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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Compass Advisory Group LLC | History | Added to | 845,513 | 32,197 | 7.65% | 8.08% | 1 | +12,707 | 1.53% | Q2 2026 | Aug 11, 2026 |
| Allworth Financial LP | History | Added to | 665,968 | 25,359 | 0.11% | 0.0% | 2 | +656,488 | 6924.98% | Q2 2026 | Aug 11, 2026 |
| Long Island Wealth Management, Inc. | History | Added to | 515,972 | 19,648 | 8.11% | 8.59% | 3 | +5,488 | 1.08% | Q2 2026 | Aug 07, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 311,570 | 11,864 | 0.03% | 0.04% | 4 | -27,651 | -8.15% | Q2 2026 | Aug 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 188,091 | 7,162 | 0.01% | 0.01% | 5 | +5,474 | 3.0% | Q2 2026 | Jul 29, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 157,147 | 5,983 | 0.01% | 0.01% | 6 | +21,319 | 15.7% | Q2 2026 | Aug 14, 2026 |
| BIP Wealth, LLC | History | Reduced | 137,378 | 5,231 | 0.15% | 0.21% | 7 | -5,748 | -4.02% | Q2 2026 | Aug 03, 2026 |
| Cornerstone Wealth, LLC/TN | History | Added to | 129,197 | 4,941 | 2.5% | 2.67% | 8 | +1,318 | 1.03% | Q2 2026 | Jul 29, 2026 |
| US BANCORP \DE\ | History | Reduced | 115,514 | 4,398 | 0.0% | 0.01% | 9 | -65,214 | -36.08% | Q2 2026 | Aug 12, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 110,939 | 4,224 | 0.19% | 0.21% | 10 | -807 | -0.72% | Q2 2026 | Jul 23, 2026 |
| RED CRANE WEALTH MANAGEMENT, LLC | History | Added to | 108,402 | 4,127 | 3.04% | 3.2% | 11 | +1,265 | 1.18% | Q2 2026 | Jul 28, 2026 |
| Cetera Investment Advisers | History | Reduced | 105,814 | 4,029 | 0.0% | 0.0% | 12 | -5,282 | -4.75% | Q2 2026 | Aug 12, 2026 |
| HighTower Advisors, LLC | History | Reduced | 101,192 | 3,853 | 0.0% | 0.0% | 13 | -26 | -0.03% | Q2 2026 | Aug 05, 2026 |
| JDM Financial Group LLC | History | Reduced | 82,524 | 3,142 | 1.07% | 1.16% | 14 | -465 | -0.56% | Q2 2026 | Aug 17, 2026 |
| BFI Wealth Solutions, LLC | History | Reduced | 79,010 | 3,008 | 2.23% | 2.8% | 15 | -695 | -0.87% | Q2 2026 | Aug 07, 2026 |
| LPL Financial LLC | History | Added to | 73,936 | 2,815 | 0.0% | 0.0% | 16 | +7,702 | 11.63% | Q2 2026 | Aug 07, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 73,010 | 2,780 | 0.05% | 0.06% | 17 | -531 | -0.72% | Q2 2026 | Jul 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 71,544 | 2,724 | 0.0% | 0.0% | 18 | -36,987 | -34.08% | Q2 2026 | Aug 03, 2026 |
| WPWealth LLP | History | Reduced | 58,977 | 2,245 | 0.33% | 0.49% | 19 | -29,376 | -33.25% | Q2 2026 | Aug 10, 2026 |
| My Personal CFO, LLC | History | Reduced | 56,629 | 2,156 | 0.84% | 0.9% | 20 | -1 | -0.0% | Q2 2026 | Jul 21, 2026 |
| Global Strategic Investment Solutions, LLC | History | Reduced | 55,734 | 2,122 | 0.19% | 0.21% | 21 | -2,711 | -4.64% | Q2 2026 | Aug 07, 2026 |
| Talon Private Wealth, LLC | History | Reduced | 51,059 | 1,944 | 0.23% | 0.25% | 22 | -850 | -1.64% | Q2 2026 | Sep 11, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 51,059 | 1,944 | 0.1% | 0.13% | 23 | -850 | -1.64% | Q2 2026 | Aug 04, 2026 |
| Advus Financial Partners, LLC | History | Reduced | 51,020 | 1,942 | 0.44% | 0.47% | 24 | -250 | -0.49% | Q2 2026 | Aug 25, 2026 |
| PFG Advisors | History | Reduced | 44,527 | 1,695 | 0.09% | 0.08% | 25 | -252 | -0.56% | Q2 2026 | Jul 16, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 42,968 | 1,659 | 0.1% | 0.13% | 26 | -3,754 | -8.03% | Q2 2026 | Aug 10, 2026 |
| IFP Advisors, Inc | History | Reduced | 42,937 | 1,635 | 0.03% | 0.03% | 27 | -83 | -0.19% | Q2 2026 | Jul 20, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 41,937 | 1,596 | 0.01% | 0.01% | 28 | -22,498 | -34.92% | Q2 2026 | Jul 28, 2026 |
| CORRADO ADVISORS, LLC | History | Reduced | 38,943 | 1,482 | 0.68% | 0.75% | 29 | -737 | -1.86% | Q2 2026 | Jul 29, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 37,331 | 1,421 | 0.12% | 0.13% | 30 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 36,255 | 1,383 | 0.0% | 0.0% | 32 | -450 | -1.23% | Q2 2026 | Jul 15, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 36,340 | 1,383 | 0.01% | 0.01% | 31 | -20 | -0.06% | Q2 2026 | Jul 24, 2026 |
| Diligent Investors, LLC | History | Reduced | 34,797 | 1,325 | 0.3% | 0.32% | 33 | -505 | -1.43% | Q2 2026 | Jul 24, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 34,596 | 1,317 | 0.38% | 0.42% | 34 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Creative Planning | History | Added to | 33,179 | 1,263 | 0.0% | 0.0% | 35 | +5,557 | 20.12% | Q2 2026 | Aug 13, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Reduced | 31,885 | 1,214 | 0.12% | 0.13% | 36 | -1,459 | -4.38% | Q2 2026 | Aug 10, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 31,378 | 1,194 | 0.0% | 0.0% | 37 | +6,503 | 26.14% | Q2 2026 | Aug 14, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 31,285 | 1,191 | 0.06% | 0.06% | 38 | +3,728 | 13.53% | Q2 2026 | Jul 31, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 29,573 | 1,126 | 0.0% | 0.0% | 39 | +199 | 0.68% | Q2 2026 | Jul 28, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 27,424 | 1,044 | 0.01% | 0.01% | 40 | +6,500 | 31.06% | Q2 2026 | Aug 06, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | Reduced | 25,938 | 987 | 0.37% | 0.49% | 41 | -3,576 | -12.12% | Q2 2026 | Jul 30, 2026 |
| Americana Partners, LLC | History | Reduced | 24,614 | 937 | 0.02% | 0.04% | 42 | -22,270 | -47.5% | Q2 2026 | Aug 05, 2026 |
| World Investment Advisors | History | Reduced | 24,643 | 936 | 0.02% | 0.02% | 43 | -1,577 | -6.01% | Q2 2026 | Aug 13, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | Reduced | 23,400 | 891 | 0.12% | 0.14% | 44 | -37 | -0.16% | Q2 2026 | Aug 12, 2026 |
| CWM, LLC | History | No change | 23,889 | 866 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Berger Financial Group, Inc | History | Reduced | 21,364 | 813 | 0.04% | 0.05% | 46 | -2,279 | -9.64% | Q2 2026 | Aug 04, 2026 |
| Cypress Wealth Services, LLC | History | No change | 21,274 | 810 | 0.1% | 0.11% | 47 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| HFG Wealth Management, LLC | History | Reduced | 18,379 | 699 | 0.7% | 2.27% | 48 | -95,413 | -83.85% | Q2 2026 | Aug 12, 2026 |
| Private Advisor Group, LLC | History | Reduced | 18,085 | 688 | 0.0% | 0.0% | 49 | -380 | -2.06% | Q2 2026 | Jul 27, 2026 |
| NewEdge Advisors, LLC | History | Added to | 17,949 | 683 | 0.0% | 0.0% | 50 | +1,734 | 10.69% | Q2 2026 | Aug 12, 2026 |
| NewCorp Financial Services, Inc. | History | Reduced | 17,550 | 668 | 0.51% | 0.6% | 51 | -1,401 | -7.39% | Q2 2026 | Aug 03, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Reduced | 14,846 | 565 | 0.15% | 0.16% | 52 | -830 | -5.29% | Q2 2026 | Aug 20, 2026 |
| PFS Partners, LLC | History | No change | 13,964 | 531 | 0.21% | 0.23% | 53 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 13,599 | 518 | 0.0% | 0.0% | 54 | +2,360 | 21.0% | Q2 2026 | Jul 27, 2026 |
| Sunbelt Securities, Inc. | History | No change | 14,075 | 510 | 0.03% | 0.03% | 55 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 13,278 | 505 | 0.02% | 0.02% | 56 | -70 | -0.52% | Q2 2026 | Aug 14, 2026 |
| WEALTHGARDEN F.S. LLC | History | Reduced | 13,136 | 500 | 0.28% | 0.32% | 57 | -2 | -0.02% | Q2 2026 | Jul 31, 2026 |
| Simplicity Wealth,LLC | History | New | 12,680 | 482 | 0.02% | — | 58 | +12,680 | New | Q2 2026 | Aug 06, 2026 |
| Janney Montgomery Scott LLC | History | No change | 12,498 | 476 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 12,267 | 467 | 0.03% | 0.03% | 60 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vantage Point Financial LLC | History | Added to | 11,929 | 454 | 0.14% | 0.13% | 61 | +1,902 | 18.97% | Q2 2026 | Aug 14, 2026 |
| Smallwood Wealth Investment Management, LLC | History | New | 11,889 | 452 | 0.2% | — | 62 | +11,889 | New | Q2 2026 | Jul 23, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 10,872 | 414 | 0.02% | 0.02% | 63 | +305 | 2.89% | Q2 2026 | Jul 28, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 10,597 | 403 | 0.0% | 0.0% | 64 | +1,553 | 17.17% | Q2 2026 | Aug 14, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | No change | 10,598 | 403 | 0.16% | 0.18% | 65 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Focus Partners Wealth | History | Added to | 10,483 | 399 | 0.0% | 0.0% | 66 | +1,752 | 20.07% | Q2 2026 | Aug 12, 2026 |
| Opus Financial Solutions LLC | History | No change | 10,486 | 399 | 0.32% | 0.36% | 67 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Advisor OS, LLC | History | No change | 10,021 | 381 | 0.03% | 0.03% | 68 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SageView Advisory Group, LLC | History | No change | 10,007 | 381 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Snowden Capital Advisors LLC | History | No change | 9,516 | 362 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rothschild Wealth LLC | History | No change | 9,405 | 358 | 0.03% | 0.03% | 71 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 8,833 | 336 | 0.02% | 0.02% | 72 | -569 | -6.05% | Q2 2026 | Aug 11, 2026 |
| SIGNATUREFD, LLC | History | No change | 8,654 | 329 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 7,957 | 303 | 0.02% | 0.02% | 74 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BCGM Wealth Management, LLC | History | No change | 7,877 | 299 | 0.06% | 0.07% | 75 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Kathmere Capital Management, LLC | History | No change | 7,631 | 290 | 0.02% | 0.02% | 76 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Straight Path Wealth Management | History | Added to | 7,297 | 277 | 0.06% | 0.07% | 78 | +430 | 6.26% | Q2 2026 | Jul 27, 2026 |
| Compass Ion Advisors, LLC | History | No change | 7,300 | 277 | 0.02% | 0.03% | 77 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Reduced | 7,146 | 272 | 0.07% | 0.07% | 79 | -109 | -1.5% | Q2 2026 | Jul 09, 2026 |
| Jacobi Capital Management LLC | History | No change | 6,987 | 266 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 6,338 | 241 | 0.02% | 0.02% | 81 | -121 | -1.87% | Q2 2026 | Jul 08, 2026 |
| Cardinal Point Capital Management ULC | History | No change | 6,100 | 232 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Visionary Wealth Advisors | History | Reduced | 5,957 | 226 | 0.01% | 0.01% | 83 | -1,261 | -17.47% | Q2 2026 | Aug 13, 2026 |
| BCS Wealth Management | History | No change | 5,776 | 219 | 0.04% | 0.04% | 84 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 5,736 | 218 | 0.01% | 0.01% | 85 | -683 | -10.64% | Q2 2026 | Jul 06, 2026 |
| Ascent Group, LLC | History | No change | 5,666 | 215 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 5,547 | 211 | 0.0% | — | 87 | +5,547 | New | Q2 2026 | Aug 07, 2026 |
| Avantax Planning Partners, Inc. | History | New | 5,436 | 207 | 0.01% | — | 88 | +5,436 | New | Q2 2026 | Jul 28, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 4,649 | 177 | 0.18% | 0.17% | 89 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 4,286 | 163 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AE Wealth Management LLC | History | Reduced | 3,948 | 150 | 0.0% | 0.0% | 91 | -484 | -10.92% | Q2 2026 | Aug 03, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 3,326 | 126 | 0.0% | 0.04% | 92 | -66,853 | -95.26% | Q2 2026 | Aug 12, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 3,230 | 122 | 0.01% | 0.01% | 93 | +1,020 | 46.15% | Q2 2026 | Jul 21, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 2,562 | 97 | 0.01% | — | 94 | +2,562 | New | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 1,600 | 60 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 1,500 | 57 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 1,400 | 53 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 1,303 | 49 | 0.0% | 0.0% | 98 | -972 | -42.73% | Q2 2026 | Jul 17, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 1,054 | 40 | 0.0% | 0.0% | 99 | -164 | -13.46% | Q2 2026 | Jul 24, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,070 | 40 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 681 | 25 | 0.0% | 0.0% | 101 | -144 | -17.45% | Q2 2026 | Jul 23, 2026 |
| MORGAN STANLEY | History | No change | 290 | 11 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 195 | 7 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| IFG Advisory, LLC | History | No change | 177 | 6 | 0.0% | 0.02% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 82 | 3 | 0.0% | — | 106 | +82 | New | Q2 2026 | Aug 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 100 | 3 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 45 | 1 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Closed out | 0 | 0 | — | 0.08% | — | -29,124 | -100.0% | Q2 2026 | Aug 07, 2026 |
| VanWeelden Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.82% | — | -28,226 | -100.0% | Q2 2026 | Aug 12, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -19,700 | -100.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,189 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,850 | -100.0% | Q2 2026 | Aug 14, 2026 |
| ACCESS FINANCIAL SERVICES, INC. | History | Closed out | 0 | 0 | — | 0.18% | — | -13,975 | -100.0% | Q2 2026 | Jul 16, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,306 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Atlantic Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -5,400 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Whipplewood Advisors, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,760 | -100.0% | Q2 2026 | Jul 27, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -1,351 | -100.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -475 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -350 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -111 | -100.0% | Q2 2026 | Jul 20, 2026 |