Innovator ETFs Trust - NJAN
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Mutual Advisors, LLC | History | Reduced | 479,040 | 28,272 | 0.53% | 0.55% | 1 | -5,421 | -1.12% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 464,058 | 27,389 | 0.05% | 0.06% | 2 | +11,868 | 2.62% | Q2 2026 | Aug 05, 2026 |
| NewEdge Advisors, LLC | History | Added to | 414,401 | 24,457 | 0.07% | 0.08% | 3 | +13,814 | 3.45% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 413,182 | 24,386 | 0.03% | 0.03% | 4 | +42,641 | 11.51% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 209,066 | 12,339 | 0.01% | 0.01% | 5 | +2,133 | 1.03% | Q2 2026 | Jul 28, 2026 |
| Encompass More Asset Management | History | Reduced | 181,118 | 10,689 | 1.56% | 1.63% | 6 | -1,342 | -0.74% | Q2 2026 | Jul 14, 2026 |
| Cornerstone Wealth, LLC/TN | History | Added to | 138,014 | 8,128 | 4.11% | 4.38% | 7 | +1,386 | 1.01% | Q2 2026 | Jul 29, 2026 |
| MAI Capital Management | History | Added to | 134,852 | 7,958 | 0.03% | 0.04% | 8 | +9,425 | 7.51% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 125,709 | 7,419 | 0.01% | 0.01% | 9 | -36,639 | -22.57% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 116,375 | 6,868 | 0.01% | 0.01% | 10 | -2,731 | -2.29% | Q2 2026 | Jul 29, 2026 |
| Long Island Wealth Management, Inc. | History | Added to | 114,409 | 6,752 | 2.79% | 2.79% | 11 | +1,624 | 1.44% | Q2 2026 | Aug 07, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 113,216 | 6,682 | 0.02% | 0.05% | 12 | -110,838 | -49.47% | Q2 2026 | Jul 28, 2026 |
| RED CRANE WEALTH MANAGEMENT, LLC | History | Reduced | 107,014 | 6,315 | 4.64% | 4.71% | 13 | -230 | -0.21% | Q2 2026 | Jul 28, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 91,184 | 5,381 | 0.09% | 0.01% | 14 | +74,680 | 452.5% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Added to | 89,804 | 5,300 | 0.0% | 0.0% | 15 | +11,890 | 15.26% | Q2 2026 | Aug 07, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 80,505 | 4,751 | 0.22% | 0.35% | 16 | -45,001 | -35.86% | Q2 2026 | Jul 23, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 68,180 | 4,024 | 0.01% | 0.01% | 17 | -1,367 | -1.97% | Q2 2026 | Jul 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 53,747 | 3,172 | 0.0% | — | 18 | +53,747 | New | Q2 2026 | Aug 14, 2026 |
| Outlook Wealth Advisors, LLC | History | Added to | 52,802 | 3,108 | 0.67% | 0.61% | 19 | +5,220 | 10.97% | Q2 2026 | Aug 03, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 51,590 | 3,044 | 0.0% | 0.0% | 20 | -2,812 | -5.17% | Q2 2026 | Aug 14, 2026 |
| Diligent Investors, LLC | History | Reduced | 49,129 | 2,899 | 0.65% | 0.68% | 21 | -2,000 | -3.91% | Q2 2026 | Jul 24, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 48,631 | 2,870 | 0.18% | 0.19% | 22 | -1,289 | -2.58% | Q2 2026 | Aug 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 39,306 | 2,319 | 0.0% | 0.0% | 23 | -22,420 | -36.32% | Q2 2026 | Aug 03, 2026 |
| Crown Wealth Group, LLC | History | No change | 38,337 | 2,262 | 0.58% | 0.6% | 24 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| My Personal CFO, LLC | History | No change | 36,000 | 2,124 | 0.83% | 0.84% | 25 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Forty-three Eighteen Advisors, LLC | History | No change | 34,569 | 2,040 | 1.37% | 1.39% | 26 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 33,995 | 2,006 | 0.58% | 0.61% | 27 | -277 | -0.81% | Q2 2026 | Jul 24, 2026 |
| HighTower Advisors, LLC | History | No change | 32,670 | 1,928 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sunbelt Securities, Inc. | History | No change | 34,625 | 1,847 | 0.12% | 0.12% | 29 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 30,525 | 1,801 | 0.0% | 0.0% | 30 | +2,715 | 9.76% | Q2 2026 | Aug 07, 2026 |
| Advus Financial Partners, LLC | History | Reduced | 24,852 | 1,466 | 0.33% | 0.34% | 31 | -828 | -3.22% | Q2 2026 | Aug 25, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 24,669 | 1,455 | 0.03% | 0.03% | 32 | +234 | 0.96% | Q2 2026 | Aug 13, 2026 |
| BIP Wealth, LLC | History | Added to | 24,515 | 1,446 | 0.04% | 0.05% | 33 | +610 | 2.55% | Q2 2026 | Aug 03, 2026 |
| Triumph Capital Management | History | Reduced | 23,471 | 1,385 | 0.25% | 0.33% | 34 | -6,570 | -21.87% | Q2 2026 | Jul 20, 2026 |
| IFP Advisors, Inc | History | Added to | 22,297 | 1,315 | 0.02% | 0.02% | 35 | +1,848 | 9.04% | Q2 2026 | Jul 20, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 21,319 | 1,258 | 0.04% | 0.05% | 36 | -2,541 | -10.65% | Q2 2026 | Jul 09, 2026 |
| CITADEL ADVISORS LLC | History | New | 19,947 | 1,177 | 0.0% | — | 37 | +19,947 | New | Q2 2026 | Sep 02, 2026 |
| JDM Financial Group LLC | History | Reduced | 19,367 | 1,143 | 0.39% | 0.4% | 38 | -109 | -0.56% | Q2 2026 | Aug 17, 2026 |
| FSA Advisors, Inc. | History | Reduced | 17,623 | 1,040 | 0.48% | 0.63% | 39 | -433 | -2.4% | Q2 2026 | Aug 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 17,565 | 1,035 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 17,598 | 1,033 | 0.0% | 0.0% | 41 | +16,671 | 1798.38% | Q2 2026 | Aug 12, 2026 |
| PFG Advisors | History | Reduced | 16,996 | 1,003 | 0.05% | 0.04% | 42 | -282 | -1.63% | Q2 2026 | Jul 16, 2026 |
| Global Assets Advisory, LLC | History | New | 16,680 | 980 | 0.21% | — | 43 | +16,680 | New | Q2 2026 | Jul 27, 2026 |
| CWC Advisors, LLC. | History | Reduced | 14,226 | 839 | 0.37% | 0.36% | 44 | -144 | -1.0% | Q2 2026 | Jul 21, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 14,060 | 829 | 0.04% | 0.04% | 45 | +200 | 1.44% | Q2 2026 | Jul 28, 2026 |
| AE Wealth Management LLC | History | Reduced | 13,774 | 812 | 0.0% | 0.0% | 46 | -1,887 | -12.05% | Q2 2026 | Aug 03, 2026 |
| GWN SECURITIES INC. | History | Added to | 13,736 | 810 | 0.14% | 0.14% | 47 | +237 | 1.76% | Q2 2026 | Aug 05, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 13,567 | 800 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 13,518 | 797 | 0.02% | 0.03% | 49 | -776 | -5.43% | Q2 2026 | Jul 06, 2026 |
| Liberty Atlantic Advisors LLC | History | No change | 12,400 | 731 | 0.53% | 0.57% | 50 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Berkshire Money Management, Inc. | History | No change | 12,055 | 711 | 0.06% | 0.07% | 51 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Merit Financial Group, LLC | History | Reduced | 12,017 | 709 | 0.0% | 0.0% | 52 | -610 | -4.83% | Q2 2026 | Jul 20, 2026 |
| JT Stratford LLC | History | No change | 11,861 | 700 | 0.08% | 0.08% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Phoenix Financial Ltd. | History | Reduced | 10,810 | 637 | 0.0% | 0.01% | 54 | -1,250 | -10.36% | Q2 2026 | Aug 11, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 10,560 | 623 | 0.03% | 0.03% | 55 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CRA Financial Services, LLC | History | No change | 9,675 | 571 | 0.07% | 0.07% | 56 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Brookstone Capital Management | History | Added to | 9,633 | 568 | 0.01% | 0.01% | 57 | +50 | 0.52% | Q2 2026 | Jul 15, 2026 |
| Faithward Advisors, LLC | History | Reduced | 8,591 | 507 | 0.06% | 0.07% | 58 | -422 | -4.68% | Q2 2026 | Aug 12, 2026 |
| Advisor OS, LLC | History | No change | 7,989 | 471 | 0.03% | 0.03% | 59 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TrustBank | History | Reduced | 7,938 | 468 | 0.16% | 0.17% | 60 | -180 | -2.22% | Q2 2026 | Jul 20, 2026 |
| Simplicity Wealth,LLC | History | New | 7,898 | 466 | 0.02% | — | 61 | +7,898 | New | Q2 2026 | Aug 06, 2026 |
| Trek Financial, LLC | History | Added to | 7,762 | 458 | 0.02% | 0.02% | 62 | +68 | 0.88% | Q2 2026 | Aug 13, 2026 |
| Keystone Wealth Services, LLC | History | No change | 7,471 | 440 | 0.08% | 0.09% | 63 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 7,182 | 423 | 0.06% | 0.06% | 64 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Fortune Financial Group, Inc. | History | No change | 7,036 | 415 | 0.32% | 0.34% | 65 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Visionary Wealth Advisors | History | Reduced | 6,296 | 371 | 0.01% | 0.01% | 66 | -21 | -0.33% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 6,168 | 364 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MGO ONE SEVEN LLC | History | No change | 6,086 | 359 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Cerity Partners LLC | History | Reduced | 6,048 | 356 | 0.0% | 0.0% | 69 | -589 | -8.87% | Q2 2026 | Aug 14, 2026 |
| CORRADO ADVISORS, LLC | History | Reduced | 5,928 | 349 | 0.16% | 0.17% | 70 | -20 | -0.34% | Q2 2026 | Jul 29, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 5,460 | 322 | 0.02% | 0.02% | 71 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BCS Wealth Management | History | No change | 5,372 | 317 | 0.06% | 0.06% | 72 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| HRT FINANCIAL LP | History | New | 5,265 | 310 | 0.0% | — | 74 | +5,265 | New | Q2 2026 | Aug 14, 2026 |
| Arlington Capital Management, Inc. | History | Reduced | 5,255 | 310 | 0.19% | 0.16% | 73 | -25 | -0.47% | Q2 2026 | Jul 24, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 5,778 | 308 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Certified Advisory Corp | History | Reduced | 5,188 | 306 | 0.02% | 0.03% | 76 | -515 | -9.03% | Q2 2026 | Jul 16, 2026 |
| Sigma Planning Corp | History | No change | 5,092 | 300 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 4,946 | 291 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | Added to | 4,845 | 285 | 0.0% | 0.0% | 79 | +4,482 | 1234.71% | Q2 2026 | Aug 10, 2026 |
| TopTier Wealth Management, LLC | History | Reduced | 4,768 | 281 | 0.17% | 0.16% | 80 | -1 | -0.02% | Q2 2026 | Jul 14, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 4,735 | 279 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 4,590 | 270 | 0.03% | 0.03% | 82 | -658 | -12.54% | Q2 2026 | Jul 29, 2026 |
| RESOLUTE WEALTH ADVISOR, INC. | History | No change | 5,058 | 269 | 0.15% | 0.15% | 83 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 4,526 | 267 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Valtinson Bruner Financial Planning LLC | History | No change | 4,505 | 265 | 0.07% | 0.07% | 85 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 4,148 | 244 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Snowden Capital Advisors LLC | History | No change | 4,135 | 244 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Element Squared LLC | History | No change | 4,131 | 243 | 0.12% | 0.12% | 88 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Optimist Retirement Group LLC | History | No change | 4,078 | 240 | 0.09% | 0.1% | 89 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 4,051 | 239 | 0.01% | 0.01% | 90 | -754 | -15.69% | Q2 2026 | Jul 28, 2026 |
| ALTFEST L J & CO INC | History | Reduced | 3,884 | 229 | 0.02% | 0.04% | 91 | -3,172 | -44.95% | Q2 2026 | Jul 30, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | No change | 3,847 | 227 | 0.09% | 0.09% | 92 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Cambridge Advisors Inc. | History | Reduced | 3,731 | 220 | 0.04% | 0.04% | 93 | -50 | -1.32% | Q2 2026 | Jul 16, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 3,641 | 214 | 0.0% | — | 94 | +3,641 | New | Q2 2026 | Aug 14, 2026 |
| Vantage Point Financial LLC | History | New | 3,524 | 207 | 0.06% | — | 96 | +3,524 | New | Q2 2026 | Aug 14, 2026 |
| Retirement Planning Group, LLC | History | New | 3,519 | 207 | 0.01% | — | 95 | +3,519 | New | Q2 2026 | Aug 05, 2026 |
| Prime Capital Investment Advisors, LLC | History | New | 3,497 | 206 | 0.0% | — | 97 | +3,497 | New | Q2 2026 | Aug 05, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 3,462 | 204 | 0.0% | — | 98 | +3,462 | New | Q2 2026 | Jul 28, 2026 |
| Capital Analysts, LLC | History | Reduced | 3,058 | 180 | 0.0% | 0.01% | 99 | -696 | -18.54% | Q2 2026 | Aug 05, 2026 |
| FIFTH THIRD BANCORP | History | No change | 2,851 | 168 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Regatta Research & Money Management | History | New | 1,900 | 108 | 0.1% | — | 101 | +1,900 | New | Q2 2026 | Aug 11, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 1,547 | 91 | 0.01% | 0.0% | 102 | +680 | 78.43% | Q2 2026 | Jul 21, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 1,534 | 90 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Atlantic Private Wealth, LLC | History | New | 1,000 | 59 | 0.04% | — | 104 | +1,000 | New | Q2 2026 | Aug 11, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 872 | 51 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Bullseye Investment Management, LLC | History | No change | 800 | 47 | 0.02% | 0.02% | 106 | 0 | 0.0% | Q2 2026 | Sep 11, 2026 |
| Archer Investment Corp | History | No change | 588 | 34 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| RED REEF ADVISORS LLC | History | No change | 500 | 29 | 0.03% | 0.03% | 108 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PlanVest Financial, Inc | History | No change | 419 | 24 | 0.02% | 0.02% | 109 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Noble Wealth Management PBC | History | Reduced | 347 | 20 | 0.01% | 0.03% | 110 | -750 | -68.37% | Q2 2026 | Jul 01, 2026 |
| Highland Investment Advisors LLC | History | New | 349 | 20 | 0.01% | — | 111 | +349 | New | Q2 2026 | Aug 13, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 271 | 15 | 0.0% | — | 113 | +271 | New | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 255 | 15 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | No change | 250 | 14 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Luminist Capital LLC | History | New | 212 | 12 | 0.01% | — | 115 | +212 | New | Q2 2026 | Aug 07, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Reduced | 120 | 7 | 0.0% | 0.0% | 116 | -13 | -9.77% | Q2 2026 | Aug 14, 2026 |
| Fairman Group, LLC | History | No change | 113 | 6 | 0.0% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Weaver Capital Management LLC | History | No change | 99 | 5 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| IFG Advisory, LLC | History | No change | 100 | 5 | 0.0% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Closed out | 0 | 0 | — | 1.18% | — | -157,211 | -100.0% | Q2 2026 | Aug 07, 2026 |
| VanWeelden Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.8% | — | -18,736 | -100.0% | Q2 2026 | Aug 12, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Closed out | 0 | 0 | — | 0.05% | — | -13,030 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Grantvest Financial Group LLC | History | Closed out | 0 | 0 | — | 0.35% | — | -10,078 | -100.0% | Q2 2026 | Aug 07, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -2,328 | -100.0% | Q2 2026 | Aug 17, 2026 |
| Capital Investment Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,029 | -100.0% | Q2 2026 | Jul 23, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -650 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Whipplewood Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -495 | -100.0% | Q2 2026 | Jul 27, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -341 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -73 | -100.0% | Q2 2026 | Jul 20, 2026 |