Who Owns INNOVATOR ETFS TRUST (IJUL)?Hedge Fund & Institutional Holders

$33.59-0.10 (-0.28%)NYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+15 / -6

Price History

$27.51$29.36$31.21$33.06$34.91Sep 24Jun 25Mar 26

IJUL — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Compass Advisory Group LLCNew Position+431K+$14.4B
LEVEL FOUR ADVISORY SERVICES, LLCNew Position+188K+$6.0B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+169K+$5.0B
ACCESS FINANCIAL SERVICES, INC.New Position+140K+$4.7B
Stratos Wealth Advisors, LLCNew Position+68K+$2.3B
Long Island Wealth Management, Inc.New Position+58K+$1.9B
Lantz Financial LLCNew Position+57K+$1.9B
CORRADO ADVISORS, LLCNew Position+56K+$1.9B
Signal Advisors Wealth, LLCNew Position+47K+$1.6B
WorthPointe, LLCNew Position+44K+$1.5B
Triad Wealth Partners, LLCNew Position+43K+$1.5B
Straight Path Wealth ManagementNew Position+34K+$1.2B
Rothschild Wealth LLCNew Position+39K+$1.0B
Ifrah Financial Services, Inc.New Position+25K+$834.0M
WEALTHGARDEN F.S. LLCNew Position+22K+$766.0M

IJUL — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Cetera Investment AdvisersDecreased-22K-$4.9B
MML INVESTORS SERVICES, LLCDecreased-73K-$4.3B
HighTower Advisors, LLCDecreased-1K-$2.4B
SYON CAPITAL LLCClosed Position-44K-$1.5B
OSAIC HOLDINGS, INC.Decreased-22K-$1.2B
RAYMOND JAMES FINANCIAL INCDecreased-5K-$1.1B
HARBOUR INVESTMENTS, INC.Decreased-26K-$850.6M
Luminist Capital LLCClosed Position-21K-$698.3M
PRIVATE CLIENT SERVICES, LLCClosed Position-20K-$649.8M
IFP Advisors, IncDecreased-984-$642.0M
US BANCORP \DE\Decreased-16K-$510.5M
LEIGH BALDWIN & CO., LLCClosed Position-13K-$505.2M
CITADEL ADVISORS LLCClosed Position-11K-$361.6M
GTS SECURITIES LLCDecreased-2K-$350.5M
Kingsview Wealth Management, LLCClosed Position-9K-$300.9M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Compass Advisory Group LLC431,197$14.4B3.90%Share
2BLAIR WILLIAM & CO/IL341,024$11.0B29.52%Share
3Berger Financial Group, Inc209,736$7.0B0.41%Share
4OSAIC HOLDINGS, INC.210,107$7.0B10.23%Share
5LEVEL FOUR ADVISORY SERVICES, LLC187,968$6.0B0.20%Share
6COMMONWEALTH EQUITY SERVICES, LLC168,803$5.0B6.67%Share
7ACCESS FINANCIAL SERVICES, INC.139,830$4.7B1.71%Share
8Stratos Wealth Advisors, LLC67,701$2.3B0.11%Share
9RAYMOND JAMES FINANCIAL INC61,977$2.0B0.62%Share
10SUSQUEHANNA INTERNATIONAL GROUP, LLP81,597$2.0B0.23%Share
11Long Island Wealth Management, Inc.58,113$1.9B0.92%Share
12Lantz Financial LLC57,087$1.9B0.40%Share
13CORRADO ADVISORS, LLC55,593$1.9B0.93%Share
14Signal Advisors Wealth, LLC46,888$1.6B0.12%Share
15WorthPointe, LLC44,228$1.5B0.39%Share
16Triad Wealth Partners, LLC43,425$1.5B0.14%Share
17Straight Path Wealth Management34,363$1.2B0.31%Share
18Rothschild Wealth LLC39,293$1.0B0.12%Share
19OneDigital Investment Advisors LLC40,391$1.0B9.80%Share
20Steward Partners Investment Advisory, LLC30,092$1.0B5.48%Share
21Cresset Asset Management, LLC48,499$1.0B4.21%Share
22Ifrah Financial Services, Inc.24,896$834.0M0.21%Share
23WEALTHGARDEN F.S. LLC22,340$766.0M0.51%Share
24Clear Point Advisors Inc.21,182$709.0M0.55%Share
25DHJJ Financial Advisors, Ltd.20,480$686.0M0.23%Share
26Jacobi Capital Management LLC16,561$554.0M0.03%Share
27PFG Advisors13,326$446.0M0.02%Share
28GILL CAPITAL PARTNERS, LLC12,715$426.0M0.13%Share
29PFS Partners, LLC11,791$395.0M0.18%Share
30WealthPlan Investment Management, LLC11,538$386.0M0.02%Share
31Forvis Mazars Wealth Advisors, LLC10,107$338.0M6.38%Share
32SILVER OAK SECURITIES, INCORPORATED9,697$325.0M0.02%Share
33Tradition Wealth Management, LLC9,681$324.0M0.02%Share
34CYPRESS FINANCIAL PLANNING LLC9,212$308.0M0.09%Share
35Fragasso Financial Advisors Inc8,584$287.0M0.02%Share
36BAILARD, INC.8,525$285.0M0.01%Share
37FIDUCIARY FINANCIAL GROUP, LLC8,520$285.0M0.04%Share
38Summit Wealth Partners, LLC8,495$284.0M0.05%Share
39Weaver Consulting Group7,250$242.0M0.06%Share
40Worth Financial Advisory Group, LLC6,987$234.0M0.11%Share
41Beacon Financial Advisory LLC6,885$230.0M0.05%Share
42Vantage Point Financial LLC6,793$227.0M0.08%Share
43INTEGRITY ALLIANCE, LLC.6,618$221.0M0.01%Share
44CHAPMAN FINANCIAL GROUP, LLC3,930$131.0M0.09%Share
45Atlantic Private Wealth, LLC3,394$113.0M0.07%Share
46NBT BANK N A /NY3,080$103.0M0.01%Share
47Capital Investment Advisory Services, LLC3,000$100.0M0.01%Share
48US BANCORP \DE\3,013$100.0M0.12%Share
49CoreCap Advisors, LLC2,969$99.0M0.00%Share
50Sunbelt Securities, Inc.2,765$92.0M0.01%Share

IJUL Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025109$86.5B+54
Q3 202555$60.5B-32
Q2 202587$66.4B-3
Q1 202590$71.5B+16
Q4 202474$2.4T+17
Q3 202457$8.5T+0
Q2 202457$4.3T+8
Q1 202449$3.6T—

As of Q4 2025, 50 institutional investors hold IJUL (INNOVATOR ETFS TRUST). The largest holder is Compass Advisory Group LLC with $14.4B in shares. This quarter, 15 institutions opened new positions and 6 closed their positions.

Frequently Asked Questions

How many hedge funds own IJUL?

As of Q4 2025, 50 institutional investors report holding IJUL (INNOVATOR ETFS TRUST) in their 13F filings.

Who is the largest institutional holder of IJUL?

The largest institutional holder of IJUL is Compass Advisory Group LLC with $14.4B in shares.

Is institutional ownership of IJUL increasing or decreasing?

This quarter, 15 institutions opened new positions in IJUL and 6 closed their positions.