Innovator ETFs Trust - ZJAN
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Archer Investment Corp | History | Added to | 118,129 | 3,220 | 0.69% | 0.07% | 1 | +107,360 | 996.94% | Q1 2026 | May 04, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 94,651 | 2,580 | 0.01% | 0.01% | 2 | +19,754 | 26.37% | Q1 2026 | Apr 30, 2026 |
| JANE STREET GROUP, LLC | History | New | 81,924 | 2,233 | 0.0% | — | 3 | +81,924 | New | Q1 2026 | May 12, 2026 |
| Mutual Advisors, LLC | History | Added to | 81,116 | 2,211 | 0.05% | 0.03% | 4 | +36,124 | 80.29% | Q1 2026 | May 01, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 77,166 | 2,103 | 0.0% | 0.0% | 5 | +43,345 | 128.16% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 68,556 | 1,868 | 0.0% | 0.0% | 6 | +20,787 | 43.52% | Q1 2026 | Apr 27, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 66,294 | 1,807 | 0.1% | 0.02% | 7 | +54,490 | 461.62% | Q1 2026 | Apr 09, 2026 |
| HighTower Advisors, LLC | History | Added to | 50,853 | 1,386 | 0.0% | 0.0% | 8 | +9,100 | 21.79% | Q1 2026 | May 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 49,997 | 1,362 | 0.0% | 0.0% | 9 | -5,768 | -10.34% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 48,181 | 1,313 | 0.0% | 0.0% | 10 | +23,900 | 98.43% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 47,930 | 1,306 | 0.0% | 0.0% | 11 | +31,994 | 200.77% | Q1 2026 | May 04, 2026 |
| Lineweaver Wealth Advisors, LLC | History | Added to | 41,103 | 1,120 | 0.15% | 0.09% | 12 | +17,243 | 72.27% | Q1 2026 | Apr 08, 2026 |
| Cerity Partners LLC | History | No change | 38,801 | 1,057 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | No change | 36,616 | 998 | 0.11% | 0.11% | 14 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Insight Wealth Partners, LLC | History | New | 34,836 | 949 | 0.13% | — | 15 | +34,836 | New | Q1 2026 | May 13, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Added to | 34,800 | 948 | 0.12% | 0.09% | 16 | +9,611 | 38.16% | Q1 2026 | Apr 20, 2026 |
| AE Wealth Management LLC | History | Added to | 26,703 | 727 | 0.0% | 0.0% | 17 | +9,431 | 54.6% | Q1 2026 | May 13, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | Added to | 24,159 | 658 | 0.18% | 0.19% | 18 | +1,000 | 4.32% | Q1 2026 | Apr 09, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 22,586 | 616 | 0.0% | 0.0% | 19 | +3,489 | 18.27% | Q1 2026 | Apr 30, 2026 |
| Cypress Wealth Services, LLC | History | New | 22,487 | 612 | 0.09% | — | 20 | +22,487 | New | Q1 2026 | Apr 15, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 21,866 | 596 | 0.01% | 0.01% | 21 | +5,554 | 34.05% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | New | 21,696 | 591 | 0.0% | — | 22 | +21,696 | New | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 20,900 | 569 | 0.0% | — | 23 | +20,900 | New | Q1 2026 | May 04, 2026 |
| KELLY FINANCIAL GROUP LLC | History | New | 19,522 | 532 | 0.13% | — | 24 | +19,522 | New | Q1 2026 | Apr 09, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 19,323 | 526 | 0.04% | 0.04% | 25 | +1,000 | 5.46% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 18,794 | 512 | 0.0% | 0.01% | 26 | -571 | -2.95% | Q1 2026 | Apr 07, 2026 |
| JPMORGAN CHASE & CO | History | New | 16,316 | 442 | 0.0% | — | 27 | +16,316 | New | Q1 2026 | May 13, 2026 |
| SageView Advisory Group, LLC | History | No change | 15,976 | 437 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | New | 15,976 | 435 | 0.0% | — | 29 | +15,976 | New | Q1 2026 | May 12, 2026 |
| Vantage Financial Partners, LLC | History | No change | 14,867 | 406 | 0.08% | 0.08% | 30 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Integrity Advisory Solutions, LLC | History | New | 14,220 | 387 | 0.05% | — | 31 | +14,220 | New | Q1 2026 | May 11, 2026 |
| Cornerstone Wealth Group, LLC | History | No change | 13,650 | 377 | 0.02% | 0.03% | 32 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Strategic Blueprint, LLC | History | New | 13,526 | 368 | 0.02% | — | 33 | +13,526 | New | Q1 2026 | Apr 29, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 13,030 | 355 | 0.0% | 0.0% | 34 | +3,257 | 33.33% | Q1 2026 | Apr 27, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Added to | 12,399 | 337 | 0.1% | 0.07% | 35 | +3,462 | 38.74% | Q1 2026 | May 08, 2026 |
| Advisory Services Network, LLC | History | Added to | 12,340 | 336 | 0.0% | 0.0% | 36 | +4,102 | 49.79% | Q1 2026 | May 15, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 12,090 | 329 | 0.0% | — | 37 | +12,090 | New | Q1 2026 | Apr 20, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 11,677 | 318 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 10,323 | 281 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CGN Advisors LLC | History | New | 10,175 | 277 | 0.02% | — | 40 | +10,175 | New | Q1 2026 | Apr 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 272,883 | 272 | 0.01% | 0.0% | 41 | +262,962 | 2650.56% | Q1 2026 | May 15, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 9,726 | 265 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Clear Creek Financial Management, LLC | History | New | 9,587 | 261 | 0.02% | — | 43 | +9,587 | New | Q1 2026 | Apr 22, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 9,386 | 255 | 0.01% | 0.01% | 44 | -342 | -3.52% | Q1 2026 | Apr 07, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 9,123 | 248 | 0.01% | 0.01% | 45 | -55 | -0.6% | Q1 2026 | Apr 17, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 8,570 | 233 | 0.0% | — | 46 | +8,570 | New | Q1 2026 | May 11, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 8,536 | 232 | 0.0% | 0.0% | 47 | -117 | -1.35% | Q1 2026 | May 12, 2026 |
| Merit Financial Group, LLC | History | New | 8,478 | 231 | 0.0% | — | 48 | +8,478 | New | Q1 2026 | Apr 15, 2026 |
| Applied Capital LLC | History | New | 8,073 | 220 | 0.08% | — | 49 | +8,073 | New | Q1 2026 | Apr 22, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 7,960 | 216 | 0.0% | — | 50 | +7,960 | New | Q1 2026 | May 15, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | No change | 7,850 | 213 | 0.05% | 0.05% | 51 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Allworth Financial LP | History | Added to | 5,849 | 159 | 0.0% | 0.0% | 52 | +4,349 | 289.93% | Q1 2026 | May 14, 2026 |
| Noble Wealth Management PBC | History | Reduced | 5,120 | 139 | 0.07% | 0.07% | 53 | -100 | -1.92% | Q1 2026 | Apr 02, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 3,866 | 105 | 0.0% | 0.0% | 54 | +2,914 | 306.09% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | No change | 2,358 | 64 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 1,706 | 46 | 0.01% | — | 56 | +1,706 | New | Q1 2026 | Apr 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 1,500 | 40 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 1,360 | 37 | 0.0% | — | 58 | +1,360 | New | Q1 2026 | May 11, 2026 |
| GGM Financial LLC | History | No change | 774 | 21 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| IMG Wealth Management, Inc. | History | No change | 680 | 18 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Abound Wealth Management | History | New | 341 | 9 | 0.0% | — | 61 | +341 | New | Q1 2026 | Apr 10, 2026 |
| Capital Investment Advisory Services, LLC | History | New | 91 | 2 | 0.0% | — | 62 | +91 | New | Q1 2026 | May 05, 2026 |
| UBS Group AG | History | New | 71 | 1 | 0.0% | — | 63 | +71 | New | Q1 2026 | May 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,530 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Independent Wealth Network Inc. | History | Closed out | 0 | 0 | — | 0.08% | — | -9,694 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Elmwood Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -7,800 | -100.0% | Q1 2026 | Apr 09, 2026 |