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 | 832,806 | 30,214 | 8.08% | 1.82% | 1 | +646,399 | 346.77% | Q1 2026 | Apr 21, 2026 |
| Long Island Wealth Management, Inc. | History | Added to | 510,484 | 18,520 | 8.59% | 7.26% | 2 | +85,666 | 20.17% | Q1 2026 | Apr 21, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 339,221 | 12,306 | 0.04% | 0.02% | 3 | +127,258 | 60.04% | Q1 2026 | May 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 182,617 | 6,625 | 0.01% | 0.01% | 4 | +24,261 | 15.32% | Q1 2026 | Apr 27, 2026 |
| US BANCORP \DE\ | History | New | 180,728 | 6,556 | 0.01% | — | 5 | +180,728 | New | Q1 2026 | May 14, 2026 |
| BIP Wealth, LLC | History | Added to | 143,126 | 5,192 | 0.21% | 0.13% | 6 | +41,681 | 41.09% | Q1 2026 | Apr 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 135,828 | 4,927 | 0.01% | 0.01% | 7 | +5,230 | 4.0% | Q1 2026 | May 15, 2026 |
| Cornerstone Wealth, LLC/TN | History | New | 127,879 | 4,746 | 2.67% | — | 8 | +127,879 | New | Q1 2026 | May 19, 2026 |
| HFG Wealth Management, LLC | History | Added to | 113,792 | 4,128 | 2.27% | 2.18% | 9 | +4,385 | 4.01% | Q1 2026 | Apr 22, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 111,746 | 4,054 | 0.21% | 0.22% | 10 | -774 | -0.69% | Q1 2026 | Apr 17, 2026 |
| Cetera Investment Advisers | History | Added to | 111,096 | 4,030 | 0.0% | 0.0% | 11 | +22,308 | 25.13% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 108,531 | 3,937 | 0.0% | 0.0% | 12 | +60,762 | 127.2% | Q1 2026 | May 04, 2026 |
| RED CRANE WEALTH MANAGEMENT, LLC | History | Added to | 107,137 | 3,886 | 3.2% | 3.13% | 13 | +1,341 | 1.27% | Q1 2026 | Apr 28, 2026 |
| HighTower Advisors, LLC | History | Added to | 101,218 | 3,672 | 0.0% | 0.0% | 14 | +604 | 0.6% | Q1 2026 | May 05, 2026 |
| WPWealth LLP | History | Reduced | 88,353 | 3,205 | 0.49% | 0.57% | 15 | -11,615 | -11.62% | Q1 2026 | May 11, 2026 |
| JDM Financial Group LLC | History | No change | 82,989 | 3,010 | 1.16% | 1.16% | 16 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| BFI Wealth Solutions, LLC | History | Reduced | 79,705 | 2,920 | 2.8% | 2.77% | 17 | -601 | -0.75% | Q1 2026 | May 15, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 73,541 | 2,668 | 0.06% | 0.06% | 18 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 70,179 | 2,546 | 0.04% | 0.04% | 19 | +20,650 | 41.69% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 66,234 | 2,402 | 0.0% | 0.0% | 20 | +5,300 | 8.7% | Q1 2026 | May 06, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 64,435 | 2,337 | 0.01% | 0.0% | 21 | +36,782 | 133.01% | Q1 2026 | Apr 30, 2026 |
| Global Strategic Investment Solutions, LLC | History | Reduced | 58,445 | 2,120 | 0.21% | 0.23% | 22 | -5,418 | -8.48% | Q1 2026 | Apr 29, 2026 |
| My Personal CFO, LLC | History | No change | 56,630 | 2,054 | 0.9% | 0.85% | 23 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Talon Private Wealth, LLC | History | New | 51,909 | 1,883 | 0.25% | — | 25 | +51,909 | New | Q1 2026 | May 15, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 51,909 | 1,883 | 0.13% | 0.12% | 24 | +8,453 | 19.45% | Q1 2026 | Apr 17, 2026 |
| Americana Partners, LLC | History | Reduced | 46,884 | 1,700 | 0.04% | 0.08% | 26 | -37,706 | -44.58% | Q1 2026 | May 12, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 46,722 | 1,695 | 0.13% | 0.13% | 27 | +7,770 | 19.95% | Q1 2026 | Apr 16, 2026 |
| PFG Advisors | History | Added to | 44,779 | 1,624 | 0.08% | 0.08% | 28 | +1,188 | 2.73% | Q1 2026 | May 05, 2026 |
| IFP Advisors, Inc | History | Added to | 43,020 | 1,560 | 0.03% | 0.03% | 29 | +3,695 | 9.4% | Q1 2026 | Apr 13, 2026 |
| CORRADO ADVISORS, LLC | History | Reduced | 39,680 | 1,439 | 0.75% | 0.74% | 30 | -1,136 | -2.78% | Q1 2026 | Apr 30, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 37,331 | 1,354 | 0.13% | 0.09% | 31 | +12,552 | 50.66% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 36,705 | 1,336 | 0.0% | 0.0% | 32 | -14,971 | -28.97% | Q1 2026 | Apr 08, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 36,360 | 1,319 | 0.01% | 0.01% | 33 | +1,892 | 5.49% | Q1 2026 | May 12, 2026 |
| Diligent Investors, LLC | History | Reduced | 35,302 | 1,280 | 0.32% | 0.32% | 34 | -182 | -0.51% | Q1 2026 | Apr 15, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 34,596 | 1,255 | 0.42% | 0.4% | 35 | +1,500 | 4.53% | Q1 2026 | Apr 09, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Reduced | 33,344 | 1,221 | 0.13% | 0.18% | 36 | -587 | -1.73% | Q1 2026 | Apr 10, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | New | 29,514 | 1,070 | 0.49% | — | 37 | +29,514 | New | Q1 2026 | Apr 22, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 29,374 | 1,065 | 0.0% | 0.0% | 38 | +6,592 | 28.94% | Q1 2026 | Apr 27, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | New | 29,124 | 1,056 | 0.08% | — | 39 | +29,124 | New | Q1 2026 | Apr 20, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 27,557 | 1,026 | 0.06% | 0.05% | 40 | +4,321 | 18.6% | Q1 2026 | Apr 17, 2026 |
| VanWeelden Wealth Management, LLC | History | New | 28,226 | 1,024 | 0.82% | — | 41 | +28,226 | New | Q1 2026 | May 12, 2026 |
| Creative Planning | History | New | 27,622 | 1,002 | 0.0% | — | 42 | +27,622 | New | Q1 2026 | May 12, 2026 |
| World Investment Advisors | History | Added to | 26,220 | 951 | 0.02% | 0.01% | 43 | +723 | 2.84% | Q1 2026 | Apr 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 24,875 | 902 | 0.0% | — | 44 | +24,875 | New | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 23,889 | 866 | 0.0% | 0.0% | 45 | +8,120 | 51.49% | Q1 2026 | May 14, 2026 |
| Berger Financial Group, Inc | History | Reduced | 23,643 | 857 | 0.05% | 0.05% | 46 | -1,515 | -6.02% | Q1 2026 | Apr 28, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | Added to | 23,437 | 850 | 0.14% | 0.11% | 47 | +5,361 | 29.66% | Q1 2026 | May 14, 2026 |
| Cypress Wealth Services, LLC | History | New | 21,274 | 771 | 0.11% | — | 48 | +21,274 | New | Q1 2026 | Apr 15, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 20,924 | 759 | 0.01% | 0.01% | 49 | +3,175 | 17.89% | Q1 2026 | May 08, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 19,700 | 714 | 0.01% | — | 50 | +19,700 | New | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 19,189 | 696 | 0.0% | — | 51 | +19,189 | New | Q1 2026 | May 15, 2026 |
| NewCorp Financial Services, Inc. | History | Reduced | 18,951 | 687 | 0.6% | 0.66% | 52 | -1,629 | -7.92% | Q1 2026 | Apr 23, 2026 |
| Private Advisor Group, LLC | History | No change | 18,465 | 669 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Cerity Partners LLC | History | New | 17,850 | 647 | 0.0% | — | 54 | +17,850 | New | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | No change | 16,215 | 588 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q1 2026 | Jun 02, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 15,676 | 568 | 0.16% | — | 56 | +15,676 | New | Q1 2026 | Apr 13, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 14,075 | 510 | 0.03% | 0.03% | 57 | +886 | 6.72% | Q1 2026 | May 15, 2026 |
| ACCESS FINANCIAL SERVICES, INC. | History | New | 13,975 | 507 | 0.18% | — | 58 | +13,975 | New | Q1 2026 | Apr 15, 2026 |
| PFS Partners, LLC | History | Added to | 13,964 | 506 | 0.23% | 0.08% | 59 | +9,158 | 190.55% | Q1 2026 | Apr 09, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 13,348 | 484 | 0.02% | 0.02% | 60 | +70 | 0.53% | Q1 2026 | May 12, 2026 |
| WEALTHGARDEN F.S. LLC | History | Added to | 13,138 | 476 | 0.32% | 0.16% | 61 | +6,715 | 104.55% | Q1 2026 | May 04, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 12,498 | 453 | 0.0% | 0.0% | 62 | +550 | 4.6% | Q1 2026 | Apr 22, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 11,239 | 408 | 0.0% | 0.0% | 63 | +2,673 | 31.2% | Q1 2026 | Apr 30, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | No change | 10,598 | 384 | 0.18% | 0.2% | 64 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 10,567 | 383 | 0.02% | 0.02% | 65 | -124 | -1.16% | Q1 2026 | Apr 29, 2026 |
| Opus Financial Solutions LLC | History | Reduced | 10,486 | 380 | 0.36% | 0.37% | 66 | -322 | -2.98% | Q1 2026 | May 08, 2026 |
| Advisor OS, LLC | History | New | 10,021 | 363 | 0.03% | — | 68 | +10,021 | New | Q1 2026 | May 07, 2026 |
| Vantage Point Financial LLC | History | Added to | 10,027 | 363 | 0.13% | 0.1% | 67 | +2,628 | 35.52% | Q1 2026 | May 01, 2026 |
| SageView Advisory Group, LLC | History | No change | 10,007 | 361 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Snowden Capital Advisors LLC | History | No change | 9,516 | 345 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Allworth Financial LP | History | Reduced | 9,480 | 343 | 0.0% | 0.0% | 71 | -1,226 | -11.45% | Q1 2026 | May 14, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 9,402 | 341 | 0.02% | 0.02% | 73 | +307 | 3.38% | Q1 2026 | May 15, 2026 |
| Rothschild Wealth LLC | History | No change | 9,405 | 341 | 0.03% | 0.03% | 72 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 9,044 | 328 | 0.0% | — | 74 | +9,044 | New | Q1 2026 | May 11, 2026 |
| Focus Partners Wealth | History | Added to | 8,731 | 316 | 0.0% | 0.0% | 75 | +884 | 11.27% | Q1 2026 | May 14, 2026 |
| SIGNATUREFD, LLC | History | No change | 8,654 | 313 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Stratos Wealth Advisors, LLC | History | New | 7,957 | 288 | 0.02% | — | 77 | +7,957 | New | Q1 2026 | Apr 28, 2026 |
| BCGM Wealth Management, LLC | History | No change | 7,877 | 285 | 0.07% | 0.07% | 78 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Kathmere Capital Management, LLC | History | No change | 7,631 | 276 | 0.02% | 0.02% | 79 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Compass Ion Advisors, LLC | History | No change | 7,300 | 264 | 0.03% | 0.03% | 80 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | New | 7,255 | 263 | 0.07% | — | 81 | +7,255 | New | Q1 2026 | Apr 15, 2026 |
| Visionary Wealth Advisors | History | No change | 7,218 | 261 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Jacobi Capital Management LLC | History | No change | 6,987 | 253 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Straight Path Wealth Management | History | Added to | 6,867 | 249 | 0.07% | 0.06% | 84 | +280 | 4.25% | Q1 2026 | Apr 22, 2026 |
| First Heartland Consultants, Inc. | History | New | 6,459 | 234 | 0.02% | — | 85 | +6,459 | New | Q1 2026 | Apr 08, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 6,419 | 232 | 0.01% | 0.01% | 86 | -57 | -0.88% | Q1 2026 | Apr 07, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 6,306 | 228 | 0.0% | 0.01% | 87 | -1,734 | -21.57% | Q1 2026 | May 01, 2026 |
| Cardinal Point Capital Management ULC | History | No change | 6,100 | 221 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| BCS Wealth Management | History | Reduced | 5,776 | 209 | 0.04% | 0.04% | 89 | -6,375 | -52.46% | Q1 2026 | Apr 17, 2026 |
| Ascent Group, LLC | History | Reduced | 5,666 | 205 | 0.01% | 0.01% | 90 | -403 | -6.64% | Q1 2026 | May 15, 2026 |
| Atlantic Private Wealth, LLC | History | New | 5,400 | 195 | 0.13% | — | 91 | +5,400 | New | Q1 2026 | May 08, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 4,649 | 168 | 0.17% | 0.12% | 92 | +1,346 | 40.75% | Q1 2026 | May 14, 2026 |
| AE Wealth Management LLC | History | Added to | 4,432 | 160 | 0.0% | 0.0% | 93 | +709 | 19.04% | Q1 2026 | May 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 4,286 | 155 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Whipplewood Advisors, LLC | History | No change | 2,760 | 100 | 0.05% | 0.06% | 95 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 2,275 | 82 | 0.0% | 0.0% | 96 | -287 | -11.2% | Q1 2026 | Apr 07, 2026 |
| NBC SECURITIES, INC. | History | Added to | 2,210 | 80 | 0.01% | 0.0% | 97 | +410 | 22.78% | Q1 2026 | Apr 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 1,600 | 58 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | New | 1,500 | 54 | 0.01% | — | 99 | +1,500 | New | Q1 2026 | May 11, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 1,400 | 50 | 0.01% | — | 100 | +1,400 | New | Q1 2026 | Apr 24, 2026 |
| MAI Capital Management | History | New | 1,351 | 49 | 0.0% | — | 101 | +1,351 | New | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 1,218 | 44 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 1,070 | 38 | 0.0% | 0.0% | 103 | +266 | 33.08% | Q1 2026 | May 08, 2026 |
| Capital Investment Advisory Services, LLC | History | New | 825 | 29 | 0.0% | — | 104 | +825 | New | Q1 2026 | May 05, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 475 | 16 | 0.0% | 0.0% | 105 | -25,018 | -98.14% | Q1 2026 | May 13, 2026 |
| Advisory Services Network, LLC | History | New | 350 | 12 | 0.0% | — | 106 | +350 | New | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | No change | 290 | 10 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 195 | 7 | 0.0% | — | 108 | +195 | New | Q1 2026 | May 11, 2026 |
| IFG Advisory, LLC | History | New | 177 | 6 | 0.02% | — | 109 | +177 | New | Q1 2026 | May 12, 2026 |
| Sound Income Strategies, LLC | History | New | 111 | 4 | 0.0% | — | 110 | +111 | New | Q1 2026 | Apr 27, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 100 | 3 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 45 | 1 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| WorthPointe, LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -24,417 | -100.0% | Q1 2026 | May 12, 2026 |
| ALTFEST L J & CO INC | History | Closed out | 0 | 0 | — | 0.06% | — | -14,957 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Lantz Financial LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -13,554 | -100.0% | Q1 2026 | Apr 09, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,735 | -100.0% | Q1 2026 | May 15, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -9,607 | -100.0% | Q1 2026 | May 20, 2026 |
| Collaborative Wealth Managment Inc. | History | Closed out | 0 | 0 | — | 0.08% | — | -6,601 | -100.0% | Q1 2026 | May 05, 2026 |
| CacheTech Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -6,366 | -100.0% | Q1 2026 | May 11, 2026 |
| Avantax Planning Partners, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -5,672 | -100.0% | Q1 2026 | May 04, 2026 |