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 | Added to | 85,994 | 2,143 | 0.03% | 0.04% | 1 | +1,515 | 1.79% | Q4 2025 | Mar 12, 2026 |
| RPg Family Wealth Advisory, LLC | History | Added to | 75,374 | 1,918 | 0.42% | 0.42% | 2 | +65 | 0.09% | Q4 2025 | Feb 13, 2026 |
| Brookstone Capital Management | History | Added to | 57,204 | 1,425 | 0.02% | 0.02% | 3 | +67 | 0.12% | Q4 2025 | Jan 15, 2026 |
| STEPHENS INC /AR/ | History | No change | 37,320 | 930 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 36,679 | 914 | 0.02% | 0.01% | 5 | +16,022 | 77.56% | Q4 2025 | Feb 17, 2026 |
| Maia Wealth LLC | History | Added to | 33,550 | 837 | 0.14% | 0.14% | 6 | +671 | 2.04% | Q4 2025 | Feb 17, 2026 |
| Whipplewood Advisors, LLC | History | Added to | 29,970 | 747 | 0.48% | 0.49% | 7 | +179 | 0.6% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 26,475 | 659 | 0.0% | 0.0% | 8 | -2,644 | -9.08% | Q4 2025 | Feb 18, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 23,680 | 590 | 0.0% | 0.0% | 9 | +1,118 | 4.96% | Q4 2025 | Feb 12, 2026 |
| Schulz Wealth, LTD. | History | No change | 19,000 | 483 | 0.31% | 0.31% | 10 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Accurate Wealth Management, LLC | History | Reduced | 12,616 | 315 | 0.04% | 0.04% | 11 | -200 | -1.56% | Q4 2025 | Jan 14, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 9,287 | 231 | 0.02% | 0.02% | 12 | -1,798 | -16.22% | Q4 2025 | Feb 20, 2026 |
| WINNOW WEALTH LLC | History | New | 5,109 | 127 | 0.09% | — | 13 | +5,109 | New | Q4 2025 | Feb 11, 2026 |
| Kestra Advisory Services, LLC | History | New | 4,291 | 106 | 0.0% | — | 14 | +4,291 | New | Q4 2025 | Feb 13, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 2,020 | 50 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Motiv8 Investments LLC | History | New | 1,690 | 42 | 0.02% | — | 16 | +1,690 | New | Q4 2025 | Feb 13, 2026 |
| Luminist Capital LLC | History | Reduced | 1,591 | 39 | 0.05% | 0.04% | 17 | -347 | -17.91% | Q4 2025 | Feb 13, 2026 |
| AE Wealth Management LLC | History | No change | 970 | 24 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 573 | 14 | 0.0% | 0.0% | 19 | +212 | 58.73% | Q4 2025 | Jan 23, 2026 |
| CoreCap Advisors, LLC | History | No change | 494 | 12 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 189 | 4 | 0.0% | 0.0% | 21 | +114 | 152.0% | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | No change | 100 | 2 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 100 | 2 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Bullseye Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -13,331 | -100.0% | Q3 2025 | Feb 02, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -8,150 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,201 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 33 | 0 | — | — | — | +33 | New | Q4 2025 | Feb 13, 2026 |
| Wealth Watch Advisors, INC | History | New | 26 | 0 | — | — | — | +26 | New | Q4 2025 | Feb 17, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 40 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |