13FBOX
INNOVATOR ETFS TRUST · 13F Institutional Holdings
Options Calculator Rankings
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INNOVATOR ETFS TRUST

ZJUL
Institutions
104
Combined AUM (Q2 2026)
$91.3M
Combined Shares (Q2 2026)
3.0M
Overall Trend
Decrease
All institutions combined
Basis: holder count and combined value / shares merge all share classes of the same company (e.g. Class A / C); each institution is counted once, and value & shares are the sum across classes.
📥 Inflow (Q1 2026→Q2 2026)
+488,694
32 institutions added · 16 new buys
Est. buy amount
📤 Outflow (Q1 2026→Q2 2026)
-513,184
50 institutions reduced · 15 exits
Est. sell amount
⚖️ Net Share Change
-24,490
Net Sell
💰 Est. Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$91.3M
Institutions
104
New Buys
16
Adds
16
Reduces
35
Exits
15
Unchanged
37
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#53$9.6M318,344$10.5M362,523-44,179-12.19%Reduce
HighTower Advisors, LLC
0.01%0.01%#60$8.3M277,507$9.5M328,246-50,739-15.46%Reduce
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#89$5.5M182,853$5.0M171,933+10,920+6.35%Add
OSAIC HOLDINGS, INC.
0.01%0.01%#69$4.3M143,479$4.2M144,253-774-0.54%Reduce
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#96$3.8M128,172$1.1M38,452+89,720+233.33%Add
CANANDAIGUA NATIONAL BANK & TRUST CO
0.29%#2$3.4M115,087$00+115,087New Buy
CENTAURUS FINANCIAL, INC.
0.13%0.2%#19$3.3M110,863$4.2M143,567-32,704-22.78%Reduce
Cetera Investment Advisers
<0.01%<0.01%#82$3.3M108,846$3.3M114,231-5,385-4.71%Reduce
Kestra Advisory Services, LLC
0.01%0.01%#59$2.6M85,915$3.6M122,274-36,359-29.74%Reduce
CAPTRUST FINANCIAL ADVISORS
<0.01%<0.01%#81$2.0M65,482$1.9M65,48200.00%Unchanged
Trek Financial, LLC
0.08%0.09%#25$1.7M56,563$1.8M60,706-4,143-6.82%Reduce
KFG WEALTH MANAGEMENT, LLC
0.18%0.21%#9$1.6M53,480$1.6M55,479-1,999-3.60%Reduce
Stratos Wealth Advisors, LLC
0.09%0.09%#22$1.6M51,777$1.5M52,323-546-1.04%Reduce
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#80$1.4M45,668$891,00030,662+15,006+48.94%Add
LPL Financial LLC
<0.01%<0.01%#97$1.3M43,985$873,66430,054+13,931+46.35%Add
Diligent Investors, LLC
0.28%0.35%#4$1.3M42,137$1.4M48,337-6,200-12.83%Reduce
Triad Wealth Partners, LLC
0.07%#26$1.2M40,953$00+40,953New Buy
Waverly Advisors, LLC
0.01%0.01%#63$1.2M40,886$1.2M41,336-450-1.09%Reduce
Cypress Wealth Services, LLC
0.15%0.2%#15$1.2M39,980$1.4M48,296-8,316-17.22%Reduce
Archer Investment Corp
0.24%0.28%#6$1.2M39,869$1.3M45,801-5,932-12.95%Reduce
Chicago Partners Investment Group LLC
0.02%#48$966,79332,305$00+32,305New Buy
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%<0.01%#88$920,55330,574$889,82330,57400.00%Unchanged
Brookstone Capital Management
0.01%0.01%#56$888,75629,602$1.1M36,771-7,169-19.50%Reduce
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/
<0.01%<0.01%#74$887,36029,500$855,38829,50000.00%Unchanged
IMG Wealth Management, Inc.
0.48%0.56%#1$870,41929,043$876,92030,166-1,123-3.72%Reduce
Continuum Advisory, LLC
0.06%0.06%#28$780,26626,016$608,89620,946+5,070+24.21%Add
Carmel Capital Partners, LLC
0.25%#5$770,22925,700$00+25,700New Buy
CENTRAL VALLEY ADVISORS, LLC
0.19%0.18%#7$739,56924,677$644,39022,167+2,510+11.32%Add
TRUIST FINANCIAL CORP
<0.01%<0.01%#92$721,88724,087$491,54116,909+7,178+42.45%Add
AdvisorNet Financial, Inc
0.03%0.04%#42$716,01323,891$694,50723,89100.00%Unchanged
Tradition Wealth Management, LLC
0.04%0.05%#37$677,93722,590$675,46523,257-667-2.87%Reduce
MTM FINANCIAL GROUP, LLC
0.29%0.31%#3$673,94222,405$657,11222,662-257-1.13%Reduce
Three Seasons Wealth, LLC
0.06%0.23%#30$619,61920,636$599,11020,63600.00%Unchanged
Syntegra Private Wealth Group, LLC
0.05%0.06%#35$612,21820,353$590,16020,35300.00%Unchanged
NewEdge Advisors, LLC
<0.01%<0.01%#85$610,66920,376$592,32620,37600.00%Unchanged
BROWN WEALTH MANAGEMENT, LLC
0.13%0.16%#17$599,76020,012$615,26221,165-1,153-5.45%Reduce
Main Street Financial Solutions, LLC
0.04%#40$584,11519,490$00+19,490New Buy
Maia Wealth LLC
0.08%0.09%#24$567,64018,871$557,30719,220-349-1.82%Reduce
Lineweaver Wealth Advisors, LLC
0.07%0.07%#27$564,03518,820$547,09418,82000.00%Unchanged
Geneos Wealth Management Inc.
0.01%0.01%#54$558,94118,650$542,15218,65000.00%Unchanged
INTEGRITY ALLIANCE, LLC.
0.02%0.01%#49$543,74218,118$329,88411,348+6,770+59.66%Add
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
0.03%0.03%#46$538,02117,952$564,97219,435-1,483-7.63%Reduce
FC Advisory LLC
0.14%0.15%#16$520,75917,376$529,68118,221-845-4.64%Reduce
Farther Finance Advisors, LLC
<0.01%<0.01%#77$514,37517,163$494,92117,031+132+0.78%Add
OLD MISSION CAPITAL LLC
0.01%0.03%#61$502,69616,712$1.6M55,599-38,887-69.94%Reduce
Mutual Advisors, LLC
0.01%0.01%#57$467,05215,584$530,32018,243-2,659-14.58%Reduce
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#100$456,14315,220$249,3618,578+6,642+77.43%Add
Allworth Financial LP
<0.01%<0.01%#84$449,10114,985$441,51315,188-203-1.34%Reduce
Kingsview Wealth Management, LLC
0.01%0.01%#62$449,01215,446$449,01215,44600.00%Unchanged
Collaborative Wealth Managment Inc.
0.19%0.2%#8$441,24814,723$427,99514,72300.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow