Who Owns INNOVATOR ETFS TRUST (JULH)? -- Institutional Holders (2026-06-30)
25 institutions reported holding $8.9M of INNOVATOR ETFS TRUST (JULH) in SEC 13F filings for 2026-06-30. Largest institutional holders: World Investment Advisors ($2.0M), Brookstone Capital Management ($1.3M), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($1.3M), STEPHENS INC /AR/ ($919,159), Whipplewood Advisors, LLC ($781,412). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | World Investment Advisors | $2.0M | 81,027 | Trimmed |
| 2 | Brookstone Capital Management | $1.3M | 51,436 | Trimmed |
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.3M | 51,329 | New |
| 4 | STEPHENS INC /AR/ | $919,159 | 36,914 | Hold |
| 5 | Whipplewood Advisors, LLC | $781,412 | 31,382 | Added |
| 6 | Farther Finance Advisors, LLC | $678,905 | 27,265 | Added |
| 7 | RAYMOND JAMES FINANCIAL INC | $647,450 | 26,002 | Hold |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $564,240 | 22,660 | Trimmed |
| 9 | Accurate Wealth Management, LLC | $297,380 | 11,931 | Trimmed |
| 10 | Soltis Investment Advisors LLC | $250,457 | 10,059 | New |
| 11 | HARBOR INVESTMENT ADVISORY, LLC | $50,298 | 2,020 | Hold |
| 12 | Luminist Capital LLC | $35,476 | 1,424 | Trimmed |
| 13 | MORGAN STANLEY | $26,469 | 1,063 | Hold |
| 14 | AE Wealth Management LLC | $24,153 | 970 | Hold |
| 15 | CoreCap Advisors, LLC | $9,587 | 385 | Trimmed |
| 16 | OSAIC HOLDINGS, INC. | $4,706 | 189 | Hold |
| 17 | IFP Advisors, Inc | $2,490 | 100 | Hold |
| 18 | EverSource Wealth Advisors, LLC | $1,992 | 80 | Hold |
| 19 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $996 | 40 | Hold |
| 20 | Pinnacle Wealth Planning Services, Inc. | $822 | 33 | Hold |
| 21 | LPL Financial LLC | $0 | 0 | Exited |
| 22 | OLD MISSION CAPITAL LLC | $0 | 0 | Exited |
| 23 | RPg Family Wealth Advisory, LLC | $0 | 0 | Exited |
| 24 | Maia Wealth LLC | $0 | 0 | Exited |
| 25 | UBS Group AG | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30