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 90 institutions that hold shares in the stock, with a total of 4.79 Million shares, which have been reported (via 13F filing form) to have a value of $140 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
33,448
shares
|
$971,329
0.07% of portfolio
|
Q3 2022
New holding
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Feb 14, 2025 Q4 2024 |
30,960
shares
|
$899,078
0.54% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
29,993
shares
|
$870,996
0.0% of portfolio
|
Q4 2024
Added 5.36%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
28,630
shares
|
$831,415
0.01% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Ifrah Financial Services, Inc.
|
Jan 31, 2025 Q4 2024 |
26,855
shares
|
$779,869
0.21% of portfolio
|
Q4 2024
Added 2.43%
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
26,699
shares
|
$775,338
0.18% of portfolio
|
Q4 2024
Reduced 3.22%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Feb 03, 2025 Q4 2024 |
25,681
shares
|
$745,776
0.66% of portfolio
|
Q4 2024
Reduced 28.72%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
25,302
shares
|
$734,770
0.03% of portfolio
|
Q4 2024
Reduced 38.25%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
24,937
shares
|
$724,170
0.02% of portfolio
|
Q4 2024
Reduced 40.24%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
24,580
shares
|
$713,803
0.0% of portfolio
|
Q4 2024
Reduced 22.17%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jan 31, 2025 Q4 2024 |
22,283
shares
|
$647,098
0.53% of portfolio
|
Q4 2024
Reduced 4.64%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
21,513
shares
|
$624,737
0.0% of portfolio
|
Q4 2024
Reduced 11.47%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
20,378
shares
|
$591,777
0.0% of portfolio
|
Q4 2024
Reduced 8.03%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
19,973
shares
|
$580,015
0.0% of portfolio
|
Q4 2024
Reduced 2.82%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
19,812
shares
|
$575,340
0.02% of portfolio
|
Q4 2024
Added 3.43%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
18,745
shares
|
$544,354
0.23% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
17,732
shares
|
$514,937
0.0% of portfolio
|
Q2 2024
Reduced 24.49%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Feb 13, 2025 Q4 2024 |
17,730
shares
|
$514,879
0.08% of portfolio
|
Q4 2024
Added 3511.0%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
17,542
shares
|
$509,419
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
16,561
shares
|
$480,931
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
15,420
shares
|
$447,796
0.03% of portfolio
|
Q2 2024
Reduced 0.03%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
14,953
shares
|
$434,235
0.01% of portfolio
|
Q4 2024
Added 24.42%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
14,700
shares
|
$426,888
0.14% of portfolio
|
Q3 2023
New holding
|
|
|
North Crest Asset Manangement, LLC
|
Jan 10, 2025 Q4 2024 |
12,984
shares
|
$377,055
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Compass Advisory Group LLC
|
Jan 24, 2025 Q4 2024 |
12,859
shares
|
$373,425
0.17% of portfolio
|
Q3 2024
New holding
|