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 85 institutions that hold shares in the stock, with a total of 4.69 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 |
|---|---|---|---|---|---|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
31,580
shares
|
$882,976
0.0% of portfolio
|
Q1 2024
Added 33.93%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
30,960
shares
|
$865,641
0.6% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
28,630
shares
|
$800,494
0.01% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
28,467
shares
|
$795,937
0.0% of portfolio
|
Q3 2024
Added 7.53%
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
26,699
shares
|
$746,504
0.18% of portfolio
|
Q4 2024
Reduced 3.22%
|
|
|
Ifrah Financial Services, Inc.
|
Oct 31, 2024 Q3 2024 |
26,219
shares
|
$733,083
0.21% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
24,301
shares
|
$679,455
0.0% of portfolio
|
Q3 2024
Reduced 3.75%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
23,368
shares
|
$653,369
0.53% of portfolio
|
Q1 2024
Reduced 0.43%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
22,157
shares
|
$619,509
0.0% of portfolio
|
Q3 2024
Added 13.57%
|
|
|
O Donnell Financial Services, LLC
|
Oct 22, 2024 Q3 2024 |
21,351
shares
|
$596,973
0.3% of portfolio
|
Q3 2024
Reduced 8.5%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Nov 12, 2024 Q3 2024 |
20,663
shares
|
$577,737
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
19,973
shares
|
$558,445
0.0% of portfolio
|
Q4 2024
Reduced 2.82%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
18,582
shares
|
$519,552
0.24% of portfolio
|
Q3 2024
Added 20.91%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
18,200
shares
|
$508,872
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
17,732
shares
|
$495,786
0.0% of portfolio
|
Q2 2024
Reduced 24.49%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
16,561
shares
|
$463,045
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
15,420
shares
|
$431,143
0.03% of portfolio
|
Q2 2024
Reduced 0.03%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
14,953
shares
|
$418,085
0.01% of portfolio
|
Q4 2024
Added 24.42%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
14,700
shares
|
$411,012
0.14% of portfolio
|
Q3 2023
New holding
|
|
|
North Crest Asset Manangement, LLC
|
Jan 10, 2025 Q4 2024 |
12,984
shares
|
$363,032
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Compass Advisory Group LLC
|
Oct 23, 2024 Q3 2024 |
12,859
shares
|
$359,537
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
12,849
shares
|
$359,258
0.0% of portfolio
|
Q2 2024
Reduced 17.08%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
12,599
shares
|
$352,268
0.07% of portfolio
|
Q3 2024
Added 42.31%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
12,533
shares
|
$350,422
0.01% of portfolio
|
Q1 2022
Reduced 42.7%
|
|
|
Cypress Financial Planning LLC
|
Jan 13, 2025 Q4 2024 |
12,173
shares
|
$340,357
0.12% of portfolio
|
Q4 2024
Reduced 19.9%
|