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 | Reduced | 81,178 | 2,004 | 0.03% | 0.03% | 1 | -4,816 | -5.6% | Q1 2026 | Apr 27, 2026 |
| RPg Family Wealth Advisory, LLC | History | Added to | 76,879 | 1,898 | 0.4% | 0.42% | 2 | +1,505 | 2.0% | Q1 2026 | May 14, 2026 |
| Brookstone Capital Management | History | Added to | 57,437 | 1,418 | 0.02% | 0.02% | 3 | +233 | 0.41% | Q1 2026 | Apr 16, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 40,020 | 988 | 0.02% | 0.02% | 4 | +3,341 | 9.11% | Q1 2026 | May 15, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 36,914 | 911 | 0.01% | 0.01% | 5 | -406 | -1.09% | Q1 2026 | Apr 28, 2026 |
| Maia Wealth LLC | History | No change | 33,550 | 828 | 0.14% | 0.14% | 6 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Whipplewood Advisors, LLC | History | Added to | 31,301 | 772 | 0.4% | 0.48% | 7 | +1,331 | 4.44% | Q1 2026 | Apr 30, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 26,002 | 642 | 0.0% | 0.0% | 8 | -473 | -1.79% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 22,874 | 564 | 0.0% | 0.0% | 9 | -806 | -3.4% | Q1 2026 | Apr 27, 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 | Added to | 12,886 | 320 | 0.04% | 0.04% | 11 | +270 | 2.14% | Q1 2026 | Apr 22, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 9,398 | 232 | 0.01% | 0.02% | 12 | +111 | 1.2% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | New | 9,016 | 222 | 0.0% | — | 13 | +9,016 | New | Q1 2026 | May 06, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 2,020 | 49 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Motiv8 Investments LLC | History | No change | 1,690 | 42 | 0.02% | 0.02% | 15 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Luminist Capital LLC | History | Reduced | 1,569 | 38 | 0.05% | 0.05% | 16 | -22 | -1.38% | Q1 2026 | Apr 24, 2026 |
| MORGAN STANLEY | History | New | 1,063 | 26 | 0.0% | — | 17 | +1,063 | New | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | No change | 970 | 23 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | New | 570 | 14 | 0.0% | — | 20 | +570 | New | Q1 2026 | May 05, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 578 | 14 | 0.0% | 0.0% | 19 | +5 | 0.87% | Q1 2026 | Apr 07, 2026 |
| CoreCap Advisors, LLC | History | No change | 494 | 12 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 189 | 4 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | No change | 100 | 2 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 80 | 1 | 0.0% | 0.0% | 24 | -20 | -20.0% | Q1 2026 | May 15, 2026 |
| WINNOW WEALTH LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -5,109 | -100.0% | Q1 2026 | May 19, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,291 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | — | — | -26 | -100.0% | Q1 2026 | May 15, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 33 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |