13FBOX
Innovator Premium Income 20 Barrier ETF - July · 13F Institutional Holdings
Options Calculator Rankings
I

Innovator Premium Income 20 Barrier ETF - July

JULH
Institutions
20
Combined AUM (Q2 2026)
$8.9M
Combined Shares (Q2 2026)
356,309
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+89,219
5 · 3 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-177,008
12 · 6 Exit · ≈
⚖️ Net
-87,789
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$8.9M
Institutions
20
New Buys
3
Adds
2
Reduces
6
Exits
6
Unchanged
9
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
World Investment Advisors
0.03%0.03%#3$2.0M81,027$2.0M81,178-151-0.19%Reduce
Brookstone Capital Management
0.01%0.02%#6$1.3M51,436$1.4M57,437-6,001-10.45%Reduce
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#15$1.3M51,329$00+51,329New Buy
STEPHENS INC /AR/
0.01%0.01%#7$919,15936,914$911,49236,91400.00%Unchanged
Whipplewood Advisors, LLC
0.53%0.4%#1$781,41231,382$772,89431,301+81+0.26%Add
Farther Finance Advisors, LLC
0.01%<0.01%#8$678,90527,265$14,282578+26,687+4,617.13%Add
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#12$647,45026,002$642,04926,00200.00%Unchanged
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#10$564,24022,660$564,81022,874-214-0.94%Reduce
Accurate Wealth Management, LLC
0.03%0.04%#4$297,38011,931$320,28212,886-955-7.41%Reduce
Soltis Investment Advisors LLC
0.01%#5$250,45710,059$00+10,059New Buy
HARBOR INVESTMENT ADVISORY, LLC
<0.01%<0.01%#9$50,2982,020$49,8782,02000.00%Unchanged
Luminist Capital LLC
0.04%0.05%#2$35,4761,424$38,7571,569-145-9.24%Reduce
MORGAN STANLEY
<0.01%#20$26,4691,063$00+1,063New Buy
AE Wealth Management LLC
<0.01%<0.01%#14$24,153970$23,95297000.00%Unchanged
CoreCap Advisors, LLC
<0.01%<0.01%#11$9,587385$12,198494-109-22.06%Reduce
OSAIC HOLDINGS, INC.
<0.01%<0.01%#19$4,706189$4,66618900.00%Unchanged
IFP Advisors, Inc
<0.01%<0.01%#18$2,490100$2,46910000.00%Unchanged
EverSource Wealth Advisors, LLC
<0.01%<0.01%#17$1,99280$1,9758000.00%Unchanged
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
<0.01%<0.01%#13$99640$9884000.00%Unchanged
Pinnacle Wealth Planning Services, Inc.
<0.01%<0.01%#16$82233$8153300.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow