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 97 institutions that hold shares in the stock, with a total of 4.43 Million shares, which have been reported (via 13F filing form) to have a value of $138 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Long Island Wealth Management, Inc.
Melville, NY |
May 13, 2025 Q1 2025 |
30,992
shares
|
$965,090
0.55% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
29,159
shares
|
$908,011
0.0% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
28,045
shares
|
$873,321
0.01% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Ifrah Financial Services, Inc.
|
Apr 29, 2025 Q1 2025 |
26,312
shares
|
$819,355
0.22% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
24,950
shares
|
$776,943
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
24,580
shares
|
$765,421
0.0% of portfolio
|
Q4 2024
Reduced 22.17%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
24,135
shares
|
$751,563
0.0% of portfolio
|
Q1 2025
Reduced 19.53%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
May 02, 2025 Q1 2025 |
23,857
shares
|
$742,906
0.67% of portfolio
|
Q1 2025
Reduced 7.1%
|
|
|
Bcs Wealth Management
|
Apr 14, 2025 Q1 2025 |
23,741
shares
|
$739,294
0.18% of portfolio
|
Q1 2025
Reduced 11.08%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Apr 21, 2025 Q1 2025 |
22,283
shares
|
$693,892
0.58% of portfolio
|
Q4 2024
Reduced 4.64%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
21,585
shares
|
$672,156
0.0% of portfolio
|
Q1 2025
Added 5.92%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
May 13, 2025 Q1 2025 |
21,496
shares
|
$669,385
0.1% of portfolio
|
Q1 2025
Added 21.24%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
20,890
shares
|
$650,514
0.0% of portfolio
|
Q1 2025
Reduced 2.9%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
19,473
shares
|
$606,389
0.0% of portfolio
|
Q1 2025
Reduced 2.5%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
19,429
shares
|
$605,019
0.02% of portfolio
|
Q1 2025
Reduced 1.93%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
18,745
shares
|
$583,719
0.25% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
17,732
shares
|
$552,174
0.0% of portfolio
|
Q2 2024
Reduced 24.49%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
17,711
shares
|
$551,520
0.02% of portfolio
|
Q1 2025
Reduced 30.0%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
16,561
shares
|
$515,709
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
15,250
shares
|
$474,885
0.04% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
14,700
shares
|
$457,758
0.14% of portfolio
|
Q3 2023
New holding
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
May 14, 2025 Q1 2025 |
13,579
shares
|
$422,850
0.12% of portfolio
|
Q1 2025
Added 29.51%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
13,296
shares
|
$414,037
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
13,114
shares
|
$408,369
0.01% of portfolio
|
Q1 2025
Reduced 12.3%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
12,848
shares
|
$400,086
0.01% of portfolio
|
Q1 2025
Reduced 48.48%
|