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 92 institutions that hold shares in the stock, with a total of 4.48 Million shares, which have been reported (via 13F filing form) to have a value of $131 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cypress Financial Planning LLC
|
Apr 09, 2025 Q1 2025 |
11,481
shares
|
$336,622
0.12% of portfolio
|
Q1 2025
Reduced 5.68%
|
|
|
Helium Advisors LLC
Everett, WA |
Feb 18, 2025 Q4 2024 |
11,414
shares
|
$334,658
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Feb 06, 2025 Q4 2024 |
10,485
shares
|
$307,420
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
10,424
shares
|
$305,631
0.0% of portfolio
|
Q4 2024
Reduced 18.87%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
9,837
shares
|
$288,420
0.06% of portfolio
|
Q4 2024
Reduced 21.92%
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Apr 08, 2025 Q1 2025 |
9,823
shares
|
$288,010
0.16% of portfolio
|
Q1 2025
Reduced 88.58%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
9,688
shares
|
$284,052
0.0% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
9,394
shares
|
$275,432
0.02% of portfolio
|
Q4 2024
Reduced 17.55%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
9,144
shares
|
$268,102
0.0% of portfolio
|
Q4 2024
Added 182.66%
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
8,525
shares
|
$249,953
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Feb 13, 2025 Q4 2024 |
8,396
shares
|
$246,170
0.06% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jan 15, 2025 Q4 2024 |
8,205
shares
|
$240,570
0.09% of portfolio
|
Q4 2024
Reduced 23.57%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
7,834
shares
|
$229,692
0.01% of portfolio
|
Q4 2024
Added 12.61%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
7,665
shares
|
$224,737
0.0% of portfolio
|
Q2 2024
Reduced 53.61%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
7,593
shares
|
$222,626
0.0% of portfolio
|
Q4 2024
Reduced 25.15%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
7,483
shares
|
$219,401
0.01% of portfolio
|
Q4 2024
Reduced 10.69%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
7,397
shares
|
$216,880
0.01% of portfolio
|
Q4 2024
Reduced 16.78%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
6,882
shares
|
$201,780
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
6,757
shares
|
$198,115
0.0% of portfolio
|
Q4 2024
Added 36.04%
|
|
|
Atlantic Private Wealth, LLC
|
Feb 11, 2025 Q4 2024 |
6,469
shares
|
$189,671
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
4,000
shares
|
$117,280
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
3,700
shares
|
$108,484
0.04% of portfolio
|
Q3 2024
Reduced 35.09%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
3,379
shares
|
$99,072
0.01% of portfolio
|
Q1 2025
Reduced 10.04%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
3,296
shares
|
$96,638
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
3,080
shares
|
$90,305
0.01% of portfolio
|
Q3 2024
New holding
|