| 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 30 Sep 2025, 23 institutional investors reported holding 449,603 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.
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 | 11% | 84,479 | -4.7% | 0.04% | $2,114,504 |
| RPg Family Wealth Advisory, LLC | 9.4% | 75,309 | -0.25% | 0.42% | $1,915,074 |
| Brookstone Capital Management | 7.1% | 57,137 | +14% | 0.02% | $1,430,128 |
| STEPHENS INC /AR/ | 4.7% | 37,320 | -0.74% | 0.01% | $934,120 |
| Maia Wealth LLC | 4.1% | 32,879 | -1.2% | 0.14% | $828,545 |
| Whipplewood Advisors, LLC | 3.7% | 29,791 | +5% | 0.49% | $745,669 |
| RAYMOND JAMES FINANCIAL INC | 3.6% | 29,119 | 0% | $728,849 | |
| COMMONWEALTH EQUITY SERVICES, LLC | 2.8% | 22,562 | +23% | 0% | $565,000 |
| OLD MISSION CAPITAL LLC | 2.6% | 20,657 | +15% | 0.02% | $517,044 |
| Schulz Wealth, LTD. | 2.4% | 19,000 | 0% | 0.31% | $475,570 |
| Accurate Wealth Management, LLC | 1.6% | 12,816 | -3.4% | 0.04% | $320,322 |
| Sunbelt Securities, Inc. | 1.4% | 11,085 | +120% | 0.02% | $277,450 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1% | 8,150 | -43% | 0% | $203,995 |
| PRINCIPAL SECURITIES, INC. | 0.4% | 3,201 | -3% | 0% | $80,121 |
| HARBOR INVESTMENT ADVISORY, LLC | 0.25% | 2,020 | 0% | 0% | $50,561 |
| Luminist Capital LLC | 0.24% | 1,938 | -3.2% | 0.04% | $48,525 |
| AE Wealth Management LLC | 0.12% | 970 | 0% | $24,279 | |
| CoreCap Advisors, LLC | 0.06% | 494 | +152% | 0% | $12,365 |
| Farther Finance Advisors, LLC | 0.05% | 361 | 0% | $9,036 | |
| IFP Advisors, Inc | 0.01% | 100 | 0% | 0% | $2,503 |
| EverSource Wealth Advisors, LLC | 0.01% | 100 | 0% | 0% | $2,503 |
| OSAIC HOLDINGS, INC. | 0.01% | 75 | 0% | 0% | $1,877 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 0% | 40 | 0% | 0% | $1,001 |
| M Holdings Securities, Inc. | 0% | 0 | -100% | $0 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 72,334 | $1,803,694 | -$3,327 | $24.93 | 4 |
| 2025 Q3 | 449,603 | $11,289,041 | +$39,507 | $25.03 | 23 |
| 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 |