Innovator ETFs Trust - TJAN
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Brookstone Capital Management | History | Reduced | 166,681 | 4,690 | 0.05% | 0.05% | 1 | -1,585 | -0.94% | Q2 2026 | Jul 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 61,674 | 1,735 | 0.0% | 0.0% | 2 | -1,805 | -2.84% | Q2 2026 | Aug 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 34,931 | 982 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Tradition Wealth Management, LLC | History | No change | 32,651 | 918 | 0.06% | 0.06% | 4 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cypress Wealth Services, LLC | History | No change | 30,599 | 861 | 0.11% | 0.12% | 5 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 28,254 | 795 | 0.21% | 0.22% | 6 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Mutual Advisors, LLC | History | No change | 25,017 | 703 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 24,500 | 689 | 0.42% | 0.43% | 8 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 21,127 | 594 | 0.0% | 0.0% | 9 | -1,150 | -5.16% | Q2 2026 | Aug 14, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 19,874 | 559 | 0.01% | 0.02% | 10 | -19,317 | -49.29% | Q2 2026 | Aug 14, 2026 |
| SMI Advisory Services, LLC | History | No change | 18,817 | 530 | 0.09% | 0.08% | 11 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| MTM FINANCIAL GROUP, LLC | History | Reduced | 15,083 | 424 | 0.18% | 0.2% | 12 | -900 | -5.63% | Q2 2026 | Jul 27, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 13,075 | 371 | 0.02% | 0.03% | 13 | -178 | -1.34% | Q2 2026 | Aug 10, 2026 |
| Cetera Investment Advisers | History | Added to | 12,978 | 365 | 0.0% | 0.0% | 14 | +4,444 | 52.07% | Q2 2026 | Aug 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 12,929 | 363 | 0.0% | 0.0% | 15 | +3,855 | 42.48% | Q2 2026 | Aug 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 9,915 | 279 | 0.0% | 0.0% | 16 | +2,294 | 30.1% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | New | 7,731 | 217 | 0.0% | — | 17 | +7,731 | New | Q2 2026 | Sep 02, 2026 |
| LPL Financial LLC | History | Reduced | 7,578 | 213 | 0.0% | 0.0% | 18 | -980 | -11.45% | Q2 2026 | Aug 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 7,121 | 200 | 0.0% | 0.0% | 19 | -6,980 | -49.5% | Q2 2026 | Jul 27, 2026 |
| BARCLAYS PLC | History | Reduced | 5,229 | 147 | 0.0% | 0.0% | 20 | -772 | -12.86% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 4,021 | 113 | 0.0% | 0.0% | 21 | -1,233 | -23.47% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | No change | 3,249 | 91 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Bullseye Investment Management, LLC | History | No change | 2,698 | 75 | 0.04% | 0.04% | 23 | 0 | 0.0% | Q2 2026 | Sep 11, 2026 |
| CWM, LLC | History | No change | 2,653 | 71 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| IFP Advisors, Inc | History | No change | 2,100 | 59 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| AE Wealth Management LLC | History | New | 963 | 27 | 0.0% | — | 26 | +963 | New | Q2 2026 | Aug 03, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 80 | 2 | 0.0% | 0.0% | 27 | -91 | -53.22% | Q2 2026 | Aug 12, 2026 |
| Abound Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -344 | -100.0% | Q2 2026 | Jul 10, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -322 | -100.0% | Q2 2026 | Aug 13, 2026 |