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 91 institutions that hold shares in the stock, with a total of 4.54 Million shares, which have been reported (via 13F filing form) to have a value of $136 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| 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
|
$39.9 Million
5.58% of portfolio
|
Q3 2022
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
287,260
shares
|
$8.61 Million
0.02% of portfolio
|
Q4 2024
Added 2.94%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
224,429
shares
|
$6.72 Million
0.51% of portfolio
|
Q4 2024
Reduced 3.77%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
223,431
shares
|
$6.69 Million
0.01% of portfolio
|
Q4 2024
Reduced 17.57%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
193,497
shares
|
$5.8 Million
0.02% of portfolio
|
Q4 2024
Reduced 6.51%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
176,446
shares
|
$5.29 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.36%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
167,250
shares
|
$5.01 Million
0.0% of portfolio
|
Q1 2025
Added 7.76%
|
|
|
Global Strategic Investment Solutions, LLC
|
Apr 28, 2025 Q1 2025 |
159,220
shares
|
$4.77 Million
0.56% of portfolio
|
Q1 2025
Reduced 5.7%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
127,042
shares
|
$3.81 Million
0.01% of portfolio
|
Q4 2024
Added 83.35%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
119,646
shares
|
$3.58 Million
0.01% of portfolio
|
Q1 2025
Added 55.4%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
May 01, 2025 Q1 2025 |
114,280
shares
|
$3.42 Million
3.02% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Bedel Financial Consulting, Inc.
|
May 07, 2025 Q1 2025 |
81,834
shares
|
$2.45 Million
0.33% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
79,214
shares
|
$2.37 Million
0.13% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
54,514
shares
|
$1.63 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lantz Financial LLC
|
Apr 08, 2025 Q1 2025 |
54,173
shares
|
$1.62 Million
0.46% of portfolio
|
Q1 2025
Reduced 80.91%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
47,917
shares
|
$1.44 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
47,300
shares
|
$1.42 Million
0.0% of portfolio
|
Q3 2024
Added 2.71%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
May 06, 2025 Q1 2025 |
46,752
shares
|
$1.4 Million
0.62% of portfolio
|
Q3 2024
Reduced 2.13%
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
46,291
shares
|
$1.39 Million
0.29% of portfolio
|
Q4 2024
Reduced 19.15%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
42,335
shares
|
$1.27 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Diligent Investors, LLC
|
Apr 10, 2025 Q1 2025 |
42,220
shares
|
$1.26 Million
0.34% of portfolio
|
Q1 2025
Reduced 5.6%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Apr 21, 2025 Q1 2025 |
38,022
shares
|
$1.14 Million
0.47% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
34,527
shares
|
$1.03 Million
0.0% of portfolio
|
Q4 2024
Added 201.92%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
33,448
shares
|
$1 Million
0.07% of portfolio
|
Q3 2022
New holding
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Feb 14, 2025 Q4 2024 |
30,960
shares
|
$927,561
0.54% of portfolio
|
Q3 2024
Added 0.5%
|