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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Berkshire Money Management, Inc. | History | New | 1,983,544 | 65,258 | 5.63% | — | 1 | +1,983,544 | New | Q3 2026 | Oct 21, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 322,823 | 10,620 | 0.01% | 0.01% | 2 | +66,584 | 25.99% | Q3 2026 | Nov 02, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 145,327 | 4,936 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Wealth, LLC/TN | History | Reduced | 108,316 | 3,551 | 1.7% | 1.9% | 4 | -2,760 | -2.48% | Q3 2026 | Oct 27, 2026 |
| Cetera Investment Advisers | History | No change | 102,578 | 3,484 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 97,131 | 3,195 | 0.01% | 0.01% | 6 | +34,139 | 54.2% | Q3 2026 | Nov 02, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 89,914 | 3,054 | 0.04% | 0.04% | 7 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| LPL Financial LLC | History | No change | 88,253 | 2,997 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Hofer & Associates. Inc | History | New | 82,301 | 2,707 | 1.89% | — | 10 | +82,301 | New | Q3 2026 | Oct 13, 2026 |
| RED CRANE WEALTH MANAGEMENT, LLC | History | Added to | 82,301 | 2,707 | 1.89% | 1.95% | 9 | +4,137 | 5.29% | Q3 2026 | Oct 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 76,259 | 2,590 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 86,656 | 2,539 | 0.0% | 0.0% | 12 | +196 | 0.23% | Q3 2026 | Oct 13, 2026 |
| Berger Financial Group, Inc | History | No change | 71,588 | 2,431 | 0.12% | 0.12% | 13 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Long Island Wealth Management, Inc. | History | Added to | 70,999 | 2,335 | 0.91% | 0.75% | 14 | +17,802 | 33.46% | Q3 2026 | Oct 20, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 68,387 | 2,323 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BFI Wealth Solutions, LLC | History | Reduced | 66,411 | 2,184 | 1.5% | 1.68% | 16 | -408 | -0.61% | Q3 2026 | Oct 16, 2026 |
| Diligent Investors, LLC | History | Added to | 60,942 | 2,004 | 0.44% | 0.43% | 17 | +3,783 | 6.62% | Q3 2026 | Oct 21, 2026 |
| Compass Advisory Group LLC | History | No change | 53,362 | 1,812 | 0.43% | 0.43% | 18 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 46,468 | 1,528 | 0.08% | 0.07% | 19 | +6,681 | 16.79% | Q3 2026 | Oct 28, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 43,962 | 1,446 | 0.03% | 0.03% | 20 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Focus Partners Wealth | History | No change | 37,435 | 1,271 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 37,570 | 1,238 | 0.06% | 0.07% | 22 | -2,514 | -6.27% | Q3 2026 | Oct 13, 2026 |
| ODonnell Financial Services, LLC | History | No change | 34,222 | 1,162 | 0.34% | 0.34% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| XML Financial, LLC | History | Reduced | 34,969 | 1,150 | 0.08% | 0.12% | 24 | -15,531 | -30.75% | Q3 2026 | Oct 29, 2026 |
| Jacobi Capital Management LLC | History | No change | 32,545 | 1,105 | 0.05% | 0.05% | 25 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Sherry Group, Inc. | History | New | 33,385 | 1,098 | 1.03% | — | 26 | +33,385 | New | Q3 2026 | Oct 09, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 31,611 | 1,040 | 0.28% | 0.28% | 27 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| IFP Advisors, Inc | History | Added to | 30,179 | 992 | 0.02% | 0.02% | 28 | +2,920 | 10.71% | Q3 2026 | Oct 16, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 29,922 | 984 | 0.0% | 0.0% | 29 | -390 | -1.29% | Q3 2026 | Nov 02, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 27,139 | 892 | 0.26% | 0.24% | 30 | +2,906 | 11.99% | Q3 2026 | Oct 23, 2026 |
| Wood Tarver Financial Group, LLC | History | No change | 25,848 | 878 | 0.21% | 0.21% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GWN SECURITIES INC. | History | No change | 24,767 | 841 | 0.14% | 0.14% | 32 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WorthPointe, LLC | History | No change | 24,729 | 840 | 0.21% | 0.21% | 33 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 24,475 | 831 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Straight Path Wealth Management | History | Added to | 24,443 | 804 | 0.18% | 0.19% | 35 | +721 | 3.04% | Q3 2026 | Oct 23, 2026 |
| Capital Analysts, LLC | History | No change | 21,541 | 732 | 0.02% | 0.02% | 36 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 19,712 | 669 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Tradition Wealth Management, LLC | History | No change | 18,322 | 622 | 0.04% | 0.04% | 38 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | No change | 18,095 | 614 | 0.09% | 0.09% | 39 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Todd Wealth Management, LLC | History | Reduced | 18,116 | 596 | 0.45% | 0.61% | 40 | -5,782 | -24.19% | Q3 2026 | Oct 19, 2026 |
| PFS Partners, LLC | History | Added to | 17,953 | 590 | 0.24% | 0.12% | 41 | +9,008 | 100.7% | Q3 2026 | Oct 21, 2026 |
| Global Trust Wealth Management LLC | History | No change | 17,000 | 559 | 0.4% | 0.4% | 42 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 16,074 | 546 | 0.05% | 0.05% | 43 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 15,975 | 525 | 0.06% | 0.07% | 44 | -21 | -0.13% | Q3 2026 | Oct 29, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 15,451 | 524 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| HighTower Advisors, LLC | History | No change | 14,768 | 501 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FSA Advisors, Inc. | History | No change | 14,770 | 501 | 0.23% | 0.23% | 47 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 13,703 | 465 | 0.06% | 0.06% | 48 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BCS Wealth Management | History | Reduced | 14,048 | 462 | 0.08% | 0.09% | 49 | -18 | -0.13% | Q3 2026 | Nov 03, 2026 |
| Allworth Financial LP | History | No change | 13,028 | 442 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 13,363 | 439 | 0.0% | 0.0% | 51 | -8,621 | -39.21% | Q3 2026 | Oct 30, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 11,440 | 375 | 0.01% | 0.01% | 52 | -731 | -6.01% | Q3 2026 | Oct 26, 2026 |
| Global Strategic Investment Solutions, LLC | History | No change | 11,392 | 374 | 0.03% | 0.03% | 53 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Miller Financial Services LLC | History | Added to | 10,911 | 358 | 0.27% | 0.29% | 54 | +200 | 1.87% | Q3 2026 | Oct 20, 2026 |
| Grantvest Financial Group LLC | History | New | 10,676 | 351 | 0.2% | — | 55 | +10,676 | New | Q3 2026 | Oct 21, 2026 |
| NorthCrest Asset Manangement, LLC | History | No change | 9,484 | 312 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 9,427 | 310 | 0.01% | — | 57 | +9,427 | New | Q3 2026 | Nov 02, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 9,239 | 303 | 0.0% | 0.01% | 58 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| World Investment Advisors | History | No change | 8,722 | 292 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advisor OS, LLC | History | Reduced | 8,726 | 287 | 0.02% | 0.02% | 60 | -500 | -5.42% | Q3 2026 | Nov 03, 2026 |
| Outlook Wealth Advisors, LLC | History | Added to | 8,594 | 282 | 0.06% | 0.06% | 61 | +1,034 | 13.68% | Q3 2026 | Oct 28, 2026 |
| Arax Advisory Partners | History | No change | 8,133 | 276 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BCGM Wealth Management, LLC | History | No change | 7,610 | 258 | 0.05% | 0.05% | 63 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Crown Wealth Group, LLC | History | Reduced | 7,567 | 248 | 0.06% | 0.07% | 64 | -175 | -2.26% | Q3 2026 | Oct 19, 2026 |
| Sigma Planning Corp | History | Added to | 7,146 | 235 | 0.01% | 0.01% | 65 | +670 | 10.35% | Q3 2026 | Oct 23, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Reduced | 7,109 | 233 | 0.06% | 0.08% | 66 | -1,876 | -20.88% | Q3 2026 | Nov 02, 2026 |
| Accurate Wealth Management, LLC | History | No change | 7,104 | 233 | 0.02% | 0.02% | 67 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Seros Financial, LLC | History | No change | 6,698 | 220 | 0.11% | 0.12% | 68 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Janney Montgomery Scott LLC | History | No change | 6,040 | 205 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AE Wealth Management LLC | History | No change | 5,373 | 182 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 2,584 | 87 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 2,167 | 71 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,837 | 62 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| William Mack & Associates, Inc. | History | New | 1,800 | 59 | 0.02% | — | 74 | +1,800 | New | Q3 2026 | Oct 27, 2026 |
| PlanVest Financial, Inc | History | No change | 1,465 | 49 | 0.03% | 0.03% | 75 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,282 | 43 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFS Advisors, LLC | History | New | 1,274 | 41 | 0.01% | — | 77 | +1,274 | New | Q3 2026 | Oct 14, 2026 |
| CoreCap Advisors, LLC | History | No change | 1,136 | 37 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Noble Wealth Management PBC | History | Added to | 1,015 | 33 | 0.01% | 0.0% | 79 | +775 | 322.92% | Q3 2026 | Oct 01, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 878 | 28 | 0.02% | 0.02% | 80 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| MORGAN STANLEY | History | No change | 480 | 16 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Luminist Capital LLC | History | No change | 360 | 11 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IFG Advisory, LLC | History | No change | 200 | 6 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Spire Wealth Management | History | No change | 208 | 6 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 200 | 6 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| JDM Financial Group LLC | History | No change | 69 | 2 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| WINNACLE WEALTH LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -6,295 | -100.0% | Q3 2026 | Oct 14, 2026 |