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 96 institutions that hold shares in the stock, with a total of 4.16 Million shares, which have been reported (via 13F filing form) to have a value of $133 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 |
|
Straight Path Wealth Management
|
Jul 29, 2025 Q2 2025 |
33,247
shares
|
$1.07 Million
0.41% of portfolio
|
Q2 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
30,387
shares
|
$975,118
0.01% of portfolio
|
Q2 2025
Added 8.35%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
29,226
shares
|
$937,862
0.0% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
28,850
shares
|
$925,796
0.01% of portfolio
|
Q2 2025
Added 15.63%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
28,486
shares
|
$914,115
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ifrah Financial Services, Inc.
|
Jul 29, 2025 Q2 2025 |
25,986
shares
|
$833,890
0.23% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
24,580
shares
|
$788,772
0.0% of portfolio
|
Q4 2024
Reduced 22.17%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
24,135
shares
|
$774,492
0.0% of portfolio
|
Q1 2025
Reduced 19.53%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Aug 13, 2025 Q2 2025 |
23,233
shares
|
$745,546
0.13% of portfolio
|
Q2 2025
Added 8.08%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
23,096
shares
|
$741,150
0.15% of portfolio
|
Q2 2025
Added 70.09%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Aug 11, 2025 Q2 2025 |
22,494
shares
|
$721,832
0.59% of portfolio
|
Q2 2025
Reduced 5.71%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jul 16, 2025 Q2 2025 |
22,283
shares
|
$715,061
0.6% of portfolio
|
Q4 2024
Reduced 4.64%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
21,251
shares
|
$681,944
0.15% of portfolio
|
Q2 2025
Reduced 10.49%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
21,114
shares
|
$677,548
0.0% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
19,473
shares
|
$624,888
0.0% of portfolio
|
Q1 2025
Reduced 2.5%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
19,379
shares
|
$621,872
0.02% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
18,552
shares
|
$595,333
0.24% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
17,181
shares
|
$551,338
0.04% of portfolio
|
Q2 2025
Added 29.22%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
16,561
shares
|
$531,442
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
15,988
shares
|
$513,054
0.0% of portfolio
|
Q2 2025
Reduced 9.84%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Jul 31, 2025 Q2 2025 |
15,436
shares
|
$495,341
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
15,250
shares
|
$489,372
0.04% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
14,700
shares
|
$471,723
0.14% of portfolio
|
Q3 2023
New holding
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
13,114
shares
|
$420,828
0.01% of portfolio
|
Q1 2025
Reduced 12.3%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
12,533
shares
|
$402,183
0.01% of portfolio
|
Q1 2022
Reduced 42.7%
|