DaveManuel.com · Institutional Ownership · Who Owns It
INNOVATOR ETFS TRUST (IJUN)
Institutional ownership reported to the SEC as of Q2 2026, across 10 quarters.
65
Reporting holders
$52.5M
Reported value
0.0%
Calls
0.0%
Puts
+19
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
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| ACCESS FINANCIAL SERVICES, INC. | $13.0M | 415,535 | 4.25% | new | NEW |
| Cetera Investment Advisers | $2.7M | 87,771 | 0.00% | 8q | +37.1%+$740.0K |
| CORRADO ADVISORS, LLC | $2.5M | 81,435 | 1.17% | 9q | +22.5%+$466.3K |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.5M | 78,659 | 0.00% | 8q | +74.3%+$1.0M |
| Berger Financial Group, Inc | $2.0M | 63,797 | 0.10% | 8q | +11.9%+$211.4K |
| FIDUCIARY FINANCIAL GROUP, LLC | $2.0M | 63,347 | 0.22% | 9q | +5.0%+$94.7K |
| OSAIC HOLDINGS, INC. | $1.8M | 58,557 | 0.00% | 9q | +326.6%+$1.4M |
| SYON CAPITAL LLC | $1.6M | 52,514 | 0.07% | new | NEW |
| LPL Financial LLC | $1.6M | 51,386 | 0.00% | 3q | +487.6%+$1.3M |
| Atlantic Private Wealth, LLC | $1.3M | 42,788 | 0.82% | new | NEW |
| TRUIST FINANCIAL CORP | $1.2M | 37,731 | 0.00% | 5q | HELD |
| WPWealth LLP | $1.1M | 34,099 | 0.16% | 9q | HELD |
| Kestra Advisory Services, LLC | $972.4K | 31,188 | 0.00% | 9q | -9.5%-$102.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $826.7K | 26,517 | 0.00% | 2q | +4.0%+$31.4K |
| Advus Financial Partners, LLC | $787.4K | 25,254 | 0.22% | new | NEW |
| OLD MISSION CAPITAL LLC | $757.2K | 24,286 | 0.01% | 4q | +29.2%+$171.2K |
| First Commonwealth Financial Corp /PA/ | $744.5K | 23,880 | 0.10% | 5q | +68.4%+$302.4K |
| Diligent Investors, LLC | $711.9K | 22,834 | 0.16% | new | NEW |
| Focus Partners Wealth | $695.0K | 22,293 | 0.00% | 3q | +103.3%+$353.1K |
| Beacon Pointe Advisors, LLC | $573.2K | 18,384 | 0.00% | 2q | +33.4%+$143.4K |
| Collaborative Wealth Managment Inc. | $563.1K | 18,060 | 0.24% | new | NEW |
| Americana Partners, LLC | $558.9K | 17,928 | 0.01% | 6q | -51.1%-$584.6K |
| PFG Advisors | $549.1K | 17,611 | 0.03% | 5q | +25.2%+$110.7K |
| Cornerstone Wealth, LLC/TN | $510.9K | 16,300 | 0.26% | 2q | +72.1%+$214.0K |
| Private Advisor Group, LLC | $501.0K | 16,070 | 0.00% | new | NEW |
| Pathstone Holdings, LLC | $497.9K | 15,969 | 0.00% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $493.6K | 15,833 | 0.00% | 4q | +81.0%+$220.9K |
| Ashton Thomas Private Wealth, LLC | $450.2K | 14,439 | 0.01% | new | NEW |
| MAI Capital Management | $413.0K | 13,248 | 0.00% | 7q | +69.0%+$168.6K |
| RAYMOND JAMES FINANCIAL INC | $397.6K | 12,754 | 0.00% | new | NEW |
| NewEdge Advisors, LLC | $385.1K | 12,352 | 0.00% | 5q | HELD |
| GILL CAPITAL PARTNERS, LLC | $375.2K | 12,035 | 0.10% | 5q | +68.0%+$151.8K |
| OneDigital Investment Advisors LLC | $355.4K | 11,400 | 0.00% | 6q | HELD |
| IFP Advisors, Inc | $351.0K | 11,259 | 0.01% | 9q | +49.5%+$116.2K |
| Phoenix Wealth Advisors | $341.8K | 10,964 | 0.12% | 5q | HELD |
| Cerity Partners LLC | $333.1K | 10,685 | 0.00% | new | NEW |
| DHJJ Financial Advisors, Ltd. | $326.4K | 10,469 | 0.09% | 8q | +51.0%+$110.3K |
| KFG WEALTH MANAGEMENT, LLC | $323.4K | 10,374 | 0.04% | 5q | +22.0%+$58.4K |
| Annis Gardner Whiting Capital Advisors, LLC | $321.9K | 10,325 | 0.05% | 5q | HELD |
| PFS Partners, LLC | $320.5K | 10,279 | 0.13% | 9q | HELD |
| COFG Advisors, LLC | $318.7K | 10,222 | 0.06% | new | NEW |
| Trek Financial, LLC | $318.4K | 10,211 | 0.02% | new | NEW |
| RED CRANE WEALTH MANAGEMENT, LLC | $308.0K | 9,879 | 0.23% | 5q | -53.1%-$349.4K |
| WEALTH ALLIANCE, LLC | $290.5K | 9,318 | 0.02% | new | NEW |
| MML INVESTORS SERVICES, LLC | $287.4K | 9,217 | 0.00% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $282.3K | 9,056 | 0.00% | 9q | +107.0%+$146.0K |
| CYPRESS FINANCIAL PLANNING LLC | $274.5K | 8,806 | 0.07% | 5q | +15.7%+$37.3K |
| ROYAL BANK OF CANADA | $270.0K | 8,667 | 0.00% | 3q | HELD |
| Legacy Capital Wealth Partners, LLC | $268.9K | 8,624 | 0.05% | new | NEW |
| Belpointe Asset Management LLC | $254.8K | 8,172 | 0.01% | 3q | +14.5%+$32.2K |
| Main Street Financial Solutions, LLC | $249.3K | 7,995 | 0.02% | new | NEW |
| HighTower Advisors, LLC | $228.6K | 7,333 | 0.00% | new | NEW |
| William Mack & Associates, Inc. | $219.7K | 7,046 | 0.08% | 7q | HELD |
| JANE STREET GROUP, LLC | $215.0K | 6,897 | 0.00% | new | NEW |
| Quantinno Capital Management LP | $201.5K | 6,462 | 0.00% | new | NEW |
| Helium Advisors LLC | $200.2K | 6,420 | 0.17% | new | NEW |
| CoreCap Advisors, LLC | $162.0K | 5,197 | 0.00% | 5q | HELD |
| LANARK FINANCIAL, INC. | $106.6K | 3,420 | 0.01% | 8q | +42.6%+$31.9K |
| Noble Wealth Management PBC | $101.3K | 3,250 | 0.05% | 5q | HELD |
| Steward Partners Investment Advisory, LLC | $85.7K | 2,750 | 0.00% | 7q | HELD |
| AdvisorNet Financial, Inc | $66.7K | 2,139 | 0.00% | new | NEW |
| James T. Borello RIA | $32.4K | 1,040 | 0.01% | new | NEW |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $31.2K | 1,000 | 0.00% | 8q | HELD |
| Capital Analysts, LLC | $17.0K | 549 | 0.00% | 4q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $10.8K | 347 | 0.00% | new | NEW |
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.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 23 | $10.8M | 347,206 | 2 | 1 | 6 | 0.0% |
| Q2 2026 | 65 | $52.5M | 1,684,626 | 24 | 24 | 3 | 0.0% |
| Q1 2026 | 46 | $23.9M | 810,531 | 3 | 4 | 9 | 0.0% |
| Q4 2025 | 49 | $33.9M | 1,159,536 | 6 | 5 | 12 | 0.0% |
| Q3 2025 | 55 | $42.7M | 1,502,681 | 9 | 4 | 17 | 0.0% |
| Q2 2025 | 49 | $45.5M | 1,639,921 | 25 | 17 | 3 | 0.0% |
| Q1 2025 | 27 | $13.3M | 520,559 | 5 | 9 | 3 | 0.0% |
| Q4 2024 | 26 | $9.1M | 369,088 | 5 | 8 | 4 | 0.0% |
| Q3 2024 | 24 | $14.0M | 535,273 | 11 | 7 | 4 | 0.0% |
| Q2 2024 | 14 | $8.9M | 356,230 | 13 | 0 | 0 | 0.0% |