | New | Q4 2025 | Jan 20, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 8,566 | 310 | 0.0% | 0.0% | 62 | +1,626 | 23.43% | Q4 2025 | Feb 05, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 8,040 | 290 | 0.01% | 0.01% | 63 | -461 | -5.42% | Q4 2025 | Feb 10, 2026 |
| BCGM Wealth Management, LLC | History | No change | 7,877 | 284 | 0.07% | 0.07% | 64 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Focus Partners Wealth | History | Added to | 7,847 | 283 | 0.0% | 0.0% | 65 | +1,156 | 17.28% | Q4 2025 | Feb 13, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 7,631 | 275 | 0.02% | 0.02% | 66 | -28 | -0.37% | Q4 2025 | Jan 13, 2026 |
| Vantage Point Financial LLC | History | Added to | 7,399 | 267 | 0.1% | 0.09% | 67 | +926 | 14.31% | Q4 2025 | Feb 02, 2026 |
| Compass Ion Advisors, LLC | History | No change | 7,300 | 263 | 0.03% | 0.02% | 68 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Visionary Wealth Advisors | History | No change | 7,218 | 261 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Jacobi Capital Management LLC | History | No change | 6,987 | 252 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Straight Path Wealth Management | History | New | 6,587 | 238 | 0.06% | — | 72 | +6,587 | New | Q4 2025 | Feb 11, 2026 |
| Collaborative Wealth Managment Inc. | History | Reduced | 6,601 | 238 | 0.08% | 0.11% | 71 | -989 | -13.03% | Q4 2025 | Feb 09, 2026 |
| WEALTHGARDEN F.S. LLC | History | New | 6,423 | 237 | 0.16% | — | 73 | +6,423 | New | Q4 2025 | Feb 11, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 6,476 | 234 | 0.01% | 0.01% | 74 | -326 | -4.79% | Q4 2025 | Jan 13, 2026 |
| CacheTech Inc. | History | New | 6,366 | 230 | 0.04% | — | 75 | +6,366 | New | Q4 2025 | Feb 18, 2026 |
| Cardinal Point Capital Management ULC | History | No change | 6,100 | 220 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Ascent Group, LLC | History | Reduced | 6,069 | 219 | 0.01% | 0.01% | 77 | -1,313 | -17.79% | Q4 2025 | Jan 20, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 5,672 | 205 | 0.01% | 0.01% | 78 | -829 | -12.75% | Q4 2025 | Feb 05, 2026 |
| PFS Partners, LLC | History | Added to | 4,806 | 173 | 0.08% | 0.06% | 79 | +1,490 | 44.93% | Q4 2025 | Jan 16, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 4,286 | 154 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| AE Wealth Management LLC | History | Added to | 3,723 | 134 | 0.0% | 0.0% | 81 | +1,208 | 48.03% | Q4 2025 | Jan 26, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 3,303 | 119 | 0.12% | 0.13% | 82 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Whipplewood Advisors, LLC | History | No change | 2,760 | 99 | 0.06% | 0.06% | 83 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 2,562 | 92 | 0.0% | 0.0% | 84 | -627 | -19.66% | Q4 2025 | Jan 23, 2026 |
| NBC SECURITIES, INC. | History | No change | 1,800 | 65 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 1,600 | 57 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 1,218 | 44 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 804 | 29 | 0.0% | 0.0% | 88 | -458 | -36.29% | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | No change | 290 | 10 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 100 | 3 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 45 | 1 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Heck Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.66% | — | -242,436 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Strategic Blueprint, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -85,318 | -100.0% | Q3 2025 | Oct 23, 2025 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -19,101 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Belpointe Asset Management LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -17,323 | -100.0% | Q3 2025 | Nov 03, 2025 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,548 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Arlington Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.26% | — | -11,518 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -10,742 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MGO ONE SEVEN LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,300 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Freedom Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -7,592 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Kingsview Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,218 | -100.0% | Q3 2025 | Nov 12, 2025 |
| GILL CAPITAL PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -5,789 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Beacon Financial Advisory LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -5,750 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,000 | -100.0% | Q3 2025 | Nov 06, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,867 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Silicon Valley Capital Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -1,525 | -100.0% | Q3 2025 | Nov 17, 2025 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -888 | -100.0% | Q3 2025 | Nov 13, 2025 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -810 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -350 | -100.0% | Q3 2025 | Nov 18, 2025 |