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 87 institutions that hold shares in the stock, with a total of 4.75 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 |
|---|---|---|---|---|---|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
1,332,779
shares
|
$36.8 Million
5.58% of portfolio
|
Q3 2022
New holding
|
|
|
Lantz Financial LLC
|
Oct 15, 2024 Q3 2024 |
285,578
shares
|
$7.88 Million
2.39% of portfolio
|
Q3 2024
Added 6.63%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
279,050
shares
|
$7.7 Million
0.02% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
271,048
shares
|
$7.48 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
233,230
shares
|
$6.43 Million
0.58% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
206,975
shares
|
$5.71 Million
0.02% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
182,590
shares
|
$5.04 Million
0.01% of portfolio
|
Q3 2024
Added 1.84%
|
|
|
Global Strategic Investment Solutions, LLC
|
Oct 31, 2024 Q3 2024 |
174,066
shares
|
$4.8 Million
0.63% of portfolio
|
Q3 2024
Reduced 3.09%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Nov 01, 2024 Q3 2024 |
120,406
shares
|
$3.32 Million
2.67% of portfolio
|
Q3 2024
Reduced 3.13%
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Oct 04, 2024 Q3 2024 |
113,115
shares
|
$3.12 Million
2.03% of portfolio
|
Q2 2024
Reduced 67.65%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
101,639
shares
|
$2.8 Million
0.0% of portfolio
|
Q3 2024
Added 90.11%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 12, 2024 Q3 2024 |
83,273
shares
|
$2.3 Million
0.34% of portfolio
|
Q3 2024
Added 533.59%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
77,052
shares
|
$2.13 Million
0.11% of portfolio
|
Q3 2024
Reduced 5.08%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
76,301
shares
|
$2.11 Million
0.01% of portfolio
|
Q3 2024
Added 22.74%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
69,291
shares
|
$1.91 Million
0.01% of portfolio
|
Q3 2024
Added 170.36%
|
|
|
Cypress Wealth Services, LLC
|
Oct 08, 2024 Q3 2024 |
57,253
shares
|
$1.58 Million
0.36% of portfolio
|
Q3 2023
Added 376.27%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
48,325
shares
|
$1.33 Million
0.1% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
47,300
shares
|
$1.31 Million
0.0% of portfolio
|
Q3 2024
Added 2.71%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Nov 13, 2024 Q3 2024 |
46,752
shares
|
$1.29 Million
0.58% of portfolio
|
Q3 2024
Reduced 2.13%
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
44,780
shares
|
$1.24 Million
0.34% of portfolio
|
Q3 2023
Added 175.96%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
42,511
shares
|
$1.17 Million
0.03% of portfolio
|
Q3 2024
Added 1474.48%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
41,730
shares
|
$1.15 Million
0.03% of portfolio
|
Q3 2024
Reduced 43.65%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
40,975
shares
|
$1.13 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
34,515
shares
|
$952,268
0.0% of portfolio
|
Q3 2024
Added 25.98%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
33,448
shares
|
$922,830
0.07% of portfolio
|
Q3 2022
New holding
|