Innovator ETFs Trust - NJAN
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Janney Montgomery Scott LLC | History | Added to | 455,286 | 25,004 | 0.06% | 0.06% | 1 | +5,552 | 1.23% | Q4 2025 | Feb 11, 2026 |
| NewEdge Advisors, LLC | History | Added to | 395,324 | 21,711 | 0.08% | 0.09% | 2 | +22,437 | 6.02% | Q4 2025 | Feb 18, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 335,201 | 18,409 | 0.03% | 0.03% | 3 | -42,533 | -11.26% | Q4 2025 | Feb 17, 2026 |
| Mutual Advisors, LLC | History | Reduced | 331,717 | 18,217 | 0.39% | 0.41% | 4 | -20,078 | -5.71% | Q4 2025 | Feb 02, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 190,766 | 10,476 | 0.01% | 0.01% | 5 | +2,320 | 1.23% | Q4 2025 | Feb 02, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 141,981 | 7,797 | 0.42% | 0.49% | 6 | -20,710 | -12.73% | Q4 2025 | Jan 20, 2026 |
| Cetera Investment Advisers | History | Reduced | 136,019 | 7,470 | 0.01% | 0.01% | 7 | -17,643 | -11.48% | Q4 2025 | Feb 17, 2026 |
| RED CRANE WEALTH MANAGEMENT, LLC | History | Added to | 100,427 | 5,515 | 4.51% | 4.48% | 8 | +628 | 0.63% | Q4 2025 | Feb 03, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 97,469 | 5,353 | 0.01% | 0.01% | 9 | -29,290 | -23.11% | Q4 2025 | Feb 12, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 96,970 | 5,325 | 0.38% | 0.4% | 10 | -3,721 | -3.7% | Q4 2025 | Feb 11, 2026 |
| Long Island Wealth Management, Inc. | History | Reduced | 96,174 | 5,281 | 2.5% | 2.5% | 11 | -467 | -0.48% | Q4 2025 | Jan 21, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 84,064 | 4,616 | 0.02% | 0.02% | 12 | -2,758 | -3.18% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 77,874 | 4,276 | 0.0% | 0.0% | 13 | +22,570 | 40.81% | Q4 2025 | Feb 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 69,243 | 3,803 | 0.01% | 0.01% | 14 | -1,917 | -2.69% | Q4 2025 | Feb 05, 2026 |
| Diligent Investors, LLC | History | Added to | 51,159 | 2,809 | 0.69% | 0.61% | 15 | +5,500 | 12.05% | Q4 2025 | Jan 23, 2026 |
| MAI Capital Management | History | Reduced | 48,891 | 2,685 | 0.02% | 0.02% | 16 | -5,090 | -9.43% | Q4 2025 | Feb 13, 2026 |
| Outlook Wealth Advisors, LLC | History | Reduced | 44,182 | 2,426 | 0.55% | 0.59% | 17 | -217 | -0.49% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 42,762 | 2,348 | 0.0% | 0.0% | 18 | +3,985 | 10.28% | Q4 2025 | Feb 18, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 42,632 | 2,341 | 0.0% | 0.0% | 19 | -4,263 | -9.09% | Q4 2025 | Feb 10, 2026 |
| My Personal CFO, LLC | History | New | 39,000 | 2,141 | 0.89% | — | 20 | +39,000 | New | Q4 2025 | Jan 15, 2026 |
| Crown Wealth Group, LLC | History | Added to | 38,724 | 2,126 | 0.59% | 0.58% | 21 | +2,491 | 6.87% | Q4 2025 | Jan 28, 2026 |
| HighTower Advisors, LLC | History | No change | 35,570 | 1,953 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Forty-three Eighteen Advisors, LLC | History | New | 34,437 | 1,891 | 1.47% | — | 23 | +34,437 | New | Q4 2025 | Mar 16, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 34,319 | 1,884 | 0.13% | 0.13% | 24 | -415 | -1.19% | Q4 2025 | Feb 20, 2026 |
| Triumph Capital Management | History | Reduced | 32,527 | 1,786 | 0.39% | 0.6% | 25 | -9,763 | -23.09% | Q4 2025 | Feb 12, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 30,493 | 1,674 | 0.56% | 0.57% | 26 | -1,232 | -3.88% | Q4 2025 | Jan 23, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 25,755 | 1,414 | 0.0% | 0.0% | 27 | -1,086 | -4.05% | Q4 2025 | Feb 13, 2026 |
| BIP Wealth, LLC | History | New | 24,129 | 1,325 | 0.05% | — | 28 | +24,129 | New | Q4 2025 | Jan 21, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 22,817 | 1,253 | 0.03% | 0.03% | 29 | +1,255 | 5.82% | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 20,068 | 1,108 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 19,573 | 1,074 | 0.04% | 0.04% | 31 | -302 | -1.52% | Q4 2025 | Jan 12, 2026 |
| JDM Financial Group LLC | History | New | 19,476 | 1,069 | 0.42% | — | 32 | +19,476 | New | Q4 2025 | Feb 02, 2026 |
| PFG Advisors | History | Reduced | 17,234 | 946 | 0.05% | 0.04% | 33 | -1,108 | -6.04% | Q4 2025 | Jan 27, 2026 |
| FSA Advisors, Inc. | History | Added to | 16,899 | 928 | 0.65% | 0.68% | 34 | +694 | 4.28% | Q4 2025 | Feb 02, 2026 |
| Global Assets Advisory, LLC | History | No change | 16,784 | 921 | 0.26% | 0.27% | 35 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Cresset Asset Management, LLC | History | No change | 15,525 | 852 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Clear Point Advisors Inc. | History | Reduced | 14,765 | 810 | 0.63% | 0.61% | 37 | -84 | -0.57% | Q4 2025 | Feb 10, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 13,860 | 761 | 0.05% | 0.05% | 38 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| IFP Advisors, Inc | History | Reduced | 13,735 | 754 | 0.02% | 0.02% | 39 | -338 | -2.4% | Q4 2025 | Feb 06, 2026 |
| AE Wealth Management LLC | History | No change | 13,522 | 742 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| GWN SECURITIES INC. | History | Added to | 13,430 | 737 | 0.15% | 0.16% | 41 | +740 | 5.83% | Q4 2025 | Feb 11, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 12,900 | 708 | 0.01% | 0.01% | 42 | -2,469 | -16.06% | Q4 2025 | Feb 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 12,667 | 695 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Liberty Atlantic Advisors LLC | History | New | 12,400 | 681 | 0.67% | — | 44 | +12,400 | New | Q4 2025 | Feb 03, 2026 |
| Phoenix Financial Ltd. | History | Reduced | 12,410 | 678 | 0.01% | 0.01% | 45 | -5,770 | -31.74% | Q4 2025 | Feb 05, 2026 |
| Merit Financial Group, LLC | History | Added to | 12,272 | 673 | 0.01% | 0.0% | 46 | +2,228 | 22.18% | Q4 2025 | Jan 26, 2026 |
| Berkshire Money Management, Inc. | History | No change | 12,055 | 662 | 0.06% | 0.07% | 47 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 11,854 | 651 | 0.01% | 0.01% | 48 | +1,437 | 13.79% | Q4 2025 | Feb 17, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 10,987 | 603 | 0.02% | 0.02% | 49 | -408 | -3.58% | Q4 2025 | Jan 13, 2026 |
| Element Squared LLC | History | Reduced | 10,168 | 558 | 0.3% | 0.58% | 50 | -9,112 | -47.26% | Q4 2025 | Jan 20, 2026 |
| BCS Wealth Management | History | Added to | 9,800 | 538 | 0.05% | 0.06% | 51 | +4,900 | 100.0% | Q4 2025 | Jan 26, 2026 |
| Faithward Advisors, LLC | History | Reduced | 9,774 | 536 | 0.08% | 0.09% | 53 | -1,070 | -9.87% | Q4 2025 | Feb 17, 2026 |
| Brookstone Capital Management | History | Reduced | 9,773 | 536 | 0.01% | 0.01% | 52 | -187 | -1.88% | Q4 2025 | Jan 15, 2026 |
| CWC Advisors, LLC. | History | Reduced | 9,521 | 522 | 0.25% | 0.26% | 54 | -485 | -4.85% | Q4 2025 | Jan 26, 2026 |
| Trek Financial, LLC | History | Reduced | 8,854 | 486 | 0.03% | 0.03% | 55 | -229 | -2.52% | Q4 2025 | Feb 04, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 7,822 | 429 | 0.06% | — | 56 | +7,822 | New | Q4 2025 | Feb 09, 2026 |
| Collaborative Wealth Managment Inc. | History | Reduced | 7,632 | 419 | 0.15% | 0.19% | 57 | -1,058 | -12.17% | Q4 2025 | Feb 09, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 7,331 | 402 | 0.01% | 0.01% | 58 | -3,838 | -34.36% | Q4 2025 | Feb 13, 2026 |
| ALTFEST L J & CO INC | History | Reduced | 7,056 | 387 | 0.04% | 0.06% | 59 | -3,405 | -32.55% | Q4 2025 | Jan 23, 2026 |
| CRA Financial Services, LLC | History | Reduced | 6,810 | 374 | 0.05% | 0.05% | 60 | -575 | -7.79% | Q4 2025 | Jan 16, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 6,601 | 362 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Visionary Wealth Advisors | History | No change | 6,317 | 346 | 0.02% | 0.02% | 62 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MGO ONE SEVEN LLC | History | No change | 6,086 | 334 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| CORRADO ADVISORS, LLC | History | New | 5,981 | 328 | 0.16% | — | 64 | +5,981 | New | Q4 2025 | Feb 10, 2026 |
| Certified Advisory Corp | History | Reduced | 5,464 | 300 | 0.03% | 0.03% | 65 | -694 | -11.27% | Q4 2025 | Jan 12, 2026 |
| Main Street Financial Solutions, LLC | History | Reduced | 5,460 | 299 | 0.02% | 0.02% | 66 | -840 | -13.33% | Q4 2025 | Feb 17, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 5,421 | 297 | 0.01% | 0.01% | 67 | +461 | 9.29% | Q4 2025 | Jan 23, 2026 |
| NWF Advisory Services Inc. | History | No change | 5,248 | 288 | 0.03% | 0.03% | 68 | 0 | 0.0% | Q4 2025 | Mar 03, 2026 |
| Fortune Financial Group, Inc. | History | New | 5,036 | 287 | 0.28% | — | 69 | +5,036 | New | Q4 2025 | Feb 11, 2026 |
| Sigma Planning Corp | History | New | 3,392 | 279 | 0.01% | — | 70 | +3,392 | New | Q4 2025 | Jan 30, 2026 |
| Arlington Capital Management, Inc. | History | Reduced | 5,054 | 277 | 0.17% | 0.18% | 71 | -204 | -3.88% | Q4 2025 | Jan 06, 2026 |
| Optimist Retirement Group LLC | History | No change | 5,012 | 275 | 0.13% | 0.12% | 72 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 4,805 | 263 | 0.02% | 0.04% | 73 | -5,520 | -53.46% | Q4 2025 | Feb 05, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 4,670 | 256 | 0.01% | 0.01% | 74 | -310 | -6.22% | Q4 2025 | Jan 20, 2026 |
| Valtinson Bruner Financial Planning LLC | History | No change | 4,505 | 247 | 0.07% | 0.07% | 75 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 4,470 | 245 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| TopTier Wealth Management, LLC | History | New | 4,225 | 232 | 0.16% | — | 77 | +4,225 | New | Q4 2025 | Feb 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 4,148 | 227 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Snowden Capital Advisors LLC | History | No change | 4,135 | 227 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Reduced | 3,891 | 213 | 0.03% | 0.03% | 80 | -18 | -0.46% | Q4 2025 | Jan 21, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | New | 3,847 | 211 | 0.1% | — | 81 | +3,847 | New | Q4 2025 | Jan 23, 2026 |
| Cambridge Advisors Inc. | History | No change | 3,781 | 207 | 0.04% | 0.04% | 82 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Compass Advisory Group LLC | History | No change | 3,782 | 207 | 0.06% | 0.06% | 83 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Capital Analysts, LLC | History | No change | 3,754 | 206 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 2,524 | 138 | 0.0% | 0.01% | 85 | -2,575 | -50.5% | Q4 2025 | Feb 09, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 1,534 | 84 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| COMERICA BANK | History | No change | 1,500 | 82 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Noble Wealth Management PBC | History | Reduced | 1,183 | 64 | 0.03% | 0.04% | 88 | -67 | -5.36% | Q4 2025 | Jan 05, 2026 |
| NBC SECURITIES, INC. | History | No change | 597 | 32 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Archer Investment Corp | History | No change | 588 | 32 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Whipplewood Advisors, LLC | History | No change | 495 | 27 | 0.02% | 0.02% | 91 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | No change | 433 | 23 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| SageView Advisory Group, LLC | History | New | 265 | 14 | 0.0% | — | 94 | +265 | New | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | No change | 255 | 14 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | No change | 250 | 13 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 212 | 11 | 0.01% | — | 96 | +212 | New | Q4 2025 | Feb 19, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 123 | 6 | 0.0% | — | 97 | +123 | New | Q4 2025 | Feb 09, 2026 |
| Fairman Group, LLC | History | No change | 113 | 6 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Weaver Capital Management LLC | History | No change | 99 | 5 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 68 | 3 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.08% | — | -86,547 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Gradient Investments LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -51,625 | -100.0% | Q3 2025 | Oct 06, 2025 |
| Strategic Blueprint, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -27,219 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Consolidated Portfolio Review Corp | History | Closed out | 0 | 0 | — | 0.11% | — | -17,176 | -100.0% | Q3 2025 | Nov 12, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -13,688 | -100.0% | Q3 2025 | Nov 14, 2025 |
| World Investment Advisors | History | Closed out | 0 | 0 | — | 0.01% | — | -12,127 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Keystone Wealth Services, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -7,278 | -100.0% | Q3 2025 | Oct 22, 2025 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,099 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Helium Advisors LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -6,193 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Beacon Financial Advisory LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -3,821 | -100.0% | Q3 2025 | Oct 29, 2025 |
| CENTAURUS FINANCIAL, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,998 | -100.0% | Q3 2025 | Nov 20, 2025 |
| Nova Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -1,500 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Silicon Valley Capital Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -675 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -650 | -100.0% | Q3 2025 | Nov 18, 2025 |
| JPMORGAN CHASE & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -614 | -100.0% | Q3 2025 | Nov 26, 2025 |