IJUL Institutional Ownership & Shareholders
INNOVATOR INTERNATIONAL DEVE (IJUL) is currently held by 114 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $167.68M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Blair William & Co/Il is currently the largest disclosed institutional shareholder of IJUL tracked by InsiderSet, reporting ownership valued at approximately $11.30M in its June 30, 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 $11.30M, representing an estimated loss of -0.00% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 43% of the total disclosed IJUL value among the investors covered in this analysis. Major shareholders include Blair William & Co/Il, Berkshire Money Management, 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
114
Total Reported Value
$167.68M
Largest Holder
Blair William & Co/Il
Largest Position
$11.30M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
137
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% | 314,075 | $11,297,278 | $11,296,932 | -$346 | -0.00% | |
| Berkshire Money Management, Inc. | 0.82% | 262,196 | $9,472,958 | $9,430,902 | -$42,056 | -0.44% | |
| Osaic Holdings, Inc. | 0.01% | 214,203 | $7,704,817 | $7,704,646 | -$171 | -0.00% | |
| Berger Financial Group, Inc | 0.37% | 199,418 | $7,173,066 | $7,172,846 | -$220 | -0.00% | |
| Level Four Advisory Services, Llc | 0.19% | 191,865 | $6,901,384 | $6,901,173 | -$211 | -0.00% | |
| Commonwealth Equity Services, Llc | 0.01% | 180,042 | $6,504,783 | $6,475,913 | -$28,870 | -0.44% | |
| Gts Financial, Llc | 4.47% | 192,190 | $6,138,533 | $6,912,863 | +$774,330 | +12.61% | |
| Bip Wealth, Llc | 0.16% | 163,486 | $5,906,639 | $5,880,412 | -$26,227 | -0.44% | |
| Hofer & Associates. Inc | 3.72% | 147,565 | $5,331,437 | $5,307,751 | -$23,686 | -0.44% | |
| Red Crane Wealth Management, Llc | 3.72% | 147,565 | $5,331,437 | $5,307,751 | -$23,686 | -0.44% | |
| Maltin Wealth Management, Inc. | 1.72% | 144,481 | $5,219,997 | $5,196,823 | -$23,174 | -0.44% | |
| Cornerstone Wealth, Llc/Tn | 2.14% | 124,949 | $4,474,686 | $4,494,278 | +$19,592 | +0.44% | |
| Cetera Investment Advisers | 0.00% | 117,672 | $4,232,662 | $4,232,532 | -$130 | -0.00% | |
| Long Island Wealth Management, Inc. | 1.26% | 89,633 | $3,238,378 | $3,224,000 | -$14,378 | -0.44% | |
| Global Strategic Investment Solutions, Llc | 0.28% | 89,013 | $3,215,977 | $3,201,700 | -$14,277 | -0.44% | |
| Envestnet Asset Management Inc | 0.00% | 89,069 | $3,203,800 | $3,203,714 | -$86 | -0.00% | |
| Raymond James Financial Inc | 0.00% | 88,834 | $3,195,359 | $3,195,261 | -$98 | -0.00% | |
| Bedel Financial Consulting, Inc. | 0.29% | 85,469 | $3,074,320 | $3,074,226 | -$94 | -0.00% | |
| Lpl Financial Llc | 0.00% | 78,534 | $2,824,859 | $2,824,782 | -$77 | -0.00% | |
| Bfi Wealth Solutions, Llc | 1.79% | 72,421 | $2,616,518 | $2,604,904 | -$11,614 | -0.44% | |
| Independent Financial Group, Llc | 0.04% | 67,076 | $2,423,408 | $2,412,650 | -$10,758 | -0.44% | |
| Kestra Advisory Services, Llc | 0.01% | 66,707 | $2,410,077 | $2,399,377 | -$10,700 | -0.44% | |
| Stratos Wealth Advisors, Llc | 0.13% | 64,721 | $2,328,016 | $2,327,943 | -$73 | -0.00% | |
| Corrado Advisors, Llc | 1.09% | 61,487 | $2,221,483 | $2,211,620 | -$9,863 | -0.44% | |
| Signal Advisors Wealth, Llc | 0.09% | 54,742 | $1,977,790 | $1,969,010 | -$8,780 | -0.44% | |
| Talon Private Wealth, Llc | 0.23% | 54,837 | $1,972,487 | $1,972,427 | -$60 | -0.00% | |
| Diligent Investors, Llc | 0.43% | 53,956 | $1,949,393 | $1,940,738 | -$8,655 | -0.44% | |
| Triad Wealth Partners, Llc | 0.10% | 51,626 | $1,865,211 | $1,856,930 | -$8,281 | -0.44% | |
| Signaturefd, Llc | 0.02% | 50,073 | $1,809,114 | $1,801,071 | -$8,043 | -0.44% | |
| Access Financial Services, Inc. | 0.56% | 47,405 | $1,705,158 | $1,705,106 | -$52 | -0.00% | |
| Cresset Asset Management, Llc | 0.01% | 47,332 | $1,702,532 | $1,702,480 | -$52 | -0.00% | |
| Onedigital Investment Advisors Llc | 0.01% | 44,941 | $1,616,528 | $1,616,478 | -$50 | -0.00% | |
| Principal Securities, Inc. | 0.02% | 43,522 | $1,565,486 | $1,565,438 | -$48 | -0.00% | |
| Mml Investors Services, Llc | 0.00% | 43,004 | $1,546,854 | $1,546,807 | -$47 | -0.00% | |
| Worthpointe, Llc | 0.39% | 42,546 | $1,530,380 | $1,530,333 | -$47 | -0.00% | |
| Founders Financial Securities Llc | 0.07% | 39,175 | $1,415,365 | $1,409,082 | -$6,283 | -0.44% | |
| Rothschild Wealth Llc | 0.11% | 38,922 | $1,400,024 | $1,399,982 | -$42 | -0.00% | |
| Straight Path Wealth Management | 0.30% | 37,027 | $1,337,760 | $1,331,820 | -$5,940 | -0.44% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 54,611 | $1,325,624 | $1,964,298 | +$638,674 | +48.18% | |
| Captrust Financial Advisors | 0.00% | 34,080 | $1,225,858 | $1,225,820 | -$38 | -0.00% | |
| Ifp Advisors, Inc | 0.02% | 29,702 | $1,073,112 | $1,068,348 | -$4,764 | -0.44% | |
| Private Client Services, Llc | 0.28% | 28,762 | $1,039,151 | $1,034,538 | -$4,613 | -0.44% | |
| Cwm, Llc | 0.00% | 27,564 | $930,288 | $991,447 | +$61,159 | +6.57% | |
| World Investment Advisors | 0.02% | 25,355 | $911,653 | $911,991 | +$338 | +0.04% | |
| Bcs Wealth Management | 0.16% | 24,975 | $898,351 | $898,323 | -$28 | -0.00% | |
| Ifrah Financial Services, Inc. | 0.22% | 23,556 | $851,074 | $847,283 | -$3,791 | -0.45% | |
| Dhjj Financial Advisors, Ltd. | 0.24% | 23,040 | $832,420 | $828,723 | -$3,697 | -0.44% | |
| Truist Financial Corp | 0.00% | 23,013 | $831,444 | $827,752 | -$3,692 | -0.44% | |
| Compass Advisory Group Llc | 0.18% | 21,338 | $767,528 | $767,504 | -$24 | -0.00% | |
| Hb Wealth Management, Llc | 0.00% | 20,571 | $743,216 | $739,916 | -$3,300 | -0.44% |
Frequently asked questions about IJUL
Who are the largest institutional holders of IJUL?
The largest institutional holders of IJUL reported in the latest SEC Form 13F filings include Blair William & Co/Il, Berkshire Money Management, Inc., Osaic Holdings, Inc., Berger Financial Group, Inc, and Level Four Advisory Services, Llc. InsiderSet ranks institutional holders by their latest reported IJUL position.
What is IJUL institutional ownership?
This page tracks IJUL positions reported by institutional investment managers through SEC Form 13F. INNOVATOR INTERNATIONAL DEVE (IJUL) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IJUL?
InsiderSet currently tracks 114 institutional managers reporting IJUL holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of IJUL shareholders.
How much IJUL stock do institutions own?
Institutional investment managers disclosed approximately $167.68M in IJUL holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IJUL institutional ownership last updated?
The latest IJUL institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional IJUL holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its IJUL position after the reporting date.
Are institutions buying or selling IJUL?
Institutional buying and selling can be analyzed by comparing IJUL positions across consecutive 13F reporting periods. InsiderSet's IJUL Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IJUL ownership changes.
How has IJUL institutional ownership changed over time?
InsiderSet tracks IJUL institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.