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 102 institutions that hold shares in the stock, with a total of 5.08 Million shares, which have been reported (via 13F filing form) to have a value of $166 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
33,448
shares
|
$1.1 Million
0.07% of portfolio
|
Q3 2022
New holding
|
|
|
Straight Path Wealth Management
|
Jul 29, 2025 Q2 2025 |
33,247
shares
|
$1.09 Million
0.41% of portfolio
|
Q2 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
30,659
shares
|
$1 Million
0.01% of portfolio
|
Q2 2025
Added 27.03%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
30,387
shares
|
$995,174
0.01% of portfolio
|
Q2 2025
Added 8.35%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
29,226
shares
|
$957,151
0.0% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
28,850
shares
|
$944,837
0.01% of portfolio
|
Q2 2025
Added 15.63%
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
26,675
shares
|
$873,606
0.21% of portfolio
|
Q3 2025
Added 25.52%
|
|
|
Ifrah Financial Services, Inc.
|
Oct 22, 2025 Q3 2025 |
25,679
shares
|
$840,987
0.22% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
24,580
shares
|
$804,995
0.0% of portfolio
|
Q4 2024
Reduced 22.17%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Aug 13, 2025 Q2 2025 |
23,233
shares
|
$760,880
0.13% of portfolio
|
Q2 2025
Added 8.08%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
23,096
shares
|
$756,394
0.15% of portfolio
|
Q2 2025
Added 70.09%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Aug 11, 2025 Q2 2025 |
22,494
shares
|
$736,678
0.59% of portfolio
|
Q2 2025
Reduced 5.71%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jul 16, 2025 Q2 2025 |
22,283
shares
|
$729,768
0.6% of portfolio
|
Q4 2024
Reduced 4.64%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
21,572
shares
|
$706,483
0.05% of portfolio
|
Q3 2025
Added 25.56%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
21,114
shares
|
$691,483
0.0% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
20,480
shares
|
$670,720
0.26% of portfolio
|
Q3 2025
Added 10.39%
|
|
|
Private Client Services, LLC
Louisville, KY |
Oct 14, 2025 Q3 2025 |
19,879
shares
|
$651,037
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
19,379
shares
|
$634,662
0.02% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
19,265
shares
|
$630,928
0.0% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
16,561
shares
|
$542,372
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
15,998
shares
|
$523,934
0.0% of portfolio
|
Q3 2025
Added 69.52%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
15,988
shares
|
$523,607
0.0% of portfolio
|
Q2 2025
Reduced 9.84%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Jul 31, 2025 Q2 2025 |
15,436
shares
|
$505,529
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
15,250
shares
|
$499,437
0.04% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
14,700
shares
|
$481,425
0.14% of portfolio
|
Q3 2023
New holding
|