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 | No change | 314,075 | 11,297 | 0.03% | 0.03% | 1 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Berkshire Money Management, Inc. | History | New | 262,196 | 9,472 | 0.82% | — | 2 | +262,196 | New | Q3 2026 | Oct 21, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 214,203 | 7,704 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Berger Financial Group, Inc | History | No change | 199,418 | 7,173 | 0.37% | 0.37% | 4 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 191,865 | 6,901 | 0.19% | 0.19% | 5 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 180,042 | 6,504 | 0.01% | 0.01% | 6 | +23,835 | 15.26% | Q3 2026 | Nov 02, 2026 |
| GTS FINANCIAL, LLC | History | No change | 192,190 | 6,138 | 4.47% | 4.47% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BIP Wealth, LLC | History | Added to | 163,486 | 5,906 | 0.16% | 0.07% | 8 | +98,014 | 149.7% | Q3 2026 | Oct 22, 2026 |
| Hofer & Associates. Inc | History | New | 147,565 | 5,331 | 3.72% | — | 10 | +147,565 | New | Q3 2026 | Oct 13, 2026 |
| RED CRANE WEALTH MANAGEMENT, LLC | History | Added to | 147,565 | 5,331 | 3.72% | 0.73% | 9 | +119,843 | 432.3% | Q3 2026 | Oct 13, 2026 |
| Maltin Wealth Management, Inc. | History | New | 144,481 | 5,219 | 1.69% | — | 11 | +144,481 | New | Q3 2026 | Oct 13, 2026 |
| Cornerstone Wealth, LLC/TN | History | Added to | 124,949 | 4,474 | 2.14% | 2.25% | 12 | +2,088 | 1.7% | Q3 2026 | Oct 27, 2026 |
| Cetera Investment Advisers | History | No change | 117,672 | 4,232 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Long Island Wealth Management, Inc. | History | Added to | 89,633 | 3,238 | 1.26% | 0.98% | 14 | +23,792 | 36.14% | Q3 2026 | Oct 20, 2026 |
| Global Strategic Investment Solutions, LLC | History | Reduced | 89,013 | 3,215 | 0.28% | 0.28% | 15 | -3 | -0.0% | Q3 2026 | Oct 16, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 89,069 | 3,203 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 88,834 | 3,195 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bedel Financial Consulting, Inc. | History | No change | 85,469 | 3,074 | 0.29% | 0.29% | 18 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| LPL Financial LLC | History | No change | 78,534 | 2,824 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BFI Wealth Solutions, LLC | History | Added to | 72,421 | 2,616 | 1.79% | 1.9% | 20 | +1,125 | 1.58% | Q3 2026 | Oct 16, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 67,076 | 2,423 | 0.04% | 0.05% | 21 | -28 | -0.04% | Q3 2026 | Oct 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 66,707 | 2,410 | 0.01% | 0.0% | 22 | +29,043 | 77.11% | Q3 2026 | Nov 02, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 64,721 | 2,328 | 0.13% | 0.13% | 23 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CORRADO ADVISORS, LLC | History | Added to | 61,487 | 2,221 | 1.09% | 0.89% | 24 | +8,005 | 14.97% | Q3 2026 | Oct 27, 2026 |
| HighTower Advisors, LLC | History | No change | 59,152 | 2,127 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 54,742 | 1,977 | 0.09% | 0.1% | 26 | -95 | -0.17% | Q3 2026 | Oct 13, 2026 |
| Talon Private Wealth, LLC | History | No change | 54,837 | 1,972 | 0.23% | 0.23% | 27 | 0 | 0.0% | Q2 2026 | Sep 11, 2026 |
| Diligent Investors, LLC | History | Added to | 53,956 | 1,949 | 0.43% | 0.36% | 28 | +8,700 | 19.22% | Q3 2026 | Oct 21, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 51,626 | 1,865 | 0.1% | 0.1% | 29 | +4,181 | 8.81% | Q3 2026 | Oct 26, 2026 |
| SIGNATUREFD, LLC | History | No change | 50,073 | 1,809 | 0.02% | 0.02% | 30 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| ACCESS FINANCIAL SERVICES, INC. | History | No change | 47,405 | 1,705 | 0.56% | 0.56% | 31 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Cresset Asset Management, LLC | History | No change | 47,332 | 1,702 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 44,941 | 1,616 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 43,522 | 1,565 | 0.02% | 0.02% | 34 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 43,004 | 1,546 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WorthPointe, LLC | History | No change | 42,546 | 1,530 | 0.38% | 0.38% | 36 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 39,175 | 1,415 | 0.07% | 0.06% | 37 | +5,471 | 16.23% | Q3 2026 | Oct 28, 2026 |
| Rothschild Wealth LLC | History | No change | 38,922 | 1,400 | 0.11% | 0.11% | 38 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Straight Path Wealth Management | History | Added to | 37,027 | 1,337 | 0.3% | 0.29% | 39 | +1,959 | 5.59% | Q3 2026 | Oct 23, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 54,611 | 1,325 | 0.0% | 0.0% | 40 | +20,907 | 62.03% | Q3 2026 | Oct 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 34,080 | 1,225 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | Added to | 29,702 | 1,073 | 0.02% | 0.01% | 42 | +7,461 | 33.55% | Q3 2026 | Oct 16, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | New | 28,762 | 1,039 | 0.28% | — | 43 | +28,762 | New | Q3 2026 | Oct 02, 2026 |
| D.B. Root & Company, LLC | History | Added to | 27,297 | 986 | 0.21% | 0.08% | 44 | +16,955 | 163.94% | Q3 2026 | Nov 04, 2026 |
| World Investment Advisors | History | No change | 25,355 | 911 | 0.02% | 0.02% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 24,452 | 883 | 0.0% | 0.0% | 46 | +171 | 0.7% | Q3 2026 | Nov 02, 2026 |
| BCS Wealth Management | History | Reduced | 24,291 | 877 | 0.16% | 0.16% | 47 | -684 | -2.74% | Q3 2026 | Nov 03, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 23,556 | 851 | 0.22% | 0.21% | 48 | -387 | -1.62% | Q3 2026 | Oct 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 23,040 | 832 | 0.24% | 0.21% | 49 | +3,033 | 15.16% | Q3 2026 | Oct 23, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 23,013 | 831 | 0.0% | 0.0% | 50 | -7,881 | -25.51% | Q3 2026 | Oct 30, 2026 |
| Compass Advisory Group LLC | History | No change | 21,338 | 767 | 0.18% | 0.18% | 51 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HB Wealth Management, LLC | History | No change | 20,571 | 743 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | No change | 19,503 | 701 | 0.1% | 0.1% | 53 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Janney Montgomery Scott LLC | History | No change | 19,265 | 693 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 17,589 | 629 | 0.01% | 0.01% | 55 | +7,667 | 77.27% | Q3 2026 | Oct 09, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 16,716 | 601 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jacobi Capital Management LLC | History | No change | 16,561 | 595 | 0.03% | 0.03% | 57 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Added to | 16,455 | 594 | 0.16% | 0.12% | 58 | +4,225 | 34.55% | Q3 2026 | Oct 13, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Added to | 16,378 | 591 | 0.16% | 0.12% | 59 | +2,962 | 22.08% | Q3 2026 | Oct 09, 2026 |
| Opus Financial Solutions LLC | History | No change | 16,336 | 587 | 0.47% | 0.47% | 60 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Advus Financial Partners, LLC | History | Added to | 15,467 | 558 | 0.16% | 0.14% | 61 | +2,000 | 14.85% | Q3 2026 | Oct 20, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 15,250 | 548 | 0.03% | 0.03% | 62 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | New | 15,024 | 542 | 0.26% | — | 63 | +15,024 | New | Q3 2026 | Oct 28, 2026 |
| FAI Advisors, Inc. | History | Reduced | 14,935 | 539 | 0.21% | 0.21% | 64 | -294 | -1.93% | Q3 2026 | Oct 27, 2026 |
| Occidental Asset Management, LLC | History | New | 14,454 | 522 | 0.05% | — | 65 | +14,454 | New | Q3 2026 | Nov 05, 2026 |
| PFS Partners, LLC | History | Added to | 14,398 | 520 | 0.21% | 0.17% | 66 | +2,796 | 24.1% | Q3 2026 | Oct 21, 2026 |
| Allworth Financial LP | History | No change | 13,002 | 467 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Composition Wealth, LLC | History | No change | 12,018 | 432 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Vantage Point Financial LLC | History | No change | 11,605 | 417 | 0.13% | 0.13% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 11,148 | 402 | 0.02% | 0.02% | 70 | -611 | -5.2% | Q3 2026 | Oct 15, 2026 |
| Americana Partners, LLC | History | Reduced | 10,195 | 368 | 0.01% | 0.03% | 71 | -32,727 | -76.25% | Q3 2026 | Oct 28, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 9,917 | 358 | 0.01% | 0.0% | 72 | +9,706 | 4600.0% | Q3 2026 | Nov 02, 2026 |
| NewEdge Advisors, LLC | History | No change | 9,542 | 343 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 9,252 | 332 | 0.02% | 0.02% | 74 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Tradition Wealth Management, LLC | History | No change | 8,678 | 312 | 0.02% | 0.02% | 75 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BAILARD, INC. | History | No change | 8,525 | 308 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 8,520 | 307 | 0.04% | 0.03% | 77 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 8,514 | 306 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 8,461 | 304 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 7,911 | 285 | 0.01% | 0.02% | 80 | -5,767 | -42.16% | Q3 2026 | Oct 23, 2026 |
| Summit Wealth Partners, LLC | History | No change | 7,908 | 284 | 0.04% | 0.04% | 81 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 7,840 | 282 | 0.03% | 0.03% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 7,661 | 276 | 0.03% | 0.03% | 83 | +333 | 4.54% | Q3 2026 | Oct 21, 2026 |
| Advisor OS, LLC | History | No change | 7,437 | 268 | 0.02% | 0.02% | 84 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Weaver Consulting Group | History | No change | 7,250 | 261 | 0.05% | 0.05% | 85 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Merit Financial Group, LLC | History | No change | 6,989 | 251 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| James T. Borello RIA | History | No change | 6,906 | 249 | 0.05% | 0.05% | 87 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Beacon Financial Advisory LLC | History | New | 6,571 | 237 | 0.04% | — | 88 | +6,571 | New | Q3 2026 | Oct 16, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | No change | 6,313 | 228 | 0.02% | 0.02% | 89 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 6,281 | 225 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| WealthPLAN Partners, LLC | History | New | 6,110 | 220 | 0.04% | — | 91 | +6,110 | New | Q3 2026 | Oct 15, 2026 |
| Lantz Financial LLC | History | New | 5,896 | 213 | 0.04% | — | 92 | +5,896 | New | Q3 2026 | Oct 15, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 5,937 | 212 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 5,841 | 211 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Accurate Wealth Management, LLC | History | No change | 5,845 | 210 | 0.02% | 0.02% | 95 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| JPMORGAN CHASE & CO | History | No change | 5,384 | 193 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Analysts, LLC | History | No change | 5,309 | 191 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| US BANCORP \DE\ | History | No change | 4,610 | 165 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| William Mack & Associates, Inc. | History | New | 3,292 | 118 | 0.04% | — | 99 | +3,292 | New | Q3 2026 | Oct 27, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 3,000 | 108 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| CoreCap Advisors, LLC | History | No change | 2,969 | 107 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| AE Wealth Management LLC | History | No change | 2,733 | 98 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | No change | 2,430 | 87 | 0.06% | 0.06% | 103 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 2,064 | 74 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 1,587 | 57 | 0.06% | 0.06% | 105 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 1,316 | 47 | 0.01% | 0.0% | 106 | +340 | 34.84% | Q3 2026 | Oct 29, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 1,110 | 40 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| PlanVest Financial, Inc | History | No change | 1,133 | 40 | 0.03% | 0.03% | 108 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LANARK FINANCIAL, INC. | History | New | 834 | 30 | 0.0% | — | 109 | +834 | New | Q3 2026 | Oct 26, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 770 | 27 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| IFG Advisory, LLC | History | No change | 500 | 17 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 400 | 14 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 367 | 13 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 307 | 11 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| BFC Planning, Inc. | History | No change | 307 | 11 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 300 | 10 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TRUST CO OF VERMONT | History | No change | 268 | 9 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 230 | 8 | 0.0% | — | 118 | +230 | New | Q3 2026 | Oct 20, 2026 |
| ASSETMARK, INC | History | No change | 165 | 5 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| JDM Financial Group LLC | History | No change | 157 | 5 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| UBS Group AG | History | No change | 101 | 3 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PFG Advisors | History | Closed out | 0 | 0 | — | 0.02% | — | -13,275 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Liberty Atlantic Advisors LLC | History | Closed out | 0 | 0 | — | 0.3% | — | -11,682 | -100.0% | Q3 2026 | Oct 13, 2026 |
| NBT BANK, N.A. | History | Closed out | 0 | 0 | — | 0.01% | — | -3,080 | -100.0% | Q3 2026 | Oct 21, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -1,506 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Archer Investment Corp | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |