DaveManuel.com · Institutional Ownership · Who Owns It
INNOVATOR ETFS TRUST (JAJL)
Institutional ownership reported to the SEC as of Q2 2026, across 9 quarters.
89
Reporting holders
$141.3M
Reported value
0.0%
Calls
0.0%
Puts
+0
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 |
|---|---|---|---|---|---|
| Kingsview Wealth Management, LLC | $47.9M | 1,602,395 | 0.58% | 8q | +0.6%+$294.0K |
| OSAIC HOLDINGS, INC. | $11.5M | 384,434 | 0.01% | 8q | +5.8%+$630.7K |
| COMMONWEALTH EQUITY SERVICES, LLC | $9.2M | 307,912 | 0.01% | 8q | HELD |
| HighTower Advisors, LLC | $6.3M | 210,806 | 0.01% | 8q | -15.8%-$1.2M |
| Cambridge Investment Research Advisors, Inc. | $6.0M | 199,032 | 0.01% | 8q | +40.9%+$1.7M |
| AE Wealth Management LLC | $5.6M | 187,752 | 0.03% | 8q | -13.2%-$854.6K |
| Triad Wealth Partners, LLC | $4.3M | 144,388 | 0.26% | 6q | +19.1%+$695.8K |
| Peak Wealth Management LLC | $2.4M | 81,328 | 1.71% | 3q | HELD |
| Orion Porfolio Solutions, LLC | $2.4M | 79,703 | 0.02% | 6q | +46.8%+$760.1K |
| Weaver Capital Management LLC | $2.1M | 71,151 | 0.46% | 6q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $2.1M | 68,984 | 0.00% | 8q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.0M | 67,362 | 0.00% | 2q | +159.9%+$1.2M |
| Brookstone Capital Management | $2.0M | 67,084 | 0.02% | 8q | -8.0%-$175.5K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $1.6M | 53,197 | 0.08% | 8q | -8.6%-$148.9K |
| Encompass More Asset Management | $1.6M | 53,059 | 0.23% | 7q | +43.3%+$479.5K |
| Kestra Advisory Services, LLC | $1.5M | 51,610 | 0.00% | 6q | +4.3%+$63.1K |
| Ausdal Financial Partners, Inc. | $1.5M | 50,055 | 0.06% | 7q | HELD |
| Ameritas Advisory Services, LLC | $1.4M | 47,260 | 0.03% | 2q | +452.1%+$1.2M |
| Farther Finance Advisors, LLC | $1.3M | 43,101 | 0.01% | 7q | -5.3%-$71.8K |
| Cetera Investment Advisers | $1.2M | 39,288 | 0.00% | 8q | -0.8%-$9.5K |
| Cypress Wealth Services, LLC | $1.1M | 35,448 | 0.13% | 4q | HELD |
| CENTAURUS FINANCIAL, INC. | $1.0M | 34,808 | 0.04% | 8q | -25.7%-$360.7K |
| World Investment Advisors | $987.9K | 33,985 | 0.02% | 8q | -14.6%-$169.0K |
| LPL Financial LLC | $858.5K | 28,702 | 0.00% | 4q | +5.3%+$43.3K |
| GWN SECURITIES INC. | $820.4K | 27,428 | 0.14% | 6q | +4.7%+$37.1K |
| SYKON CAPITAL LLC | $812.4K | 27,160 | 0.25% | 5q | +1.6%+$13.1K |
| Lifestyle Asset Management, Inc. | $808.1K | 27,018 | 0.22% | 6q | +0.5%+$4.2K |
| HARBOUR INVESTMENTS, INC. | $783.5K | 26,194 | 0.01% | 8q | -8.0%-$68.5K |
| Soltis Investment Advisors LLC | $781.8K | 26,137 | 0.04% | 8q | -8.0%-$68.3K |
| NewEdge Advisors, LLC | $780.7K | 26,100 | 0.00% | 8q | HELD |
| Merit Financial Group, LLC | $731.3K | 24,450 | 0.00% | 8q | -4.9%-$37.4K |
| Sonoma Allocations LLC | $686.9K | 22,943 | 0.21% | 4q | HELD |
| RAYMOND JAMES FINANCIAL INC | $662.2K | 22,140 | 0.00% | 7q | -1.5%-$10.4K |
| KFG WEALTH MANAGEMENT, LLC | $654.6K | 21,886 | 0.07% | 5q | -13.7%-$103.8K |
| Gallagher Fiduciary Advisors, LLC | $647.3K | 21,643 | 0.02% | 8q | -2.6%-$17.5K |
| Atria Investments, Inc | $614.2K | 20,534 | 0.01% | new | NEW |
| Ashton Thomas Private Wealth, LLC | $598.2K | 20,000 | 0.01% | 6q | +9.8%+$53.4K |
| MML INVESTORS SERVICES, LLC | $597.8K | 19,986 | 0.00% | 7q | +42.3%+$177.7K |
| KELLY FINANCIAL GROUP LLC | $584.9K | 19,555 | 0.13% | 3q | HELD |
| First Commonwealth Financial Corp /PA/ | $565.0K | 18,890 | 0.08% | 8q | HELD |
| Archer Investment Corp | $528.2K | 17,660 | 0.05% | 5q | +100.0%+$264.1K |
| BFI Wealth Solutions, LLC | $493.5K | 16,500 | 0.37% | 3q | HELD |
| Carmel Capital Partners, LLC | $487.5K | 16,300 | 0.16% | new | NEW |
| Cassady Wealth & Retirement Planning, LLC | $486.2K | 16,257 | 0.23% | 3q | -1.2%-$5.7K |
| SYON CAPITAL LLC | $481.9K | 16,111 | 0.02% | 4q | HELD |
| Blue Sky Capital Consultants Group, Inc. | $477.6K | 15,968 | 0.20% | 7q | -17.8%-$103.5K |
| BridgePort Financial Solutions, LLC | $462.1K | 15,451 | 0.12% | 3q | -38.5%-$289.5K |
| INDEPENDENT FINANCIAL GROUP, LLC | $436.2K | 14,583 | 0.01% | 4q | +16.8%+$62.7K |
| KINGSWOOD WEALTH ADVISORS, LLC | $424.3K | 14,186 | 0.02% | 4q | HELD |
| AssuredPartners Investment Advisors, LLC | $403.7K | 13,497 | 0.04% | 3q | HELD |
| Signal Advisors Wealth, LLC | $386.4K | 12,919 | 0.02% | new | NEW |
| WEDBUSH SECURITIES INC | $385.0K | 12,883 | 0.01% | 6q | HELD |
| MONEY CONCEPTS CAPITAL CORP | $343.5K | 11,486 | 0.02% | 8q | -16.5%-$68.1K |
| CreativeOne Wealth, LLC | $336.3K | 11,245 | 0.01% | 3q | +21.6%+$59.7K |
| INTEGRITY ALLIANCE, LLC. | $322.0K | 10,764 | 0.01% | 6q | HELD |
| Summit Financial, LLC | $317.8K | 10,625 | 0.00% | new | NEW |
| Vantage Point Financial LLC | $310.3K | 10,376 | 0.09% | 3q | +13.1%+$35.8K |
| Pinnacle Wealth Management Group, Inc. | $309.6K | 10,350 | 0.14% | 6q | HELD |
| Waverly Advisors, LLC | $308.3K | 10,309 | 0.00% | 3q | +1.0%+$3.1K |
| Inspire Advisors, LLC | $290.2K | 9,703 | 0.02% | new | NEW |
| Visionary Wealth Advisors | $286.4K | 9,574 | 0.01% | 8q | HELD |
| Integrity Advisory Solutions, LLC | $277.9K | 9,292 | 0.03% | 2q | +12.4%+$30.7K |
| WINNACLE WEALTH LLC | $260.6K | 8,712 | 0.18% | 4q | HELD |
| WEALTHGARDEN F.S. LLC | $254.0K | 8,493 | 0.14% | 7q | HELD |
| Triumph Capital Management | $239.3K | 8,000 | 0.04% | 6q | HELD |
| HORAN Wealth, LLC | $239.3K | 8,000 | 0.03% | 4q | HELD |
| PRINCIPAL SECURITIES, INC. | $222.3K | 7,432 | 0.00% | new | NEW |
| Ballast Rock Private Wealth LLC | $216.6K | 7,242 | 0.10% | 2q | -16.0%-$41.4K |
| IFP Advisors, Inc | $215.9K | 7,219 | 0.00% | 6q | +1.5%+$3.1K |
| FLORIDA FINANCIAL ADVISORS, LLC | $210.0K | 7,020 | 0.04% | 3q | HELD |
| NWF Advisory Services Inc. | $203.4K | 6,800 | 0.02% | new | NEW |
| AXXCESS WEALTH MANAGEMENT, LLC | $201.5K | 6,738 | 0.00% | 3q | -11.5%-$26.2K |
| Accurate Wealth Management, LLC | $200.5K | 6,680 | 0.02% | 6q | -26.8%-$73.5K |
| CoreCap Advisors, LLC | $185.4K | 6,199 | 0.01% | 7q | +32.5%+$45.5K |
| Benson Wealth Management INC | $171.7K | 5,742 | 0.17% | 3q | HELD |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | $155.1K | 5,186 | 0.02% | 6q | +371.5%+$122.2K |
| Keystone Financial Group, Inc. | $149.3K | 4,991 | 0.08% | 7q | -42.0%-$108.2K |
| HARBOR INVESTMENT ADVISORY, LLC | $141.0K | 4,713 | 0.01% | 4q | HELD |
| Global Retirement Partners, LLC | $103.4K | 3,456 | 0.00% | 4q | -4.1%-$4.4K |
| Allworth Financial LP | $93.1K | 3,114 | 0.00% | 2q | HELD |
| EVOLUTION WEALTH MANAGEMENT INC. | $83.2K | 2,783 | 0.05% | 5q | -2.4%-$2.0K |
| GILPIN WEALTH MANAGEMENT, LLC | $74.8K | 2,500 | 0.05% | new | NEW |
| UBS Group AG | $49.8K | 1,664 | 0.00% | new | NEW |
| BFC Planning, Inc. | $25.7K | 858 | 0.00% | 2q | HELD |
| Steward Partners Investment Advisory, LLC | $22.8K | 761 | 0.00% | 8q | HELD |
| IFG Advisory, LLC | $7.0K | 235 | 0.00% | 2q | HELD |
| RED REEF ADVISORS LLC | $5.4K | 180 | 0.00% | 3q | HELD |
| Financial Network Wealth Advisors LLC | $4.0K | 133 | 0.00% | 6q | HELD |
| DHJJ Financial Advisors, Ltd. | $240 | 8 | 0.00% | 7q | HELD |
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 | 39 | $37.4M | 1,234,167 | 7 | 13 | 10 | 0.0% |
| Q2 2026 | 89 | $141.3M | 4,725,806 | 9 | 24 | 24 | 0.0% |
| Q1 2026 | 89 | $138.6M | 4,766,870 | 13 | 25 | 24 | 0.0% |
| Q4 2025 | 92 | $143.2M | 4,925,475 | 15 | 26 | 26 | 0.0% |
| Q3 2025 | 81 | $144.2M | 5,034,630 | 14 | 27 | 20 | 0.0% |
| Q2 2025 | 82 | $153.1M | 5,432,964 | 14 | 25 | 18 | 0.0% |
| Q1 2025 | 78 | $165.7M | 6,097,740 | 29 | 26 | 13 | 0.0% |
| Q4 2024 | 56 | $58.2M | 2,133,633 | 15 | 12 | 11 | 0.0% |
| Q3 2024 | 44 | $88.8M | 3,328,482 | 42 | 0 | 0 | 0.0% |