NJANINNOVATOR ETFS TRUST
CUSIP 45782C466 · Yahoo Finance ↗ · Google Finance ↗
Innovator Etfs Trust (NJAN) has 110 institutional holders in Filings Flow’s 13F database, together reporting 4.25M shares worth $227M as of Q1 2026. The largest reported holders are Mutual Advisors, LLC, Janney Montgomery Scott LLC, and Newedge Advisors, LLC.
Institutional Holders
110
Q1 2026
Reported Value
$227M
Ticker
NJAN
Quarters Tracked
25
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| RED CRANE WEALTH MANAGEMENT, LLC$122M AUM | 4.71% | $6M | 107.2K | Q1 2026 |
| Cornerstone Wealth, LLC/TN$178M AUM | 4.38% | $8M | 136.6K | Q1 2026 |
| Long Island Wealth Management, Inc.$216M AUM | 2.79% | $6M | 112.8K | Q1 2026 |
| Encompass More Asset Management$597M AUM | 1.63% | $10M | 182.5K | Q1 2026 |
| Forty-three Eighteen Advisors, LLC$133M AUM | 1.39% | $2M | 34.6K | Q1 2026 |
| PERSONAL CFO SOLUTIONS, LLC$712M AUM | 1.18% | $8M | 157.2K | Q1 2026 |
| My Personal CFO, LLC$228M AUM | 0.84% | $2M | 36.0K | Q1 2026 |
| VanWeelden Wealth Management, LLC$125M AUM | 0.80% | $999,940 | 18.7K | Q1 2026 |
| Diligent Investors, LLC$404M AUM | 0.68% | $3M | 51.1K | Q1 2026 |
| FSA Advisors, Inc.$152M AUM | 0.64% | $963,649 | 18.1K | Q1 2026 |
| Clear Point Advisors Inc.$129M AUM | 0.63% | $810,894 | 14.8K | Q4 2025OLDER |
| Outlook Wealth Advisors, LLC$413M AUM | 0.61% | $3M | 47.6K | Q1 2026 |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.61% | $2M | 34.3K | Q1 2026 |
| Crown Wealth Group, LLC$340M AUM | 0.60% | $2M | 38.3K | Q1 2026 |
| Liberty Atlantic Advisors LLC$117M AUM | 0.57% | $661,788 | 12.4K | Q1 2026 |
| Mutual Advisors, LLC$4.7B AUM | 0.55% | $26M | 484.5K | Q1 2026 |
| JDM Financial Group LLC$259M AUM | 0.40% | $1M | 19.5K | Q1 2026 |
| CWC Advisors, LLC.$210M AUM | 0.36% | $766,927 | 14.4K | Q1 2026 |
| Grantvest Financial Group LLC$154M AUM | 0.35% | $537,863 | 10.1K | Q1 2026 |
| AdvisorNet Financial, Inc$1.9B AUM | 0.35% | $7M | 125.5K | Q1 2026 |
| Fortune Financial Group, Inc.$111M AUM | 0.34% | $375,511 | 7.0K | Q1 2026 |
| Triumph Capital Management$491M AUM | 0.33% | $2M | 30.0K | Q1 2026 |
| M Holdings Securities, Inc.$1.5B AUM | 0.28% | $2M | 32.6K | Q2 2025OLDER |
| Helium Advisors LLC$105M AUM | 0.28% | $329,412 | 6.2K | Q3 2025OLDER |
| Global Assets Advisory, LLC$349M AUM | 0.26% | $921,783 | 16.8K | Q4 2025OLDER |
| Tradition Wealth Management, LLC$1.4B AUM | 0.19% | $3M | 49.9K | Q1 2026 |
| TrustBank$258M AUM | 0.17% | $433,258 | 8.1K | Q1 2026 |
| CORRADO ADVISORS, LLC$192M AUM | 0.17% | $317,445 | 5.9K | Q1 2026 |
| Arlington Capital Management, Inc.$177M AUM | 0.16% | $281,794 | 5.3K | Q1 2026 |
| TopTier Wealth Management, LLC$163M AUM | 0.16% | $254,522 | 4.8K | Q1 2026 |
| RESOLUTE WEALTH ADVISOR, INC.$176M AUM | 0.15% | $269,946 | 5.1K | Q1 2026 |
| Collaborative Wealth Managment Inc.$218M AUM | 0.15% | $419,149 | 7.6K | Q4 2025OLDER |
| GWN SECURITIES INC.$523M AUM | 0.14% | $720,479 | 13.5K | Q1 2026 |
| Element Squared LLC$177M AUM | 0.12% | $220,471 | 4.1K | Q1 2026 |
| Sunbelt Securities, Inc.$1.6B AUM | 0.12% | $2M | 34.6K | Q1 2026 |
| Consolidated Portfolio Review Corp$1.1B AUM | 0.11% | $913,609 | 17.2K | Q3 2025OLDER |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP$255M AUM | 0.10% | $257,736 | 5.6K | Q2 2025OLDER |
| Optimist Retirement Group LLC$227M AUM | 0.10% | $217,643 | 4.1K | Q1 2026 |
| RETIREMENT GUYS FORMULA LLC$217M AUM | 0.09% | $205,314 | 3.8K | Q1 2026 |
| Keystone Wealth Services, LLC$468M AUM | 0.09% | $398,727 | 7.5K | Q1 2026 |
| JT Stratford LLC$786M AUM | 0.08% | $633,022 | 11.9K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.08% | $22M | 395.3K | Q4 2025OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.08% | $5M | 86.5K | Q3 2025OLDER |
| Faithward Advisors, LLC$701M AUM | 0.07% | $481,024 | 9.0K | Q1 2026 |
| CRA Financial Services, LLC$770M AUM | 0.07% | $516,355 | 9.7K | Q1 2026 |
| Valtinson Bruner Financial Planning LLC$364M AUM | 0.07% | $240,432 | 4.5K | Q1 2026 |
| Berkshire Money Management, Inc.$976M AUM | 0.07% | $643,376 | 12.1K | Q1 2026 |
| Strategic Blueprint, LLC$1.7B AUM | 0.06% | $1M | 27.2K | Q3 2025OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.06% | $383,303 | 7.2K | Q1 2026 |
| Janney Montgomery Scott LLC$40.4B AUM | 0.06% | $24M | 452.2K | Q1 2026 |
| BCS Wealth Management$490M AUM | 0.06% | $286,703 | 5.4K | Q1 2026 |
| Nova Wealth Management, Inc.$154M AUM | 0.06% | $79,787 | 1.5K | Q3 2025OLDER |
| Compass Advisory Group LLC$374M AUM | 0.06% | $207,707 | 3.8K | Q4 2025OLDER |
| BIP Wealth, LLC$2.5B AUM | 0.05% | $1M | 23.9K | Q1 2026 |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.05% | $695,411 | 13.0K | Q1 2026 |
| Beacon Financial Advisory LLC$443M AUM | 0.05% | $203,243 | 3.8K | Q3 2025OLDER |
| Gradient Investments LLC$7.2B AUM | 0.05% | $3M | 51.6K | Q3 2025OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.05% | $1M | 23.9K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.05% | $12M | 224.1K | Q1 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.04% | $739,708 | 13.9K | Q1 2026 |
| PFG Advisors$2.1B AUM | 0.04% | $922,127 | 17.3K | Q1 2026 |
| ALTFEST L J & CO INC$935M AUM | 0.04% | $376,579 | 7.1K | Q1 2026 |
| Cambridge Advisors Inc.$515M AUM | 0.04% | $201,792 | 3.8K | Q1 2026 |
| Wood Tarver Financial Group, LLC$362M AUM | 0.04% | $128,000 | 2.5K | Q2 2025OLDER |
| MAI Capital Management$17.7B AUM | 0.04% | $7M | 125.4K | Q1 2026 |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.03% | $563,587 | 10.6K | Q1 2026 |
| NWF Advisory Services Inc.$886M AUM | 0.03% | $280,086 | 5.2K | Q1 2026 |
| Advisor OS, LLC$1.4B AUM | 0.03% | $426,373 | 8.0K | Q1 2026 |
| CreativeOne Wealth, LLC$4.3B AUM | 0.03% | $1M | 24.4K | Q1 2026 |
| Noble Wealth Management PBC$223M AUM | 0.03% | $58,547 | 1.1K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.03% | $20M | 370.5K | Q1 2026 |
| KFG WEALTH MANAGEMENT, LLC$774M AUM | 0.03% | $213,694 | 3.9K | Q4 2025OLDER |
| Certified Advisory Corp$1.2B AUM | 0.03% | $304,369 | 5.7K | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.03% | $762,871 | 14.3K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.02% | $1M | 20.4K | Q1 2026 |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.02% | $299,863 | 5.5K | Q4 2025OLDER |
| Trek Financial, LLC$1.9B AUM | 0.02% | $410,629 | 7.7K | Q1 2026 |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.02% | $5M | 105.7K | Q2 2025OLDER |
| PlanVest Financial, Inc$131M AUM | 0.02% | $22,362 | 419 | Q1 2026 |
| Visionary Wealth Advisors$2.3B AUM | 0.01% | $337,139 | 6.3K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.01% | $11M | 206.9K | Q1 2026 |
| GTS SECURITIES LLC$2.8B AUM | 0.01% | $377,603 | 7.1K | Q3 2025OLDER |
| WealthPlan Investment Management, LLC$1.8B AUM | 0.01% | $256,443 | 4.8K | Q1 2026 |
| Atria Wealth Solutions, Inc.$4.4B AUM | 0.01% | $620,709 | 12.2K | Q2 2025OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.01% | $880,818 | 16.5K | Q1 2026 |
| Whipplewood Advisors, LLC$193M AUM | 0.01% | $26,418 | 495 | Q1 2026 |
| GILL CAPITAL PARTNERS, LLC$348M AUM | 0.01% | $46,539 | 872 | Q1 2026 |
| World Investment Advisors$6.2B AUM | 0.01% | $645,048 | 12.1K | Q3 2025OLDER |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM | 0.01% | $81,870 | 1.5K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.01% | $4M | 69.5K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $9M | 162.3K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $6M | 119.1K | Q1 2026 |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.01% | $252,707 | 4.7K | Q1 2026 |
| Arkadios Wealth Advisors$6.1B AUM | 0.01% | $402,618 | 7.3K | Q4 2025OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.01% | $308,372 | 5.8K | Q1 2026 |
| Sigma Planning Corp$3.6B AUM | 0.01% | $271,734 | 5.1K | Q1 2026 |
| Archer Investment Corp$469M AUM | 0.01% | $31,382 | 588 | Q1 2026 |
| MGO ONE SEVEN LLC$5.0B AUM | 0.01% | $324,810 | 6.1K | Q1 2026 |
| Phoenix Financial Ltd.$10.5B AUM | 0.01% | $641,982 | 12.1K | Q1 2026 |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.01% | $245,492 | 4.5K | Q4 2025OLDER |
| CENTAURUS FINANCIAL, INC.$2.1B AUM | 0.01% | $124,000 | 2.3K | Q1 2026 |
| Snowden Capital Advisors LLC$3.8B AUM | 0.01% | $220,685 | 4.1K | Q1 2026 |
| Brookstone Capital Management$8.7B AUM | 0.01% | $511,445 | 9.6K | Q1 2026 |
| Capital Analysts, LLC$3.6B AUM | 0.01% | $206,000 | 3.8K | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.01% | $708,468 | 12.9K | Q4 2025OLDER |
| Fairman Group, LLC$117M AUM | 0.01% | $6,031 | 113 | Q1 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.01% | $673,903 | 12.6K | Q1 2026 |
| MCGUIRE CAPITAL ADVISORS INC$156M AUM | 0.00% | $7,098 | 133 | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $835,827 | 15.7K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $1M | 27.8K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $263,968 | 4.9K | Q1 2026 |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.00% | $54,918 | 1.0K | Q1 2026 |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $852,633 | 15.5K | Q4 2025OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $46,271 | 867 | Q1 2026 |
| Silicon Valley Capital Partners$1.0B AUM | 0.00% | $35,904 | 675 | Q3 2025OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.00% | $241,553 | 4.5K | Q1 2026 |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $724,071 | 13.6K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $946,754 | 17.6K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $2M | 32.7K | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.00% | $275,792 | 5.4K | Q2 2025OLDER |
| Weaver Capital Management LLC$461M AUM | 0.00% | $5,284 | 99 | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $221,379 | 4.1K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $4M | 77.9K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $3M | 54.4K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $3M | 61.7K | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $329,186 | 6.2K | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.00% | $19,374 | 363 | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.00% | $354,217 | 6.6K | Q1 2026 |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $14,554 | 265 | Q4 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $34,691 | 650 | Q1 2026 |
| Mid-American Wealth Advisory Group, Inc.$277M AUM | 0.00% | $711 | 14 | Q2 2025OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $82,380 | 1.5K | Q4 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $152,158 | 2.9K | Q1 2026 |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $3,930 | 73 | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $728,078 | 13.7K | Q3 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $211,678 | 4.2K | Q2 2025OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $6,755 | 123 | Q4 2025OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $271,259 | 5.3K | Q2 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $23,780 | 433 | Q4 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $13,343 | 250 | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $36,439 | 718 | Q2 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $48,640 | 927 | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $18,199 | 341 | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $14,005 | 255 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.