DaveManuel.com · Institutional Ownership · Who Owns It
INNOVATOR ETFS TRUST (KJUN)
Institutional ownership reported to the SEC as of Q2 2026, across 10 quarters.
41
Reporting holders
$38.2M
Reported value
0.0%
Calls
0.0%
Puts
+15
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 |
|---|---|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $8.8M | 296,402 | 0.00% | 3q | +1172.6%+$8.1M |
| COMMONWEALTH EQUITY SERVICES, LLC | $6.2M | 209,248 | 0.01% | 6q | +710.2%+$5.5M |
| RAYMOND JAMES FINANCIAL INC | $3.2M | 107,148 | 0.00% | 5q | +1256.5%+$3.0M |
| HARBOUR INVESTMENTS, INC. | $1.9M | 65,298 | 0.03% | 9q | +40967.9%+$1.9M |
| OSAIC HOLDINGS, INC. | $1.6M | 53,584 | 0.00% | 9q | +298.2%+$1.2M |
| Cetera Investment Advisers | $1.6M | 53,337 | 0.00% | 8q | +46.8%+$507.7K |
| PFS Partners, LLC | $1.4M | 46,844 | 0.57% | 9q | +29.5%+$318.3K |
| Kestra Advisory Services, LLC | $1.3M | 42,938 | 0.00% | 9q | +71.4%+$533.5K |
| SYON CAPITAL LLC | $1.1M | 36,603 | 0.05% | new | NEW |
| Cresset Asset Management, LLC | $1.0M | 33,783 | 0.00% | new | NEW |
| Atlantic Private Wealth, LLC | $856.7K | 28,715 | 0.53% | new | NEW |
| LPL Financial LLC | $829.9K | 27,816 | 0.00% | new | NEW |
| Faithward Advisors, LLC | $678.7K | 22,748 | 0.08% | 8q | -22.1%-$192.9K |
| ENVESTNET ASSET MANAGEMENT INC | $652.7K | 21,878 | 0.00% | 5q | +20.9%+$112.8K |
| MML INVESTORS SERVICES, LLC | $580.2K | 19,447 | 0.00% | 5q | +30.4%+$135.1K |
| OneDigital Investment Advisors LLC | $510.8K | 17,120 | 0.00% | 6q | HELD |
| Private Advisor Group, LLC | $509.3K | 17,070 | 0.00% | new | NEW |
| DHJJ Financial Advisors, Ltd. | $449.3K | 15,058 | 0.13% | 8q | +147.1%+$267.4K |
| Ashton Thomas Private Wealth, LLC | $400.2K | 13,415 | 0.01% | new | NEW |
| JANE STREET GROUP, LLC | $389.8K | 13,064 | 0.00% | new | NEW |
| Pathstone Holdings, LLC | $363.7K | 12,190 | 0.00% | new | NEW |
| MORGAN STANLEY | $357.4K | 11,978 | 0.00% | 6q | +19863.3%+$355.6K |
| Collaborative Wealth Managment Inc. | $345.8K | 11,590 | 0.15% | new | NEW |
| Keating Financial Advisory Services, Inc. | $323.8K | 10,852 | 0.04% | 3q | +13.5%+$38.5K |
| CoreCap Advisors, LLC | $311.7K | 10,448 | 0.01% | new | NEW |
| COFG Advisors, LLC | $290.1K | 9,725 | 0.05% | new | NEW |
| Phoenix Financial Ltd. | $271.1K | 9,088 | 0.00% | new | NEW |
| First Commonwealth Financial Corp /PA/ | $254.8K | 8,541 | 0.04% | new | NEW |
| Weaver Consulting Group | $253.1K | 8,483 | 0.05% | new | NEW |
| WEALTH ALLIANCE, LLC | $237.2K | 7,949 | 0.02% | new | NEW |
| Quantinno Capital Management LP | $205.1K | 6,873 | 0.00% | new | NEW |
| Cypress Wealth Services, LLC | $202.1K | 6,775 | 0.02% | new | NEW |
| Diligent Investors, LLC | $200.7K | 6,727 | 0.04% | new | NEW |
| IFP Advisors, Inc | $158.9K | 5,325 | 0.00% | 5q | +21200.0%+$158.1K |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $158.1K | 5,300 | 0.02% | 5q | HELD |
| LANARK FINANCIAL, INC. | $99.4K | 3,332 | 0.01% | 8q | +138.0%+$57.6K |
| AE Wealth Management LLC | $59.6K | 1,999 | 0.00% | new | NEW |
| Steward Partners Investment Advisory, LLC | $33.4K | 1,119 | 0.00% | 7q | +122.0%+$18.3K |
| Capital Analysts, LLC | $30.0K | 991 | 0.00% | 5q | HELD |
| AdvisorNet Financial, Inc | $23.4K | 785 | 0.00% | new | NEW |
| BFC Planning, Inc. | $12.2K | 409 | 0.00% | 5q | 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 | 10 | $10.2M | 353,419 | 3 | 4 | 2 | 0.0% |
| Q2 2026 | 41 | $38.2M | 1,281,995 | 20 | 16 | 1 | 0.0% |
| Q1 2026 | 26 | $9.5M | 334,587 | 0 | 2 | 7 | 0.0% |
| Q4 2025 | 28 | $10.8M | 388,220 | 4 | 0 | 10 | 0.0% |
| Q3 2025 | 26 | $13.9M | 508,182 | 1 | 7 | 5 | 0.0% |
| Q2 2025 | 30 | $14.9M | 576,475 | 16 | 10 | 0 | 0.0% |
| Q1 2025 | 18 | $9.8M | 385,276 | 7 | 3 | 3 | 0.0% |
| Q4 2024 | 14 | $6.8M | 252,454 | 2 | 3 | 5 | 0.0% |
| Q3 2024 | 14 | $7.9M | 295,100 | 6 | 5 | 1 | 0.0% |
| Q2 2024 | 10 | $5.8M | 229,458 | 10 | 0 | 0 | 0.0% |