Innovator ETFs Trust - UJUL
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | History | Added to | 301,861 | 11,560 | 0.0% | 0.0% | 1 | +22,376 | 8.01% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 278,191 | 10,654 | 0.02% | 0.02% | 2 | -10,832 | -3.75% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 248,559 | 9,519 | 0.04% | 0.04% | 3 | -1,981 | -0.79% | Q1 2026 | Apr 30, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 175,352 | 6,715 | 0.38% | 0.38% | 4 | +10,115 | 6.12% | Q1 2026 | Apr 09, 2026 |
| CWM, LLC | History | Added to | 125,378 | 4,801 | 0.01% | 0.01% | 5 | +2,710 | 2.21% | Q1 2026 | May 14, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Reduced | 102,110 | 3,910 | 0.51% | 0.69% | 6 | -31,296 | -23.46% | Q1 2026 | Apr 20, 2026 |
| Brookstone Capital Management | History | Reduced | 82,891 | 3,174 | 0.04% | 0.04% | 7 | -2,503 | -2.93% | Q1 2026 | Apr 16, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 75,739 | 2,900 | 0.04% | 0.04% | 8 | +1,138 | 1.53% | Q1 2026 | May 11, 2026 |
| IMG Wealth Management, Inc. | History | Reduced | 64,111 | 2,455 | 1.56% | 1.58% | 9 | -282 | -0.44% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 63,043 | 2,414 | 0.0% | 0.0% | 10 | -140 | -0.22% | Q1 2026 | Apr 27, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 60,393 | 2,312 | 0.02% | 0.02% | 11 | +5,306 | 9.63% | Q1 2026 | May 13, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 58,380 | 2,235 | 0.17% | 0.14% | 12 | +7 | 0.01% | Q1 2026 | May 20, 2026 |
| Berger Financial Group, Inc | History | Reduced | 55,885 | 2,140 | 0.12% | 0.13% | 13 | -1,292 | -2.26% | Q1 2026 | Apr 28, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | Reduced | 51,854 | 1,985 | 0.54% | 0.6% | 14 | -381 | -0.73% | Q1 2026 | Apr 09, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 48,807 | 1,869 | 0.0% | 0.0% | 15 | +1,715 | 3.64% | Q1 2026 | May 04, 2026 |
| Allworth Financial LP | History | Reduced | 48,288 | 1,849 | 0.01% | 0.01% | 16 | -1,168 | -2.36% | Q1 2026 | May 14, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Reduced | 45,737 | 1,765 | 0.19% | 0.3% | 17 | -5,529 | -10.78% | Q1 2026 | Apr 10, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 45,734 | 1,751 | 0.09% | 0.09% | 18 | +233 | 0.51% | Q1 2026 | Apr 15, 2026 |
| Cerity Partners LLC | History | No change | 43,612 | 1,670 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 32,647 | 1,301 | 0.03% | 0.03% | 20 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 33,949 | 1,300 | 0.0% | 0.0% | 21 | -659 | -1.9% | Q1 2026 | May 04, 2026 |
| LPL Financial LLC | History | Reduced | 32,966 | 1,262 | 0.0% | 0.0% | 22 | -709 | -2.11% | Q1 2026 | May 06, 2026 |
| HighTower Advisors, LLC | History | No change | 31,600 | 1,210 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 30,990 | 1,187 | 0.0% | 0.0% | 24 | +127 | 0.41% | Q1 2026 | Apr 30, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 30,013 | 1,155 | 0.0% | 0.01% | 25 | -105,666 | -77.88% | Q1 2026 | Apr 08, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 30,156 | 1,154 | 0.15% | 0.16% | 26 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 26,131 | 1,000 | 0.11% | 0.12% | 27 | -4,031 | -13.36% | Q1 2026 | Apr 15, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 24,461 | 936 | 0.05% | 0.06% | 28 | -584 | -2.33% | Q1 2026 | Apr 29, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 24,111 | 923 | 0.0% | 0.0% | 29 | -1,161 | -4.59% | Q1 2026 | Apr 27, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 23,564 | 902 | 0.07% | 0.06% | 30 | +7,647 | 48.04% | Q1 2026 | Apr 16, 2026 |
| WPWealth LLP | History | Reduced | 22,862 | 875 | 0.13% | 0.16% | 31 | -3,174 | -12.19% | Q1 2026 | May 11, 2026 |
| Spire Wealth Management | History | Reduced | 22,789 | 872 | 0.03% | 0.04% | 32 | -10,891 | -32.34% | Q1 2026 | Apr 22, 2026 |
| O'Connor Financial Group LLC | History | Added to | 20,901 | 800 | 0.33% | 0.32% | 33 | +19 | 0.09% | Q1 2026 | Apr 23, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Reduced | 16,675 | 638 | 0.0% | 0.0% | 34 | -500 | -2.91% | Q1 2026 | Apr 22, 2026 |
| InvesTrust | History | No change | 16,258 | 622 | 0.26% | 0.24% | 35 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 14,373 | 550 | 0.03% | 0.03% | 36 | -314 | -2.14% | Q1 2026 | May 18, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 14,034 | 537 | 0.0% | 0.0% | 37 | -32,144 | -69.61% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 13,779 | 518 | 0.0% | 0.0% | 38 | -342 | -2.42% | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | History | Reduced | 13,364 | 511 | 0.0% | 0.0% | 39 | -79 | -0.59% | Q1 2026 | May 13, 2026 |
| Advisory Services Network, LLC | History | No change | 12,155 | 465 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | Reduced | 12,036 | 460 | 0.21% | 0.21% | 41 | -5 | -0.04% | Q1 2026 | Apr 22, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 11,989 | 459 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Atria Investments, Inc | History | Added to | 11,884 | 455 | 0.01% | 0.0% | 43 | +620 | 5.5% | Q1 2026 | May 05, 2026 |
| Souders Financial Advisors | History | Reduced | 11,680 | 447 | 0.05% | 0.05% | 44 | -515 | -4.22% | Q1 2026 | May 04, 2026 |
| RFG Advisory, LLC | History | Reduced | 11,335 | 434 | 0.01% | 0.01% | 45 | -120 | -1.05% | Q1 2026 | Apr 17, 2026 |
| Wood Tarver Financial Group, LLC | History | No change | 10,985 | 420 | 0.12% | 0.12% | 46 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Archer Investment Corp | History | Reduced | 10,832 | 414 | 0.09% | 0.11% | 47 | -1,977 | -15.43% | Q1 2026 | May 04, 2026 |
| Accurate Wealth Management, LLC | History | No change | 10,061 | 395 | 0.05% | 0.05% | 48 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Bedel Financial Consulting, Inc. | History | Reduced | 9,927 | 380 | 0.04% | 0.05% | 49 | -982 | -9.0% | Q1 2026 | May 04, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 9,914 | 379 | 0.0% | 0.01% | 50 | -2,239 | -18.42% | Q1 2026 | Apr 20, 2026 |
| Encompass More Asset Management | History | Added to | 8,927 | 341 | 0.06% | 0.06% | 51 | +758 | 9.28% | Q1 2026 | Apr 28, 2026 |
| ALTFEST L J & CO INC | History | No change | 8,595 | 329 | 0.04% | 0.04% | 52 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 8,137 | 311 | 0.02% | 0.02% | 53 | -37 | -0.45% | Q1 2026 | May 15, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 6,998 | 268 | 0.01% | 0.03% | 54 | -6,314 | -47.43% | Q1 2026 | Apr 30, 2026 |
| AE Wealth Management LLC | History | Added to | 6,550 | 250 | 0.0% | 0.0% | 55 | +173 | 2.71% | Q1 2026 | May 13, 2026 |
| Delta Investment Management, LLC | History | No change | 6,500 | 248 | 0.04% | 0.04% | 56 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 6,038 | 231 | 0.0% | 0.0% | 57 | -4,389 | -42.09% | Q1 2026 | May 15, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | No change | 5,991 | 229 | 0.05% | 0.05% | 58 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 5,778 | 221 | 0.02% | 0.02% | 59 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| BFI Wealth Solutions, LLC | History | No change | 5,650 | 218 | 0.21% | 0.21% | 60 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 5,486 | 210 | 0.0% | 0.0% | 61 | -206 | -3.62% | Q1 2026 | May 12, 2026 |
| Buska Wealth Management, LLC | History | Reduced | 5,255 | 201 | 0.08% | 0.08% | 62 | -682 | -11.49% | Q1 2026 | Apr 13, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 2,629 | 100 | 0.0% | 0.0% | 63 | -25 | -0.94% | Q1 2026 | Apr 07, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 2,064 | 79 | 0.08% | 0.08% | 64 | +122 | 6.28% | Q1 2026 | May 14, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 1,406 | 53 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 1,324 | 50 | 0.04% | 0.04% | 66 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Talon Private Wealth, LLC | History | New | 1,288 | 49 | 0.01% | — | 67 | +1,288 | New | Q1 2026 | May 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 1,021 | 39 | 0.0% | — | 68 | +1,021 | New | Q1 2026 | May 11, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 864 | 33 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| WealthShield Partners, LLC | History | No change | 434 | 16 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 400 | 15 | 0.0% | — | 72 | +400 | New | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 400 | 15 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -26,486 | -100.0% | Q1 2026 | May 15, 2026 |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -15,612 | -100.0% | Q1 2026 | May 15, 2026 |
| NewCorp Financial Services, Inc. | History | Closed out | 0 | 0 | — | 0.25% | — | -7,303 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Trek Financial, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,707 | -100.0% | Q1 2026 | May 13, 2026 |
| CALTON & ASSOCIATES, INC. | History | Closed out | 0 | 0 | — | 0.04% | — | -5,577 | -100.0% | Q1 2026 | May 13, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -5,265 | -100.0% | Q1 2026 | Apr 20, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -985 | -100.0% | Q1 2026 | May 15, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -839 | -100.0% | Q1 2026 | May 04, 2026 |
| MORGAN STANLEY | History | Closed out | 0 | 0 | — | 0.0% | — | -400 | -100.0% | Q1 2026 | May 15, 2026 |
| Camelot Portfolios, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -58 | -100.0% | Q1 2026 | May 08, 2026 |
| BARCLAYS PLC | History | Reduced | 2 | 0 | — | 0.0% | — | -50 | -96.15% | Q1 2026 | May 14, 2026 |