INNOVATOR INTERNATIONAL DEVE (IJUL) Institutional Shareholders
INNOVATOR INTERNATIONAL DEVE (IJUL) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $130.96M in IJUL holdings during the latest filing period.
Blair William & Co/Il is currently the largest disclosed institutional shareholder of IJUL tracked by InsiderSet, reporting ownership valued at approximately $11.51M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $12.43M, representing an estimated gain of +7.97% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 44% of the total disclosed IJUL value among the investors covered in this analysis. Major shareholders include Blair William & Co/Il, Berger Financial Group, Inc, Osaic Holdings, Inc., and several other long-term asset managers with concentrated positions in INNOVATOR INTERNATIONAL DEVE (IJUL).
This page ranks the largest institutional IJUL shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
108
Total Reported Value
$130.96M
Largest Holder
Blair William & Co/Il
Largest Position
$11.51M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
124
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blair William & Co/Il | 0.03% | 341,024 | $11,509,594 | $12,426,915 | +$917,321 | +7.97% | |
| Berger Financial Group, Inc | 0.39% | 204,253 | $6,893,560 | $7,442,979 | +$549,419 | +7.97% | |
| Osaic Holdings, Inc. | 0.01% | 194,229 | $6,555,206 | $7,077,705 | +$522,499 | +7.97% | |
| Level Four Advisory Services, Llc | 0.21% | 187,442 | $6,326,186 | $6,830,386 | +$504,200 | +7.97% | |
| Commonwealth Equity Services, Llc | 0.01% | 156,207 | $5,618,760 | $5,692,183 | +$73,423 | +1.31% | |
| Gts Financial, Llc | 4.28% | 185,528 | $5,402,590 | $6,760,640 | +$1,358,050 | +25.14% | |
| Cornerstone Wealth, Llc/Tn | 2.25% | 122,861 | $4,448,797 | $4,477,055 | +$28,258 | +0.64% | |
| Cetera Investment Advisers | 0.00% | 122,165 | $4,123,081 | $4,451,693 | +$328,612 | +7.97% | |
| Envestnet Asset Management Inc | 0.00% | 89,069 | $3,203,800 | $3,245,674 | +$41,874 | +1.31% | |
| Bedel Financial Consulting, Inc. | 0.29% | 85,469 | $3,074,320 | $3,114,490 | +$40,170 | +1.31% | |
| Global Strategic Investment Solutions, Llc | 0.30% | 89,715 | $3,027,890 | $3,269,215 | +$241,325 | +7.97% | |
| Raymond James Financial Inc | 0.00% | 87,079 | $2,938,925 | $3,173,159 | +$234,234 | +7.97% | |
| Independent Financial Group, Llc | 0.05% | 67,104 | $2,413,731 | $2,445,270 | +$31,539 | +1.31% | |
| Bip Wealth, Llc | 0.07% | 65,472 | $2,355,020 | $2,385,800 | +$30,780 | +1.31% | |
| Stratos Wealth Advisors, Llc | 0.14% | 67,701 | $2,284,917 | $2,467,024 | +$182,107 | +7.97% | |
| Hightower Advisors, Llc | 0.00% | 65,715 | $2,217,888 | $2,394,655 | +$176,767 | +7.97% | |
| Long Island Wealth Management, Inc. | 0.91% | 58,113 | $1,961,320 | $2,117,638 | +$156,318 | +7.97% | |
| Corrado Advisors, Llc | 0.89% | 53,482 | $1,923,748 | $1,948,884 | +$25,136 | +1.31% | |
| Signal Advisors Wealth, Llc | 0.13% | 56,153 | $1,895,169 | $2,046,215 | +$151,046 | +7.97% | |
| Talon Private Wealth, Llc | 0.25% | 56,123 | $1,894,157 | $2,045,122 | +$150,965 | +7.97% | |
| Bfi Wealth Solutions, Llc | 1.80% | 55,178 | $1,881,020 | $2,010,686 | +$129,666 | +6.89% | |
| Americana Partners, Llc | 0.05% | 55,516 | $1,873,671 | $2,023,003 | +$149,332 | +7.97% | |
| Signaturefd, Llc | 0.02% | 50,073 | $1,801,137 | $1,824,660 | +$23,523 | +1.31% | |
| Susquehanna International Group, Llp | 0.00% | 51,798 | $1,748,188 | $1,887,519 | +$139,331 | +7.97% | |
| Triad Wealth Partners, Llc | 0.14% | 51,743 | $1,746,331 | $1,885,515 | +$139,184 | +7.97% | |
| Access Financial Services, Inc. | 0.56% | 47,405 | $1,705,158 | $1,727,438 | +$22,280 | +1.31% | |
| Lpl Financial Llc | 0.00% | 48,949 | $1,652,025 | $1,783,702 | +$131,677 | +7.97% | |
| Diligent Investors, Llc | 0.36% | 45,256 | $1,627,858 | $1,649,129 | +$21,271 | +1.31% | |
| Cresset Asset Management, Llc | 0.01% | 47,332 | $1,597,460 | $1,724,778 | +$127,318 | +7.97% | |
| Worthpointe, Llc | 0.39% | 42,546 | $1,530,380 | $1,550,376 | +$19,996 | +1.31% | |
| Onedigital Investment Advisors Llc | 0.01% | 44,941 | $1,516,763 | $1,637,650 | +$120,887 | +7.97% | |
| Mml Investors Services, Llc | 0.00% | 42,708 | $1,441,399 | $1,556,280 | +$114,881 | +7.97% | |
| Principal Securities, Inc. | 0.02% | 41,042 | $1,385,171 | $1,495,570 | +$110,399 | +7.97% | |
| Kestra Advisory Services, Llc | 0.00% | 37,664 | $1,354,774 | $1,372,476 | +$17,702 | +1.31% | |
| Rothschild Wealth Llc | 0.12% | 38,922 | $1,313,621 | $1,418,318 | +$104,697 | +7.97% | |
| Straight Path Wealth Management | 0.29% | 35,068 | $1,261,396 | $1,277,878 | +$16,482 | +1.31% | |
| Old Mission Capital Llc | 0.03% | 37,330 | $1,259,891 | $1,360,305 | +$100,414 | +7.97% | |
| Founders Financial Securities Llc | 0.06% | 33,704 | $1,212,333 | $1,228,174 | +$15,841 | +1.31% | |
| Captrust Financial Advisors | 0.00% | 34,080 | $1,150,203 | $1,241,875 | +$91,672 | +7.97% | |
| Truist Financial Corp | 0.00% | 30,894 | $1,111,257 | $1,125,777 | +$14,520 | +1.31% | |
| Red Crane Wealth Management, Llc | 0.73% | 27,722 | $997,160 | $1,010,190 | +$13,030 | +1.31% | |
| Cwm, Llc | 0.00% | 27,564 | $930,288 | $1,004,432 | +$74,144 | +7.97% | |
| World Investment Advisors | 0.01% | 27,160 | $916,684 | $989,710 | +$73,026 | +7.97% | |
| Bcs Wealth Management | 0.16% | 24,975 | $898,351 | $910,089 | +$11,738 | +1.31% | |
| Ifrah Financial Services, Inc. | 0.21% | 23,943 | $861,246 | $872,483 | +$11,237 | +1.30% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 33,704 | $860,524 | $1,228,174 | +$367,650 | +42.72% | |
| Ifp Advisors, Inc | 0.01% | 22,241 | $800,009 | $810,462 | +$10,453 | +1.31% | |
| Hb Wealth Management, Llc | 0.00% | 20,571 | $739,939 | $749,607 | +$9,668 | +1.31% | |
| Dhjj Financial Advisors, Ltd. | 0.21% | 20,007 | $719,652 | $729,055 | +$9,403 | +1.31% | |
| Compass Advisory Group Llc | 0.18% | 20,355 | $686,983 | $741,736 | +$54,753 | +7.97% |
Frequently asked questions about IJUL
Who owns the most IJUL stock?
The largest holders of IJUL are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INNOVATOR INTERNATIONAL DEVE (IJUL).
Is IJUL widely held by superinvestors?
Many widely followed stocks like IJUL appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IJUL is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.