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 | No change | 479,040 | 28,272 | 0.53% | 0.53% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 464,058 | 27,389 | 0.05% | 0.05% | 2 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NewEdge Advisors, LLC | History | No change | 414,401 | 24,457 | 0.07% | 0.07% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 413,182 | 24,386 | 0.03% | 0.03% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 198,362 | 12,036 | 0.01% | 0.01% | 5 | -10,704 | -5.12% | Q3 2026 | Oct 30, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 189,786 | 11,516 | 0.03% | 0.02% | 6 | +76,570 | 67.63% | Q3 2026 | Nov 02, 2026 |
| Encompass More Asset Management | History | Reduced | 176,850 | 10,731 | 1.51% | 1.56% | 7 | -4,268 | -2.36% | Q3 2026 | Oct 16, 2026 |
| Cornerstone Wealth, LLC/TN | History | Reduced | 137,770 | 8,273 | 3.96% | 4.11% | 8 | -244 | -0.18% | Q3 2026 | Oct 27, 2026 |
| MAI Capital Management | History | No change | 134,852 | 7,958 | 0.03% | 0.03% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 125,709 | 7,419 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Long Island Wealth Management, Inc. | History | Added to | 115,970 | 7,037 | 2.75% | 2.79% | 11 | +1,561 | 1.36% | Q3 2026 | Oct 20, 2026 |
| Hofer & Associates. Inc | History | New | 108,301 | 6,571 | 4.58% | — | 13 | +108,301 | New | Q3 2026 | Oct 13, 2026 |
| RED CRANE WEALTH MANAGEMENT, LLC | History | Added to | 108,301 | 6,571 | 4.58% | 4.64% | 12 | +1,287 | 1.2% | Q3 2026 | Oct 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 101,610 | 6,165 | 0.01% | 0.01% | 14 | -14,765 | -12.69% | Q3 2026 | Nov 02, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 91,184 | 5,381 | 0.09% | 0.09% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 89,804 | 5,300 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AdvisorNet Financial, Inc | History | No change | 80,505 | 4,888 | 0.22% | 0.22% | 17 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 64,847 | 3,935 | 0.01% | 0.01% | 18 | -3,333 | -4.89% | Q3 2026 | Nov 02, 2026 |
| Outlook Wealth Advisors, LLC | History | Added to | 56,728 | 3,442 | 0.73% | 0.67% | 19 | +3,926 | 7.44% | Q3 2026 | Oct 28, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 53,747 | 3,172 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 51,590 | 3,044 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diligent Investors, LLC | History | Reduced | 47,968 | 2,910 | 0.64% | 0.65% | 22 | -1,161 | -2.36% | Q3 2026 | Oct 21, 2026 |
| Tradition Wealth Management, LLC | History | No change | 48,631 | 2,870 | 0.18% | 0.18% | 23 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 39,306 | 2,319 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Forty-three Eighteen Advisors, LLC | History | No change | 34,569 | 2,040 | 1.37% | 1.37% | 25 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 33,100 | 2,008 | 0.58% | 0.58% | 26 | -895 | -2.63% | Q3 2026 | Oct 23, 2026 |
| My Personal CFO, LLC | History | Reduced | 32,000 | 1,941 | 0.7% | 0.83% | 27 | -4,000 | -11.11% | Q3 2026 | Oct 13, 2026 |
| HighTower Advisors, LLC | History | No change | 32,670 | 1,928 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 30,525 | 1,801 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Crown Wealth Group, LLC | History | Reduced | 28,596 | 1,735 | 0.43% | 0.58% | 30 | -9,741 | -25.41% | Q3 2026 | Oct 19, 2026 |
| Advus Financial Partners, LLC | History | Added to | 25,264 | 1,533 | 0.43% | 0.42% | 31 | +412 | 1.66% | Q3 2026 | Oct 20, 2026 |
| BIP Wealth, LLC | History | Reduced | 24,059 | 1,459 | 0.04% | 0.04% | 32 | -456 | -1.86% | Q3 2026 | Oct 22, 2026 |
| CreativeOne Wealth, LLC | History | No change | 24,669 | 1,455 | 0.03% | 0.03% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | Reduced | 22,293 | 1,352 | 0.02% | 0.02% | 34 | -4 | -0.02% | Q3 2026 | Oct 16, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 20,892 | 1,267 | 0.04% | 0.04% | 35 | -427 | -2.0% | Q3 2026 | Oct 14, 2026 |
| Triumph Capital Management | History | Reduced | 20,183 | 1,224 | 0.21% | 0.25% | 36 | -3,288 | -14.01% | Q3 2026 | Oct 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 19,947 | 1,177 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| JDM Financial Group LLC | History | No change | 19,367 | 1,143 | 0.39% | 0.39% | 38 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 17,565 | 1,070 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| FSA Advisors, Inc. | History | No change | 17,623 | 1,040 | 0.48% | 0.48% | 40 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| JPMORGAN CHASE & CO | History | No change | 17,598 | 1,033 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global Assets Advisory, LLC | History | Reduced | 15,447 | 942 | 0.21% | 0.21% | 42 | -1,233 | -7.39% | Q3 2026 | Oct 28, 2026 |
| Todd Wealth Management, LLC | History | Reduced | 15,394 | 934 | 0.71% | 0.73% | 43 | -997 | -6.08% | Q3 2026 | Oct 19, 2026 |
| CoreCap Advisors, LLC | History | Added to | 14,998 | 910 | 0.03% | 0.02% | 44 | +1,480 | 10.95% | Q3 2026 | Oct 08, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 14,460 | 877 | 0.04% | 0.04% | 45 | +400 | 2.84% | Q3 2026 | Nov 04, 2026 |
| Clear Point Advisors Inc. | History | New | 14,263 | 865 | 0.59% | — | 46 | +14,263 | New | Q3 2026 | Oct 30, 2026 |
| CWC Advisors, LLC. | History | Reduced | 13,909 | 843 | 0.39% | 0.37% | 47 | -317 | -2.23% | Q3 2026 | Oct 15, 2026 |
| AE Wealth Management LLC | History | No change | 13,774 | 812 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| GWN SECURITIES INC. | History | No change | 13,736 | 810 | 0.14% | 0.14% | 49 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 13,567 | 800 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Berkshire Money Management, Inc. | History | No change | 12,055 | 731 | 0.06% | 0.06% | 51 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Merit Financial Group, LLC | History | No change | 12,017 | 709 | 0.0% | 0.0% | 52 | 0 | 0.0% | 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 |
| Liberty Atlantic Advisors LLC | History | Reduced | 10,509 | 637 | 0.4% | 0.53% | 55 | -1,891 | -15.25% | Q3 2026 | Oct 13, 2026 |
| Phoenix Financial Ltd. | History | No change | 10,810 | 637 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 10,560 | 623 | 0.03% | 0.03% | 56 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CRA Financial Services, LLC | History | No change | 9,675 | 587 | 0.06% | 0.07% | 57 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Brookstone Capital Management | History | Reduced | 9,568 | 580 | 0.01% | 0.01% | 58 | -65 | -0.67% | Q3 2026 | Oct 22, 2026 |
| Faithward Advisors, LLC | History | No change | 8,591 | 507 | 0.06% | 0.06% | 59 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TrustBank | History | Reduced | 7,881 | 478 | 0.15% | 0.16% | 61 | -57 | -0.72% | Q3 2026 | Oct 20, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 7,890 | 478 | 0.01% | 0.02% | 60 | -8 | -0.1% | Q3 2026 | Oct 23, 2026 |
| Keystone Wealth Services, LLC | History | No change | 7,471 | 453 | 0.08% | 0.08% | 62 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Advisor OS, LLC | History | Reduced | 7,260 | 440 | 0.03% | 0.03% | 63 | -729 | -9.13% | Q3 2026 | Nov 03, 2026 |
| Fortune Financial Group, Inc. | History | No change | 7,036 | 426 | 0.38% | 0.32% | 64 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 7,182 | 423 | 0.06% | 0.06% | 65 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MGO ONE SEVEN LLC | History | No change | 6,086 | 369 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 6,168 | 364 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CORRADO ADVISORS, LLC | History | No change | 5,928 | 359 | 0.18% | 0.16% | 68 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Cerity Partners LLC | History | No change | 6,048 | 356 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Visionary Wealth Advisors | History | Reduced | 5,782 | 350 | 0.01% | 0.01% | 70 | -514 | -8.16% | Q3 2026 | Nov 04, 2026 |
| BCS Wealth Management | History | No change | 5,372 | 325 | 0.06% | 0.06% | 71 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 5,460 | 322 | 0.02% | 0.02% | 72 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Certified Advisory Corp | History | Reduced | 5,172 | 313 | 0.03% | 0.02% | 73 | -16 | -0.31% | Q3 2026 | Oct 29, 2026 |
| HRT FINANCIAL LP | History | No change | 5,265 | 310 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sigma Planning Corp | History | Reduced | 4,939 | 299 | 0.01% | 0.01% | 75 | -153 | -3.0% | Q3 2026 | Oct 23, 2026 |
| Seven Hills Financial, LLC | History | New | 4,893 | 296 | 0.18% | — | 76 | +4,893 | New | Q3 2026 | Oct 13, 2026 |
| Arlington Capital Management INC | History | Reduced | 4,840 | 293 | 0.17% | 0.19% | 77 | -415 | -7.9% | Q3 2026 | Oct 29, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 4,946 | 291 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 4,735 | 287 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Arax Advisory Partners | History | No change | 4,845 | 285 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 4,560 | 276 | 0.03% | 0.03% | 81 | -30 | -0.65% | Q3 2026 | Oct 19, 2026 |
| RESOLUTE WEALTH ADVISOR, INC. | History | No change | 5,058 | 269 | 0.15% | 0.15% | 82 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 4,526 | 267 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 4,175 | 253 | 0.0% | 0.0% | 84 | +678 | 19.39% | Q3 2026 | Oct 20, 2026 |
| Optimist Retirement Group LLC | History | No change | 4,078 | 247 | 0.1% | 0.09% | 85 | 0 | 0.0% | Q3 2026 | Oct 30, 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 |
| RETIREMENT GUYS FORMULA LLC | History | No change | 3,847 | 233 | 0.09% | 0.09% | 89 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 3,641 | 214 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Retirement Planning Group, LLC | History | No change | 3,519 | 213 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Cambridge Advisors Inc. | History | Reduced | 3,471 | 210 | 0.04% | 0.04% | 92 | -260 | -6.97% | Q3 2026 | Oct 19, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 3,462 | 210 | 0.01% | 0.0% | 93 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| TopTier Wealth Management, LLC | History | Reduced | 3,445 | 209 | 0.12% | 0.17% | 94 | -1,323 | -27.75% | Q3 2026 | Oct 16, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 3,434 | 208 | 0.01% | 0.01% | 95 | -617 | -15.23% | Q3 2026 | Oct 15, 2026 |
| Vantage Point Financial LLC | History | No change | 3,524 | 207 | 0.06% | 0.06% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Analysts, LLC | History | No change | 3,058 | 180 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FIFTH THIRD BANCORP | History | No change | 2,851 | 168 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Regatta Research & Money Management | History | No change | 1,900 | 108 | 0.1% | 0.1% | 99 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 1,547 | 93 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 1,534 | 93 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| James T. Borello RIA | History | No change | 1,522 | 92 | 0.02% | 0.02% | 102 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Independence Bank of Kentucky | History | New | 1,003 | 60 | 0.01% | — | 103 | +1,003 | New | Q3 2026 | Oct 26, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 1,000 | 59 | 0.04% | 0.04% | 104 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Archer Investment Corp | History | No change | 588 | 35 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| RED REEF ADVISORS LLC | History | No change | 500 | 29 | 0.03% | 0.03% | 106 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PlanVest Financial, Inc | History | No change | 419 | 24 | 0.02% | 0.02% | 107 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Highland Investment Advisors LLC | History | No change | 349 | 20 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 255 | 15 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | No change | 250 | 15 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 271 | 15 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Luminist Capital LLC | History | No change | 212 | 12 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Noble Wealth Management PBC | History | Reduced | 167 | 10 | 0.0% | 0.01% | 113 | -180 | -51.87% | Q3 2026 | Oct 01, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 120 | 7 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fairman Group, LLC | History | No change | 113 | 6 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| IFG Advisory, LLC | History | No change | 100 | 5 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 77 | 4 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| BFC Planning, Inc. | History | No change | 77 | 4 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| PFG Advisors | History | Closed out | 0 | 0 | — | 0.05% | — | -16,996 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Trek Financial, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,762 | -100.0% | Q3 2026 | Oct 29, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -4,505 | -100.0% | Q3 2026 | Nov 02, 2026 |
| ALTFEST L J & CO INC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,884 | -100.0% | Q3 2026 | Oct 27, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -872 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Bullseye Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -800 | -100.0% | Q3 2026 | Oct 29, 2026 |
| Weaver Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -99 | -100.0% | Q3 2026 | Oct 15, 2026 |