DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
EJUL

INNOVATOR ETFS TRUST

78 institutions still hold INNOVATOR ETFS TRUST as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 45782C714·78 13F holders·last filed Mar 31, 2026
Market cap
3.8%
vs prior quarter
13F value held
$39M
61.0% inst. owned
of float
Holders
78
-32 QoQ
filers reporting
Activity
+44 / −6
+822 added · −803 reduced
this quarter
Concentration
9.36%
Berger Financial Group, Inc #1
top holder share
AI Holders Summary · Q1 2026

78 institutions reported EJUL in Q1 2026. Berger Financial Group, Inc leads at 9.4% of the visible book. -32 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Berger Financial Group, Inc
CIK 0001826136
$4M121K0.20%Q1 2026
02
CORRADO ADVISORS, LLC
CIK 0001482611
$4M118K1.83%Q1 2026
03
Liberty Atlantic Advisors LLC
CIK 0002101909
$3M92K2.35%Q1 2026
04
3EDGE Asset Management, LP
CIK 0001665605
$3M93K0.13%Q1 2026
05
HFG Wealth Management, LLC
CIK 0002027836
$3M84K1.39%Q1 2026
06
Kestra Advisory Services, LLC
CIK 0001830819
$2M76K0.01%Q1 2026
07
Stratos Wealth Advisors, LLC
CIK 0001707202
$2M74K0.14%Q1 2026
08
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$2M68K0.00%Q1 2026
09
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$2M65K0.00%Q1 2026
10
Talon Private Wealth, LLC
CIK 0001990467
$2M58K0.23%Q1 2026
11
Signal Advisors Wealth, LLC
CIK 0002010926
$2M58K0.12%Q1 2026
12
Cetera Investment Advisers
CIK 0001666741
$2M51K0.00%Q1 2026
13
PRINCIPAL SECURITIES, INC.
CIK 0000012600
$1M48K0.02%Q1 2026
14
Diligent Investors, LLC
CIK 0001549042
$1M47K0.35%Q1 2026
15
Triad Wealth Partners, LLC
CIK 0002012717
$1M46K0.11%Q1 2026
16
OSAIC HOLDINGS, INC.
CIK 0001677044
$1M45K0.00%Q1 2026
17
CWM, LLC
CIK 0001535847
$1M43K0.00%Q1 2026
18
Worth Financial Advisory Group, LLC
CIK 0001964358
$1M3K0.53%Q1 2026
19
BFI Wealth Solutions, LLC
CIK 0002110651
$1M37K1.06%Q1 2026
20
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$935,34531K0.00%Q1 2026
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