Innovator ETFs Trust - ZJUL
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 227,129 | 6,807 | 0.01% | 0.01% | 1 | -38,058 | -14.35% | Q2 2026 | Jul 29, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 140,089 | 4,198 | 0.0% | 0.01% | 2 | -1,914 | -1.35% | Q2 2026 | Aug 14, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | New | 115,087 | 3,449 | 0.29% | — | 3 | +115,087 | New | Q2 2026 | Jul 07, 2026 |
| CANANDAIGUA NATIONAL CORP | History | No change | 115,441 | 3,355 | 0.3% | 0.3% | 4 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| HighTower Advisors, LLC | History | Reduced | 111,165 | 3,331 | 0.0% | 0.0% | 5 | -1,673 | -1.48% | Q2 2026 | Aug 05, 2026 |
| Cetera Investment Advisers | History | Added to | 108,846 | 3,262 | 0.0% | 0.0% | 6 | +1,795 | 1.68% | Q2 2026 | Aug 12, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 107,150 | 3,211 | 0.12% | 0.19% | 7 | -32,553 | -23.3% | Q2 2026 | Aug 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 73,189 | 2,193 | 0.0% | 0.0% | 8 | +18,443 | 33.69% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 70,177 | 2,103 | 0.0% | 0.0% | 9 | +31,725 | 82.51% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 65,482 | 1,962 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 51,777 | 1,551 | 0.09% | 0.09% | 11 | -546 | -1.04% | Q2 2026 | Aug 11, 2026 |
| LPL Financial LLC | History | Added to | 43,985 | 1,318 | 0.0% | 0.0% | 12 | +13,931 | 46.35% | Q2 2026 | Aug 07, 2026 |
| Trek Financial, LLC | History | Reduced | 43,511 | 1,304 | 0.06% | 0.07% | 13 | -943 | -2.12% | Q2 2026 | Aug 13, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Reduced | 43,009 | 1,288 | 0.15% | 0.17% | 14 | -1,053 | -2.39% | Q2 2026 | Jul 22, 2026 |
| Diligent Investors, LLC | History | Reduced | 42,137 | 1,262 | 0.28% | 0.35% | 15 | -6,200 | -12.83% | Q2 2026 | Jul 24, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 41,790 | 1,252 | 0.0% | 0.01% | 16 | -24,198 | -36.67% | Q2 2026 | Jul 28, 2026 |
| Triad Wealth Partners, LLC | History | New | 40,953 | 1,233 | 0.07% | — | 17 | +40,953 | New | Q2 2026 | Aug 10, 2026 |
| Archer Investment Corp | History | Reduced | 39,869 | 1,194 | 0.23% | 0.28% | 18 | -5,932 | -12.95% | Q2 2026 | Aug 03, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 32,857 | 985 | 0.0% | 0.0% | 19 | +15,258 | 86.7% | Q2 2026 | Jul 27, 2026 |
| IMG Wealth Management, Inc. | History | Reduced | 29,043 | 870 | 0.48% | 0.56% | 20 | -1,123 | -3.72% | Q2 2026 | Aug 07, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 28,623 | 857 | 0.11% | 0.15% | 21 | -8,316 | -22.51% | Q2 2026 | Jul 10, 2026 |
| Carmel Capital Partners, LLC | History | New | 25,700 | 770 | 0.25% | — | 22 | +25,700 | New | Q2 2026 | Jul 29, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | Added to | 24,677 | 739 | 0.19% | 0.18% | 23 | +2,510 | 11.32% | Q2 2026 | Jul 21, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 24,087 | 721 | 0.0% | 0.0% | 24 | +7,178 | 42.45% | Q2 2026 | Jul 28, 2026 |
| AdvisorNet Financial, Inc | History | No change | 23,891 | 716 | 0.03% | 0.04% | 25 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Continuum Advisory, LLC | History | Reduced | 20,860 | 625 | 0.05% | 0.06% | 26 | -86 | -0.41% | Q2 2026 | Aug 06, 2026 |
| Waverly Advisors, LLC | History | Reduced | 20,537 | 615 | 0.0% | 0.0% | 27 | -450 | -2.14% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 20,376 | 610 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | Reduced | 20,012 | 599 | 0.13% | 0.16% | 29 | -1,153 | -5.45% | Q2 2026 | Jul 20, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 19,490 | 584 | 0.04% | 0.04% | 30 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Lineweaver Wealth Advisors, LLC | History | No change | 18,820 | 564 | 0.07% | 0.07% | 31 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Geneos Wealth Management Inc. | History | No change | 18,650 | 558 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 17,952 | 538 | 0.03% | 0.03% | 33 | -1,483 | -7.63% | Q2 2026 | Jul 20, 2026 |
| FC Advisory LLC | History | Reduced | 17,376 | 520 | 0.14% | 0.15% | 34 | -845 | -4.64% | Q2 2026 | Jul 09, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 17,328 | 519 | 0.01% | 0.01% | 35 | +1,882 | 12.18% | Q2 2026 | Aug 18, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 17,163 | 514 | 0.0% | 0.0% | 36 | +132 | 0.78% | Q2 2026 | Jul 17, 2026 |
| Mutual Advisors, LLC | History | Reduced | 15,584 | 467 | 0.01% | 0.01% | 37 | -2,659 | -14.58% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 15,220 | 456 | 0.0% | 0.0% | 38 | +6,642 | 77.43% | Q2 2026 | Sep 23, 2026 |
| Brookstone Capital Management | History | Reduced | 15,197 | 455 | 0.0% | 0.01% | 39 | -3,614 | -19.21% | Q2 2026 | Jul 15, 2026 |
| Allworth Financial LP | History | Reduced | 14,985 | 449 | 0.0% | 0.0% | 40 | -203 | -1.34% | Q2 2026 | Aug 11, 2026 |
| Collaborative Wealth Managment Inc. | History | No change | 14,723 | 441 | 0.18% | 0.2% | 41 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | No change | 14,495 | 434 | 0.17% | 0.2% | 42 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Reliant Wealth Planning | History | No change | 14,366 | 430 | 0.12% | 0.13% | 43 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 14,283 | 428 | 0.03% | 0.03% | 44 | -667 | -4.46% | Q2 2026 | Aug 11, 2026 |
| Advisory Services Network, LLC | History | No change | 12,628 | 378 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 12,521 | 375 | 0.04% | 0.04% | 46 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 12,485 | 374 | 0.05% | 0.05% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Spectrum Advisors, Inc. | History | No change | 12,697 | 369 | 0.29% | 0.29% | 48 | 0 | 0.0% | Q1 2026 | Sep 11, 2026 |
| NorthRock Partners, LLC | History | Reduced | 12,187 | 365 | 0.01% | 0.01% | 49 | -4 | -0.03% | Q2 2026 | Aug 11, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | New | 11,916 | 357 | 0.17% | — | 50 | +11,916 | New | Q2 2026 | Jul 17, 2026 |
| Souders Financial Advisors | History | No change | 11,694 | 350 | 0.04% | 0.04% | 51 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 11,623 | 348 | 0.0% | 0.01% | 52 | -3,378 | -22.52% | Q2 2026 | Aug 12, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 11,348 | 340 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | Reduced | 10,314 | 309 | 0.06% | 0.07% | 54 | -152 | -1.45% | Q2 2026 | Aug 14, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 10,307 | 308 | 0.01% | 0.01% | 55 | -1,128 | -9.86% | Q2 2026 | Aug 13, 2026 |
| Cerity Partners LLC | History | New | 10,234 | 306 | 0.0% | — | 56 | +10,234 | New | Q2 2026 | Aug 14, 2026 |
| Three Seasons Wealth, LLC | History | No change | 10,116 | 303 | 0.03% | 0.11% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GWN SECURITIES INC. | History | Reduced | 10,089 | 302 | 0.05% | 0.06% | 58 | -12 | -0.12% | Q2 2026 | Aug 05, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Added to | 9,813 | 294 | 0.03% | 0.02% | 59 | +2,845 | 40.83% | Q2 2026 | Jul 22, 2026 |
| SYON CAPITAL LLC | History | No change | 9,700 | 290 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Chicago Partners Investment Group LLC | History | New | 9,580 | 286 | 0.01% | — | 61 | +9,580 | New | Q2 2026 | Jul 29, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 8,858 | 265 | 0.01% | 0.02% | 62 | +519 | 6.22% | Q2 2026 | Jul 31, 2026 |
| Aegis Wealth Management, Inc. | History | Added to | 8,823 | 264 | 0.17% | 0.18% | 63 | +1,144 | 14.9% | Q2 2026 | Jul 16, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 8,771 | 262 | 0.0% | 0.01% | 64 | +285 | 3.36% | Q2 2026 | Jul 15, 2026 |
| Creative Planning | History | Added to | 8,658 | 259 | 0.0% | 0.0% | 65 | +78 | 0.91% | Q2 2026 | Aug 13, 2026 |
| SageView Advisory Group, LLC | History | No change | 8,580 | 257 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 8,450 | 253 | 0.15% | 0.18% | 67 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Code Waechter LLC | History | New | 8,386 | 251 | 0.13% | — | 68 | +8,386 | New | Q2 2026 | Jul 31, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 7,996 | 239 | 0.0% | 0.0% | 69 | +221 | 2.84% | Q2 2026 | Aug 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 7,804 | 233 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | No change | 7,682 | 230 | 0.04% | 0.04% | 71 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 7,455 | 223 | 0.01% | 0.01% | 72 | -1,238 | -14.24% | Q2 2026 | Jul 06, 2026 |
| KELLY FINANCIAL GROUP LLC | History | No change | 7,239 | 216 | 0.05% | 0.05% | 73 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Prasad Wealth Partners, LLC | History | New | 6,875 | 206 | 0.05% | — | 74 | +6,875 | New | Q2 2026 | Jul 29, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 6,733 | 201 | 0.0% | — | 75 | +6,733 | New | Q2 2026 | Jul 21, 2026 |
| RED REEF ADVISORS LLC | History | Reduced | 6,179 | 185 | 0.17% | 0.39% | 76 | -6,806 | -52.41% | Q2 2026 | Jul 23, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 3,000 | 89 | 0.0% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| IFP Advisors, Inc | History | No change | 2,427 | 72 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 2,310 | 69 | 0.02% | 0.02% | 79 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CWM, LLC | History | No change | 1,894 | 55 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| AE Wealth Management LLC | History | Added to | 1,810 | 54 | 0.0% | 0.0% | 81 | +287 | 18.84% | Q2 2026 | Aug 03, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 1,700 | 50 | 0.0% | — | 82 | +1,700 | New | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | New | 1,603 | 48 | 0.0% | — | 83 | +1,603 | New | Q2 2026 | Aug 14, 2026 |
| IFG Advisory, LLC | History | No change | 1,000 | 29 | 0.0% | 0.08% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 961 | 28 | 0.03% | 0.03% | 85 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 770 | 23 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MORGAN STANLEY | History | No change | 161 | 4 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 38 | 1 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -29,260 | -100.0% | Q2 2026 | Sep 02, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -26,938 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Visionary Wealth Advisors | History | Closed out | 0 | 0 | — | 0.01% | — | -10,240 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Chris Bulman Inc | History | Closed out | 0 | 0 | — | 0.11% | — | -8,644 | -100.0% | Q2 2026 | Jul 22, 2026 |
| Sigma Planning Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -8,373 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Merit Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,120 | -100.0% | Q2 2026 | Jul 20, 2026 |
| SeaCrest Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,072 | -100.0% | Q2 2026 | Jul 09, 2026 |
| Alaska Permanent Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,915 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,814 | -100.0% | Q2 2026 | Jul 29, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -795 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Mosley Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -364 | -100.0% | Q2 2026 | Jul 23, 2026 |