| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Brookstone Capital Management | 8% | $1,597,192 | 64,351 | Brookstone Capital Management, LLC | 31 Dec 2024 |
As of 31 Dec 2025, 26 institutional investors reported holding 464,375 shares of Innovator ETFs Trust - Innovator Premium Income 20 Barrier ETF - July (JULH). This represents 58% of the company’s total 800,386 outstanding shares.
The largest institutional shareholders of Innovator ETFs Trust - Innovator Premium Income 20 Barrier ETF - July (JULH) together control 58% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| World Investment Advisors | 11% | 85,994 | +1.8% | 0.04% | $2,139,649 |
| RPg Family Wealth Advisory, LLC | 9.4% | 75,374 | +0.09% | 0.42% | $1,918,784 |
| Brookstone Capital Management | 7.1% | 57,204 | +0.12% | 0.02% | $1,425,819 |
| STEPHENS INC /AR/ | 4.7% | 37,320 | 0% | 0.01% | $930,201 |
| OLD MISSION CAPITAL LLC | 4.6% | 36,679 | +78% | 0.04% | $914,224 |
| Maia Wealth LLC | 4.2% | 33,550 | +2% | 0.14% | $837,735 |
| Whipplewood Advisors, LLC | 3.7% | 29,970 | +0.6% | 0.48% | $747,002 |
| RAYMOND JAMES FINANCIAL INC | 3.3% | 26,475 | -9.1% | 0% | $659,889 |
| COMMONWEALTH EQUITY SERVICES, LLC | 3% | 23,680 | +5% | 0% | $590,220 |
| Schulz Wealth, LTD. | 2.4% | 19,000 | 0% | 0.31% | $483,678 |
| Accurate Wealth Management, LLC | 1.6% | 12,616 | -1.6% | 0.04% | $315,213 |
| Sunbelt Securities, Inc. | 1.2% | 9,287 | -16% | 0.02% | $231,472 |
| WINNOW WEALTH LLC | 0.64% | 5,109 | 0.09% | $127,725 | |
| Kestra Advisory Services, LLC | 0.54% | 4,291 | 0% | $106,965 | |
| HARBOR INVESTMENT ADVISORY, LLC | 0.25% | 2,020 | 0% | 0% | $50,349 |
| Motiv8 Investments LLC | 0.21% | 1,690 | 0.02% | $42,000 | |
| Luminist Capital LLC | 0.2% | 1,591 | -18% | 0.05% | $39,657 |
| AE Wealth Management LLC | 0.12% | 970 | 0% | 0% | $24,177 |
| Farther Finance Advisors, LLC | 0.07% | 573 | +59% | 0% | $14,288 |
| CoreCap Advisors, LLC | 0.06% | 494 | 0% | 0% | $12,313 |
| OSAIC HOLDINGS, INC. | 0.02% | 189 | +152% | 0% | $4,711 |
| EverSource Wealth Advisors, LLC | 0.01% | 100 | 0% | 0% | $2,493 |
| IFP Advisors, Inc | 0.01% | 100 | 0% | 0% | $2,492 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 0% | 40 | 0% | 0% | $997 |
| Pinnacle Wealth Planning Services, Inc. | 0% | 33 | 0% | $823 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 464,375 | $11,623,524 | +$367,262 | $24.93 | 26 |
| 2025 Q3 | 462,934 | $11,619,967 | +$39,507 | $25.03 | 24 |
| 2025 Q2 | 461,682 | $11,495,873 | -$873,077 | $24.83 | 22 |
| 2025 Q1 | 496,895 | $12,344,078 | -$322,353 | $24.82 | 22 |
| 2024 Q4 | 480,979 | $12,027,445 | -$270,554 | $24.93 | 20 |
| 2024 Q3 | 489,750 | $12,253,317 | -$907,547 | $24.95 | 20 |
| 2024 Q2 | 526,339 | $13,080,784 | -$1,077,267 | $24.79 | 22 |
| 2024 Q1 | 519,499 | $12,978,974 | -$2,139,650 | $24.94 | 20 |
| 2023 Q4 | 655,289 | $16,401,465 | +$1,258,195 | $24.96 | 22 |
| 2023 Q3 | 505,573 | $12,450,608 | +$12,450,608 | $24.54 | 16 |