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Innovator U.S. Equity Buffer ETF - July (BJUL) Institutional Ownership

$48.38 +0.93 (+1.95%)
As of 08/12/2025 04:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for Innovator U.S. Equity Buffer ETF - July (BATS:BJUL)

Number of
Institutional Buyers
(last 12 months)
62
Total
Institutional Inflows
(last 12 months)
$66.98M
Number of
Institutional Sellers
(last 12 months)
60
Total
Institutional Outflows
(last 12 months)
$71.42M
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BJUL Institutional Buying and Selling by Quarter

Innovator U.S. Equity Buffer ETF - July Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/11/2025 Rothschild Investment LLC94,600$4.46M0.3%+5.3%1.837%
8/8/2025 Cetera Investment Advisers82,097$3.87M0.0%-6.7%1.594%
8/8/2025 Comprehensive Financial Planning Inc. PA6,724$317K0.2%+4.3%0.131%
8/7/2025 PFG Advisors4,658$220K0.0%-25.7%0.090%
8/6/2025 AE Wealth Management LLC3,759$177K0.0%-6.0%0.073%
8/6/2025 Penserra Capital Management LLC374,394$17.65M0.2%-6.4%7.270%
8/5/2025 Sigma Planning Corp13,644$643K0.0%-15.2%0.265%
8/1/2025 Corrado Advisors LLC7,670$361K0.2%N/A0.149%
8/1/2025 FSA Advisors Inc.39,212$1.85M1.5%-4.5%0.761%
8/1/2025 Integral Investment Advisors Inc.262,318$12.36M3.5%-0.6%5.094%
8/1/2025 GWN Securities Inc.6,240$294K0.1%+9.3%0.121%
8/1/2025 Envestnet Asset Management Inc.47,514$2.24M0.0%-15.6%0.923%
7/30/2025 Strategic Blueprint LLC24,671$1.16M0.1%-6.5%0.479%
7/30/2025 Brookstone Capital Management7,608$359K0.0%-15.2%0.148%
7/28/2025 WealthPlan Investment Management LLC28,636$1.35M0.1%-84.6%0.556%
7/28/2025 Harbour Investments Inc.12,762$601K0.0%-7.5%0.248%
7/24/2025 Blair William & Co. IL27,916$1.32M0.0%-1.5%0.542%
7/23/2025 Motiv8 Investments LLC55,276$2.61M1.6%+3.4%1.073%
7/22/2025 Berkshire Money Management Inc.37,381$1.76M0.2%+1.7%0.726%
7/21/2025 DHJJ Financial Advisors Ltd.21,368$1.01M0.4%+5.7%0.415%
7/17/2025 Janney Montgomery Scott LLC58,927$2.78M0.0%+5.3%1.144%
7/15/2025 BCS Wealth Management18,001$848K0.2%-10.5%0.350%
7/14/2025 CRA Financial Services LLC10,215$481K0.1%+35.3%0.198%
7/14/2025 Buska Wealth Management LLC6,039$285K0.1%-20.0%0.117%
7/10/2025 Wealth Enhancement Advisory Services LLC26,604$1.26M0.0%N/A0.517%
7/3/2025 City Center Advisors LLC11,456$540K0.6%-6.4%0.222%
5/14/2025CreativeOne Wealth LLC7,497$324K0.0%-4.6%0.131%
5/14/2025Kestra Advisory Services LLC32,888$1.42M0.0%-32.9%0.574%
5/13/2025 HighTower Advisors LLC173,955$7.51M0.0%-0.5%3.036%
5/12/2025 WealthPLAN Partners LLC88,140$3.81M0.5%N/A1.538%
5/12/2025 WealthPlan Investment Management LLC186,105$8.04M0.8%N/A3.248%
5/9/2025 Commonwealth Equity Services LLC563,747$24.34M0.0%+162.0%9.839%
5/9/2025 Blair William & Co. IL28,341$1.22M0.0%-3.4%0.495%
5/8/2025Wealthquest Corp50,322$2.17M0.1%-16.5%0.878%
5/8/2025 FSA Advisors Inc.41,051$1.77M1.4%+2.6%0.716%
5/6/2025 Cetera Investment Advisers88,028$3.80M0.0%+32.8%1.536%
5/5/2025 Blue Bell Private Wealth Management LLC52,689$2.28M0.4%-2.5%0.920%
5/2/2025 Sigma Planning Corp16,091$695K0.0%-14.4%0.281%
4/30/2025Cerity Partners LLC139,237$6.01M0.0%-4.7%2.430%
4/30/2025 Stratos Wealth Advisors LLC22,664$979K0.1%-34.4%0.396%
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4/29/2025 Envestnet Asset Management Inc.56,316$2.43M0.0%-6.8%0.983%
4/29/2025 Penserra Capital Management LLC400,143$17.28M0.3%+17.2%6.983%
4/29/2025 Strategic Blueprint LLC26,386$1.14M0.1%-15.4%0.460%
4/24/2025 Motiv8 Investments LLC53,445$2.31M1.5%+14.8%0.933%
4/23/2025 Spire Wealth Management32,384$1.40M0.0%+29.2%0.565%
4/23/2025 Berkshire Money Management Inc.36,752$1.59M0.2%-7.7%0.641%
4/23/2025 IMG Wealth Management Inc.3,587$155K0.1%-7.0%0.063%
4/22/2025 Cambridge Investment Research Advisors Inc.49,607$2.14M0.0%-7.8%0.866%
4/21/2025 Siligmueller & Norvid Wealth Advisors LLC10,149$438K0.2%-54.9%0.198%
4/18/2025 DHJJ Financial Advisors Ltd.20,207$872K0.4%-5.5%0.394%
4/17/2025 Sowell Financial Services LLC5,957$257K0.0%-55.5%0.116%
4/17/2025 Janney Montgomery Scott LLC55,960$2.42M0.0%N/A1.091%
4/16/2025 CRA Financial Services LLC7,550$326K0.1%-16.6%0.147%
4/16/2025 Seros Financial LLC6,763$292K0.2%-22.7%0.132%
4/15/2025 Integral Investment Advisors Inc.263,979$11.40M3.6%+2.2%5.146%
4/14/2025 Farther Finance Advisors LLC11,065$479K0.0%N/A0.216%
4/14/2025 Outlook Wealth Advisors LLC11,957$516K0.1%-4.2%0.233%
4/14/2025 BCS Wealth Management20,124$869K0.2%-32.1%0.392%
4/14/2025 City Center Advisors LLC12,239$528K0.6%+5.1%0.239%
4/10/2025 Secure Asset Management LLC12,730$550K0.1%-30.6%0.248%
4/9/2025 Buska Wealth Management LLC7,553$326K0.1%-7.6%0.147%
4/8/2025 Lantz Financial LLC37,061$1.60M0.4%-1.5%0.722%
4/8/2025 Rothschild Investment LLC89,800$3.88M0.3%-1.3%1.750%
4/2/2025Marcum Wealth LLC23,971$1.04M0.1%-84.6%0.467%
3/17/2025 Wealth Enhancement Advisory Services LLC12,507$557K0.0%+19.1%0.244%
3/12/2025Centaurus Financial Inc.4,049$180K0.0%-6.7%0.082%
3/6/2025Wood Tarver Financial Group LLC986$43K0.0%N/A0.020%
3/4/2025 Buska Wealth Management LLC8,176$364K0.1%-24.4%0.166%
2/25/2025 Armis Advisers LLC29,810$1.33M0.2%N/A0.624%
2/18/2025 Orion Capital Management LLC3,000$134K0.1%N/A0.063%
2/18/2025 Delta Investment Management LLC7,409$330K0.1%-28.2%0.155%
2/17/2025Snowden Capital Advisors LLC50,621$2.26M0.1%-6.2%1.059%
2/17/2025CoreCap Advisors LLC13,945$621K0.0%-42.8%0.292%
2/17/2025Cresset Asset Management LLC16,395$731K0.0%-10.4%0.343%
2/17/2025 Cetera Investment Advisers66,301$2.95M0.0%-9.2%1.387%
2/17/2025Chapman Financial Group LLC22,546$1.01M0.8%N/A0.472%
2/14/2025Beacon Pointe Advisors LLC18,237$813K0.0%-32.9%0.382%
2/14/2025 Three Seasons Wealth LLC5,420$242K0.1%N/A0.113%
2/14/2025 OneDigital Investment Advisors LLC8,385$374K0.0%-23.2%0.175%
2/14/2025Tradition Wealth Management LLC6,041$269K0.0%-6.3%0.126%
2/14/2025MML Investors Services LLC29,330$1.31M0.0%-3.7%0.614%
2/13/2025CreativeOne Wealth LLC7,859$350K0.0%N/A0.164%
2/13/2025Raymond James Financial Inc.34,593$1.54M0.0%N/A0.724%
2/13/2025Advisory Services Network LLC7,669$342K0.0%N/A0.160%
2/13/2025Cerity Partners LLC146,146$6.51M0.0%-2.1%3.057%
2/13/2025Trek Financial LLC6,220$277K0.0%-11.1%0.130%
2/13/2025 Envestnet Asset Management Inc.60,401$2.69M0.0%-7.2%1.264%
2/12/2025OLD Mission Capital LLC8,641$385K0.0%-3.7%0.181%
2/11/2025LPL Financial LLC27,636$1.23M0.0%+1.1%0.578%
2/10/2025 IMG Wealth Management Inc.3,859$172K0.2%N/A0.081%
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2/10/2025 Valtinson Bruner Financial Planning LLC14,879$663K0.2%-1.5%0.311%
2/10/2025 Commonwealth Equity Services LLC215,184$9.59M0.0%-62.6%4.502%
2/10/2025EverSource Wealth Advisors LLC7,346$327K0.0%+46.9%0.154%
2/7/2025 HighTower Advisors LLC174,862$7.79M0.0%-7.8%3.658%
2/7/2025Acas LLC6,840$312K0.2%+6.0%0.143%
2/7/2025 Blue Bell Private Wealth Management LLC54,017$2.41M0.5%-0.5%1.130%
2/6/2025Raymond James Financial Inc.34,593$1.54M0.0%N/A0.724%
2/6/2025 Triad Wealth Partners LLC4,679$208K0.1%N/A0.098%
2/6/2025Steward Partners Investment Advisory LLC5,979$266K0.0%-12.2%0.125%
2/5/2025SRS Capital Advisors Inc.12,770$569K0.0%-2.1%0.267%
(Data available from 1/1/2016 forward)

BJUL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BJUL shares?

During the previous two years, 124 institutional investors and hedge funds held shares of Innovator U.S. Equity Buffer ETF - July. The most heavily invested institutionals were SageView Advisory Group LLC ($28.05M), Commonwealth Equity Services LLC ($24.34M), Penserra Capital Management LLC ($17.65M), Integral Investment Advisors Inc. ($12.36M), HighTower Advisors LLC ($7.51M), Milestone Asset Management LLC ($7.19M), and Foundations Investment Advisors LLC ($7.14M).Learn more on Innovator U.S. Equity Buffer ETF - July's institutional investors.

Which institutional investors have been buying Innovator U.S. Equity Buffer ETF - July's stock?

Of the 103 institutional investors that purchased Innovator U.S. Equity Buffer ETF - July's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Berkshire Money Management Inc. ($2.07M), Gradient Investments LLC ($1.86M), SageView Advisory Group LLC ($725.93K), Brookstone Capital Management ($594.43K), Commonwealth Equity Services LLC ($425.17K), Milestone Asset Management LLC ($208.62K), and Foundations Investment Advisors LLC ($207.05K).

How much institutional buying is happening at Innovator U.S. Equity Buffer ETF - July?

Institutional investors have bought a total of 1,535,304 shares in the last 24 months. This purchase volume represents approximately $66.98M in transactions.

Which of Innovator U.S. Equity Buffer ETF - July's major shareholders have been selling company stock?

Of the 60 institutional investors that sold Innovator U.S. Equity Buffer ETF - July's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Brookstone Capital Management ($362.99K), Commonwealth Equity Services LLC ($359.53K), Berkshire Money Management Inc. ($215.64K), WealthPlan Investment Management LLC ($157.47K), Marcum Wealth LLC ($132.08K), Heritage Wealth Partners LLC ($63.50K), and RFG Advisory LLC ($26.18K).

How much institutional selling is happening at Innovator U.S. Equity Buffer ETF - July?

Institutional investors have sold a total of 1,599,085 shares in the last 24 months. This volume of shares sold represents approximately $71.42M in transactions.


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This page (BATS:BJUL) was last updated on 8/13/2025 by MarketBeat.com Staff
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