DaveManuel.com · Institutional Ownership · Who Owns It
INNOVATOR ETFS TRUST (ZJUL)
Institutional ownership reported to the SEC as of Q2 2026, across 9 quarters.
86
Reporting holders
$68.6M
Reported value
0.0%
Calls
0.0%
Puts
-2
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 |
|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | $6.8M | 227,129 | 0.01% | 8q | -14.4%-$1.1M |
| OSAIC HOLDINGS, INC. | $4.2M | 140,089 | 0.00% | 8q | -1.3%-$57.4K |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $3.4M | 115,087 | 0.29% | 6q | -2.6%-$93.4K |
| HighTower Advisors, LLC | $3.3M | 111,165 | 0.00% | 8q | -1.5%-$50.1K |
| Cetera Investment Advisers | $3.3M | 108,846 | 0.00% | 8q | +1.7%+$53.8K |
| CENTAURUS FINANCIAL, INC. | $3.2M | 107,150 | 0.12% | 8q | -23.3%-$975.5K |
| Archer Investment Corp | $2.4M | 79,738 | 0.23% | 8q | +74.1%+$1.0M |
| RAYMOND JAMES FINANCIAL INC | $2.2M | 73,189 | 0.00% | 5q | +33.7%+$552.7K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.1M | 70,177 | 0.00% | 8q | +82.5%+$950.8K |
| Cambridge Investment Research Advisors, Inc. | $2.0M | 65,714 | 0.00% | 8q | +273.4%+$1.4M |
| CAPTRUST FINANCIAL ADVISORS | $2.0M | 65,482 | 0.00% | 4q | HELD |
| Stratos Wealth Advisors, LLC | $1.6M | 51,777 | 0.09% | 8q | -1.0%-$16.4K |
| LPL Financial LLC | $1.3M | 43,985 | 0.00% | 5q | +46.4%+$417.5K |
| Trek Financial, LLC | $1.3M | 43,511 | 0.06% | 8q | -2.1%-$28.3K |
| KFG WEALTH MANAGEMENT, LLC | $1.3M | 43,009 | 0.15% | 8q | -2.4%-$31.6K |
| Diligent Investors, LLC | $1.3M | 42,137 | 0.28% | 8q | -12.8%-$185.8K |
| Kestra Advisory Services, LLC | $1.3M | 41,790 | 0.00% | 8q | -36.7%-$725.2K |
| Triad Wealth Partners, LLC | $1.2M | 40,953 | 0.07% | new | NEW |
| IMG Wealth Management, Inc. | $870.4K | 29,043 | 0.48% | 7q | -3.7%-$33.7K |
| Cypress Wealth Services, LLC | $857.8K | 28,623 | 0.11% | 8q | -22.5%-$249.2K |
| Carmel Capital Partners, LLC | $770.2K | 25,700 | 0.25% | new | NEW |
| CENTRAL VALLEY ADVISORS, LLC | $739.6K | 24,677 | 0.19% | 4q | +11.3%+$75.2K |
| TRUIST FINANCIAL CORP | $721.9K | 24,087 | 0.00% | 4q | +42.5%+$215.1K |
| AdvisorNet Financial, Inc | $716.0K | 23,891 | 0.03% | 8q | HELD |
| Spectrum Advisors, Inc. | $663.4K | 22,137 | 0.47% | 2q | +74.3%+$282.9K |
| Continuum Advisory, LLC | $625.2K | 20,860 | 0.05% | 8q | HELD |
| Waverly Advisors, LLC | $615.5K | 20,537 | 0.00% | 3q | -2.1%-$13.5K |
| NewEdge Advisors, LLC | $610.7K | 20,376 | 0.00% | 8q | HELD |
| BROWN WEALTH MANAGEMENT, LLC | $599.8K | 20,012 | 0.13% | 7q | -5.4%-$34.6K |
| Main Street Financial Solutions, LLC | $584.1K | 19,490 | 0.04% | 8q | HELD |
| Lineweaver Wealth Advisors, LLC | $564.0K | 18,820 | 0.07% | 4q | HELD |
| Geneos Wealth Management Inc. | $558.9K | 18,650 | 0.01% | 7q | HELD |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $538.0K | 17,952 | 0.03% | 8q | -7.6%-$44.4K |
| FC Advisory LLC | $520.8K | 17,376 | 0.14% | 8q | -4.6%-$25.3K |
| Kingsview Wealth Management, LLC | $519.3K | 17,328 | 0.01% | 8q | +12.2%+$56.4K |
| Farther Finance Advisors, LLC | $514.4K | 17,163 | 0.00% | 4q | +0.8%+$4.0K |
| Mutual Advisors, LLC | $467.1K | 15,584 | 0.01% | 4q | -14.6%-$79.7K |
| ENVESTNET ASSET MANAGEMENT INC | $456.1K | 15,220 | 0.00% | 2q | +77.4%+$199.1K |
| Brookstone Capital Management | $455.5K | 15,197 | 0.00% | 8q | -19.2%-$108.3K |
| Allworth Financial LP | $449.1K | 14,985 | 0.00% | 8q | -1.3%-$6.1K |
| Collaborative Wealth Managment Inc. | $441.2K | 14,723 | 0.19% | 4q | HELD |
| JIM SAULNIER & ASSOCIATES, LLC | $434.4K | 14,495 | 0.17% | 8q | HELD |
| Reliant Wealth Planning | $430.5K | 14,366 | 0.12% | 4q | HELD |
| Tradition Wealth Management, LLC | $428.1K | 14,283 | 0.03% | 8q | -4.5%-$20.0K |
| Advisory Services Network, LLC | $378.5K | 12,628 | 0.00% | 5q | HELD |
| AssuredPartners Investment Advisors, LLC | $375.3K | 12,521 | 0.04% | 3q | HELD |
| Glen Eagle Advisors, LLC | $374.2K | 12,485 | 0.05% | 8q | HELD |
| NorthRock Partners, LLC | $365.2K | 12,187 | 0.01% | 2q | HELD |
| RIVERCHASE WEALTH MANAGEMENT, LLC | $357.1K | 11,916 | 0.17% | new | NEW |
| Souders Financial Advisors | $350.5K | 11,694 | 0.04% | 5q | HELD |
| HARBOUR INVESTMENTS, INC. | $348.3K | 11,623 | 0.00% | 8q | -22.5%-$101.2K |
| INTEGRITY ALLIANCE, LLC. | $340.1K | 11,348 | 0.01% | 6q | HELD |
| BECK CAPITAL MANAGEMENT, LLC | $309.1K | 10,314 | 0.06% | 8q | -1.5%-$4.6K |
| CreativeOne Wealth, LLC | $308.9K | 10,307 | 0.01% | 8q | -9.9%-$33.8K |
| Cerity Partners LLC | $306.7K | 10,234 | 0.00% | new | NEW |
| Three Seasons Wealth, LLC | $303.2K | 10,116 | 0.03% | 8q | HELD |
| GWN SECURITIES INC. | $302.4K | 10,089 | 0.05% | 6q | HELD |
| Caliber Wealth Management, LLC / KS | $294.1K | 9,813 | 0.03% | 4q | +40.8%+$85.3K |
| SYON CAPITAL LLC | $290.7K | 9,700 | 0.01% | 4q | HELD |
| Chicago Partners Investment Group LLC | $286.6K | 9,580 | 0.01% | new | NEW |
| Soltis Investment Advisors LLC | $265.5K | 8,858 | 0.01% | 5q | +6.2%+$15.6K |
| Aegis Wealth Management, Inc. | $264.4K | 8,823 | 0.17% | 3q | +14.9%+$34.3K |
| INDEPENDENT FINANCIAL GROUP, LLC | $262.9K | 8,771 | 0.00% | 4q | +3.4%+$8.5K |
| Creative Planning | $259.5K | 8,658 | 0.00% | 2q | +0.9%+$2.3K |
| SageView Advisory Group, LLC | $257.1K | 8,580 | 0.01% | 8q | HELD |
| EVOLUTION WEALTH MANAGEMENT INC. | $253.2K | 8,450 | 0.15% | 4q | HELD |
| Code Waechter LLC | $251.3K | 8,386 | 0.13% | new | NEW |
| MML INVESTORS SERVICES, LLC | $239.6K | 7,996 | 0.00% | 4q | +2.8%+$6.6K |
| Steward Partners Investment Advisory, LLC | $233.9K | 7,804 | 0.00% | 8q | HELD |
| Allegiance Financial Group Advisory Services LLC | $230.2K | 7,682 | 0.04% | 8q | HELD |
| CoreCap Advisors, LLC | $223.4K | 7,455 | 0.01% | 7q | -14.2%-$37.1K |
| KELLY FINANCIAL GROUP LLC | $217.0K | 7,239 | 0.05% | 4q | HELD |
| Prasad Wealth Partners, LLC | $206.0K | 6,875 | 0.05% | new | NEW |
| J.W. COLE ADVISORS, INC. | $201.8K | 6,733 | 0.00% | new | NEW |
| RED REEF ADVISORS LLC | $185.2K | 6,179 | 0.17% | 3q | -52.4%-$204.0K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $89.9K | 3,000 | 0.00% | 7q | HELD |
| IFP Advisors, Inc | $72.7K | 2,427 | 0.00% | 8q | HELD |
| DHJJ Financial Advisors, Ltd. | $69.2K | 2,310 | 0.02% | 8q | HELD |
| AE Wealth Management LLC | $54.2K | 1,810 | 0.00% | 8q | +18.8%+$8.6K |
| WELLS FARGO & COMPANY/MN | $50.9K | 1,700 | 0.00% | new | NEW |
| BARCLAYS PLC | $48.0K | 1,603 | 0.00% | new | NEW |
| IFG Advisory, LLC | $30.0K | 1,000 | 0.00% | 2q | HELD |
| Financial Network Wealth Advisors LLC | $28.8K | 961 | 0.03% | 6q | HELD |
| LANARK FINANCIAL, INC. | $23.1K | 770 | 0.00% | 6q | HELD |
| MORGAN STANLEY | $4.8K | 161 | 0.00% | 4q | HELD |
| Pinnacle Wealth Planning Services, Inc. | $1.1K | 38 | 0.00% | 3q | 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 | 45 | $38.5M | 1,270,405 | 15 | 19 | 4 | 0.0% |
| Q2 2026 | 86 | $68.6M | 2,287,327 | 10 | 19 | 25 | 0.0% |
| Q1 2026 | 88 | $64.9M | 2,232,776 | 8 | 5 | 33 | 0.0% |
| Q4 2025 | 92 | $76.8M | 2,640,695 | 6 | 14 | 37 | 0.0% |
| Q3 2025 | 93 | $86.8M | 3,018,276 | 26 | 31 | 12 | 0.0% |
| Q2 2025 | 75 | $70.5M | 2,502,942 | 18 | 18 | 14 | 0.0% |
| Q1 2025 | 68 | $51.9M | 1,936,847 | 6 | 9 | 24 | 0.0% |
| Q4 2024 | 70 | $57.9M | 2,140,349 | 9 | 8 | 29 | 0.0% |
| Q3 2024 | 65 | $60.8M | 2,271,548 | 62 | 0 | 0 | 0.0% |