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 96 institutions that hold shares in the stock, with a total of 4.16 Million shares, which have been reported (via 13F filing form) to have a value of $134 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Compass Advisory Group LLC
|
Jul 28, 2025 Q2 2025 |
12,329
shares
|
$395,637
0.17% of portfolio
|
Q1 2025
Reduced 4.12%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
11,945
shares
|
$383,315
0.01% of portfolio
|
Q2 2025
Reduced 7.03%
|
|
|
Cypress Financial Planning LLC
|
Jul 10, 2025 Q2 2025 |
11,324
shares
|
$363,387
0.12% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
North Crest Asset Manangement, LLC
|
Jul 10, 2025 Q2 2025 |
10,807
shares
|
$346,796
0.01% of portfolio
|
Q1 2025
Reduced 16.77%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
10,744
shares
|
$344,774
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
10,424
shares
|
$334,506
0.0% of portfolio
|
Q4 2024
Reduced 18.87%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
9,437
shares
|
$302,833
0.0% of portfolio
|
Q2 2025
Added 31.45%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
9,274
shares
|
$297,602
0.03% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
9,130
shares
|
$292,981
0.01% of portfolio
|
Q2 2025
Added 9.52%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
8,934
shares
|
$286,692
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
8,844
shares
|
$283,803
0.0% of portfolio
|
Q2 2025
Reduced 3.28%
|
|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
8,525
shares
|
$273,567
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Aug 11, 2025 Q2 2025 |
8,495
shares
|
$272,604
0.05% of portfolio
|
Q2 2025
Reduced 12.09%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jul 30, 2025 Q2 2025 |
8,205
shares
|
$263,298
0.09% of portfolio
|
Q4 2024
Reduced 23.57%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
7,924
shares
|
$254,281
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
7,665
shares
|
$245,969
0.0% of portfolio
|
Q2 2024
Reduced 53.61%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
7,483
shares
|
$240,129
0.01% of portfolio
|
Q4 2024
Reduced 10.69%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Aug 01, 2025 Q2 2025 |
7,312
shares
|
$234,642
0.19% of portfolio
|
Q2 2025
Reduced 93.6%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
6,882
shares
|
$220,843
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
6,517
shares
|
$209,130
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Aug 14, 2025 Q2 2025 |
6,513
shares
|
$209,002
0.05% of portfolio
|
Q2 2025
Reduced 22.3%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Aug 15, 2025 Q2 2025 |
4,530
shares
|
$145,367
0.12% of portfolio
|
Q2 2025
Added 169.64%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
4,525
shares
|
$145,207
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
4,192
shares
|
$134,521
0.0% of portfolio
|
Q2 2025
Reduced 26.21%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
3,400
shares
|
$109,106
0.0% of portfolio
|
Q2 2025
Reduced 5.56%
|