Innovator ETFs Trust - UJAN
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 | Added to | 1,519,749 | 64,604 | 0.74% | 0.04% | 1 | +1,428,954 | 1573.82% | Q1 2026 | Apr 16, 2026 |
| Talon Private Wealth, LLC | History | New | 845,012 | 35,921 | 4.77% | — | 2 | +845,012 | New | Q1 2026 | May 15, 2026 |
| Sonoma Allocations LLC | History | Added to | 410,090 | 17,523 | 6.05% | 5.64% | 3 | +21,268 | 5.47% | Q1 2026 | May 19, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 202,561 | 8,610 | 0.0% | 0.0% | 4 | +149,049 | 278.53% | Q1 2026 | May 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 189,294 | 8,046 | 0.01% | 0.01% | 5 | +8,862 | 4.91% | Q1 2026 | Apr 27, 2026 |
| Campbell Deegan Wealth Management, LLC | History | Added to | 150,463 | 6,396 | 5.12% | 2.84% | 6 | +69,108 | 84.95% | Q1 2026 | May 08, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 142,190 | 6,044 | 0.34% | 0.35% | 7 | +7,637 | 5.68% | Q1 2026 | Apr 09, 2026 |
| VanWeelden Wealth Management, LLC | History | New | 135,247 | 5,749 | 4.58% | — | 8 | +135,247 | New | Q1 2026 | May 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 120,042 | 5,102 | 0.01% | 0.01% | 9 | +18,457 | 18.17% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 114,197 | 4,854 | 0.01% | 0.01% | 10 | +1,116 | 0.99% | Q1 2026 | May 14, 2026 |
| Strategic Blueprint, LLC | History | Added to | 109,767 | 4,666 | 0.27% | 0.28% | 11 | +1,279 | 1.18% | Q1 2026 | Apr 29, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 89,165 | 3,790 | 0.01% | 0.01% | 12 | -231 | -0.26% | Q1 2026 | Apr 27, 2026 |
| Cetera Investment Advisers | History | Added to | 89,049 | 3,785 | 0.0% | 0.0% | 13 | +16,766 | 23.19% | Q1 2026 | May 13, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 79,801 | 3,392 | 0.03% | 0.05% | 14 | -3,980 | -4.75% | Q1 2026 | May 06, 2026 |
| Berkshire Money Management, Inc. | History | No change | 79,793 | 3,392 | 0.35% | 0.33% | 15 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Spire Wealth Management | History | Added to | 77,062 | 3,275 | 0.11% | 0.06% | 16 | +37,047 | 92.58% | Q1 2026 | Apr 22, 2026 |
| LPL Financial LLC | History | Reduced | 64,673 | 2,749 | 0.0% | 0.0% | 17 | -8,514 | -11.63% | Q1 2026 | May 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 57,647 | 2,450 | 0.0% | 0.0% | 18 | -1,628 | -2.75% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 57,090 | 2,426 | 0.01% | 0.01% | 19 | +3,587 | 6.7% | Q1 2026 | Apr 30, 2026 |
| Lantz Financial LLC | History | Reduced | 55,217 | 2,347 | 0.49% | 0.51% | 20 | -595 | -1.07% | Q1 2026 | Apr 09, 2026 |
| BXM Wealth LLC | History | New | 55,195 | 2,346 | 1.81% | — | 21 | +55,195 | New | Q1 2026 | Apr 23, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 53,875 | 2,290 | 0.02% | 0.02% | 22 | +3,840 | 7.67% | Q1 2026 | May 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 50,126 | 2,130 | 0.03% | 0.03% | 23 | +4,696 | 10.34% | Q1 2026 | May 11, 2026 |
| IMG Wealth Management, Inc. | History | Reduced | 49,605 | 2,108 | 1.34% | 1.39% | 24 | -1,147 | -2.26% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 49,143 | 2,089 | 0.0% | — | 25 | +49,143 | New | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Reduced | 48,331 | 2,054 | 0.01% | 0.01% | 26 | -982 | -1.99% | Q1 2026 | May 14, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | Added to | 48,267 | 2,051 | 0.56% | 0.62% | 27 | +88 | 0.18% | Q1 2026 | Apr 09, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 43,325 | 1,842 | 0.0% | 0.0% | 28 | +3,866 | 9.8% | Q1 2026 | Apr 30, 2026 |
| Trek Financial, LLC | History | Added to | 39,437 | 1,676 | 0.09% | 0.04% | 29 | +22,406 | 131.56% | Q1 2026 | May 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 35,839 | 1,523 | 0.0% | 0.0% | 30 | +14,025 | 64.29% | Q1 2026 | May 04, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Added to | 30,023 | 1,276 | 0.16% | 0.09% | 31 | +13,679 | 83.69% | Q1 2026 | Apr 20, 2026 |
| JT Stratford LLC | History | Added to | 29,304 | 1,245 | 0.16% | 0.09% | 32 | +12,201 | 71.34% | Q1 2026 | May 15, 2026 |
| Long Island Wealth Management, Inc. | History | Reduced | 27,903 | 1,186 | 0.55% | 0.64% | 33 | -3,421 | -10.92% | Q1 2026 | Apr 21, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 27,441 | 1,172 | 0.0% | 0.0% | 34 | -16,741 | -37.89% | Q1 2026 | Apr 08, 2026 |
| PFG Advisors | History | Reduced | 26,999 | 1,147 | 0.06% | 0.06% | 35 | -1,929 | -6.67% | Q1 2026 | May 05, 2026 |
| Accurate Wealth Management, LLC | History | Reduced | 24,879 | 1,081 | 0.13% | 0.14% | 36 | -316 | -1.25% | Q1 2026 | Apr 22, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 25,100 | 1,067 | 0.04% | 0.03% | 37 | +4,000 | 18.96% | Q1 2026 | May 14, 2026 |
| MBL Wealth, LLC | History | Added to | 24,425 | 1,038 | 0.08% | 0.07% | 38 | +3,510 | 16.78% | Q1 2026 | Apr 28, 2026 |
| Hiley Hunt Wealth Management | History | Added to | 24,384 | 1,036 | 0.46% | 0.25% | 39 | +11,560 | 90.14% | Q1 2026 | Apr 06, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | New | 23,466 | 997 | 0.06% | — | 40 | +23,466 | New | Q1 2026 | Apr 30, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 22,860 | 971 | 0.04% | 0.05% | 41 | +59 | 0.26% | Q1 2026 | May 12, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 21,520 | 914 | 0.07% | 0.06% | 42 | +6,846 | 46.65% | Q1 2026 | Apr 16, 2026 |
| Compass Advisory Group LLC | History | No change | 20,238 | 860 | 0.23% | 0.24% | 43 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Archer Investment Corp | History | Added to | 20,159 | 856 | 0.18% | 0.01% | 44 | +19,102 | 1807.19% | Q1 2026 | May 04, 2026 |
| HighTower Advisors, LLC | History | Reduced | 20,070 | 853 | 0.0% | 0.0% | 45 | -3,388 | -14.44% | Q1 2026 | May 05, 2026 |
| Wood Tarver Financial Group, LLC | History | Added to | 18,984 | 807 | 0.22% | 0.22% | 46 | +1,110 | 6.21% | Q1 2026 | May 12, 2026 |
| Focus Partners Wealth | History | Reduced | 18,572 | 789 | 0.0% | 0.0% | 47 | -257 | -1.36% | Q1 2026 | May 14, 2026 |
| Mutual Advisors, LLC | History | Reduced | 15,848 | 673 | 0.01% | 0.02% | 48 | -5,313 | -25.11% | Q1 2026 | May 01, 2026 |
| Southland Equity Partners LLC | History | Reduced | 15,443 | 656 | 0.13% | 0.14% | 49 | -597 | -3.72% | Q1 2026 | Apr 14, 2026 |
| Maltin Wealth Management, Inc. | History | No change | 15,113 | 642 | 0.25% | 0.26% | 50 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Diligent Investors, LLC | History | No change | 13,890 | 590 | 0.15% | 0.15% | 51 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| ATX Financial Planning, LLC | History | No change | 12,905 | 548 | 0.42% | 0.43% | 52 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Arkadios Wealth Advisors | History | New | 12,733 | 541 | 0.01% | — | 54 | +12,733 | New | Q1 2026 | May 18, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 12,220 | 541 | 0.01% | 0.01% | 53 | +1,148 | 10.37% | Q1 2026 | May 04, 2026 |
| Summit Financial, LLC | History | Reduced | 12,476 | 530 | 0.01% | 0.01% | 55 | -200 | -1.58% | Q1 2026 | May 15, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 12,048 | 512 | 0.04% | 0.02% | 56 | +5,350 | 79.87% | Q1 2026 | May 15, 2026 |
| Valmark Advisers, Inc. | History | No change | 11,720 | 498 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| BFI Wealth Solutions, LLC | History | No change | 11,600 | 496 | 0.48% | 0.48% | 58 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| RFG Advisory, LLC | History | Reduced | 11,158 | 474 | 0.01% | 0.01% | 59 | -186 | -1.64% | Q1 2026 | Apr 17, 2026 |
| Atria Investments, Inc | History | Added to | 10,730 | 456 | 0.01% | 0.01% | 60 | +477 | 4.65% | Q1 2026 | May 05, 2026 |
| Advisory Services Network, LLC | History | Added to | 10,192 | 433 | 0.01% | 0.0% | 61 | +2,700 | 36.04% | Q1 2026 | May 15, 2026 |
| Ballast Rock Private Wealth LLC | History | Added to | 9,879 | 419 | 0.23% | 0.14% | 63 | +4,729 | 91.83% | Q1 2026 | Apr 16, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 9,862 | 419 | 0.0% | 0.01% | 62 | -4,056 | -29.14% | Q1 2026 | May 12, 2026 |
| Creative Planning | History | New | 9,761 | 414 | 0.0% | — | 64 | +9,761 | New | Q1 2026 | May 12, 2026 |
| Continuum Advisory, LLC | History | No change | 9,699 | 412 | 0.04% | 0.04% | 65 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Bedel Financial Consulting, Inc. | History | Added to | 9,472 | 402 | 0.05% | 0.04% | 66 | +848 | 9.83% | Q1 2026 | May 04, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 8,984 | 381 | 0.01% | 0.02% | 67 | -12,641 | -58.46% | Q1 2026 | May 15, 2026 |
| O'Connor Financial Group LLC | History | Reduced | 8,973 | 381 | 0.16% | 0.17% | 68 | -1,109 | -11.0% | Q1 2026 | Apr 23, 2026 |
| SageView Advisory Group, LLC | History | No change | 8,761 | 379 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Chris Bulman Inc | History | New | 8,614 | 366 | 0.16% | — | 70 | +8,614 | New | Q1 2026 | Apr 13, 2026 |
| XML Financial, LLC | History | Reduced | 8,339 | 354 | 0.03% | 0.03% | 71 | -52 | -0.62% | Q1 2026 | Apr 16, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 8,022 | 340 | 0.0% | 0.0% | 72 | -2,123 | -20.93% | Q1 2026 | Apr 20, 2026 |
| Encompass More Asset Management | History | Added to | 7,623 | 324 | 0.05% | 0.05% | 73 | +774 | 11.3% | Q1 2026 | Apr 28, 2026 |
| Occidental Asset Management, LLC | History | New | 7,439 | 316 | 0.04% | — | 74 | +7,439 | New | Q1 2026 | Apr 15, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 6,674 | 283 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Savvy Advisors, Inc. | History | Added to | 6,604 | 280 | 0.01% | 0.01% | 76 | +828 | 14.34% | Q1 2026 | May 11, 2026 |
| Capital Investment Advisors, LLC | History | New | 5,800 | 246 | 0.0% | — | 77 | +5,800 | New | Q1 2026 | Apr 17, 2026 |
| Lakeridge Wealth Management LLC | History | Added to | 5,757 | 244 | 0.1% | 0.11% | 78 | +231 | 4.18% | Q1 2026 | Apr 08, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 5,356 | 227 | 0.08% | 0.04% | 79 | +2,408 | 81.68% | Q1 2026 | Apr 09, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 5,312 | 225 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| WorthPointe, LLC | History | No change | 5,211 | 221 | 0.06% | 0.06% | 81 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | New | 5,008 | 212 | 0.03% | — | 83 | +5,008 | New | Q1 2026 | Apr 13, 2026 |
| Elmwood Wealth Management, Inc. | History | No change | 5,000 | 212 | 0.06% | 0.07% | 82 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Visionary Wealth Advisors | History | Reduced | 4,970 | 211 | 0.01% | 0.01% | 84 | -600 | -10.77% | Q1 2026 | May 13, 2026 |
| FC Advisory LLC | History | No change | 4,734 | 201 | 0.06% | 0.06% | 85 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| MTM FINANCIAL GROUP, LLC | History | No change | 4,729 | 201 | 0.09% | 0.1% | 86 | 0 | 0.0% | Q1 2026 | Jun 23, 2026 |
| TopTier Wealth Management, LLC | History | New | 4,608 | 195 | 0.12% | — | 87 | +4,608 | New | Q1 2026 | May 05, 2026 |
| AE Wealth Management LLC | History | Added to | 4,567 | 194 | 0.0% | 0.0% | 88 | +850 | 22.87% | Q1 2026 | May 13, 2026 |
| Orion Capital Management LLC | History | No change | 3,983 | 169 | 0.06% | 0.06% | 89 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 2,994 | 127 | 0.0% | 0.01% | 90 | -3,936 | -56.8% | Q1 2026 | May 15, 2026 |
| CoreCap Advisors, LLC | History | Added to | 2,907 | 123 | 0.0% | 0.0% | 91 | +201 | 7.43% | Q1 2026 | Apr 07, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 2,886 | 122 | 0.02% | 0.0% | 92 | +2,300 | 392.49% | Q1 2026 | Apr 24, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 2,555 | 108 | 0.11% | 0.11% | 93 | +153 | 6.37% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | No change | 2,371 | 100 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 2,081 | 88 | 0.0% | — | 95 | +2,081 | New | Q1 2026 | May 11, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 1,769 | 75 | 0.01% | 0.02% | 96 | -1,629 | -47.94% | Q1 2026 | May 15, 2026 |
| Legacy Wealth Managment, LLC/ID | History | New | 1,602 | 68 | 0.03% | — | 97 | +1,602 | New | Q1 2026 | May 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 1,457 | 61 | 0.0% | 0.0% | 98 | +68 | 4.9% | Q1 2026 | May 08, 2026 |
| Capital Analysts, LLC | History | No change | 1,095 | 47 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Sound Income Strategies, LLC | History | New | 1,076 | 45 | 0.0% | — | 100 | +1,076 | New | Q1 2026 | Apr 27, 2026 |
| WealthShield Partners, LLC | History | Added to | 629 | 26 | 0.0% | 0.0% | 101 | +366 | 139.16% | Q1 2026 | May 01, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 600 | 25 | 0.0% | 0.0% | 102 | -400 | -40.0% | Q1 2026 | May 15, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 500 | 21 | 0.02% | 0.02% | 103 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| IFP Advisors, Inc | History | Added to | 370 | 15 | 0.0% | 0.0% | 104 | +100 | 37.04% | Q1 2026 | Apr 13, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 300 | 12 | 0.0% | — | 106 | +300 | New | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 300 | 12 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| NBC SECURITIES, INC. | History | No change | 166 | 7 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| AdvisorNet Financial, Inc | History | New | 145 | 6 | 0.0% | — | 108 | +145 | New | Q1 2026 | Apr 17, 2026 |
| JPMORGAN CHASE & CO | History | No change | 129 | 5 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ASSETMARK, INC | History | New | 46 | 1 | 0.0% | — | 111 | +46 | New | Q1 2026 | May 06, 2026 |
| Truvestments Capital LLC | History | No change | 27 | 1 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MGO ONE SEVEN LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -44,603 | -100.0% | Q1 2026 | May 14, 2026 |
| RMG Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -15,732 | -100.0% | Q1 2026 | May 14, 2026 |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -13,900 | -100.0% | Q1 2026 | May 15, 2026 |
| XY Planning Network, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -6,349 | -100.0% | Q1 2026 | Apr 14, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -744 | -100.0% | Q1 2026 | May 04, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -700 | -100.0% | Q1 2026 | May 11, 2026 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -475 | -100.0% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -152 | -100.0% | Q1 2026 | May 05, 2026 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -92 | -100.0% | Q1 2026 | May 14, 2026 |
| Camelot Portfolios, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -52 | -100.0% | Q1 2026 | May 08, 2026 |