Innovator ETFs Trust - JULH
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| World Investment Advisors | History | No change | 81,027 | 2,000 | 0.03% | 0.03% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Brookstone Capital Management | History | No change | 51,436 | 1,280 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 51,329 | 1,278 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STEPHENS INC /AR/ | History | No change | 36,914 | 919 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Whipplewood Advisors, LLC | History | No change | 31,382 | 781 | 0.53% | 0.53% | 5 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 27,716 | 691 | 0.0% | 0.01% | 6 | +451 | 1.65% | Q3 2026 | Oct 08, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 26,002 | 647 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 22,660 | 564 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Weaver Consulting Group | History | New | 14,811 | 369 | 0.07% | — | 9 | +14,811 | New | Q3 2026 | Oct 07, 2026 |
| Accurate Wealth Management, LLC | History | No change | 11,931 | 297 | 0.03% | 0.03% | 10 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Soltis Investment Advisors LLC | History | No change | 10,059 | 250 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 2,020 | 50 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Luminist Capital LLC | History | No change | 1,424 | 35 | 0.04% | 0.04% | 13 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 1,063 | 26 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AE Wealth Management LLC | History | No change | 970 | 24 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 365 | 9 | 0.0% | 0.0% | 16 | -20 | -5.19% | Q3 2026 | Oct 08, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 189 | 4 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | No change | 100 | 2 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 80 | 1 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 33 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |