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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| OSAIC HOLDINGS, INC. | History | Added to | 281,971 | 11,495 | 0.01% | 0.02% | 1 | +3,780 | 1.36% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 196,626 | 8,016 | 0.03% | 0.04% | 2 | -51,933 | -20.89% | Q2 2026 | Jul 28, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 183,958 | 7,499 | 0.37% | 0.38% | 3 | +8,606 | 4.91% | Q2 2026 | Jul 20, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Reduced | 96,867 | 3,949 | 0.45% | 0.51% | 4 | -5,243 | -5.13% | Q2 2026 | Jul 22, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 78,980 | 3,220 | 0.03% | 0.04% | 5 | +3,241 | 4.28% | Q2 2026 | Aug 14, 2026 |
| Brookstone Capital Management | History | Reduced | 75,085 | 3,061 | 0.03% | 0.04% | 6 | -7,806 | -9.42% | Q2 2026 | Jul 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 66,325 | 2,704 | 0.02% | 0.02% | 7 | +5,932 | 9.82% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 65,770 | 2,681 | 0.0% | 0.0% | 8 | +2,727 | 4.33% | Q2 2026 | Jul 29, 2026 |
| IMG Wealth Management, Inc. | History | Reduced | 64,004 | 2,609 | 1.45% | 1.56% | 9 | -107 | -0.17% | Q2 2026 | Aug 07, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 58,450 | 2,383 | 0.16% | 0.17% | 10 | +70 | 0.12% | Q2 2026 | Aug 12, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | Added to | 58,253 | 2,374 | 0.61% | 0.54% | 11 | +6,399 | 12.34% | Q2 2026 | Jul 21, 2026 |
| Berger Financial Group, Inc | History | Added to | 57,745 | 2,354 | 0.12% | 0.12% | 12 | +1,860 | 3.33% | Q2 2026 | Aug 04, 2026 |
| Cerity Partners LLC | History | Added to | 46,962 | 1,914 | 0.0% | 0.0% | 13 | +3,350 | 7.68% | Q2 2026 | Aug 14, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Reduced | 45,664 | 1,861 | 0.18% | 0.19% | 14 | -73 | -0.16% | Q2 2026 | Aug 10, 2026 |
| Allworth Financial LP | History | Reduced | 44,413 | 1,810 | 0.01% | 0.01% | 15 | -3,875 | -8.02% | Q2 2026 | Aug 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 41,684 | 1,705 | 0.0% | 0.0% | 16 | +11,671 | 38.89% | Q2 2026 | Jul 15, 2026 |
| LPL Financial LLC | History | Added to | 41,184 | 1,679 | 0.0% | 0.0% | 17 | +8,218 | 24.93% | Q2 2026 | Aug 07, 2026 |
| Todd Wealth Management, LLC | History | Added to | 39,642 | 1,616 | 1.22% | 1.37% | 18 | +230 | 0.58% | Q2 2026 | Oct 07, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 38,984 | 1,599 | 0.09% | 0.07% | 19 | +15,420 | 65.44% | Q2 2026 | Aug 10, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 32,647 | 1,322 | 0.03% | 0.03% | 20 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 32,143 | 1,310 | 0.0% | 0.0% | 21 | +1,153 | 3.72% | Q2 2026 | Jul 27, 2026 |
| HighTower Advisors, LLC | History | No change | 31,600 | 1,288 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 30,156 | 1,229 | 0.14% | 0.15% | 23 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 24,368 | 996 | 0.09% | 0.05% | 24 | +14,307 | 142.2% | Q2 2026 | Jul 14, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 24,111 | 983 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 23,012 | 938 | 0.0% | 0.0% | 26 | -25,795 | -52.85% | Q2 2026 | Sep 23, 2026 |
| SteelPeak Wealth, LLC | History | New | 20,604 | 840 | 0.02% | — | 27 | +20,604 | New | Q2 2026 | Jul 13, 2026 |
| Spire Wealth Management | History | Reduced | 20,088 | 819 | 0.02% | 0.03% | 28 | -2,701 | -11.85% | Q2 2026 | Jul 15, 2026 |
| WPWealth LLP | History | Reduced | 19,434 | 792 | 0.12% | 0.13% | 29 | -3,428 | -14.99% | Q2 2026 | Aug 10, 2026 |
| Campbell Deegan Wealth Management, LLC | History | New | 18,365 | 748 | 0.53% | — | 30 | +18,365 | New | Q2 2026 | Aug 04, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | No change | 16,675 | 679 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| InvesTrust | History | No change | 16,258 | 662 | 0.25% | 0.26% | 32 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 14,535 | 592 | 0.0% | — | 33 | +14,535 | New | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 13,727 | 558 | 0.0% | 0.0% | 34 | -52 | -0.38% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | Reduced | 13,118 | 534 | 0.0% | 0.0% | 35 | -246 | -1.84% | Q2 2026 | Aug 12, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 13,095 | 533 | 0.03% | 0.05% | 36 | -11,366 | -46.47% | Q2 2026 | Jul 23, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 12,995 | 529 | 0.0% | 0.0% | 37 | -1,039 | -7.4% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | Added to | 12,500 | 509 | 0.01% | 0.01% | 38 | +345 | 2.84% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 12,068 | 492 | 0.0% | 0.0% | 39 | -289,793 | -96.0% | Q2 2026 | Aug 14, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | No change | 12,036 | 490 | 0.18% | 0.21% | 40 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 11,989 | 488 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atria Investments, Inc | History | Added to | 11,956 | 487 | 0.0% | 0.01% | 42 | +72 | 0.61% | Q2 2026 | Jul 28, 2026 |
| Souders Financial Advisors | History | No change | 11,680 | 476 | 0.05% | 0.05% | 43 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bedel Financial Consulting, Inc. | History | Added to | 11,394 | 464 | 0.04% | 0.04% | 44 | +1,467 | 14.78% | Q2 2026 | Jul 29, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 10,964 | 447 | 0.0% | 0.0% | 45 | +1,050 | 10.59% | Q2 2026 | Jul 27, 2026 |
| Encompass More Asset Management | History | Added to | 10,947 | 446 | 0.06% | 0.06% | 46 | +2,020 | 22.63% | Q2 2026 | Jul 14, 2026 |
| RFG Advisory, LLC | History | Reduced | 10,659 | 434 | 0.01% | 0.01% | 47 | -676 | -5.96% | Q2 2026 | Jul 15, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 10,492 | 427 | 0.03% | 0.02% | 48 | +2,355 | 28.94% | Q2 2026 | Aug 11, 2026 |
| Archer Investment Corp | History | Reduced | 10,287 | 419 | 0.08% | 0.09% | 49 | -545 | -5.03% | Q2 2026 | Aug 03, 2026 |
| AE Wealth Management LLC | History | Added to | 9,413 | 383 | 0.0% | 0.0% | 50 | +2,863 | 43.71% | Q2 2026 | Aug 03, 2026 |
| Altium Investment Strategies LLC | History | New | 9,213 | 376 | 0.54% | — | 51 | +9,213 | New | Q2 2026 | Jul 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | New | 8,799 | 358 | 0.0% | — | 52 | +8,799 | New | Q2 2026 | Aug 04, 2026 |
| Creative Planning | History | New | 8,710 | 355 | 0.0% | — | 53 | +8,710 | New | Q2 2026 | Aug 13, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 8,691 | 354 | 0.01% | 0.03% | 54 | -5,682 | -39.53% | Q2 2026 | Aug 17, 2026 |
| ALTFEST L J & CO INC | History | Reduced | 8,507 | 346 | 0.03% | 0.04% | 55 | -88 | -1.02% | Q2 2026 | Jul 30, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 7,918 | 322 | 0.0% | 0.0% | 56 | -26,031 | -76.68% | Q2 2026 | Aug 07, 2026 |
| SMITH SHELLNUT WILSON LLC /ADV | History | No change | 6,531 | 266 | 0.1% | 0.11% | 57 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Delta Investment Management, LLC | History | Reduced | 6,470 | 263 | 0.04% | 0.04% | 58 | -30 | -0.46% | Q2 2026 | Aug 13, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | No change | 5,991 | 244 | 0.04% | 0.05% | 59 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | History | New | 5,880 | 239 | 0.19% | — | 60 | +5,880 | New | Q2 2026 | Jul 24, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 5,778 | 235 | 0.01% | 0.02% | 61 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BFI Wealth Solutions, LLC | History | No change | 5,650 | 230 | 0.17% | 0.21% | 62 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Lantz Financial LLC | History | New | 5,601 | 228 | 0.04% | — | 63 | +5,601 | New | Q2 2026 | Jul 09, 2026 |
| SageView Advisory Group, LLC | History | New | 5,524 | 225 | 0.01% | — | 64 | +5,524 | New | Q2 2026 | Aug 10, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 5,243 | 213 | 0.0% | 0.0% | 65 | -243 | -4.43% | Q2 2026 | Jul 24, 2026 |
| NewCorp Financial Services, Inc. | History | New | 4,973 | 202 | 0.15% | — | 66 | +4,973 | New | Q2 2026 | Aug 03, 2026 |
| CoreCap Advisors, LLC | History | Added to | 2,885 | 117 | 0.0% | 0.0% | 67 | +256 | 9.74% | Q2 2026 | Jul 06, 2026 |
| Financial Network Wealth Advisors LLC | History | Reduced | 2,037 | 83 | 0.08% | 0.08% | 68 | -27 | -1.31% | Q2 2026 | Jul 29, 2026 |
| IMA Advisory Services, Inc. | History | New | 1,985 | 80 | 0.01% | — | 69 | +1,985 | New | Q2 2026 | Aug 10, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 1,406 | 57 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Talon Private Wealth, LLC | History | Added to | 1,335 | 54 | 0.01% | 0.01% | 71 | +47 | 3.65% | Q2 2026 | Sep 11, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 1,324 | 53 | 0.03% | 0.04% | 72 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Bullseye Investment Management, LLC | History | New | 1,200 | 48 | 0.02% | — | 73 | +1,200 | New | Q2 2026 | Sep 11, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 864 | 35 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 718 | 29 | 0.0% | 0.0% | 75 | -303 | -29.68% | Q2 2026 | Jul 29, 2026 |
| MORGAN STANLEY | History | New | 400 | 16 | 0.0% | — | 76 | +400 | New | Q2 2026 | Aug 13, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 400 | 16 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CWM, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -125,378 | -100.0% | Q1 2026 | May 14, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Closed out | 0 | 0 | — | 0.09% | — | -45,734 | -100.0% | Q2 2026 | Jul 23, 2026 |
| SeaCrest Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -26,131 | -100.0% | Q2 2026 | Jul 09, 2026 |
| O'Connor Financial Group LLC | History | Closed out | 0 | 0 | — | 0.33% | — | -20,901 | -100.0% | Q2 2026 | Jul 17, 2026 |
| Wood Tarver Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -10,985 | -100.0% | Q2 2026 | Aug 13, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Closed out | 0 | 0 | — | 0.01% | — | -6,998 | -100.0% | Q2 2026 | Aug 04, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,038 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Buska Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -5,255 | -100.0% | Q2 2026 | Jul 10, 2026 |
| WealthShield Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -434 | -100.0% | Q2 2026 | Aug 12, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Closed out | 0 | 0 | — | 0.0% | — | -400 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | New | 16 | 0 | — | — | — | +16 | New | Q2 2026 | Jul 17, 2026 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q2 2026 | Aug 14, 2026 |