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 83 institutions that hold shares in the stock, with a total of 4.65 Million shares, which have been reported (via 13F filing form) to have a value of $132 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wp Wealth LLP
Fort Worth, TX |
Nov 13, 2024 Q3 2024 |
11,254
shares
|
$319,388
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
10,407
shares
|
$295,350
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
9,837
shares
|
$279,174
0.06% of portfolio
|
Q4 2024
Reduced 21.92%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
9,607
shares
|
$272,646
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
8,525
shares
|
$241,939
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 13, 2024 Q3 2024 |
8,505
shares
|
$241,371
0.06% of portfolio
|
Q3 2024
Added 7.55%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jan 15, 2025 Q4 2024 |
8,205
shares
|
$232,857
0.09% of portfolio
|
Q4 2024
Reduced 23.57%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
7,665
shares
|
$217,532
0.0% of portfolio
|
Q2 2024
Reduced 53.61%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
7,593
shares
|
$215,489
0.0% of portfolio
|
Q4 2024
Reduced 25.15%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
7,483
shares
|
$212,367
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
|
$209,926
0.01% of portfolio
|
Q4 2024
Reduced 16.78%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
7,271
shares
|
$206,350
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
6,957
shares
|
$197,439
0.01% of portfolio
|
Q3 2024
Added 22.22%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
6,937
shares
|
$196,872
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Atlantic Private Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
6,469
shares
|
$183,590
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
4,967
shares
|
$140,963
0.0% of portfolio
|
Q3 2024
Added 25.27%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
4,000
shares
|
$113,520
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
3,756
shares
|
$106,595
0.01% of portfolio
|
Q3 2024
Added 141.39%
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
3,700
shares
|
$105,006
0.04% of portfolio
|
Q3 2024
Reduced 35.09%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
3,235
shares
|
$91,809
0.0% of portfolio
|
Q3 2024
Reduced 7.57%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
3,080
shares
|
$87,410
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
3,021
shares
|
$85,735
0.01% of portfolio
|
Q2 2024
Reduced 3.82%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
3,000
shares
|
$85,140
0.01% of portfolio
|
Q3 2024
Added 145.1%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
2,654
shares
|
$75,320
0.0% of portfolio
|
Q1 2024
Added 456.25%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,250
shares
|
$35,475
0.0% of portfolio
|
Q3 2022
New holding
|