Latest Period
Q1 2026
Security Snapshot
Innovator ETFs Trust - Innovator Premium Income 20 Barrier ETF - July (JULH) Institutional Ownership
CUSIP: 45783Y582
13F Institutional Holders and Ownership History from Q3 2023 to Q1 2026
Institutions Reporting
24
Shares (Excl. Options)
445,161
Price
$24.69
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- Type / Class
- Equity / Innovator Premium Income 20 Barrier ETF - July
- Symbol
- JULH
- Shares outstanding
- 800,386
- Price per share
- $24.69
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 445,161
- Total reported value
- $10,994,170
- % of total 13F portfolios
- 0%
- Share change
- +1,476
- Value change
- +$33,901
- Number of holders
- 24
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Key facts
- JULH - Innovator ETFs Trust - Innovator Premium Income 20 Barrier ETF - July is tracked under CUSIP 45783Y582.
- 24 institutions reported positions in Q1 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 26 to 24 between Q4 2025 and Q1 2026.
- Reported value moved from $11,627,288 to $10,994,170.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC Evidence
Latest holder context comes from 24 institutions filings for Q1 2026.
Security key
45783Y582
Latest holder period
Q1 2026
13F holders
24
13D/G owners
1
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 45783Y582:
Significant Owners of Innovator ETFs Trust - Innovator Premium Income 20 Barrier ETF - July (JULH) based on Schedule 13D/G filings
| 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 Mar 2026, 24 institutional investors reported holding 445,161 shares of Innovator ETFs Trust - Innovator Premium Income 20 Barrier ETF - July (JULH). This represents 56% of the company’s total 800,386 outstanding shares.
Top 25 Institutional Shareholders
The largest institutional shareholders of Innovator ETFs Trust - Innovator Premium Income 20 Barrier ETF - July (JULH) together control 56% 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 | 10% | 81,178 | -5.6% | 0.03% | $2,004,478 |
| RPg Family Wealth Advisory, LLC | 9.6% | 76,879 | +2% | 0.4% | $1,898,328 |
| Brookstone Capital Management | 7.2% | 57,437 | +0.41% | 0.02% | $1,418,245 |
| OLD MISSION CAPITAL LLC | 5% | 40,020 | +9.1% | 0.02% | $988,185 |
| STEPHENS INC /AR/ | 4.6% | 36,914 | -1.1% | 0.01% | $911,492 |
| Maia Wealth LLC | 4.2% | 33,550 | 0% | 0.14% | $828,418 |
| Whipplewood Advisors, LLC | 3.9% | 31,301 | +4.4% | 0.4% | $772,894 |
| RAYMOND JAMES FINANCIAL INC | 3.2% | 26,002 | -1.8% | 0% | $642,049 |
| COMMONWEALTH EQUITY SERVICES, LLC | 2.9% | 22,874 | -3.4% | 0% | $564,810 |
| Accurate Wealth Management, LLC | 1.6% | 12,886 | +2.1% | 0.04% | $320,282 |
| Sunbelt Securities, Inc. | 1.2% | 9,398 | +1.2% | 0.01% | $232,061 |
| LPL Financial LLC | 1.1% | 9,016 | 0% | $222,626 | |
| HARBOR INVESTMENT ADVISORY, LLC | 0.25% | 2,020 | 0% | 0% | $49,878 |
| Luminist Capital LLC | 0.2% | 1,569 | -1.4% | 0.05% | $38,757 |
| MORGAN STANLEY | 0.13% | 1,063 | 0% | $26,248 | |
| AE Wealth Management LLC | 0.12% | 970 | 0% | 0% | $23,952 |
| Farther Finance Advisors, LLC | 0.07% | 578 | +0.87% | 0% | $14,282 |
| UBS Group AG | 0.07% | 570 | 0% | $14,074 | |
| CoreCap Advisors, LLC | 0.06% | 494 | 0% | 0% | $12,198 |
| OSAIC HOLDINGS, INC. | 0.02% | 189 | 0% | 0% | $4,666 |
| IFP Advisors, Inc | 0.01% | 100 | 0% | 0% | $2,469 |
| EverSource Wealth Advisors, LLC | 0.01% | 80 | -20% | 0% | $1,975 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 0% | 40 | 0% | 0% | $988 |
| Pinnacle Wealth Planning Services, Inc. | 0% | 33 | 0% | 0% | $815 |
| Wealth Watch Advisors, INC | 0% | 0 | -100% | $0 |
Institutional Holders of Innovator ETFs Trust - Innovator Premium Income 20 Barrier ETF - July (JULH) across Reporting Periods
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 445,161 | $10,994,170 | +$33,901 | $24.69 | 24 |
| 2025 Q4 | 464,375 | $11,627,288 | +$367,329 | $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 |