Innovator ETFs Trust - ZJAN
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Kestra Advisory Services, LLC | History | Added to | 74,897 | 2,049 | 0.01% | 0.01% | 1 | +6,070 | 8.82% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 55,765 | 1,525 | 0.0% | 0.0% | 2 | +6,647 | 13.53% | Q4 2025 | Feb 18, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 47,769 | 1,306 | 0.0% | 0.0% | 3 | +4,057 | 9.28% | Q4 2025 | Feb 12, 2026 |
| Mutual Advisors, LLC | History | Reduced | 44,992 | 1,230 | 0.03% | 0.03% | 4 | -7,636 | -14.51% | Q4 2025 | Feb 02, 2026 |
| HighTower Advisors, LLC | History | Reduced | 41,753 | 1,142 | 0.0% | 0.0% | 5 | -1,489 | -3.44% | Q4 2025 | Feb 06, 2026 |
| Cerity Partners LLC | History | No change | 38,801 | 1,061 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | New | 36,616 | 1,001 | 0.11% | — | 7 | +36,616 | New | Q4 2025 | Jan 28, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 33,821 | 925 | 0.0% | 0.0% | 8 | +13,134 | 63.49% | Q4 2025 | Feb 17, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Reduced | 25,189 | 689 | 0.09% | 0.1% | 9 | -185 | -0.73% | Q4 2025 | Jan 21, 2026 |
| Cetera Investment Advisers | History | Added to | 24,281 | 664 | 0.0% | 0.0% | 10 | +5,752 | 31.04% | Q4 2025 | Feb 17, 2026 |
| Lineweaver Wealth Advisors, LLC | History | No change | 23,860 | 652 | 0.09% | 0.09% | 11 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | Added to | 23,159 | 633 | 0.19% | 0.09% | 12 | +12,646 | 120.29% | Q4 2025 | Jan 12, 2026 |
| Farther Finance Advisors, LLC | History | No change | 19,365 | 529 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 19,097 | 522 | 0.0% | 0.0% | 14 | -6,720 | -26.03% | Q4 2025 | Feb 05, 2026 |
| Tradition Wealth Management, LLC | History | No change | 18,323 | 501 | 0.04% | 0.04% | 15 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| AE Wealth Management LLC | History | Reduced | 17,272 | 472 | 0.0% | 0.0% | 16 | -311 | -1.77% | Q4 2025 | Jan 26, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 16,312 | 446 | 0.01% | 0.01% | 17 | -2,564 | -13.58% | Q4 2025 | Feb 17, 2026 |
| SageView Advisory Group, LLC | History | Added to | 15,976 | 437 | 0.01% | 0.01% | 18 | +1,081 | 7.26% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 15,936 | 436 | 0.0% | 0.0% | 19 | +6,903 | 76.42% | Q4 2025 | Feb 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 15,530 | 425 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Vantage Financial Partners, LLC | History | Reduced | 14,867 | 406 | 0.08% | 0.09% | 21 | -1,088 | -6.82% | Q4 2025 | Feb 03, 2026 |
| Cornerstone Wealth Group, LLC | History | Reduced | 13,650 | 373 | 0.03% | 0.04% | 22 | -7,785 | -36.32% | Q4 2025 | Jan 26, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 11,804 | 322 | 0.02% | 0.02% | 23 | +136 | 1.17% | Q4 2025 | Jan 20, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 11,677 | 319 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Archer Investment Corp | History | Reduced | 10,769 | 294 | 0.07% | 0.08% | 25 | -1,956 | -15.37% | Q4 2025 | Jan 30, 2026 |
| NewEdge Advisors, LLC | History | No change | 9,921 | 271 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| TRUIST FINANCIAL CORP | History | New | 9,773 | 267 | 0.0% | — | 27 | +9,773 | New | Q4 2025 | Feb 02, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 9,728 | 266 | 0.01% | 0.01% | 29 | -2,387 | -19.7% | Q4 2025 | Jan 13, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 9,726 | 266 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Independent Wealth Network Inc. | History | Reduced | 9,694 | 265 | 0.08% | 0.08% | 30 | -45 | -0.46% | Q4 2025 | Jan 26, 2026 |
| AdvisorNet Financial, Inc | History | No change | 9,178 | 251 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | No change | 8,937 | 244 | 0.07% | 0.07% | 32 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Kingsview Wealth Management, LLC | History | New | 8,653 | 236 | 0.0% | — | 33 | +8,653 | New | Q4 2025 | Feb 09, 2026 |
| Advisory Services Network, LLC | History | Added to | 8,238 | 225 | 0.0% | 0.0% | 34 | +4,000 | 94.38% | Q4 2025 | Feb 17, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | No change | 7,850 | 214 | 0.05% | 0.06% | 35 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Elmwood Wealth Management, Inc. | History | No change | 7,800 | 213 | 0.07% | 0.07% | 36 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Noble Wealth Management PBC | History | Reduced | 5,220 | 142 | 0.07% | 0.08% | 37 | -455 | -8.02% | Q4 2025 | Jan 05, 2026 |
| IFP Advisors, Inc | History | Reduced | 2,358 | 64 | 0.0% | 0.0% | 38 | -77 | -3.16% | Q4 2025 | Feb 06, 2026 |
| Allworth Financial LP | History | New | 1,500 | 41 | 0.0% | — | 39 | +1,500 | New | Q4 2025 | Feb 05, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 1,500 | 41 | 0.01% | — | 40 | +1,500 | New | Q4 2025 | Feb 09, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 952 | 26 | 0.0% | 0.0% | 41 | +832 | 693.33% | Q4 2025 | Feb 09, 2026 |
| GGM Financials LLC | History | No change | 774 | 21 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| IMG Wealth Management, Inc. | History | New | 680 | 18 | 0.01% | — | 43 | +680 | New | Q4 2025 | Feb 05, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.33% | — | -39,719 | -100.0% | Q3 2025 | Oct 27, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -33,872 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,299 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,513 | -100.0% | Q3 2025 | Mar 31, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,128 | -100.0% | Q3 2025 | Nov 20, 2025 |