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

$47.14 +2.78 (+6.25%)
As of 07/1/2025 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)
64
Total
Institutional Inflows
(last 12 months)
$87.53M
Number of
Institutional Sellers
(last 12 months)
57
Total
Institutional Outflows
(last 12 months)
$62.66M
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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
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%
5/13/2025HighTower Advisors LLC173,955$7.51M0.0%-0.5%3.036%
5/12/2025WealthPLAN Partners LLC88,140$3.81M0.5%N/A1.538%
5/12/2025WealthPlan Investment Management LLC186,105$8.04M0.8%N/A3.248%
5/9/2025Commonwealth Equity Services LLC563,747$24.34M0.0%+162.0%9.839%
5/9/2025Blair William & Co. IL28,341$1.22M0.0%-3.4%0.495%
5/8/2025Wealthquest Corp50,322$2.17M0.1%-16.5%0.878%
5/8/2025FSA Advisors Inc.41,051$1.77M1.4%+2.6%0.716%
5/6/2025Cetera Investment Advisers88,028$3.80M0.0%+32.8%1.536%
5/5/2025Blue Bell Private Wealth Management LLC52,689$2.28M0.4%-2.5%0.920%
5/2/2025Sigma Planning Corp16,091$695K0.0%-14.4%0.281%
4/30/2025Cerity Partners LLC139,237$6.01M0.0%-4.7%2.430%
4/30/2025Stratos Wealth Advisors LLC22,664$979K0.1%-34.4%0.396%
4/29/2025Envestnet Asset Management Inc.56,316$2.43M0.0%-6.8%0.983%
4/29/2025Penserra Capital Management LLC400,143$17.28M0.3%+17.2%6.983%
4/29/2025Strategic Blueprint LLC26,386$1.14M0.1%-15.4%0.460%
4/24/2025Motiv8 Investments LLC53,445$2.31M1.5%+14.8%0.933%
4/23/2025Spire Wealth Management32,384$1.40M0.0%+29.2%0.565%
4/23/2025Berkshire Money Management Inc.36,752$1.59M0.2%-7.7%0.641%
4/23/2025IMG Wealth Management Inc.3,587$155K0.1%-7.0%0.063%
4/22/2025Cambridge Investment Research Advisors Inc.49,607$2.14M0.0%-7.8%0.866%
4/21/2025Siligmueller & Norvid Wealth Advisors LLC10,149$438K0.2%-54.9%0.198%
4/18/2025DHJJ Financial Advisors Ltd.20,207$872K0.4%-5.5%0.394%
4/17/2025Sowell Financial Services LLC5,957$257K0.0%-55.5%0.116%
4/17/2025Janney Montgomery Scott LLC55,960$2.42M0.0%N/A1.091%
4/16/2025CRA Financial Services LLC7,550$326K0.1%-16.6%0.147%
4/16/2025Seros Financial LLC6,763$292K0.2%-22.7%0.132%
4/15/2025Integral Investment Advisors Inc.263,979$11.40M3.6%+2.2%5.146%
4/14/2025Farther Finance Advisors LLC11,065$479K0.0%N/A0.216%
4/14/2025Outlook Wealth Advisors LLC11,957$516K0.1%-4.2%0.233%
4/14/2025BCS Wealth Management20,124$869K0.2%-32.1%0.392%
4/14/2025City Center Advisors LLC12,239$528K0.6%+5.1%0.239%
4/10/2025Secure Asset Management LLC12,730$550K0.1%-30.6%0.248%
4/9/2025Buska Wealth Management LLC7,553$326K0.1%-7.6%0.147%
4/8/2025Lantz Financial LLC37,061$1.60M0.4%-1.5%0.722%
4/8/2025Rothschild Investment LLC89,800$3.88M0.3%-1.3%1.750%
4/2/2025Marcum Wealth LLC23,971$1.04M0.1%-84.6%0.467%
3/17/2025Wealth Enhancement Advisory Services LLC12,507$557K0.0%+19.1%0.244%
3/12/2025Centaurus Financial Inc.4,049$180K0.0%-6.7%0.082%
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3/6/2025Wood Tarver Financial Group LLC986$43K0.0%N/A0.020%
3/4/2025Buska Wealth Management LLC8,176$364K0.1%-24.4%0.166%
2/25/2025Armis Advisers LLC29,810$1.33M0.2%N/A0.624%
2/18/2025Orion Capital Management LLC3,000$134K0.1%N/A0.063%
2/18/2025Delta 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%
2/17/2025Cetera 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%
2/14/2025Three Seasons Wealth LLC5,420$242K0.1%N/A0.113%
2/14/2025OneDigital 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%
2/13/2025Envestnet 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%
2/10/2025IMG Wealth Management Inc.3,859$172K0.2%N/A0.081%
2/10/2025Valtinson Bruner Financial Planning LLC14,879$663K0.2%-1.5%0.311%
2/10/2025Commonwealth Equity Services LLC215,184$9.59M0.0%-62.6%4.502%
2/10/2025EverSource Wealth Advisors LLC7,346$327K0.0%+46.9%0.154%
2/7/2025HighTower Advisors LLC174,862$7.79M0.0%-7.8%3.658%
2/7/2025Acas LLC6,840$312K0.2%+6.0%0.143%
2/7/2025Blue 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%
2/6/2025Triad 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%
2/5/2025Motiv8 Investments LLC46,545$2.07M1.5%+23.4%0.974%
2/5/2025Whipplewood Advisors LLC935$42K0.0%N/A0.020%
2/5/2025Siligmueller & Norvid Wealth Advisors LLC22,528$1.00M0.4%N/A0.471%
2/4/2025Rothschild Investment LLC91,000$4.06M0.3%-3.8%1.904%
2/4/2025Integral Investment Advisors Inc.258,371$11.51M3.7%+2.7%5.405%
1/31/2025Truist Financial Corp8,447$376K0.0%-3.7%0.177%
1/30/2025Principal Securities Inc.25,158$1.12M0.0%+1.0%0.526%
1/29/2025Wingate Wealth Advisors Inc.7,690$343K0.3%N/A0.161%
1/29/2025Comprehensive Financial Planning Inc. PA6,606$294K0.2%N/A0.138%
1/27/2025Berkshire Money Management Inc.39,826$1.78M0.2%-53.9%0.833%
1/27/2025Stratos Wealth Advisors LLC34,569$1.54M0.1%-1.2%0.723%
1/24/2025Spire Wealth Management25,067$1.12M0.0%-13.4%0.524%
1/23/2025FSA Advisors Inc.40,007$1.75M2.1%-4.6%0.837%
1/23/2025Strategic Blueprint LLC31,205$1.39M0.1%-5.5%0.653%
1/21/2025RFG Advisory LLC8,934$398K0.0%-74.6%0.187%
1/17/2025Seros Financial LLC8,748$365K0.3%N/A0.183%
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1/16/2025Wealthquest Corp60,278$2.69M0.2%-5.6%1.261%
1/14/2025Outlook Wealth Advisors LLC12,481$556K0.2%-16.5%0.261%
1/14/2025PCA Investment Advisory Services Inc.4,945$220K0.1%-6.4%0.103%
1/13/2025BCS Wealth Management29,633$1.32M0.3%-2.8%0.620%
1/13/2025Heritage Wealth Partners LLC6,164$275K0.3%-91.2%0.129%
1/13/2025Fragasso Financial Advisors Inc32,161$1.43M0.1%-2.9%0.673%
1/13/2025Brookstone Capital Management12,795$570K0.0%-96.6%0.268%
12/13/2024B. Riley Wealth Advisors Inc.10,531$459K0.0%+39.5%0.220%
11/21/2024Wealthquest Corp63,832$2.78M0.2%-9.1%1.335%
11/19/2024Barclays PLC4,072$178K0.0%N/A0.085%
(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, 125 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 ($17.28M), Integral Investment Advisors Inc. ($11.40M), WealthPlan Investment Management LLC ($8.04M), HighTower Advisors LLC ($7.51M), and Milestone Asset Management LLC ($7.19M).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 102 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 ($745.56K), Brookstone Capital Management ($594.43K), Commonwealth Equity Services LLC ($527.88K), Marcum Wealth LLC ($281.80K), and Milestone Asset Management LLC ($208.62K).

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

Institutional investors have bought a total of 2,033,200 shares in the last 24 months. This purchase volume represents approximately $87.53M in transactions.

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

Of the 57 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 ($361.62K), Commonwealth Equity Services LLC ($359.53K), Berkshire Money Management Inc. ($216.12K), Marcum Wealth LLC ($132.08K), Heritage Wealth Partners LLC ($63.50K), RFG Advisory LLC ($33.90K), and Wealthquest Corp ($23.16K).

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

Institutional investors have sold a total of 1,416,114 shares in the last 24 months. This volume of shares sold represents approximately $62.66M in transactions.


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This page (BATS:BJUL) was last updated on 7/2/2025 by MarketBeat.com Staff
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