Who Owns INNOVATOR PREMIUM INCOME 20 BARRIER ETF - JULY (JULH)? -- Institutional Holders (2026-03-31)
27 institutions reported holding $11.0M of INNOVATOR PREMIUM INCOME 20 BARRIER ETF - JULY (JULH) in SEC 13F filings for 2026-03-31. Largest institutional holders: World Investment Advisors ($2.0M), RPg Family Wealth Advisory, LLC ($1.9M), Brookstone Capital Management ($1.4M), OLD MISSION CAPITAL LLC ($988,185), STEPHENS INC /AR/ ($911,492). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | World Investment Advisors | $2.0M | 81,178 | Trimmed |
| 2 | RPg Family Wealth Advisory, LLC | $1.9M | 76,879 | Added |
| 3 | Brookstone Capital Management | $1.4M | 57,437 | Added |
| 4 | OLD MISSION CAPITAL LLC | $988,185 | 40,020 | Added |
| 5 | STEPHENS INC /AR/ | $911,492 | 36,914 | Trimmed |
| 6 | Maia Wealth LLC | $828,418 | 33,550 | Hold |
| 7 | Whipplewood Advisors, LLC | $772,894 | 31,301 | Added |
| 8 | RAYMOND JAMES FINANCIAL INC | $642,049 | 26,002 | Trimmed |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $564,810 | 22,874 | Trimmed |
| 10 | Accurate Wealth Management, LLC | $320,282 | 12,886 | Added |
| 11 | Sunbelt Securities, Inc. | $232,061 | 9,398 | Added |
| 12 | LPL Financial LLC | $222,626 | 9,016 | New |
| 13 | HARBOR INVESTMENT ADVISORY, LLC | $49,878 | 2,020 | Hold |
| 14 | Luminist Capital LLC | $38,757 | 1,569 | Trimmed |
| 15 | MORGAN STANLEY | $26,248 | 1,063 | New |
| 16 | AE Wealth Management LLC | $23,952 | 970 | Hold |
| 17 | Farther Finance Advisors, LLC | $14,282 | 578 | Added |
| 18 | UBS Group AG | $14,074 | 570 | New |
| 19 | CoreCap Advisors, LLC | $12,198 | 494 | Hold |
| 20 | OSAIC HOLDINGS, INC. | $4,666 | 189 | Hold |
| 21 | IFP Advisors, Inc | $2,469 | 100 | Hold |
| 22 | EverSource Wealth Advisors, LLC | $1,975 | 80 | Trimmed |
| 23 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $988 | 40 | Hold |
| 24 | Pinnacle Wealth Planning Services, Inc. | $815 | 33 | Hold |
| 25 | Wealth Watch Advisors, INC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31