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 100 institutions that hold shares in the stock, with a total of 4.39 Million shares, which have been reported (via 13F filing form) to have a value of $140 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
|
$42.7 Million
5.58% of portfolio
|
Q3 2022
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
212,151
shares
|
$6.79 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.05%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
198,789
shares
|
$6.36 Million
0.5% of portfolio
|
Q2 2025
Reduced 8.22%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
187,222
shares
|
$5.99 Million
0.0% of portfolio
|
Q2 2025
Added 11.94%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
175,335
shares
|
$5.61 Million
0.01% of portfolio
|
Q4 2024
Added 31.01%
|
|
|
Global Strategic Investment Solutions, LLC
|
Jul 22, 2025 Q2 2025 |
154,240
shares
|
$4.94 Million
0.56% of portfolio
|
Q2 2025
Reduced 3.13%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
153,001
shares
|
$4.9 Million
0.01% of portfolio
|
Q2 2025
Reduced 11.29%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
150,275
shares
|
$4.81 Million
0.01% of portfolio
|
Q2 2025
Reduced 8.01%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
138,229
shares
|
$4.42 Million
0.01% of portfolio
|
Q1 2025
Added 8.81%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
119,646
shares
|
$3.83 Million
0.01% of portfolio
|
Q1 2025
Added 55.4%
|
|
|
Americana Partners, LLC
Houston, TX |
Aug 07, 2025 Q2 2025 |
85,328
shares
|
$2.73 Million
0.1% of portfolio
|
Q2 2025
Added 62.87%
|
|
|
Bedel Financial Consulting, Inc.
|
May 07, 2025 Q1 2025 |
81,834
shares
|
$2.62 Million
0.33% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
74,345
shares
|
$2.38 Million
0.13% of portfolio
|
Q2 2025
Reduced 6.15%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
54,911
shares
|
$1.76 Million
0.0% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
54,216
shares
|
$1.74 Million
0.46% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
47,300
shares
|
$1.51 Million
0.0% of portfolio
|
Q3 2024
Added 2.71%
|
|
|
Cypress Wealth Services, LLC
|
Jul 28, 2025 Q2 2025 |
46,291
shares
|
$1.48 Million
0.29% of portfolio
|
Q4 2024
Reduced 19.15%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Aug 05, 2025 Q2 2025 |
45,395
shares
|
$1.45 Million
0.62% of portfolio
|
Q2 2025
Reduced 2.9%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
43,007
shares
|
$1.38 Million
0.08% of portfolio
|
Q2 2025
Reduced 10.25%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
42,335
shares
|
$1.36 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
41,582
shares
|
$1.33 Million
0.36% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Jul 22, 2025 Q2 2025 |
38,022
shares
|
$1.22 Million
0.47% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
33,448
shares
|
$1.07 Million
0.07% of portfolio
|
Q3 2022
New holding
|
|
|
Straight Path Wealth Management
|
Jul 29, 2025 Q2 2025 |
33,247
shares
|
$1.06 Million
0.41% of portfolio
|
Q2 2025
New holding
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
32,017
shares
|
$1.02 Million
0.0% of portfolio
|
Q1 2025
Added 230.48%
|