Innovator ETFs Trust - KJUL
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Compass Advisory Group LLC | History | Added to | 483,725 | 15,334 | 4.14% | 4.07% | 1 | +15,196 | 3.24% | Q4 2025 | Jan 21, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 263,533 | 8,354 | 0.01% | 0.01% | 2 | -1,556 | -0.59% | Q4 2025 | Feb 12, 2026 |
| HighTower Advisors, LLC | History | Reduced | 215,496 | 6,831 | 0.01% | 0.01% | 3 | -4,177 | -1.9% | Q4 2025 | Feb 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 148,584 | 4,710 | 0.01% | 0.01% | 4 | -11,636 | -7.26% | Q4 2025 | Feb 17, 2026 |
| XML Financial, LLC | History | Reduced | 133,300 | 4,225 | 0.34% | 0.38% | 5 | -16,820 | -11.2% | Q4 2025 | Feb 11, 2026 |
| Cetera Investment Advisers | History | Reduced | 108,640 | 3,443 | 0.0% | 0.0% | 6 | -19,941 | -15.51% | Q4 2025 | Feb 17, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 104,592 | 3,315 | 0.08% | 0.12% | 7 | -50,631 | -32.62% | Q4 2025 | Feb 09, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 90,668 | 2,874 | 0.04% | 0.05% | 8 | -857 | -0.94% | Q4 2025 | Feb 12, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 79,813 | 2,530 | 0.01% | 0.01% | 9 | -804 | -1.0% | Q4 2025 | Feb 13, 2026 |
| RED CRANE WEALTH MANAGEMENT, LLC | History | Reduced | 74,859 | 2,373 | 1.94% | 1.98% | 10 | -800 | -1.06% | Q4 2025 | Feb 03, 2026 |
| Berger Financial Group, Inc | History | Added to | 73,273 | 2,322 | 0.13% | 0.13% | 11 | +308 | 0.42% | Q4 2025 | Jan 27, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 72,946 | 2,312 | 0.0% | 0.0% | 12 | -106 | -0.15% | Q4 2025 | Feb 18, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 68,837 | 2,182 | 0.01% | 0.01% | 13 | -2,340 | -3.29% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 57,514 | 1,850 | 0.0% | 0.0% | 14 | -348 | -0.6% | Q4 2025 | Jan 08, 2026 |
| LPL Financial LLC | History | Added to | 58,118 | 1,842 | 0.0% | 0.0% | 15 | +11,028 | 23.42% | Q4 2025 | Feb 11, 2026 |
| Diligent Investors, LLC | History | No change | 57,159 | 1,811 | 0.45% | 0.45% | 16 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Long Island Wealth Management, Inc. | History | Added to | 45,886 | 1,454 | 0.69% | 0.67% | 17 | +1,100 | 2.46% | Q4 2025 | Jan 21, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 45,407 | 1,439 | 0.03% | — | 18 | +45,407 | New | Q4 2025 | Feb 17, 2026 |
| BFI Wealth Solutions, LLC | History | New | 42,761 | 1,355 | 1.29% | — | 19 | +42,761 | New | Q4 2025 | Feb 19, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 40,980 | 1,299 | 0.08% | 0.08% | 20 | -61 | -0.15% | Q4 2025 | Jan 07, 2026 |
| Focus Partners Wealth | History | No change | 37,685 | 1,194 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 35,984 | 1,141 | 0.0% | 0.0% | 22 | +1,440 | 4.17% | Q4 2025 | Feb 05, 2026 |
| ODonnell Financial Services, LLC | History | Reduced | 35,832 | 1,135 | 0.39% | 0.41% | 23 | -1,450 | -3.89% | Q4 2025 | Jan 29, 2026 |
| Jacobi Capital Management LLC | History | Reduced | 32,545 | 1,031 | 0.06% | 0.07% | 24 | -2,883 | -8.14% | Q4 2025 | Feb 13, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 32,416 | 1,027 | 0.31% | 0.31% | 25 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 29,644 | 939 | 0.06% | 0.05% | 26 | +4,172 | 16.38% | Q4 2025 | Feb 10, 2026 |
| BCS Wealth Management | History | Added to | 28,476 | 902 | 0.09% | 0.1% | 27 | +14,238 | 100.0% | Q4 2025 | Jan 26, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 27,640 | 876 | 0.0% | 0.0% | 28 | -745 | -2.62% | Q4 2025 | Feb 02, 2026 |
| IFP Advisors, Inc | History | Reduced | 26,237 | 831 | 0.02% | 0.02% | 29 | -3,200 | -10.87% | Q4 2025 | Feb 06, 2026 |
| Wood Tarver Financial Group, LLC | History | Added to | 26,012 | 824 | 0.23% | 0.23% | 30 | +359 | 1.4% | Q4 2025 | Feb 12, 2026 |
| WorthPointe, LLC | History | No change | 25,615 | 812 | 0.21% | 0.3% | 31 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 25,238 | 800 | 0.27% | 0.27% | 32 | -598 | -2.31% | Q4 2025 | Jan 23, 2026 |
| Straight Path Wealth Management | History | Added to | 23,475 | 744 | 0.2% | 0.19% | 33 | +112 | 0.48% | Q4 2025 | Feb 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 22,268 | 705 | 0.0% | 0.0% | 34 | +3,691 | 19.87% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 21,883 | 693 | 0.0% | 0.0% | 35 | -10,922 | -33.29% | Q4 2025 | Feb 17, 2026 |
| CORRADO ADVISORS, LLC | History | Reduced | 21,514 | 682 | 0.34% | 0.76% | 36 | -23,976 | -52.71% | Q4 2025 | Feb 10, 2026 |
| Global Strategic Investment Solutions, LLC | History | Reduced | 21,241 | 673 | 0.07% | 0.07% | 37 | -59 | -0.28% | Q4 2025 | Jan 29, 2026 |
| Capital Analysts, LLC | History | Reduced | 21,132 | 670 | 0.02% | 0.02% | 38 | -65 | -0.31% | Q4 2025 | Feb 11, 2026 |
| Tradition Wealth Management, LLC | History | No change | 18,322 | 580 | 0.04% | 0.04% | 39 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 16,778 | 544 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Global Trust Wealth Management LLC | History | New | 17,000 | 538 | 0.4% | — | 41 | +17,000 | New | Q4 2025 | Jan 28, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 16,838 | 533 | 0.0% | 0.0% | 42 | -548 | -3.15% | Q4 2025 | Feb 10, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 16,494 | 522 | 0.08% | 0.08% | 43 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 16,246 | 514 | 0.05% | 0.05% | 44 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 14,572 | 461 | 0.06% | — | 45 | +14,572 | New | Q4 2025 | Feb 09, 2026 |
| Outlook Wealth Advisors, LLC | History | Reduced | 12,369 | 392 | 0.09% | 0.1% | 46 | -342 | -2.69% | Q4 2025 | Feb 11, 2026 |
| FSA Advisors, Inc. | History | No change | 11,730 | 371 | 0.26% | 0.29% | 47 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 11,289 | 357 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Miller Financial Services LLC | History | No change | 10,961 | 347 | 0.41% | 0.39% | 49 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NorthCrest Asset Manangement, LLC | History | No change | 10,408 | 332 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Sunbelt Securities, Inc. | History | No change | 10,366 | 328 | 0.02% | 0.02% | 51 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| World Investment Advisors | History | New | 10,098 | 320 | 0.01% | — | 52 | +10,098 | New | Q4 2025 | Mar 12, 2026 |
| Valtinson Bruner Financial Planning LLC | History | No change | 10,057 | 318 | 0.09% | 0.09% | 53 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 9,523 | 301 | 0.0% | 0.0% | 54 | +64 | 0.68% | Q4 2025 | Feb 12, 2026 |
| Arete Wealth Advisors, LLC | History | No change | 9,226 | 292 | 0.02% | 0.02% | 55 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PFS Partners, LLC | History | No change | 9,147 | 289 | 0.13% | 0.13% | 56 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 8,911 | 282 | 0.01% | 0.01% | 57 | -1,399 | -13.57% | Q4 2025 | Jan 23, 2026 |
| Crown Wealth Group, LLC | History | Added to | 7,946 | 251 | 0.07% | 0.07% | 58 | +322 | 4.22% | Q4 2025 | Jan 28, 2026 |
| BCGM Wealth Management, LLC | History | No change | 7,610 | 241 | 0.06% | 0.06% | 59 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| GTS SECURITIES LLC | History | Added to | 7,415 | 235 | 0.01% | 0.01% | 60 | +521 | 7.56% | Q4 2025 | Feb 13, 2026 |
| WINNOW WEALTH LLC | History | Reduced | 7,321 | 234 | 0.17% | 0.2% | 61 | -1,041 | -12.45% | Q4 2025 | Feb 11, 2026 |
| Phoenix Financial Ltd. | History | No change | 7,315 | 231 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 7,290 | 231 | 0.03% | 0.04% | 63 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Allworth Financial LP | History | New | 7,164 | 227 | 0.0% | — | 64 | +7,164 | New | Q4 2025 | Feb 05, 2026 |
| Sigma Planning Corp | History | Reduced | 6,999 | 221 | 0.01% | 0.01% | 65 | -2,514 | -26.43% | Q4 2025 | Jan 30, 2026 |
| Keystone Wealth Services, LLC | History | New | 5,165 | 213 | 0.04% | — | 66 | +5,165 | New | Q4 2025 | Jan 26, 2026 |
| Seros Financial, LLC | History | No change | 6,698 | 212 | 0.12% | 0.13% | 67 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 6,670 | 211 | 0.03% | — | 68 | +6,670 | New | Q4 2025 | Feb 17, 2026 |
| Collaborative Wealth Managment Inc. | History | Reduced | 6,458 | 204 | 0.07% | 0.08% | 69 | -38 | -0.58% | Q4 2025 | Feb 09, 2026 |
| AE Wealth Management LLC | History | No change | 5,655 | 179 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 5,135 | 162 | 0.03% | 0.03% | 71 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 2,167 | 68 | 0.0% | 0.01% | 72 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 1,411 | 44 | 0.0% | 0.01% | 73 | -8,120 | -85.2% | Q4 2025 | Feb 09, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 1,405 | 44 | 0.0% | 0.0% | 74 | -198 | -12.35% | Q4 2025 | Jan 13, 2026 |
| Compass Financial Services Inc | History | No change | 1,174 | 37 | 0.02% | 0.02% | 75 | 0 | 0.0% | Q4 2025 | Feb 27, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 878 | 27 | 0.02% | 0.03% | 76 | -23 | -2.55% | Q4 2025 | Feb 10, 2026 |
| MORGAN STANLEY | History | No change | 680 | 21 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Whipplewood Advisors, LLC | History | No change | 393 | 12 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Noble Wealth Management PBC | History | Reduced | 290 | 9 | 0.0% | 0.01% | 79 | -33 | -10.22% | Q4 2025 | Jan 05, 2026 |
| Cape Investment Advisory, Inc. | History | New | 200 | 6 | 0.0% | — | 81 | +200 | New | Q4 2025 | Feb 17, 2026 |
| Spire Wealth Management | History | No change | 208 | 6 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| UBS Group AG | History | Added to | 144 | 4 | 0.0% | 0.0% | 82 | +64 | 80.0% | Q4 2025 | Jan 29, 2026 |
| Motiv8 Investments LLC | History | New | 108 | 3 | 0.0% | — | 84 | +108 | New | Q4 2025 | Feb 13, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 103 | 3 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| JDM Financial Group LLC | History | No change | 69 | 2 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Luminist Capital LLC | History | Closed out | 0 | 0 | — | 0.36% | — | -13,502 | -100.0% | Q3 2025 | Nov 14, 2025 |
| LEIGH BALDWIN & CO., LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -11,200 | -100.0% | Q3 2025 | Nov 14, 2025 |
| WEALTHGARDEN F.S. LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -10,621 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Kingsview Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,831 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Mutual Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,571 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,040 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,747 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Financial Gravity Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -2,856 | -100.0% | Q3 2025 | Nov 14, 2025 |
| WELLS FARGO & COMPANY/MN | History | Closed out | 0 | 0 | — | 0.0% | — | -793 | -100.0% | Q3 2025 | Nov 13, 2025 |