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DaveManuel.com · Institutional Ownership · Who Owns It

INNOVATOR ETFS TRUST (UJUL)

Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.

80
Reporting holders
$101.0M
Reported value
0.0%
Calls
0.0%
Puts
+3
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
OSAIC HOLDINGS, INC.$11.5M281,9710.01%26q+1.4%+$154.1K
FAI Advisors, Inc.$8.3M203,8813.26%7q+1.1%+$89.8K
Kestra Advisory Services, LLC$8.0M196,6260.03%11q-20.9%-$2.1M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$7.5M183,9580.37%15q+4.9%+$350.9K
KFG WEALTH MANAGEMENT, LLC$3.9M96,8670.45%15q-5.1%-$213.8K
Foundations Investment Advisors, LLC$3.2M78,9800.03%4q+4.3%+$132.1K
Brookstone Capital Management$3.1M75,0850.03%18q-9.4%-$318.3K
Orion Porfolio Solutions, LLC$2.7M66,3250.02%6q+9.8%+$241.8K
COMMONWEALTH EQUITY SERVICES, LLC$2.7M65,7700.00%28q+4.3%+$111.2K
Cambridge Investment Research Advisors, Inc.$2.6M64,2860.00%26q+107.4%+$1.4M
IMG Wealth Management, Inc.$2.6M64,0041.45%7qHELD
Arete Wealth Advisors, LLC$2.4M58,4500.16%11qHELD
CENTRAL VALLEY ADVISORS, LLC$2.4M58,2530.61%9q+12.3%+$260.9K
Berger Financial Group, Inc$2.4M57,7450.12%12q+3.3%+$75.8K
Cerity Partners LLC$1.9M46,9620.00%5q+7.7%+$136.6K
AssuredPartners Investment Advisors, LLC$1.9M45,6640.18%3qHELD
Allworth Financial LP$1.8M44,4130.01%13q-8.0%-$158.0K
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.7M41,6840.00%12q+38.9%+$477.5K
LPL Financial LLC$1.7M41,1840.00%12q+24.9%+$335.0K
Todd Wealth Management, LLC$1.6M39,6421.23%3q+0.6%+$9.4K
Triad Wealth Partners, LLC$1.6M38,9840.09%5q+65.4%+$632.8K
Chicago Partners Investment Group LLC$1.3M32,6470.03%13qHELD
HighTower Advisors, LLC$1.3M31,6000.00%8qHELD
FIDUCIARY FINANCIAL GROUP, LLC$1.2M30,1560.14%9qHELD
Accurate Wealth Management, LLC$996.7K24,3680.10%12q+142.2%+$585.2K
TRUIST FINANCIAL CORP$983.0K24,1110.00%8qHELD
ENVESTNET ASSET MANAGEMENT INC$938.2K23,0120.00%13q-52.9%-$1.1M
SteelPeak Wealth, LLC$840.0K20,6040.02%newNEW
Archer Investment Corp$838.8K20,5740.08%24q+89.9%+$397.2K
Spire Wealth Management$819.0K20,0880.02%15q-11.9%-$110.1K
WPWealth LLP$792.3K19,4340.12%9q-15.0%-$139.8K
Campbell Deegan Wealth Management, LLC$748.7K18,3650.53%newNEW
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/$679.8K16,6750.00%12qHELD
InvesTrust$662.8K16,2580.26%7qHELD
AQR CAPITAL MANAGEMENT LLC$592.6K14,5350.00%newNEW
JPMORGAN CHASE & CO$558.1K13,7270.00%12qHELD
Cetera Investment Advisers$534.8K13,1180.00%10q-1.8%-$10.0K
Strategic Blueprint, LLC$533.9K13,0950.03%8q-46.5%-$463.4K
SUSQUEHANNA INTERNATIONAL GROUP, LLP$529.8K12,9950.00%4q-7.4%-$42.4K
Advisory Services Network, LLC$509.6K12,5000.01%5q+2.8%+$14.1K
RAYMOND JAMES FINANCIAL INC$492.0K12,0680.00%7q-96.0%-$11.8M
RETIREMENT GUYS FORMULA LLC$490.7K12,0360.18%15qHELD
Steward Partners Investment Advisory, LLC$488.8K11,9890.00%13qHELD
Atria Investments, Inc$487.4K11,9560.00%4q+0.6%+$2.9K
Souders Financial Advisors$476.2K11,6800.05%5qHELD
Bedel Financial Consulting, Inc.$464.5K11,3940.04%30q+14.8%+$59.8K
Concurrent Investment Advisors, LLC$447.0K10,9640.00%5q+10.6%+$42.8K
Encompass More Asset Management$446.3K10,9470.06%5q+22.6%+$82.4K
RFG Advisory, LLC$434.6K10,6590.01%6q-6.0%-$27.6K
Tradition Wealth Management, LLC$427.8K10,4920.03%10q+28.9%+$96.0K
AE Wealth Management LLC$383.8K9,4130.00%7q+43.7%+$116.7K
Altium Investment Strategies LLC$376.9K9,2130.54%newNEW
PRINCIPAL SECURITIES, INC.$358.7K8,7990.00%newNEW
Creative Planning$355.1K8,7100.00%newNEW
CENTAURUS FINANCIAL, INC.$354.0K8,6910.01%14q-39.5%-$231.4K
ALTFEST L J & CO INC$346.8K8,5070.03%18q-1.0%-$3.6K
MML INVESTORS SERVICES, LLC$322.8K7,9180.00%8q-76.7%-$1.1M
SMITH SHELLNUT WILSON LLC /ADV$266.3K6,5310.10%14qHELD
Delta Investment Management, LLC$263.8K6,4700.04%12qHELD
Allegiance Financial Group Advisory Services LLC$244.3K5,9910.04%8qHELD
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC$239.7K5,8800.19%newNEW
Capital Investment Advisory Services, LLC$235.6K5,7780.01%15qHELD
BFI Wealth Solutions, LLC$230.4K5,6500.17%3qHELD
Lantz Financial LLC$228.4K5,6010.04%newNEW
SageView Advisory Group, LLC$225.2K5,5240.01%newNEW
BENJAMIN EDWARDS INC$213.7K5,2430.00%4q-4.4%-$9.9K
NewCorp Financial Services, Inc.$202.7K4,9730.16%newNEW
CoreCap Advisors, LLC$117.6K2,8850.00%10q+9.7%+$10.4K
Financial Network Wealth Advisors LLC$83.0K2,0370.08%6q-1.3%-$1.1K
IMA Advisory Services, Inc.$80.9K1,9850.01%newNEW
Keating Financial Advisory Services, Inc.$57.3K1,4060.01%3qHELD
Talon Private Wealth, LLC$54.4K1,3350.01%5q+3.6%+$1.9K
EVOLUTION WEALTH MANAGEMENT INC.$54.0K1,3240.03%5qHELD
Bullseye Investment Management, LLC$48.9K1,2000.02%newNEW
DHJJ Financial Advisors, Ltd.$35.2K8640.01%12qHELD
Ashton Thomas Private Wealth, LLC$29.3K7180.00%2q-29.7%-$12.4K
MORGAN STANLEY$16.3K4000.00%newNEW
Aptus Capital Advisors, LLC$16.3K4000.00%4qHELD
BFC Planning, Inc.$1.0K250.00%4qHELD
Farther Finance Advisors, LLC$652160.00%newNEW

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 202641$115.1M2,780,734111440.0%
Q2 202680$101.0M2,476,2681425180.0%
Q1 202677$111.7M2,913,729212350.0%
Q4 202585$123.2M3,177,370520260.0%
Q3 202583$183.7M4,813,6931929140.2%
Q2 202571$113.9M3,093,418821200.0%
Q1 202570$98.4M2,935,7601211250.2%
Q4 202468$94.1M2,727,83659290.0%
Q3 202465$99.5M2,932,1141423140.0%
Q2 202460$76.0M2,315,990815130.0%
Q1 202455$53.4M1,673,60169220.1%
Q4 202356$81.4M2,685,57888250.0%
Q3 202357$138.2M4,891,361241620.0%
Q2 202336$28.3M982,24695110.1%
Q1 202333$19.7M725,57375120.3%
Q4 202236$652.8M25,345,21212960.0%
Q3 202226$688.9M27,793,8054840.0%
Q2 202224$512.2M20,220,1605680.0%
Q1 202228$78.4M2,845,16482110.1%
Q4 202126$763.6M27,537,4652270.0%
Q3 202124$784.6M29,158,0677640.0%
Q2 202119$711.4M26,404,7872570.0%
Q1 202119$275.6M10,284,2335380.1%
Q4 202026$277.6M10,491,40545100.0%
Q3 202024$285.8M11,092,2317560.1%
Q2 202019$16.1M625,0174551.5%
Q1 202024$59.0M2,560,1917930.0%
Q4 201922$8.2M315,3905442.2%
Q3 201920$8.2M315,7827230.1%
Q2 201916$11.2M428,0157011.7%
Q1 20199$3.7M141,9766024.0%
Q4 20188$8.4M354,8650000.0%