Innovator ETFs Trust - KJUL
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 256,239 | 8,704 | 0.01% | 0.01% | 1 | -2,095 | -0.81% | Q2 2026 | Jul 29, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 145,327 | 4,936 | 0.01% | 0.01% | 2 | +34,572 | 31.21% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Wealth, LLC/TN | History | Added to | 111,076 | 3,751 | 1.9% | 0.64% | 3 | +76,800 | 224.06% | Q2 2026 | Jul 29, 2026 |
| Cetera Investment Advisers | History | Reduced | 102,578 | 3,484 | 0.0% | 0.0% | 4 | -2,138 | -2.04% | Q2 2026 | Aug 12, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 89,914 | 3,054 | 0.04% | 0.04% | 5 | -519 | -0.57% | Q2 2026 | Aug 04, 2026 |
| LPL Financial LLC | History | Added to | 88,253 | 2,997 | 0.0% | 0.0% | 6 | +28,377 | 47.39% | Q2 2026 | Aug 07, 2026 |
| RED CRANE WEALTH MANAGEMENT, LLC | History | Reduced | 78,164 | 2,655 | 1.95% | 2.12% | 7 | -2,279 | -2.83% | Q2 2026 | Jul 28, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 86,460 | 2,599 | 0.0% | 0.0% | 8 | +38,134 | 78.91% | Q2 2026 | Jul 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 76,259 | 2,590 | 0.0% | 0.0% | 9 | +9,815 | 14.77% | Q2 2026 | Aug 14, 2026 |
| Berger Financial Group, Inc | History | Reduced | 71,588 | 2,431 | 0.12% | 0.13% | 10 | -662 | -0.92% | Q2 2026 | Aug 04, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 68,387 | 2,323 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BFI Wealth Solutions, LLC | History | Added to | 66,819 | 2,269 | 1.68% | 1.94% | 12 | +4,154 | 6.63% | Q2 2026 | Aug 07, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 62,992 | 2,139 | 0.01% | 0.01% | 13 | -32,954 | -34.35% | Q2 2026 | Jul 28, 2026 |
| Diligent Investors, LLC | History | No change | 57,159 | 1,941 | 0.43% | 0.45% | 14 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Compass Advisory Group LLC | History | Reduced | 53,362 | 1,812 | 0.43% | 0.46% | 15 | -755 | -1.4% | Q2 2026 | Aug 11, 2026 |
| Long Island Wealth Management, Inc. | History | Added to | 53,197 | 1,807 | 0.75% | 0.66% | 16 | +8,683 | 19.51% | Q2 2026 | Aug 07, 2026 |
| XML Financial, LLC | History | Reduced | 50,500 | 1,715 | 0.12% | 0.33% | 17 | -77,693 | -60.61% | Q2 2026 | Jul 24, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 43,962 | 1,493 | 0.03% | 0.03% | 18 | -2,091 | -4.54% | Q2 2026 | Jul 15, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 40,084 | 1,361 | 0.07% | 0.08% | 19 | -553 | -1.36% | Q2 2026 | Jul 09, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 39,787 | 1,351 | 0.07% | 0.07% | 20 | +4,656 | 13.25% | Q2 2026 | Jul 31, 2026 |
| Focus Partners Wealth | History | No change | 37,435 | 1,271 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ODonnell Financial Services, LLC | History | Reduced | 34,222 | 1,162 | 0.34% | 0.39% | 22 | -843 | -2.4% | Q2 2026 | Aug 12, 2026 |
| Jacobi Capital Management LLC | History | No change | 32,545 | 1,105 | 0.05% | 0.06% | 23 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Reduced | 31,611 | 1,073 | 0.28% | 0.3% | 24 | -805 | -2.48% | Q2 2026 | Aug 20, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 30,312 | 1,030 | 0.0% | 0.0% | 25 | -4,001 | -11.66% | Q2 2026 | Jul 27, 2026 |
| IFP Advisors, Inc | History | Reduced | 27,259 | 925 | 0.02% | 0.02% | 26 | -80 | -0.29% | Q2 2026 | Jul 20, 2026 |
| Wood Tarver Financial Group, LLC | History | Reduced | 25,848 | 878 | 0.21% | 0.23% | 27 | -164 | -0.63% | Q2 2026 | Aug 13, 2026 |
| GWN SECURITIES INC. | History | New | 24,767 | 841 | 0.14% | — | 28 | +24,767 | New | Q2 2026 | Aug 05, 2026 |
| WorthPointe, LLC | History | Reduced | 24,729 | 840 | 0.21% | 0.22% | 29 | -430 | -1.71% | Q2 2026 | Jul 31, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 24,475 | 831 | 0.0% | 0.0% | 30 | +5,213 | 27.06% | Q2 2026 | Aug 07, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 24,233 | 823 | 0.24% | 0.26% | 31 | -380 | -1.54% | Q2 2026 | Jul 24, 2026 |
| Straight Path Wealth Management | History | Added to | 23,722 | 805 | 0.19% | 0.2% | 32 | +160 | 0.68% | Q2 2026 | Jul 27, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 21,984 | 746 | 0.0% | 0.0% | 33 | -5,651 | -20.45% | Q2 2026 | Jul 28, 2026 |
| Capital Analysts, LLC | History | Added to | 21,541 | 732 | 0.02% | 0.02% | 34 | +409 | 1.94% | Q2 2026 | Aug 05, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 19,712 | 669 | 0.01% | 0.02% | 35 | -907 | -4.4% | Q2 2026 | Jul 17, 2026 |
| Tradition Wealth Management, LLC | History | No change | 18,322 | 622 | 0.04% | 0.04% | 36 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | New | 18,095 | 614 | 0.09% | — | 37 | +18,095 | New | Q2 2026 | Aug 12, 2026 |
| Global Trust Wealth Management LLC | History | No change | 17,000 | 577 | 0.4% | 0.41% | 38 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 16,074 | 546 | 0.05% | 0.05% | 39 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 15,996 | 543 | 0.07% | 0.08% | 40 | -498 | -3.02% | Q2 2026 | Aug 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 15,451 | 524 | 0.0% | 0.0% | 41 | +299 | 1.97% | Q2 2026 | Aug 03, 2026 |
| HighTower Advisors, LLC | History | Reduced | 14,768 | 501 | 0.0% | 0.0% | 42 | -3,297 | -18.25% | Q2 2026 | Aug 05, 2026 |
| FSA Advisors, Inc. | History | Added to | 14,770 | 501 | 0.23% | 0.25% | 43 | +3,040 | 25.92% | Q2 2026 | Aug 17, 2026 |
| BCS Wealth Management | History | Reduced | 14,066 | 477 | 0.09% | 0.09% | 44 | -61 | -0.43% | Q2 2026 | Jul 16, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 13,703 | 465 | 0.06% | 0.07% | 45 | +252 | 1.87% | Q2 2026 | Aug 11, 2026 |
| Allworth Financial LP | History | Reduced | 13,028 | 442 | 0.0% | 0.12% | 46 | -937,742 | -98.63% | Q2 2026 | Aug 11, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 12,171 | 407 | 0.01% | 0.01% | 47 | -2,386 | -16.39% | Q2 2026 | Jul 29, 2026 |
| Global Strategic Investment Solutions, LLC | History | No change | 11,392 | 386 | 0.03% | 0.04% | 48 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Miller Financial Services LLC | History | No change | 10,711 | 363 | 0.29% | 0.38% | 49 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sunbelt Securities, Inc. | History | No change | 10,312 | 330 | 0.02% | 0.02% | 50 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 9,484 | 320 | 0.01% | 0.01% | 51 | +1,642 | 20.94% | Q2 2026 | Jul 15, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 9,239 | 313 | 0.01% | 0.01% | 52 | -804 | -8.01% | Q2 2026 | Aug 10, 2026 |
| Advisor OS, LLC | History | No change | 9,226 | 313 | 0.02% | 0.02% | 53 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Reduced | 8,985 | 305 | 0.08% | 0.09% | 54 | -1,072 | -10.66% | Q2 2026 | Aug 03, 2026 |
| PFS Partners, LLC | History | Reduced | 8,945 | 303 | 0.12% | 0.13% | 55 | -202 | -2.21% | Q2 2026 | Jul 20, 2026 |
| World Investment Advisors | History | Reduced | 8,722 | 292 | 0.0% | 0.01% | 56 | -1,268 | -12.69% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | New | 8,133 | 276 | 0.0% | — | 57 | +8,133 | New | Q2 2026 | Aug 10, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 8,481 | 271 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Crown Wealth Group, LLC | History | Reduced | 7,742 | 262 | 0.07% | 0.07% | 59 | -204 | -2.57% | Q2 2026 | Jul 21, 2026 |
| BCGM Wealth Management, LLC | History | No change | 7,610 | 258 | 0.05% | 0.06% | 60 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Outlook Wealth Advisors, LLC | History | Reduced | 7,560 | 256 | 0.06% | 0.07% | 61 | -1,688 | -18.25% | Q2 2026 | Aug 03, 2026 |
| Accurate Wealth Management, LLC | History | New | 7,104 | 239 | 0.02% | — | 62 | +7,104 | New | Q2 2026 | Jul 14, 2026 |
| Seros Financial, LLC | History | No change | 6,698 | 227 | 0.12% | 0.14% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sigma Planning Corp | History | Reduced | 6,476 | 219 | 0.01% | 0.01% | 64 | -501 | -7.18% | Q2 2026 | Aug 07, 2026 |
| WINNACLE WEALTH LLC | History | Reduced | 6,295 | 213 | 0.14% | 0.16% | 65 | -147 | -2.28% | Q2 2026 | Jul 21, 2026 |
| Janney Montgomery Scott LLC | History | New | 6,040 | 205 | 0.0% | — | 66 | +6,040 | New | Q2 2026 | Aug 05, 2026 |
| AE Wealth Management LLC | History | No change | 5,373 | 182 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 2,584 | 87 | 0.01% | — | 68 | +2,584 | New | Q2 2026 | Aug 13, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 2,167 | 73 | 0.0% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,837 | 62 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PlanVest Financial, Inc | History | No change | 1,465 | 49 | 0.03% | 0.03% | 71 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,282 | 43 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 1,136 | 38 | 0.0% | 0.0% | 73 | -647 | -36.29% | Q2 2026 | Jul 06, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 878 | 29 | 0.02% | 0.02% | 74 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MORGAN STANLEY | History | Reduced | 480 | 16 | 0.0% | 0.0% | 75 | -200 | -29.41% | Q2 2026 | Aug 13, 2026 |
| Luminist Capital LLC | History | New | 360 | 11 | 0.01% | — | 76 | +360 | New | Q2 2026 | Aug 07, 2026 |
| Noble Wealth Management PBC | History | No change | 240 | 8 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| Spire Wealth Management | History | No change | 208 | 7 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Cape Investment Advisory, Inc. | History | New | 200 | 6 | 0.0% | — | 80 | +200 | New | Q2 2026 | Jul 23, 2026 |
| IFG Advisory, LLC | History | No change | 200 | 6 | 0.0% | 0.02% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JDM Financial Group LLC | History | No change | 69 | 2 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -20,886 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Phoenix Financial Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -6,915 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -5,135 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,747 | -100.0% | Q2 2026 | Aug 12, 2026 |
| TopTier Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -537 | -100.0% | Q2 2026 | Jul 14, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -501 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Whipplewood Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -393 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Financial Network Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -103 | -100.0% | Q2 2026 | Jul 29, 2026 |