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 90 institutions that hold shares in the stock, with a total of 4.79 Million shares, which have been reported (via 13F filing form) to have a value of $139 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
1,332,779
shares
|
$38.9 Million
5.58% of portfolio
|
Q3 2022
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
287,260
shares
|
$8.38 Million
0.02% of portfolio
|
Q4 2024
Added 2.94%
|
|
|
Lantz Financial LLC
|
Jan 21, 2025 Q4 2024 |
283,804
shares
|
$8.28 Million
2.21% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
224,429
shares
|
$6.54 Million
0.51% of portfolio
|
Q4 2024
Reduced 3.77%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
223,431
shares
|
$6.52 Million
0.01% of portfolio
|
Q4 2024
Reduced 17.57%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
193,497
shares
|
$5.64 Million
0.02% of portfolio
|
Q4 2024
Reduced 6.51%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
176,446
shares
|
$5.15 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.36%
|
|
|
Global Strategic Investment Solutions, LLC
|
Feb 06, 2025 Q4 2024 |
168,845
shares
|
$4.92 Million
0.56% of portfolio
|
Q4 2024
Reduced 3.0%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
155,206
shares
|
$4.53 Million
0.0% of portfolio
|
Q4 2024
Added 52.7%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
127,042
shares
|
$3.7 Million
0.01% of portfolio
|
Q4 2024
Added 83.35%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Feb 04, 2025 Q4 2024 |
115,194
shares
|
$3.36 Million
2.69% of portfolio
|
Q4 2024
Reduced 4.33%
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Jan 13, 2025 Q4 2024 |
86,049
shares
|
$2.51 Million
1.64% of portfolio
|
Q4 2024
Reduced 23.93%
|
|
|
Bedel Financial Consulting, Inc.
|
Feb 06, 2025 Q4 2024 |
81,834
shares
|
$2.39 Million
0.33% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
78,934
shares
|
$2.3 Million
0.11% of portfolio
|
Q4 2024
Added 2.44%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
76,990
shares
|
$2.25 Million
0.0% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
54,514
shares
|
$1.59 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
48,073
shares
|
$1.4 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
47,300
shares
|
$1.38 Million
0.0% of portfolio
|
Q3 2024
Added 2.71%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Feb 11, 2025 Q4 2024 |
46,752
shares
|
$1.36 Million
0.54% of portfolio
|
Q3 2024
Reduced 2.13%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
46,291
shares
|
$1.35 Million
0.27% of portfolio
|
Q4 2024
Reduced 19.15%
|
|
|
Diligent Investors, LLC
|
Feb 14, 2025 Q4 2024 |
44,725
shares
|
$1.3 Million
0.32% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
42,335
shares
|
$1.23 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Feb 04, 2025 Q4 2024 |
38,597
shares
|
$1.13 Million
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
34,527
shares
|
$1.01 Million
0.0% of portfolio
|
Q4 2024
Added 201.92%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
34,515
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2024
Added 25.98%
|