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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Allworth Financial LP | History | Added to | 950,770 | 30,452 | 0.12% | 0.0% | 1 | +943,606 | 13171.5% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 258,334 | 8,274 | 0.01% | 0.01% | 2 | -5,199 | -1.97% | Q1 2026 | Apr 27, 2026 |
| XML Financial, LLC | History | Reduced | 128,193 | 4,105 | 0.33% | 0.34% | 3 | -5,107 | -3.83% | Q1 2026 | Apr 16, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 110,755 | 3,547 | 0.01% | 0.01% | 4 | -37,829 | -25.46% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 104,716 | 3,354 | 0.0% | 0.0% | 5 | -3,924 | -3.61% | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 95,946 | 3,073 | 0.01% | 0.01% | 6 | +16,133 | 20.21% | Q1 2026 | Apr 30, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 90,433 | 2,896 | 0.04% | 0.04% | 7 | -235 | -0.26% | Q1 2026 | May 13, 2026 |
| RED CRANE WEALTH MANAGEMENT, LLC | History | Added to | 80,443 | 2,576 | 2.12% | 1.94% | 8 | +5,584 | 7.46% | Q1 2026 | Apr 28, 2026 |
| Berger Financial Group, Inc | History | Reduced | 72,250 | 2,314 | 0.13% | 0.13% | 9 | -1,023 | -1.4% | Q1 2026 | Apr 28, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 68,387 | 2,190 | 0.01% | 0.01% | 10 | -450 | -0.65% | Q1 2026 | May 08, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 66,444 | 2,128 | 0.0% | 0.0% | 11 | -6,502 | -8.91% | Q1 2026 | May 14, 2026 |
| BFI Wealth Solutions, LLC | History | Added to | 62,665 | 2,019 | 1.94% | 1.29% | 12 | +19,904 | 46.55% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 59,876 | 1,917 | 0.0% | 0.0% | 13 | +1,758 | 3.02% | Q1 2026 | May 06, 2026 |
| Diligent Investors, LLC | History | No change | 57,159 | 1,830 | 0.45% | 0.45% | 14 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Compass Advisory Group LLC | History | Reduced | 54,117 | 1,733 | 0.46% | 4.14% | 15 | -429,608 | -88.81% | Q1 2026 | Apr 21, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 46,053 | 1,475 | 0.03% | 0.03% | 16 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Long Island Wealth Management, Inc. | History | Reduced | 44,514 | 1,425 | 0.66% | 0.69% | 17 | -1,372 | -2.99% | Q1 2026 | Apr 21, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 40,637 | 1,313 | 0.08% | 0.08% | 18 | -343 | -0.84% | Q1 2026 | Apr 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 48,326 | 1,305 | 0.0% | 0.0% | 19 | -9,188 | -15.98% | Q1 2026 | Apr 08, 2026 |
| Focus Partners Wealth | History | Reduced | 37,435 | 1,199 | 0.0% | 0.0% | 20 | -250 | -0.66% | Q1 2026 | May 14, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 35,131 | 1,153 | 0.07% | 0.06% | 21 | +5,487 | 18.51% | Q1 2026 | Apr 17, 2026 |
| Cornerstone Wealth, LLC/TN | History | New | 34,276 | 1,141 | 0.64% | — | 22 | +34,276 | New | Q1 2026 | May 19, 2026 |
| ODonnell Financial Services, LLC | History | Reduced | 35,065 | 1,123 | 0.39% | 0.39% | 23 | -767 | -2.14% | Q1 2026 | May 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 34,313 | 1,099 | 0.0% | 0.0% | 24 | -1,671 | -4.64% | Q1 2026 | Apr 30, 2026 |
| Jacobi Capital Management LLC | History | No change | 32,545 | 1,042 | 0.06% | 0.06% | 25 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 32,416 | 1,038 | 0.3% | 0.31% | 26 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 27,635 | 885 | 0.0% | 0.0% | 27 | -5 | -0.02% | Q1 2026 | Apr 27, 2026 |
| IFP Advisors, Inc | History | Added to | 27,339 | 875 | 0.02% | 0.02% | 28 | +1,102 | 4.2% | Q1 2026 | Apr 13, 2026 |
| Wood Tarver Financial Group, LLC | History | No change | 26,012 | 833 | 0.23% | 0.23% | 29 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| WorthPointe, LLC | History | Reduced | 25,159 | 805 | 0.22% | 0.21% | 30 | -456 | -1.78% | Q1 2026 | May 12, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 24,613 | 788 | 0.26% | 0.27% | 31 | -625 | -2.48% | Q1 2026 | Apr 09, 2026 |
| Straight Path Wealth Management | History | Added to | 23,562 | 754 | 0.2% | 0.2% | 32 | +87 | 0.37% | Q1 2026 | Apr 22, 2026 |
| Capital Analysts, LLC | History | No change | 21,132 | 677 | 0.02% | 0.02% | 33 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 20,886 | 668 | 0.01% | 0.03% | 34 | -24,521 | -54.0% | Q1 2026 | May 15, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 20,619 | 660 | 0.02% | 0.08% | 35 | -83,973 | -80.29% | Q1 2026 | Apr 29, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 19,262 | 616 | 0.0% | 0.0% | 36 | -3,006 | -13.5% | Q1 2026 | May 04, 2026 |
| Tradition Wealth Management, LLC | History | No change | 18,322 | 586 | 0.04% | 0.04% | 37 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 18,065 | 578 | 0.0% | 0.01% | 38 | -197,431 | -91.62% | Q1 2026 | May 05, 2026 |
| Global Trust Wealth Management LLC | History | No change | 17,000 | 544 | 0.41% | 0.4% | 39 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 16,494 | 528 | 0.08% | 0.08% | 40 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 16,074 | 514 | 0.05% | 0.05% | 41 | -172 | -1.06% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 15,152 | 485 | 0.0% | 0.0% | 42 | -1,686 | -10.01% | Q1 2026 | May 04, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 14,557 | 484 | 0.01% | 0.01% | 43 | -2,221 | -13.24% | Q1 2026 | May 04, 2026 |
| BCS Wealth Management | History | Reduced | 14,127 | 452 | 0.09% | 0.09% | 44 | -14,349 | -50.39% | Q1 2026 | Apr 17, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 13,451 | 430 | 0.07% | 0.06% | 45 | -1,121 | -7.69% | Q1 2026 | May 15, 2026 |
| FSA Advisors, Inc. | History | No change | 11,730 | 375 | 0.25% | 0.26% | 46 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Global Strategic Investment Solutions, LLC | History | Reduced | 11,392 | 364 | 0.04% | 0.07% | 47 | -9,849 | -46.37% | Q1 2026 | Apr 29, 2026 |
| Miller Financial Services LLC | History | Reduced | 10,711 | 343 | 0.38% | 0.41% | 48 | -250 | -2.28% | Q1 2026 | May 01, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 10,312 | 330 | 0.02% | 0.02% | 49 | -54 | -0.52% | Q1 2026 | May 15, 2026 |
| Valtinson Bruner Financial Planning LLC | History | No change | 10,057 | 322 | 0.09% | 0.09% | 50 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 10,043 | 321 | 0.01% | 0.01% | 51 | -1,246 | -11.04% | Q1 2026 | May 01, 2026 |
| World Investment Advisors | History | Reduced | 9,990 | 319 | 0.01% | 0.01% | 52 | -108 | -1.07% | Q1 2026 | Apr 27, 2026 |
| Outlook Wealth Advisors, LLC | History | Reduced | 9,248 | 296 | 0.07% | 0.09% | 53 | -3,121 | -25.23% | Q1 2026 | Apr 17, 2026 |
| Advisor OS, LLC | History | New | 9,226 | 295 | 0.02% | — | 54 | +9,226 | New | Q1 2026 | May 07, 2026 |
| PFS Partners, LLC | History | No change | 9,147 | 292 | 0.13% | 0.13% | 55 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 8,481 | 271 | 0.01% | 0.01% | 56 | -430 | -4.83% | Q1 2026 | Apr 07, 2026 |
| Crown Wealth Group, LLC | History | No change | 7,946 | 254 | 0.07% | 0.07% | 57 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 7,842 | 252 | 0.01% | 0.01% | 58 | -2,566 | -24.65% | Q1 2026 | Apr 08, 2026 |
| BCGM Wealth Management, LLC | History | No change | 7,610 | 243 | 0.06% | 0.06% | 59 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Sigma Planning Corp | History | Reduced | 6,977 | 223 | 0.01% | 0.01% | 60 | -22 | -0.31% | Q1 2026 | May 04, 2026 |
| Phoenix Financial Ltd. | History | Reduced | 6,915 | 220 | 0.0% | 0.0% | 61 | -400 | -5.47% | Q1 2026 | May 11, 2026 |
| Seros Financial, LLC | History | No change | 6,698 | 214 | 0.14% | 0.12% | 62 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| WINNOW WEALTH LLC | History | Reduced | 6,442 | 206 | 0.16% | 0.17% | 63 | -879 | -12.01% | Q1 2026 | May 19, 2026 |
| AE Wealth Management LLC | History | Reduced | 5,373 | 172 | 0.0% | 0.0% | 64 | -282 | -4.99% | Q1 2026 | May 13, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 5,135 | 164 | 0.03% | 0.03% | 65 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Advisory Services Network, LLC | History | New | 3,747 | 120 | 0.0% | — | 66 | +3,747 | New | Q1 2026 | May 15, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 2,167 | 69 | 0.01% | 0.0% | 67 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,837 | 58 | 0.0% | 0.0% | 68 | +426 | 30.19% | Q1 2026 | May 15, 2026 |
| CoreCap Advisors, LLC | History | Added to | 1,783 | 57 | 0.0% | 0.0% | 69 | +378 | 26.9% | Q1 2026 | Apr 07, 2026 |
| PlanVest Financial, Inc | History | New | 1,465 | 46 | 0.03% | — | 70 | +1,465 | New | Q1 2026 | May 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 1,282 | 41 | 0.0% | 0.0% | 71 | -8,241 | -86.54% | Q1 2026 | May 08, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 878 | 28 | 0.02% | 0.02% | 72 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| MORGAN STANLEY | History | No change | 680 | 21 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TopTier Wealth Management, LLC | History | New | 537 | 17 | 0.01% | — | 74 | +537 | New | Q1 2026 | May 05, 2026 |
| UBS Group AG | History | Added to | 501 | 16 | 0.0% | 0.0% | 75 | +357 | 247.92% | Q1 2026 | May 05, 2026 |
| Whipplewood Advisors, LLC | History | No change | 393 | 12 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Noble Wealth Management PBC | History | Reduced | 240 | 7 | 0.0% | 0.0% | 77 | -50 | -17.24% | Q1 2026 | Apr 02, 2026 |
| IFG Advisory, LLC | History | New | 200 | 6 | 0.02% | — | 79 | +200 | New | Q1 2026 | May 12, 2026 |
| Spire Wealth Management | History | No change | 208 | 6 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 103 | 3 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Motiv8 Investments LLC | History | No change | 108 | 3 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| JDM Financial Group LLC | History | No change | 69 | 2 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -21,883 | -100.0% | Q1 2026 | May 15, 2026 |
| CORRADO ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.34% | — | -21,514 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -9,226 | -100.0% | Q1 2026 | May 20, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,415 | -100.0% | Q1 2026 | May 14, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -7,290 | -100.0% | Q1 2026 | Apr 13, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -6,670 | -100.0% | Q1 2026 | May 15, 2026 |
| Collaborative Wealth Managment Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -6,458 | -100.0% | Q1 2026 | May 05, 2026 |
| Keystone Wealth Services, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -5,165 | -100.0% | Q1 2026 | May 13, 2026 |
| Compass Financial Services Inc | History | Closed out | 0 | 0 | — | 0.02% | — | -1,174 | -100.0% | Q1 2026 | May 01, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q1 2026 | May 15, 2026 |