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

INNOVATOR ETFS TRUST (ZJAN)

Institutional ownership reported to the SEC as of Q2 2026, across 7 quarters.

64
Reporting holders
$51.9M
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

Download these holders as CSV

FilerValueShares Their book Held Change
NewEdge Advisors, LLC$8.7M311,8420.03%6q+14.3%+$1.1M
Archer Investment Corp$6.6M236,2580.64%6q+100.0%+$3.3M
Mutual Advisors, LLC$2.3M81,0970.04%6qHELD
OSAIC HOLDINGS, INC.$2.1M76,6710.00%6q-0.6%-$13.9K
RAYMOND JAMES FINANCIAL INC$1.7M62,3850.00%6q+24.8%+$346.8K
COMMONWEALTH EQUITY SERVICES, LLC$1.7M60,3980.00%6q-11.9%-$228.4K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.5M55,1330.08%4q-16.8%-$312.4K
HighTower Advisors, LLC$1.4M50,8530.00%6qHELD
Cetera Investment Advisers$1.3M48,0820.00%6qHELD
Cambridge Investment Research Advisors, Inc.$1.3M47,1100.00%6q+108.6%+$686.1K
ENVESTNET ASSET MANAGEMENT INC$1.3M45,5320.00%5q-5.0%-$67.1K
LPL Financial LLC$1.2M43,2120.00%newNEW
Lineweaver Wealth Advisors, LLC$1.2M41,1030.14%6qHELD
Cerity Partners LLC$1.1M38,8010.00%5qHELD
Kestra Advisory Services, LLC$1.0M37,2960.00%6q-60.6%-$1.6M
Caliber Wealth Management, LLC / KS$1.0M36,6160.10%3qHELD
Cypress Wealth Services, LLC$991.0K35,4000.12%2q+57.4%+$361.5K
Insight Wealth Partners, LLC$975.2K34,8360.13%2qHELD
KFG WEALTH MANAGEMENT, LLC$974.2K34,8000.11%6qHELD
SUSQUEHANNA INTERNATIONAL GROUP, LLP$802.6K28,6700.00%2q+260.2%+$579.8K
Spectrum Advisors, Inc.$660.9K23,6070.47%2q+74.8%+$282.7K
CENTRAL VALLEY ADVISORS, LLC$628.2K22,4390.16%5q-7.1%-$48.2K
MML INVESTORS SERVICES, LLC$578.0K20,6480.00%2q-1.2%-$7.1K
AE Wealth Management LLC$561.0K20,0400.00%6q-25.0%-$186.5K
KELLY FINANCIAL GROUP LLC$546.5K19,5220.12%2qHELD
Tradition Wealth Management, LLC$540.9K19,3230.03%6qHELD
Farther Finance Advisors, LLC$465.5K16,6280.00%5q-11.5%-$60.6K
Creative Planning$450.9K16,1060.00%2q+0.8%+$3.6K
SageView Advisory Group, LLC$446.8K15,9590.01%6qHELD
Cornerstone Wealth Group, LLC$382.1K13,6500.02%6qHELD
Strategic Blueprint, LLC$368.1K13,1500.02%2q-2.8%-$10.5K
TRUIST FINANCIAL CORP$364.8K13,0300.00%3qHELD
Comprehensive Financial Consultants Institutional, Inc.$347.1K12,3990.09%6qHELD
Advisory Services Network, LLC$345.5K12,3400.00%4qHELD
Concurrent Investment Advisors, LLC$338.5K12,0900.00%2qHELD
Integrity Advisory Solutions, LLC$332.4K11,8740.03%2q-16.5%-$65.7K
CAPTRUST FINANCIAL ADVISORS$326.9K11,6770.00%6qHELD
INDEPENDENT FINANCIAL GROUP, LLC$312.9K11,1770.01%6q+8.3%+$23.9K
Arax Advisory Partners$306.7K10,9560.00%newNEW
Kingsview Wealth Management, LLC$296.6K10,5940.00%3q+24.1%+$57.6K
CGN Advisors LLC$284.8K10,1750.02%2qHELD
MTM FINANCIAL GROUP, LLC$278.7K9,9570.12%3qHELD
JPMORGAN CHASE & CO$273.6K9,7790.00%2q-40.1%-$182.9K
Sequoia Financial Advisors, LLC$272.3K9,7260.00%5qHELD
Clear Creek Financial Management, LLC$268.4K9,5870.02%2qHELD
CoreCap Advisors, LLC$259.8K9,2790.01%6q-1.1%-$3.0K
AdvisorNet Financial, Inc$255.4K9,1230.01%5qHELD
Merit Financial Group, LLC$237.3K8,4780.00%2qHELD
Applied Capital LLC$233.7K8,3490.08%2q+3.4%+$7.7K
CANANDAIGUA NATIONAL BANK & TRUST CO$226.8K8,1000.02%newNEW
HRT FINANCIAL LP$223.0K8,0000.00%newNEW
INTEGRAL INVESTMENT ADVISORS, INC.$219.8K7,8500.05%5qHELD
Foundations Investment Advisors, LLC$215.8K7,7080.00%2q-10.1%-$24.1K
Allworth Financial LP$163.7K5,8490.00%6qHELD
HARBOUR INVESTMENTS, INC.$108.2K3,8660.00%5qHELD
Continuum Advisory, LLC$87.1K3,1110.01%newNEW
Noble Wealth Management PBC$73.3K2,6200.03%4q-48.8%-$70.0K
IFP Advisors, Inc$66.0K2,3580.00%6qHELD
GILL CAPITAL PARTNERS, LLC$47.8K1,7060.01%2qHELD
Keating Financial Advisory Services, Inc.$42.0K1,5000.01%3qHELD
Ashton Thomas Private Wealth, LLC$32.9K1,1750.00%2q-13.6%-$5.2K
GGM Financial LLC$21.7K7740.01%4qHELD
IMG Wealth Management, Inc.$19.0K6800.01%3qHELD
Capital Investment Advisory Services, LLC$2.5K910.00%2qHELD

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$9.9M348,8322170.0%
Q2 202664$51.9M1,853,145511160.0%
Q1 202664$48.2M1,768,039222360.0%
Q4 202546$22.1M807,963611120.0%
Q3 202544$21.8M810,03556120.0%
Q2 202541$22.3M845,87213660.0%
Q1 202533$17.9M700,65933000.0%