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 97 institutions that hold shares in the stock, with a total of 4.43 Million shares, which have been reported (via 13F filing form) to have a value of $138 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
3,379
shares
|
$105,222
0.01% of portfolio
|
Q1 2025
Reduced 10.04%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
3,080
shares
|
$95,911
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
3,015
shares
|
$93,887
0.01% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
3,000
shares
|
$93,420
0.01% of portfolio
|
Q3 2024
Added 145.1%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
2,912
shares
|
$90,679
0.0% of portfolio
|
Q1 2025
Reduced 11.65%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
2,704
shares
|
$84,202
0.0% of portfolio
|
Q1 2025
Added 38528.57%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
2,068
shares
|
$64,397
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
1,680
shares
|
$52,315
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1,474
shares
|
$45,900
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
1,328
shares
|
$41,353
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,250
shares
|
$38,925
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
1,140
shares
|
$35,499
0.0% of portfolio
|
Q3 2024
Reduced 42.94%
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
1,110
shares
|
$34,565
0.0% of portfolio
|
Q1 2021
Added 34.38%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
1,095
shares
|
$34,098
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
1,000
shares
|
$31,140
0.0% of portfolio
|
Q1 2025
Added 42.86%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
887
shares
|
$27,621
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
770
shares
|
$23,977
0.0% of portfolio
|
Q3 2023
Added 14.93%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jun 10, 2025 Q1 2025 |
255
shares
|
$7,940
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
165
shares
|
$5,138
0.0% of portfolio
|
Q1 2025
Reduced 7.82%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
23
shares
|
$716
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
9
shares
|
$280
0.0% of portfolio
|
Q3 2023
Reduced 75.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|