TJULINNOVATOR ETFS TRUST
CUSIP 45783Y541 · Yahoo Finance ↗ · Google Finance ↗
Innovator Etfs Trust (TJUL) has 81 institutional holders in Filings Flow’s 13F database, together reporting 2.91M shares worth $82M as of Q1 2026. The largest reported holders are Commonwealth Equity Services, LLC, Legacy Cg, LLC, and Vishria Bird Financial Group, LLC.
Institutional Holders
81
Q1 2026
Reported Value
$82M
Ticker
TJUL
Quarters Tracked
2
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Legacy CG, LLC$360M AUM | 4.50% | $16M | 552.0K | Q1 2026 |
| Bullseye Investment Management, LLC$164M AUM | 3.36% | $6M | 196.9K | Q4 2025OLDER |
| Vishria Bird Financial Group, LLC$510M AUM | 2.19% | $11M | 381.5K | Q3 2025OLDER |
| Brown Financial Advisors$264M AUM | 1.10% | $3M | 101.3K | Q4 2025OLDER |
| Mattson Financial Services, LLC$419M AUM | 0.75% | $3M | 108.7K | Q4 2025OLDER |
| Atlantic Private Wealth, LLC$153M AUM | 0.44% | $669,298 | 22.8K | Q1 2026 |
| Paladin Wealth, LLC$172M AUM | 0.40% | $581,621 | 19.7K | Q4 2025OLDER |
| Diligent Investors, LLC$404M AUM | 0.37% | $1M | 50.3K | Q1 2026 |
| KFG WEALTH MANAGEMENT, LLC$774M AUM | 0.30% | $2M | 80.2K | Q1 2026 |
| HOWARD BAILEY SECURITIES, LLC$243M AUM | 0.26% | $641,492 | 21.8K | Q1 2026 |
| A4 Wealth Advisors LLC$122M AUM | 0.26% | $299,037 | 10.1K | Q4 2025OLDER |
| Opus Financial Solutions LLC$106M AUM | 0.25% | $261,318 | 8.9K | Q1 2026 |
| Intentional Wealth Strategies, LLC$107M AUM | 0.19% | $208,644 | 7.1K | Q1 2026 |
| BRASS TAX WEALTH MANAGEMENT, INC$602M AUM | 0.18% | $1M | 36.5K | Q3 2025OLDER |
| CENTRAL VALLEY ADVISORS, LLC$366M AUM | 0.17% | $635,914 | 21.7K | Q1 2026 |
| FSA Advisors, Inc.$152M AUM | 0.17% | $240,448 | 8.1K | Q4 2025OLDER |
| Syntegra Private Wealth Group, LLC$1.1B AUM | 0.16% | $2M | 58.9K | Q1 2026 |
| Key Capital Management, INC$151M AUM | 0.16% | $240,912 | 8.2K | Q1 2026 |
| Vantage Financial Partners, LLC$493M AUM | 0.15% | $759,339 | 25.7K | Q4 2025OLDER |
| Three Seasons Wealth, LLC$262M AUM | 0.15% | $398,819 | 13.6K | Q1 2026 |
| Cypress Wealth Services, LLC$708M AUM | 0.14% | $1M | 34.9K | Q1 2026 |
| Lion Street Advisors, LLC$289M AUM | 0.12% | $385,450 | 13.4K | Q2 2025OLDER |
| Plotkin Financial Advisors, LLC$199M AUM | 0.11% | $228,452 | 7.8K | Q3 2025OLDER |
| Tempo Wealth, LLC$573M AUM | 0.11% | $627,340 | 21.4K | Q1 2026 |
| LAKE STREET PRIVATE WEALTH, LLC$785M AUM | 0.09% | $699,912 | 23.9K | Q3 2025OLDER |
| Selby Wealth Management, LLC$282M AUM | 0.09% | $225,497 | 7.7K | Q1 2026 |
| GWN SECURITIES INC.$523M AUM | 0.08% | $443,404 | 15.1K | Q1 2026 |
| Pine Harbor Wealth Management, LLC$334M AUM | 0.08% | $276,410 | 9.4K | Q1 2026 |
| Beacon Financial Advisory LLC$443M AUM | 0.08% | $350,284 | 11.9K | Q1 2026 |
| Bison Wealth, LLC$1.1B AUM | 0.07% | $940,544 | 32.8K | Q2 2025OLDER |
| Prostatis Group LLC$391M AUM | 0.07% | $271,383 | 9.2K | Q1 2026 |
| Castle Rock Wealth Management, LLC$509M AUM | 0.07% | $311,298 | 10.6K | Q1 2026 |
| Maia Wealth LLC$591M AUM | 0.06% | $378,500 | 12.9K | Q1 2026 |
| Brookstone Capital Management$8.7B AUM | 0.06% | $5M | 181.1K | Q1 2026 |
| INVESTMENT MANAGEMENT CORP /VA/ /ADV$116M AUM | 0.06% | $66,460 | 2.3K | Q2 2025OLDER |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.05% | $701,520 | 23.7K | Q4 2025OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.04% | $932,378 | 31.8K | Q1 2026 |
| Lloyd Advisory Services, LLC.$349M AUM | 0.04% | $109,542 | 3.7K | Q4 2025OLDER |
| Trek Financial, LLC$1.9B AUM | 0.04% | $710,844 | 24.2K | Q1 2026 |
| Csenge Advisory Group$2.2B AUM | 0.03% | $727,757 | 24.8K | Q1 2026 |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.03% | $475,658 | 16.2K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.02% | $17M | 583.0K | Q1 2026 |
| Spire Wealth Management$3.3B AUM | 0.02% | $665,999 | 22.7K | Q1 2026 |
| Sunbelt Securities, Inc.$1.6B AUM | 0.02% | $349,843 | 11.9K | Q1 2026 |
| Tradition Wealth Management, LLC$1.4B AUM | 0.02% | $296,317 | 10.1K | Q1 2026 |
| MGO ONE SEVEN LLC$5.0B AUM | 0.02% | $1M | 35.3K | Q1 2026 |
| Sound Income Strategies, LLC$2.1B AUM | 0.02% | $420,710 | 14.3K | Q1 2026 |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.02% | $1M | 40.2K | Q1 2026 |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.02% | $460,361 | 15.7K | Q1 2026 |
| Amplius Wealth Advisors, LLC$1.2B AUM | 0.02% | $203,698 | 6.9K | Q4 2025OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.01% | $79,100 | 2.7K | Q1 2026 |
| Strategic Blueprint, LLC$1.7B AUM | 0.01% | $240,137 | 8.2K | Q3 2025OLDER |
| BIP Wealth, LLC$2.5B AUM | 0.01% | $240,765 | 8.2K | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.01% | $2M | 61.1K | Q1 2026 |
| Networth Advisors, LLC$141M AUM | 0.01% | $13,683 | 466 | Q1 2026 |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.01% | $117,446 | 4.0K | Q1 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.01% | $1M | 36.5K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $2M | 69.8K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $753,409 | 25.6K | Q1 2026 |
| Sigma Planning Corp$3.6B AUM | 0.01% | $244,788 | 8.3K | Q1 2026 |
| Noble Wealth Management PBC$223M AUM | 0.01% | $12,508 | 426 | Q1 2026 |
| AdvisorNet Financial, Inc$1.9B AUM | 0.01% | $118,034 | 4.0K | Q1 2026 |
| Mutual Advisors, LLC$4.7B AUM | 0.01% | $253,361 | 8.6K | Q1 2026 |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.01% | $318,143 | 11.1K | Q2 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $3M | 103.0K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $3M | 89.8K | Q1 2026 |
| Gradient Investments LLC$7.2B AUM | 0.00% | $229,784 | 7.8K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $223,823 | 7.6K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $139,820 | 4.8K | Q1 2026 |
| Mosley Wealth Management$221M AUM | 0.00% | $6,238 | 213 | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $2M | 69.8K | Q1 2026 |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $58,441 | 2.0K | Q4 2025OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $676,276 | 23.0K | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $51,089 | 1.7K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $648,292 | 22.0K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $1M | 41.3K | Q1 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $17,490 | 594 | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $67,532 | 2.3K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $298,108 | 10.2K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $11,997 | 12.0K | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.00% | $472,516 | 16.1K | Q1 2026 |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $4,580 | 156 | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $2M | 55.0K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $957,746 | 32.6K | Q1 2026 |
| Triumph Capital Management$491M AUM | 0.00% | $1,174 | 40 | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $13,032 | 445 | Q3 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $534,646 | 18.2K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $663,227 | 23.1K | Q2 2025OLDER |
| IMC-Chicago, LLC$278.4B AUM | 0.00% | $312,115 | 10.5K | Q4 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $12,911 | 450 | Q2 2025OLDER |
| Financial Management Professionals, Inc.$1.1B AUM | 0.00% | $488 | 17 | Q2 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $2,959 | 100 | Q4 2025OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $3,529 | 123 | Q2 2025OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $201,242 | 6.8K | Q4 2025OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $339,900 | 11.5K | Q4 2025OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $171,266 | 5.8K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $248,517 | 8.5K | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $5,936 | 203 | Q3 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $200,745 | 6.8K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $349,826 | 12.0K | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $43,935 | 1.5K | Q3 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $5,373 | 183 | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $48,587 | 1.6K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $3,083 | 105 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.