Skip to content
DaveManuel.com · Institutional Ownership · Who Owns It

INNOVATOR ETFS TRUST (AJUL)

Institutional ownership reported to the SEC as of Q2 2026, across 9 quarters.

45
Reporting holders
$26.2M
Reported value
0.0%
Calls
0.0%
Puts
+1
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
HighTower Advisors, LLC$5.0M166,3420.00%8q-22.8%-$1.5M
RAYMOND JAMES FINANCIAL INC$3.3M109,6640.00%7q-6.4%-$226.3K
COMMONWEALTH EQUITY SERVICES, LLC$2.7M91,2150.00%8q-6.3%-$184.1K
SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.7M57,9950.00%newNEW
Kestra Advisory Services, LLC$1.3M44,1250.00%8q-21.6%-$365.8K
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$920.6K30,5740.00%8qHELD
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/$887.4K29,5000.00%8qHELD
Cambridge Investment Research Advisors, Inc.$770.0K25,6220.00%8q+96.1%+$377.4K
Chicago Partners Investment Group LLC$680.2K22,7250.01%newNEW
MTM FINANCIAL GROUP, LLC$673.9K22,4050.29%8q-1.1%-$7.7K
Syntegra Private Wealth Group, LLC$612.2K20,3530.05%8qHELD
Waverly Advisors, LLC$612.1K20,3490.00%3qHELD
Maia Wealth LLC$567.6K18,8710.08%8q-1.8%-$10.5K
OLD MISSION CAPITAL LLC$502.7K16,7120.01%4q-41.7%-$359.4K
Brookstone Capital Management$433.3K14,4050.00%8q-19.8%-$106.9K
Foundations Investment Advisors, LLC$425.9K14,1580.00%8q-4.1%-$18.1K
JPMORGAN CHASE & CO$406.2K13,5200.00%newNEW
Trek Financial, LLC$392.6K13,0520.02%8q-19.7%-$96.3K
Cypress Wealth Services, LLC$341.6K11,3570.04%8qHELD
Three Seasons Wealth, LLC$316.4K10,5200.03%8qHELD
KFG WEALTH MANAGEMENT, LLC$315.0K10,4710.04%7q-8.3%-$28.5K
World Investment Advisors$298.6K10,2990.00%8qHELD
Cornerstone Wealth Group, LLC$269.5K8,9600.02%4qHELD
Tradition Wealth Management, LLC$249.9K8,3070.02%8qHELD
Vestmark Advisory Solutions, Inc.$233.9K7,7760.00%newNEW
Able Wealth Management LLC$233.9K7,7760.05%8qHELD
Comprehensive Financial Consultants Institutional, Inc.$210.5K6,9970.06%8qHELD
Bay Capital Advisors, LLC$204.7K6,8050.11%newNEW
INTEGRITY ALLIANCE, LLC.$203.6K6,7700.01%newNEW
Belpointe Asset Management LLC$202.5K6,7310.01%5q-55.0%-$247.9K
BARCLAYS PLC$177.6K5,9050.00%7q-6.7%-$12.8K
Continuum Advisory, LLC$155.1K5,1560.01%newNEW
CoreCap Advisors, LLC$148.2K4,9270.00%7qHELD
Bullseye Investment Management, LLC$136.9K4,5500.07%8qHELD
CENTAURUS FINANCIAL, INC.$112.0K3,7130.00%4q-3.9%-$4.6K
OSAIC HOLDINGS, INC.$102.0K3,3900.00%7q+50.7%+$34.3K
AE Wealth Management LLC$78.6K2,6140.00%7q-90.3%-$734.1K
HARBOR INVESTMENT ADVISORY, LLC$64.0K2,1280.00%7qHELD
HARBOUR INVESTMENTS, INC.$37.2K1,2380.00%8qHELD
Steward Partners Investment Advisory, LLC$34.6K1,1500.00%8qHELD
Keating Financial Advisory Services, Inc.$30.1K1,0000.00%3qHELD
Spire Wealth Management$28.9K9620.00%7qHELD
IFP Advisors, Inc$21.1K7000.00%5q-0.7%
Noble Wealth Management PBC$14.4K4800.01%6qHELD
MORGAN STANLEY$4.9K1630.00%4qHELD

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202621$12.3M407,0036320.0%
Q2 202645$26.2M872,43272160.0%
Q1 202644$25.8M891,17023130.0%
Q4 202547$28.3M975,02145110.0%
Q3 202544$26.5M925,86272170.0%
Q2 202542$31.0M1,110,81878100.0%
Q1 202542$26.4M986,758110110.0%
Q4 202447$32.5M1,204,61991070.0%
Q3 202438$28.1M1,045,30536000.0%