Innovator ETFs Trust - IJUL
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BLAIR WILLIAM & CO/IL | History | Reduced | 314,075 | 11,297 | 0.03% | 0.03% | 1 | -26,949 | -7.9% | Q2 2026 | Aug 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 214,203 | 7,704 | 0.01% | 0.01% | 2 | +19,974 | 10.28% | Q2 2026 | Aug 14, 2026 |
| Berger Financial Group, Inc | History | Reduced | 199,418 | 7,173 | 0.37% | 0.39% | 3 | -4,835 | -2.37% | Q2 2026 | Aug 04, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 191,865 | 6,901 | 0.19% | 0.21% | 4 | +4,423 | 2.36% | Q2 2026 | Aug 10, 2026 |
| GTS FINANCIAL, LLC | History | Added to | 192,190 | 6,138 | 4.47% | 4.28% | 5 | +6,662 | 3.59% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 156,207 | 5,618 | 0.01% | 0.01% | 6 | -3,671 | -2.3% | Q2 2026 | Jul 29, 2026 |
| Cornerstone Wealth, LLC/TN | History | Added to | 122,861 | 4,448 | 2.25% | 0.65% | 7 | +89,652 | 269.96% | Q2 2026 | Jul 29, 2026 |
| Cetera Investment Advisers | History | Reduced | 117,672 | 4,232 | 0.0% | 0.0% | 8 | -4,493 | -3.68% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 89,069 | 3,203 | 0.0% | 0.0% | 9 | +1,999 | 2.3% | Q2 2026 | Aug 03, 2026 |
| Global Strategic Investment Solutions, LLC | History | Reduced | 89,016 | 3,201 | 0.28% | 0.3% | 10 | -699 | -0.78% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 88,834 | 3,195 | 0.0% | 0.0% | 11 | +1,755 | 2.02% | Q2 2026 | Aug 14, 2026 |
| Bedel Financial Consulting, Inc. | History | Added to | 85,469 | 3,074 | 0.29% | 0.31% | 12 | +3,845 | 4.71% | Q2 2026 | Jul 29, 2026 |
| LPL Financial LLC | History | Added to | 78,534 | 2,824 | 0.0% | 0.0% | 13 | +29,585 | 60.44% | Q2 2026 | Aug 07, 2026 |
| BFI Wealth Solutions, LLC | History | Added to | 71,296 | 2,564 | 1.9% | 1.8% | 14 | +16,118 | 29.21% | Q2 2026 | Aug 07, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 67,104 | 2,413 | 0.05% | 0.05% | 15 | -1,564 | -2.28% | Q2 2026 | Jul 15, 2026 |
| Long Island Wealth Management, Inc. | History | Added to | 65,841 | 2,368 | 0.98% | 0.91% | 16 | +7,728 | 13.3% | Q2 2026 | Aug 07, 2026 |
| BIP Wealth, LLC | History | Reduced | 65,472 | 2,355 | 0.07% | 0.13% | 17 | -31,954 | -32.8% | Q2 2026 | Aug 03, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 64,721 | 2,328 | 0.13% | 0.14% | 18 | -2,980 | -4.4% | Q2 2026 | Aug 11, 2026 |
| HighTower Advisors, LLC | History | Reduced | 59,152 | 2,127 | 0.0% | 0.0% | 19 | -6,563 | -9.99% | Q2 2026 | Aug 05, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 54,837 | 1,972 | 0.1% | 0.13% | 21 | -1,316 | -2.34% | Q2 2026 | Aug 04, 2026 |
| Talon Private Wealth, LLC | History | Reduced | 54,837 | 1,972 | 0.23% | 0.25% | 20 | -1,286 | -2.29% | Q2 2026 | Sep 11, 2026 |
| CORRADO ADVISORS, LLC | History | Reduced | 53,482 | 1,923 | 0.89% | 0.96% | 22 | -968 | -1.78% | Q2 2026 | Jul 29, 2026 |
| SIGNATUREFD, LLC | History | No change | 50,073 | 1,801 | 0.02% | 0.03% | 23 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 47,445 | 1,733 | 0.1% | 0.14% | 24 | -4,298 | -8.31% | Q2 2026 | Aug 10, 2026 |
| ACCESS FINANCIAL SERVICES, INC. | History | No change | 47,405 | 1,705 | 0.56% | 0.57% | 25 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Cresset Asset Management, LLC | History | No change | 47,332 | 1,702 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diligent Investors, LLC | History | No change | 45,256 | 1,627 | 0.36% | 0.38% | 27 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 44,941 | 1,616 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 43,522 | 1,565 | 0.02% | 0.02% | 29 | +2,480 | 6.04% | Q2 2026 | Aug 04, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 43,004 | 1,546 | 0.0% | 0.0% | 30 | +296 | 0.69% | Q2 2026 | Aug 07, 2026 |
| Americana Partners, LLC | History | Reduced | 42,922 | 1,543 | 0.03% | 0.05% | 31 | -12,594 | -22.69% | Q2 2026 | Aug 05, 2026 |
| WorthPointe, LLC | History | Reduced | 42,546 | 1,530 | 0.38% | 0.4% | 32 | -1,047 | -2.4% | Q2 2026 | Jul 31, 2026 |
| Rothschild Wealth LLC | History | No change | 38,922 | 1,400 | 0.11% | 0.12% | 33 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 37,664 | 1,354 | 0.0% | 0.01% | 34 | -32,574 | -46.38% | Q2 2026 | Jul 28, 2026 |
| Straight Path Wealth Management | History | Added to | 35,068 | 1,261 | 0.29% | 0.31% | 35 | +413 | 1.19% | Q2 2026 | Jul 27, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 34,080 | 1,225 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 33,704 | 1,212 | 0.06% | 0.06% | 37 | +3,958 | 13.31% | Q2 2026 | Jul 31, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 30,894 | 1,111 | 0.0% | 0.0% | 38 | -129 | -0.42% | Q2 2026 | Jul 28, 2026 |
| RED CRANE WEALTH MANAGEMENT, LLC | History | New | 27,722 | 997 | 0.73% | — | 39 | +27,722 | New | Q2 2026 | Jul 28, 2026 |
| CWM, LLC | History | No change | 27,564 | 930 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| World Investment Advisors | History | Reduced | 25,355 | 911 | 0.02% | 0.01% | 41 | -1,805 | -6.65% | Q2 2026 | Aug 13, 2026 |
| BCS Wealth Management | History | Reduced | 24,975 | 898 | 0.16% | 0.17% | 42 | -92 | -0.37% | Q2 2026 | Jul 16, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 24,281 | 873 | 0.0% | 0.0% | 43 | +412 | 1.73% | Q2 2026 | Jul 27, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 23,943 | 861 | 0.21% | 0.22% | 44 | -176 | -0.73% | Q2 2026 | Jul 21, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 33,704 | 860 | 0.0% | 0.0% | 45 | +3,543 | 11.75% | Q2 2026 | Jul 15, 2026 |
| IFP Advisors, Inc | History | Added to | 22,241 | 800 | 0.01% | 0.01% | 46 | +3,338 | 17.66% | Q2 2026 | Jul 20, 2026 |
| Compass Advisory Group LLC | History | Added to | 21,338 | 767 | 0.18% | 0.18% | 47 | +983 | 4.83% | Q2 2026 | Aug 11, 2026 |
| HB Wealth Management, LLC | History | New | 20,571 | 739 | 0.0% | — | 48 | +20,571 | New | Q2 2026 | Jul 29, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 20,007 | 719 | 0.21% | 0.23% | 49 | -125 | -0.62% | Q2 2026 | Jul 24, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | Added to | 19,503 | 701 | 0.1% | 0.05% | 50 | +11,010 | 129.64% | Q2 2026 | Aug 12, 2026 |
| Janney Montgomery Scott LLC | History | New | 19,265 | 693 | 0.0% | — | 51 | +19,265 | New | Q2 2026 | Aug 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 16,716 | 601 | 0.0% | 0.0% | 52 | -35,082 | -67.73% | Q2 2026 | Aug 14, 2026 |
| Jacobi Capital Management LLC | History | No change | 16,561 | 595 | 0.03% | 0.03% | 53 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Opus Financial Solutions LLC | History | Reduced | 16,336 | 587 | 0.47% | 0.56% | 54 | -1,346 | -7.61% | Q2 2026 | Jul 24, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 15,250 | 548 | 0.03% | 0.03% | 55 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Simplicity Wealth,LLC | History | New | 13,678 | 491 | 0.02% | — | 56 | +13,678 | New | Q2 2026 | Aug 06, 2026 |
| Advus Financial Partners, LLC | History | Reduced | 13,467 | 484 | 0.11% | 0.15% | 57 | -4,556 | -25.28% | Q2 2026 | Aug 25, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Added to | 13,416 | 482 | 0.12% | 0.08% | 58 | +4,445 | 49.55% | Q2 2026 | Jul 09, 2026 |
| PFG Advisors | History | Added to | 13,275 | 477 | 0.02% | 0.02% | 59 | +73 | 0.55% | Q2 2026 | Jul 16, 2026 |
| Allworth Financial LP | History | No change | 13,002 | 467 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Reduced | 12,230 | 439 | 0.12% | 0.12% | 61 | -485 | -3.81% | Q2 2026 | Aug 20, 2026 |
| Composition Wealth, LLC | History | Reduced | 12,018 | 432 | 0.01% | 0.01% | 62 | -436 | -3.5% | Q2 2026 | Jul 22, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 11,759 | 422 | 0.02% | 0.02% | 63 | +350 | 3.07% | Q2 2026 | Jul 28, 2026 |
| Liberty Atlantic Advisors LLC | History | Reduced | 11,682 | 420 | 0.3% | 0.34% | 64 | -188 | -1.58% | Q2 2026 | Jul 21, 2026 |
| Vantage Point Financial LLC | History | Added to | 11,605 | 417 | 0.13% | 0.11% | 66 | +1,967 | 20.41% | Q2 2026 | Aug 14, 2026 |
| PFS Partners, LLC | History | Reduced | 11,602 | 417 | 0.17% | 0.18% | 65 | -15 | -0.13% | Q2 2026 | Jul 20, 2026 |
| D.B. Root & Company, LLC | History | New | 10,342 | 372 | 0.08% | — | 67 | +10,342 | New | Q2 2026 | Aug 13, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 9,922 | 357 | 0.01% | 0.01% | 68 | +1,789 | 22.0% | Q2 2026 | Jul 15, 2026 |
| NewEdge Advisors, LLC | History | Added to | 9,542 | 343 | 0.0% | 0.0% | 69 | +1,827 | 23.68% | Q2 2026 | Aug 12, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 9,252 | 332 | 0.02% | 0.02% | 70 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 8,678 | 312 | 0.02% | 0.02% | 71 | -328 | -3.64% | Q2 2026 | Aug 11, 2026 |
| BAILARD, INC. | History | No change | 8,525 | 306 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| ROYAL BANK OF CANADA | History | No change | 8,514 | 306 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 8,520 | 306 | 0.03% | 0.04% | 74 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 8,461 | 304 | 0.0% | 0.0% | 75 | -41 | -0.48% | Q2 2026 | Jul 24, 2026 |
| Summit Wealth Partners, LLC | History | Reduced | 7,908 | 284 | 0.04% | 0.04% | 76 | -204 | -2.51% | Q2 2026 | Aug 03, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 7,840 | 282 | 0.03% | — | 77 | +7,840 | New | Q2 2026 | Aug 13, 2026 |
| Advisor OS, LLC | History | No change | 7,437 | 267 | 0.02% | 0.02% | 78 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cypress Wealth Services, LLC | History | No change | 7,328 | 263 | 0.03% | 0.03% | 79 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Weaver Consulting Group | History | No change | 7,250 | 260 | 0.05% | 0.06% | 80 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Merit Financial Group, LLC | History | No change | 6,989 | 251 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | Reduced | 6,313 | 227 | 0.02% | 0.06% | 82 | -9,123 | -59.1% | Q2 2026 | Aug 05, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 6,281 | 225 | 0.0% | — | 83 | +6,281 | New | Q2 2026 | Aug 18, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 5,937 | 212 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Accurate Wealth Management, LLC | History | New | 5,845 | 211 | 0.02% | — | 85 | +5,845 | New | Q2 2026 | Jul 14, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 5,841 | 210 | 0.0% | 0.01% | 86 | -2,381 | -28.96% | Q2 2026 | Aug 10, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 5,384 | 193 | 0.0% | 0.0% | 87 | -14,498 | -72.92% | Q2 2026 | Aug 12, 2026 |
| Capital Analysts, LLC | History | No change | 5,309 | 191 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| US BANCORP \DE\ | History | Added to | 4,610 | 165 | 0.0% | 0.0% | 89 | +1,597 | 53.0% | Q2 2026 | Aug 12, 2026 |
| NBT BANK, N.A. | History | No change | 3,080 | 110 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 3,000 | 107 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CoreCap Advisors, LLC | History | No change | 2,969 | 106 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| AE Wealth Management LLC | History | Reduced | 2,733 | 98 | 0.0% | 0.0% | 93 | -80 | -2.84% | Q2 2026 | Aug 03, 2026 |
| Sunbelt Securities, Inc. | History | No change | 2,765 | 93 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | Reduced | 2,430 | 87 | 0.06% | 0.09% | 95 | -1,500 | -38.17% | Q2 2026 | Aug 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 2,064 | 74 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Financial Network Wealth Advisors LLC | History | Reduced | 1,587 | 57 | 0.06% | 0.06% | 97 | -95 | -5.65% | Q2 2026 | Jul 29, 2026 |
| AdvisorNet Financial, Inc | History | No change | 1,506 | 54 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PlanVest Financial, Inc | History | No change | 1,133 | 40 | 0.03% | 0.03% | 99 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 1,110 | 39 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 976 | 35 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 770 | 27 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| IFG Advisory, LLC | History | No change | 500 | 17 | 0.0% | 0.05% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cape Investment Advisory, Inc. | History | New | 400 | 14 | 0.0% | — | 104 | +400 | New | Q2 2026 | Jul 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 367 | 13 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 300 | 10 | 0.0% | — | 106 | +300 | New | Q2 2026 | Aug 12, 2026 |
| TRUST CO OF VERMONT | History | New | 268 | 9 | 0.0% | — | 107 | +268 | New | Q2 2026 | Aug 07, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 211 | 7 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ASSETMARK, INC | History | No change | 165 | 5 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| JDM Financial Group LLC | History | No change | 157 | 5 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| UBS Group AG | History | Reduced | 101 | 3 | 0.0% | 0.0% | 111 | -1,057 | -91.28% | Q2 2026 | Aug 13, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -37,330 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Fragasso Financial Advisors Inc | History | Closed out | 0 | 0 | — | 0.02% | — | -8,605 | -100.0% | Q2 2026 | Jul 09, 2026 |
| Beacon Financial Advisory LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -6,885 | -100.0% | Q2 2026 | Aug 05, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -5,939 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,700 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,000 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Atlantic Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -3,394 | -100.0% | Q2 2026 | Aug 11, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -552 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Archer Investment Corp | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |