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 Q3 2026

13F reference period

Q2 2026

Institutions Reporting

20

Shares (Excl. Options)

356.31KFull value: 356,309 · shares · 30 Jun 2026

Price

$24.90

The headline uses the Q2 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended. Newer periods in the history table contain incoming reports and may be incomplete.

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Security type / class
Equity / Innovator Premium Income 20 Barrier ETF - July
Symbol
JULH
All holders as of 30 Jun 2026
Q2 2026
Total 13F shares
356,309
Latest holder snapshot 5 signals
Total 13F value
$8,855,591
Portfolio coverage rank
0%
Share change
-98,454
Value change
-$2,428,842
Number of holders
20
Issuer context Names, identifiers, and filing context for this profile. 2 identity fields
Shares outstanding
800,386
SEC-reported price per share
$25.01
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source

Key facts

  • JULH - Innovator ETFs Trust - Innovator Premium Income 20 Barrier ETF - July is tracked under CUSIP 45783Y582.
  • 20 institutions reported positions in Q2 2026.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 24 to 20 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from
    $10.99MFull value: $10,994,170 · USD · 31 Mar 2026
    to
    $8.86MFull value: $8,855,591 · USD · 30 Jun 2026
    .

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

Latest holder context comes from 20 institutions filings for Q2 2026.

Open SEC evidence

Security key

45783Y582

13F reference period

Q2 2026

13F holders

20

13D/G owners

1

CIK / CUSIP context first

Open Q2 2026 holders JULH full holder history

Broader feeds

Latest 13F filings Latest 13D/G filings All securities

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
1
Security
JULH
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 Jun 2026, 20 institutional investors reported holding
356.31KFull value: 356,309 · shares · 30 Jun 2026
shares of Innovator ETFs Trust - Innovator Premium Income 20 Barrier ETF - July (JULH). This represents 45% of the company’s total
800.39KFull value: 800,386 · shares · Stored outstanding share count
outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
45%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
World Investment Advisors 10% 81,027 -0.19% 0.03% $2,000,749
Brookstone Capital Management 6.4% 51,436 -10% 0.01% $1,280,758
SUSQUEHANNA INTERNATIONAL GROUP, LLP 6.4% 51,329 0% $1,278,092
STEPHENS INC /AR/ 4.6% 36,914 0% 0.01% $919,159
Whipplewood Advisors, LLC 3.9% 31,382 +0.26% 0.53% $781,412
Farther Finance Advisors, LLC 3.4% 27,265 +4617% 0.01% $678,905
RAYMOND JAMES FINANCIAL INC 3.2% 26,002 0% 0% $647,450
COMMONWEALTH EQUITY SERVICES, LLC 2.8% 22,660 -0.94% 0% $564,240
Accurate Wealth Management, LLC 1.5% 11,931 -7.4% 0.03% $297,380
Soltis Investment Advisors LLC 1.3% 10,059 0.01% $250,457
HARBOR INVESTMENT ADVISORY, LLC 0.25% 2,020 0% 0% $50,298
Luminist Capital LLC 0.18% 1,424 -9.2% 0.04% $35,476
MORGAN STANLEY 0.13% 1,063 0% 0% $26,469
AE Wealth Management LLC 0.12% 970 0% 0% $24,153
CoreCap Advisors, LLC 0.05% 385 -22% 0% $9,587
OSAIC HOLDINGS, INC. 0.02% 189 0% 0% $4,706
IFP Advisors, Inc 0.01% 100 0% 0% $2,490
EverSource Wealth Advisors, LLC 0.01% 80 0% 0% $1,992
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0% 40 0% 0% $996
Pinnacle Wealth Planning Services, Inc. 0% 33 0% 0% $822
UBS Group AG 0% 0 -100% $0
RPg Family Wealth Advisory, LLC 0% 0 -100% $0
Maia Wealth LLC 0% 0 -100% $0
OLD MISSION CAPITAL LLC 0% 0 -100% $0
Schulz Wealth, LTD. 0% 0 -100% $0

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
13
Headline period
Q2 2026
Rows shown
1-13 of 13
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q3 177,003 $4,413,985 +$490,966 $24.93 13
2026 Q2 356,309 $8,855,591 -$2,428,842 $24.90 20
2026 Q1 445,161 $10,994,170 +$33,378 $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
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