Institutional Ownership Innovator Etfs Tr (IJUL)
This table provides information about the institutional ownership of Innovator Etfs Tr (IJUL). We have compiled data on the 85 institutions that hold shares in the stock, with a total of 4.46 Million shares, which have been reported (via 13F filing form) to have a value of $129 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
1,332,779
shares
|
$38.5 Million
5.58% of portfolio
|
Q3 2022
New holding
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
278,157
shares
|
$8.03 Million
0.02% of portfolio
|
Q2 2024
Added 59.09%
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
275,556
shares
|
$7.96 Million
0.01% of portfolio
|
Q2 2024
Reduced 1.41%
|
|
Lantz Financial LLC
|
Aug 07, 2024 Q2 2024 |
267,818
shares
|
$7.73 Million
2.43% of portfolio
|
Q2 2024
Reduced 1.43%
|
|
Berger Financial Group, Inc
Plymouth, MN |
Aug 14, 2024 Q2 2024 |
232,165
shares
|
$6.7 Million
0.61% of portfolio
|
Q2 2024
Reduced 7.98%
|
|
Blair William & CO
Chicago, IL |
Aug 12, 2024 Q2 2024 |
204,884
shares
|
$5.92 Million
0.02% of portfolio
|
Q2 2024
Reduced 2.76%
|
|
Global Strategic Investment Solutions, LLC
|
Aug 14, 2024 Q2 2024 |
179,622
shares
|
$5.19 Million
0.65% of portfolio
|
Q2 2024
Reduced 2.04%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
179,285
shares
|
$5.18 Million
0.01% of portfolio
|
Q2 2024
Reduced 2.63%
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Aug 05, 2024 Q2 2024 |
124,301
shares
|
$3.59 Million
2.69% of portfolio
|
Q2 2024
Added 2.46%
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Aug 20, 2024 Q2 2024 |
113,115
shares
|
$3.27 Million
2.03% of portfolio
|
Q2 2024
Reduced 67.65%
|
|
Stratos Wealth Advisors, LLC
|
Jul 24, 2024 Q2 2024 |
81,175
shares
|
$2.34 Million
0.12% of portfolio
|
Q2 2024
Added 5.34%
|
|
Forvis Wealth Advisors, LLC
|
Aug 09, 2024 Q2 2024 |
74,051
shares
|
$2.14 Million
0.05% of portfolio
|
Q2 2024
Reduced 24.5%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
62,164
shares
|
$1.8 Million
0.0% of portfolio
|
Q2 2024
Reduced 2.51%
|
|
Cypress Wealth Services, LLC
|
Jul 12, 2024 Q2 2024 |
57,253
shares
|
$1.65 Million
0.37% of portfolio
|
Q3 2023
Added 376.27%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
53,462
shares
|
$1.54 Million
0.0% of portfolio
|
Q2 2024
Added 60.89%
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 26, 2024 Q2 2024 |
49,018
shares
|
$1.42 Million
0.1% of portfolio
|
Q2 2024
Reduced 0.7%
|
|
Worth Pointe, LLC
La Jolla, CA |
Aug 13, 2024 Q2 2024 |
47,771
shares
|
$1.38 Million
0.62% of portfolio
|
Q2 2024
Added 4.22%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
46,051
shares
|
$1.33 Million
0.0% of portfolio
|
Q2 2024
Added 1.27%
|
|
Diligent Investors, LLC
|
Jul 15, 2024 Q2 2024 |
44,780
shares
|
$1.29 Million
0.34% of portfolio
|
Q3 2023
Added 175.96%
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
33,448
shares
|
$965,978
0.07% of portfolio
|
Q3 2022
New holding
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
31,580
shares
|
$912,030
0.0% of portfolio
|
Q1 2024
Added 33.93%
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Aug 15, 2024 Q2 2024 |
30,805
shares
|
$889,648
0.61% of portfolio
|
Q2 2024
Reduced 19.68%
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
28,385
shares
|
$819,758
0.01% of portfolio
|
Q1 2024
Reduced 1.65%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
27,398
shares
|
$791,254
0.0% of portfolio
|
Q4 2023
Added 15.71%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
26,474
shares
|
$764,569
0.0% of portfolio
|
Q2 2024
Added 40.15%
|