Innovator ETFs Trust - TJUL
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Gradient Investments LLC | History | Added to | 965,144 | 28,558 | 0.45% | 0.47% | 1 | +11,726 | 1.23% | Q4 2025 | Jan 08, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 756,108 | 22,373 | 0.03% | — | 2 | +756,108 | New | Q4 2025 | Feb 18, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 587,006 | 17,369 | 0.02% | 0.02% | 3 | -21,342 | -3.51% | Q4 2025 | Feb 12, 2026 |
| Brookstone Capital Management | History | Added to | 186,376 | 5,514 | 0.06% | 0.06% | 4 | +2,864 | 1.56% | Q4 2025 | Jan 15, 2026 |
| Mattson Financial Services, LLC | History | Reduced | 108,718 | 3,216 | 0.75% | 0.77% | 5 | -1,818 | -1.64% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 105,281 | 3,115 | 0.0% | 0.0% | 6 | -1,913 | -1.78% | Q4 2025 | Feb 17, 2026 |
| Brown Financial Advisors | History | Reduced | 101,273 | 2,996 | 1.1% | 1.1% | 7 | -270 | -0.27% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 90,392 | 2,675 | 0.01% | 0.01% | 8 | -738 | -0.81% | Q4 2025 | Feb 05, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Reduced | 83,130 | 2,459 | 0.33% | 0.36% | 9 | -1,047 | -1.24% | Q4 2025 | Jan 21, 2026 |
| Cetera Investment Advisers | History | Added to | 72,254 | 2,137 | 0.0% | 0.0% | 10 | +51 | 0.07% | Q4 2025 | Feb 17, 2026 |
| AE Wealth Management LLC | History | Reduced | 63,287 | 1,872 | 0.01% | 0.01% | 11 | -2,150 | -3.29% | Q4 2025 | Jan 26, 2026 |
| Syntegra Private Wealth Group, LLC | History | Added to | 62,960 | 1,862 | 0.17% | 0.17% | 12 | +98 | 0.16% | Q4 2025 | Feb 10, 2026 |
| LPL Financial LLC | History | Reduced | 57,137 | 1,690 | 0.0% | 0.0% | 13 | -2,809 | -4.69% | Q4 2025 | Feb 11, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 56,643 | 1,676 | 0.01% | 0.01% | 14 | -259 | -0.46% | Q4 2025 | Feb 13, 2026 |
| Diligent Investors, LLC | History | No change | 52,415 | 1,550 | 0.38% | 0.39% | 15 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| HighTower Advisors, LLC | History | No change | 41,670 | 1,233 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 39,403 | 1,165 | 0.02% | 0.04% | 17 | -24,860 | -38.68% | Q4 2025 | Feb 03, 2026 |
| Waverly Advisors, LLC | History | New | 36,479 | 1,079 | 0.01% | — | 18 | +36,479 | New | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 35,518 | 1,050 | 0.0% | 0.0% | 19 | -7,039 | -16.54% | Q4 2025 | Feb 10, 2026 |
| Cypress Wealth Services, LLC | History | No change | 34,867 | 1,031 | 0.14% | 0.17% | 20 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 33,216 | 982 | 0.05% | 0.06% | 21 | -1,081 | -3.15% | Q4 2025 | Jan 28, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 31,458 | 930 | 0.0% | 0.0% | 22 | -3,559 | -10.16% | Q4 2025 | Feb 18, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 28,269 | 836 | 0.0% | 0.0% | 23 | -6,747 | -19.27% | Q4 2025 | Feb 13, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 27,226 | 805 | 0.03% | — | 24 | +27,226 | New | Q4 2025 | Feb 09, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 26,823 | 793 | 0.01% | 0.01% | 25 | -2,344 | -8.04% | Q4 2025 | Jan 23, 2026 |
| Tempo Wealth, LLC | History | New | 25,780 | 762 | 0.14% | — | 26 | +25,780 | New | Q4 2025 | Feb 25, 2026 |
| Vantage Financial Partners, LLC | History | No change | 25,662 | 759 | 0.15% | 0.16% | 27 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Trek Financial, LLC | History | No change | 25,219 | 746 | 0.04% | 0.04% | 28 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Csenge Advisory Group | History | Added to | 25,178 | 745 | 0.03% | 0.03% | 29 | +969 | 4.0% | Q4 2025 | Feb 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 25,059 | 744 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 24,228 | 716 | 0.0% | 0.0% | 31 | +16,439 | 211.05% | Q4 2025 | Feb 17, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 23,708 | 701 | 0.05% | 0.04% | 32 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 22,795 | 674 | 0.43% | 0.43% | 33 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Spire Wealth Management | History | Added to | 22,683 | 671 | 0.02% | 0.02% | 34 | +4 | 0.02% | Q4 2025 | Jan 14, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | No change | 21,658 | 640 | 0.19% | 0.2% | 35 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Reduced | 21,170 | 626 | 0.25% | 0.22% | 36 | -5,378 | -20.26% | Q4 2025 | Feb 11, 2026 |
| Paladin Wealth, LLC | History | Reduced | 19,656 | 581 | 0.4% | 0.43% | 37 | -758 | -3.71% | Q4 2025 | Jan 15, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 16,747 | 495 | 0.0% | 0.0% | 38 | -506 | -2.93% | Q4 2025 | Feb 18, 2026 |
| Focus Partners Wealth | History | No change | 16,093 | 476 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| GWN SECURITIES INC. | History | Added to | 15,202 | 449 | 0.09% | 0.1% | 40 | +268 | 1.79% | Q4 2025 | Feb 11, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 14,567 | 433 | 0.02% | 0.02% | 41 | -2 | -0.01% | Q4 2025 | Jan 21, 2026 |
| Three Seasons Wealth, LLC | History | No change | 13,583 | 401 | 0.04% | 0.04% | 42 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 13,055 | 386 | 0.0% | 0.0% | 43 | -25,409 | -66.06% | Q4 2025 | Feb 17, 2026 |
| Maia Wealth LLC | History | Reduced | 12,891 | 382 | 0.07% | 0.07% | 44 | -364 | -2.75% | Q4 2025 | Feb 17, 2026 |
| Beacon Financial Advisory LLC | History | No change | 11,930 | 353 | 0.08% | 0.08% | 45 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Sunbelt Securities, Inc. | History | No change | 11,915 | 352 | 0.02% | 0.02% | 46 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 11,487 | 339 | 0.0% | — | 47 | +11,487 | New | Q4 2025 | Mar 25, 2026 |
| Castle Rock Wealth Management, LLC | History | No change | 10,625 | 315 | 0.07% | 0.07% | 48 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| IMC-Chicago, LLC | History | New | 10,548 | 312 | 0.0% | — | 49 | +10,548 | New | Q4 2025 | Jan 29, 2026 |
| Integrated Wealth Management | History | New | 10,515 | 311 | 0.35% | — | 50 | +10,515 | New | Q4 2025 | Mar 03, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 10,319 | 305 | 0.0% | 0.0% | 51 | +525 | 5.36% | Q4 2025 | Feb 11, 2026 |
| Opus Financial Solutions LLC | History | New | 10,246 | 303 | 0.29% | — | 52 | +10,246 | New | Q4 2025 | Feb 17, 2026 |
| A4 Wealth Advisors LLC | History | Reduced | 10,106 | 299 | 0.26% | 0.56% | 53 | -12,686 | -55.66% | Q4 2025 | Feb 13, 2026 |
| Tradition Wealth Management, LLC | History | No change | 10,092 | 298 | 0.02% | 0.02% | 54 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Prostatis Group LLC | History | Added to | 9,702 | 287 | 0.07% | 0.06% | 55 | +1,026 | 11.83% | Q4 2025 | Feb 17, 2026 |
| Pine Harbor Wealth Management, LLC | History | No change | 9,647 | 285 | 0.09% | 0.09% | 56 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Mutual Advisors, LLC | History | No change | 8,629 | 255 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | No change | 8,400 | 248 | 0.03% | 0.03% | 58 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Sigma Planning Corp | History | No change | 8,337 | 246 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 8,310 | 245 | 0.0% | 0.01% | 60 | -1,354 | -14.01% | Q4 2025 | Feb 09, 2026 |
| BIP Wealth, LLC | History | New | 8,200 | 242 | 0.01% | — | 61 | +8,200 | New | Q4 2025 | Jan 21, 2026 |
| FSA Advisors, Inc. | History | New | 8,126 | 240 | 0.17% | — | 62 | +8,126 | New | Q4 2025 | Feb 02, 2026 |
| Selby Wealth Management, LLC | History | New | 7,680 | 227 | 0.09% | — | 63 | +7,680 | New | Q4 2025 | Feb 13, 2026 |
| Key Capital Management, INC | History | New | 7,183 | 212 | 0.21% | — | 64 | +7,183 | New | Q4 2025 | Jan 26, 2026 |
| Centennial Advisors, LLC | History | New | 6,974 | 206 | 0.27% | — | 65 | +6,974 | New | Q4 2025 | Jan 22, 2026 |
| Amplius Wealth Advisors, LLC | History | No change | 6,884 | 203 | 0.02% | 0.02% | 66 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | New | 6,801 | 201 | 0.0% | — | 67 | +6,801 | New | Q4 2025 | Feb 17, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 4,811 | 142 | 0.15% | 0.15% | 68 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | Added to | 4,762 | 140 | 0.0% | 0.0% | 69 | +71 | 1.51% | Q4 2025 | Feb 06, 2026 |
| AdvisorNet Financial, Inc | History | No change | 4,020 | 118 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 4,000 | 118 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 3,918 | 115 | 0.0% | 0.0% | 72 | -1,992 | -33.71% | Q4 2025 | Feb 11, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 3,900 | 115 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 3,702 | 109 | 0.04% | — | 74 | +3,702 | New | Q4 2025 | Feb 06, 2026 |
| CoreCap Advisors, LLC | History | No change | 3,340 | 98 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 2,694 | 79 | 0.01% | — | 76 | +2,694 | New | Q4 2025 | Feb 09, 2026 |
| BARCLAYS PLC | History | New | 2,268 | 67 | 0.0% | — | 77 | +2,268 | New | Q4 2025 | Feb 13, 2026 |
| CX Institutional | History | New | 2,028 | 60 | 0.0% | — | 78 | +2,028 | New | Q4 2025 | Feb 02, 2026 |
| SageView Advisory Group, LLC | History | New | 1,975 | 58 | 0.0% | — | 79 | +1,975 | New | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | No change | 1,642 | 48 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Reduced | 661 | 20 | 0.0% | 0.0% | 81 | -337 | -33.77% | Q4 2025 | Jan 26, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 594 | 17 | 0.0% | — | 82 | +594 | New | Q4 2025 | Feb 03, 2026 |
| Capital Analysts, LLC | History | No change | 523 | 15 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Networth Advisors, LLC | History | New | 496 | 14 | 0.01% | — | 85 | +496 | New | Q4 2025 | Jan 22, 2026 |
| Parallel Advisors, LLC | History | No change | 500 | 14 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Noble Wealth Management PBC | History | Reduced | 426 | 12 | 0.01% | 0.03% | 86 | -1,275 | -74.96% | Q4 2025 | Jan 05, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 156 | 4 | 0.0% | — | 87 | +156 | New | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 100 | 2 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Triumph Capital Management | History | Reduced | 40 | 1 | 0.0% | 0.07% | 90 | -8,888 | -99.55% | Q4 2025 | Feb 12, 2026 |
| ASSETMARK, INC | History | No change | 38 | 1 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Bullseye Investment Management, LLC | History | Closed out | 0 | 0 | — | 3.36% | — | -196,880 | -100.0% | Q3 2025 | Feb 02, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -23,900 | -100.0% | Q3 2025 | Nov 10, 2025 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,631 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Strategic Blueprint, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,200 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Plotkin Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -7,801 | -100.0% | Q3 2025 | Nov 14, 2025 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -1,751 | -100.0% | Q3 2025 | Nov 13, 2025 |
| BANK OF MONTREAL /CAN/ | History | Closed out | 0 | 0 | — | 0.0% | — | -1,500 | -100.0% | Q3 2025 | Nov 13, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -445 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -203 | -100.0% | Q3 2025 | Nov 10, 2025 |