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 | No change | 845,513 | 32,197 | 7.65% | 7.65% | 1 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Allworth Financial LP | History | No change | 665,968 | 25,359 | 0.11% | 0.11% | 2 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Long Island Wealth Management, Inc. | History | Added to | 527,571 | 20,264 | 7.91% | 8.11% | 3 | +11,599 | 2.25% | Q3 2026 | Oct 20, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 311,570 | 11,864 | 0.03% | 0.03% | 4 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 174,193 | 6,690 | 0.01% | 0.01% | 5 | -13,898 | -7.39% | Q3 2026 | Nov 02, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 157,147 | 5,983 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BIP Wealth, LLC | History | Reduced | 136,602 | 5,246 | 0.14% | 0.15% | 7 | -776 | -0.56% | Q3 2026 | Oct 22, 2026 |
| Cornerstone Wealth, LLC/TN | History | Reduced | 128,897 | 4,917 | 2.36% | 2.5% | 8 | -300 | -0.23% | Q3 2026 | Oct 27, 2026 |
| AdvisorNet Financial, Inc | History | No change | 110,939 | 4,237 | 0.19% | 0.19% | 9 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Cetera Investment Advisers | History | No change | 105,814 | 4,029 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HighTower Advisors, LLC | History | No change | 101,192 | 3,853 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| US BANCORP \DE\ | History | Reduced | 83,313 | 3,200 | 0.0% | 0.0% | 12 | -32,201 | -27.88% | Q3 2026 | Nov 05, 2026 |
| JDM Financial Group LLC | History | No change | 82,524 | 3,142 | 1.07% | 1.07% | 13 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| BFI Wealth Solutions, LLC | History | Reduced | 78,217 | 3,004 | 2.06% | 2.23% | 14 | -793 | -1.0% | Q3 2026 | Oct 16, 2026 |
| LPL Financial LLC | History | No change | 73,936 | 2,815 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 72,830 | 2,797 | 0.05% | 0.05% | 16 | -180 | -0.25% | Q3 2026 | Oct 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 71,544 | 2,724 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| WPWealth LLP | History | No change | 58,977 | 2,245 | 0.33% | 0.33% | 18 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Global Strategic Investment Solutions, LLC | History | No change | 55,734 | 2,140 | 0.19% | 0.19% | 19 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| RED CRANE WEALTH MANAGEMENT, LLC | History | Reduced | 54,126 | 2,078 | 1.45% | 3.04% | 20 | -54,276 | -50.07% | Q3 2026 | Oct 13, 2026 |
| Hofer & Associates. Inc | History | New | 54,126 | 2,078 | 1.45% | — | 21 | +54,126 | New | Q3 2026 | Oct 13, 2026 |
| My Personal CFO, LLC | History | Reduced | 51,629 | 1,983 | 0.71% | 0.84% | 22 | -5,000 | -8.83% | Q3 2026 | Oct 13, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 51,141 | 1,964 | 0.09% | 0.1% | 23 | +82 | 0.16% | Q3 2026 | Oct 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 50,904 | 1,955 | 0.01% | 0.01% | 24 | +8,967 | 21.38% | Q3 2026 | Nov 02, 2026 |
| Talon Private Wealth, LLC | History | No change | 51,059 | 1,944 | 0.23% | 0.23% | 25 | 0 | 0.0% | Q2 2026 | Sep 11, 2026 |
| Advus Financial Partners, LLC | History | Reduced | 49,957 | 1,918 | 0.54% | 0.55% | 26 | -1,063 | -2.08% | Q3 2026 | Oct 20, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 47,165 | 1,811 | 0.1% | 0.1% | 27 | +4,197 | 9.77% | Q3 2026 | Oct 26, 2026 |
| IFP Advisors, Inc | History | No change | 42,937 | 1,649 | 0.03% | 0.03% | 28 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| CORRADO ADVISORS, LLC | History | Reduced | 38,531 | 1,479 | 0.73% | 0.68% | 29 | -412 | -1.06% | Q3 2026 | Oct 27, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 37,331 | 1,421 | 0.12% | 0.12% | 30 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 36,495 | 1,401 | 0.07% | 0.06% | 31 | +5,210 | 16.65% | Q3 2026 | Oct 28, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 36,340 | 1,383 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Diligent Investors, LLC | History | Reduced | 34,794 | 1,336 | 0.29% | 0.3% | 33 | -3 | -0.01% | Q3 2026 | Oct 21, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 34,544 | 1,326 | 0.38% | 0.38% | 34 | -52 | -0.15% | Q3 2026 | Oct 23, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 31,885 | 1,214 | 0.12% | 0.12% | 35 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 43,879 | 1,207 | 0.0% | 0.0% | 36 | +7,624 | 21.03% | Q3 2026 | Oct 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 31,378 | 1,194 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Reduced | 30,597 | 1,175 | 0.0% | 0.0% | 38 | -2,582 | -7.78% | Q3 2026 | Nov 02, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 27,424 | 1,044 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| World Investment Advisors | History | No change | 24,643 | 936 | 0.02% | 0.02% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Americana Partners, LLC | History | Reduced | 23,793 | 913 | 0.02% | 0.02% | 41 | -821 | -3.34% | Q3 2026 | Oct 28, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | No change | 23,400 | 891 | 0.12% | 0.12% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | Reduced | 22,890 | 879 | 0.33% | 0.37% | 43 | -3,048 | -11.75% | Q3 2026 | Oct 26, 2026 |
| Cypress Wealth Services, LLC | History | No change | 21,274 | 819 | 0.1% | 0.1% | 44 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Berger Financial Group, Inc | History | No change | 21,364 | 813 | 0.04% | 0.04% | 45 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 21,004 | 806 | 0.0% | 0.0% | 46 | -8,569 | -28.98% | Q3 2026 | Oct 30, 2026 |
| HFG Wealth Management, LLC | History | No change | 18,379 | 699 | 0.71% | 0.7% | 47 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Private Advisor Group, LLC | History | No change | 18,085 | 688 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NewEdge Advisors, LLC | History | No change | 17,949 | 683 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NewCorp Financial Services, Inc. | History | No change | 17,550 | 674 | 0.51% | 0.51% | 50 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Reduced | 14,586 | 560 | 0.15% | 0.15% | 51 | -260 | -1.75% | Q3 2026 | Oct 13, 2026 |
| PFS Partners, LLC | History | No change | 13,964 | 536 | 0.22% | 0.21% | 52 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 13,278 | 505 | 0.02% | 0.02% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTHGARDEN F.S. LLC | History | No change | 13,136 | 500 | 0.28% | 0.28% | 54 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 12,966 | 498 | 0.0% | 0.0% | 55 | -633 | -4.65% | Q3 2026 | Nov 02, 2026 |
| Janney Montgomery Scott LLC | History | No change | 12,498 | 476 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NorthCrest Asset Manangement, LLC | History | New | 12,241 | 467 | 0.01% | — | 58 | +12,241 | New | Q3 2026 | Oct 09, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 12,267 | 467 | 0.03% | 0.03% | 57 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 11,889 | 456 | 0.19% | 0.2% | 59 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Vantage Point Financial LLC | History | No change | 11,929 | 454 | 0.14% | 0.14% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | No change | 10,598 | 407 | 0.15% | 0.16% | 61 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 10,597 | 403 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 10,483 | 399 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Opus Financial Solutions LLC | History | No change | 10,486 | 399 | 0.32% | 0.32% | 64 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 10,347 | 397 | 0.02% | 0.02% | 65 | -525 | -4.83% | Q3 2026 | Oct 15, 2026 |
| SageView Advisory Group, LLC | History | No change | 10,007 | 381 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Snowden Capital Advisors LLC | History | No change | 9,516 | 362 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rothschild Wealth LLC | History | No change | 9,405 | 358 | 0.03% | 0.03% | 68 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Straight Path Wealth Management | History | Added to | 9,060 | 347 | 0.08% | 0.06% | 69 | +1,763 | 24.16% | Q3 2026 | Oct 23, 2026 |
| Tradition Wealth Management, LLC | History | No change | 8,833 | 336 | 0.02% | 0.02% | 70 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SIGNATUREFD, LLC | History | No change | 8,654 | 332 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Advisor OS, LLC | History | Reduced | 8,599 | 330 | 0.02% | 0.03% | 72 | -1,422 | -14.19% | Q3 2026 | Nov 03, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 7,957 | 303 | 0.02% | 0.02% | 73 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BCGM Wealth Management, LLC | History | No change | 7,877 | 299 | 0.06% | 0.06% | 74 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Kathmere Capital Management, LLC | History | No change | 7,631 | 293 | 0.01% | 0.02% | 75 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 7,289 | 279 | 0.01% | 0.02% | 76 | -5,391 | -42.52% | Q3 2026 | Oct 23, 2026 |
| Jacobi Capital Management LLC | History | No change | 6,987 | 268 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Compass Ion Advisors, LLC | History | Reduced | 6,892 | 264 | 0.02% | 0.02% | 78 | -408 | -5.59% | Q3 2026 | Oct 23, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 6,499 | 249 | 0.02% | 0.02% | 79 | +161 | 2.54% | Q3 2026 | Oct 08, 2026 |
| James T. Borello RIA | History | No change | 5,935 | 227 | 0.05% | 0.05% | 80 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Visionary Wealth Advisors | History | Reduced | 5,857 | 224 | 0.01% | 0.01% | 81 | -100 | -1.68% | Q3 2026 | Nov 04, 2026 |
| BCS Wealth Management | History | Added to | 5,808 | 223 | 0.04% | 0.04% | 82 | +32 | 0.55% | Q3 2026 | Nov 03, 2026 |
| CoreCap Advisors, LLC | History | No change | 5,736 | 220 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| WealthPLAN Partners, LLC | History | New | 5,713 | 219 | 0.04% | — | 84 | +5,713 | New | Q3 2026 | Oct 15, 2026 |
| Ascent Group, LLC | History | No change | 5,666 | 217 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 5,547 | 211 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Todd Wealth Management, LLC | History | Reduced | 5,479 | 210 | 0.16% | 0.18% | 87 | -804 | -12.8% | Q3 2026 | Oct 19, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 5,436 | 208 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 4,649 | 178 | 0.18% | 0.18% | 89 | 0 | 0.0% | Q3 2026 | Oct 27, 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 | No change | 3,948 | 150 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 3,326 | 126 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 3,230 | 124 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 2,562 | 97 | 0.01% | 0.01% | 94 | 0 | 0.0% | 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% | Q3 2026 | Oct 29, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 1,400 | 53 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,070 | 40 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 1,030 | 39 | 0.0% | 0.0% | 99 | -273 | -20.95% | Q3 2026 | Oct 08, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 1,004 | 38 | 0.0% | 0.0% | 100 | -50 | -4.74% | Q3 2026 | Nov 04, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 934 | 35 | 0.0% | 0.0% | 101 | +739 | 378.97% | Q3 2026 | Nov 02, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 681 | 26 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| William Mack & Associates, Inc. | History | New | 371 | 14 | 0.0% | — | 103 | +371 | New | Q3 2026 | Oct 27, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 301 | 11 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| MORGAN STANLEY | History | No change | 290 | 11 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BFC Planning, Inc. | History | No change | 301 | 11 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| IFG Advisory, LLC | History | No change | 177 | 6 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 100 | 3 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 82 | 3 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 45 | 1 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PFG Advisors | History | Closed out | 0 | 0 | — | 0.09% | — | -44,527 | -100.0% | Q3 2026 | Oct 15, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -7,146 | -100.0% | Q3 2026 | Oct 09, 2026 |
| Cardinal Point Capital Management ULC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,100 | -100.0% | Q3 2026 | Oct 21, 2026 |