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

$54.12 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Innovator U.S. Equity Buffer ETF - July (BATS:BJUL)

Number of
Institutional Buyers
(last 12 months)
68
Total
Institutional Inflows
(last 12 months)
$82.89M
Number of
Institutional Sellers
(last 12 months)
50
Total
Institutional Outflows
(last 12 months)
$65.13M
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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
5/19/2026Arkadios Wealth Advisors7,709$383K0.0%N/A0.150%
5/18/2026EverSource Wealth Advisors LLC7,025$349K0.0%-2.8%0.136%
5/13/2026Cetera Investment Advisers99,966$4.97M0.0%-17.9%1.941%
5/6/2026FSA Advisors Inc.36,875$1.83M1.2%-1.7%0.716%
5/5/2026Three Seasons Wealth LLC5,065$252K0.1%-6.5%0.098%
4/30/2026Kestra Advisory Services LLC35,331$1.76M0.0%-2.2%0.686%
4/28/2026Integral Investment Advisors Inc.285,983$14.21M3.5%+1.4%5.553%
4/27/2026World Investment Advisors25,381$1.26M0.0%+1.8%0.493%
4/22/2026Janney Montgomery Scott LLC62,997$3.13M0.0%-15.4%1.223%
4/22/2026My Personal CFO LLC46,755$2.32M1.0%-13.0%0.908%
4/22/2026Lewis Asset Management LLC5,689$283K0.1%N/A0.110%
4/21/2026Berkshire Money Management Inc.34,856$1.73M0.2%-1.1%0.677%
4/18/2026BCS Wealth Management17,180$854K0.2%-50.3%0.334%
4/17/2026Brookstone Capital Management24,765$1.23M0.0%-2.6%0.481%
4/16/2026Triad Wealth Partners LLC16,530$821K0.1%+253.3%0.321%
3/13/2026World Investment Advisors24,936$1.27M0.0%N/A0.484%
2/20/2026Sunbelt Securities Inc.500$25K0.0%-75.2%0.010%
2/18/2026Beacon Pointe Advisors LLC13,207$670K0.0%-11.3%0.256%
2/18/2026OLD Mission Capital LLC16,315$828K0.0%+3.4%0.317%
2/17/2026Cetera Investment Advisers121,813$6.18M0.0%+1.2%2.365%
2/17/2026Osaic Holdings Inc.204,499$10.38M0.0%-9.7%3.971%
2/17/2026Rothschild Wealth LLC10,149$515K0.0%N/A0.197%
2/16/2026Motiv8 Investments LLC38,104$1.93M1.1%-29.0%0.740%
2/16/2026Arax Advisory Partners11,304$574K0.0%N/A0.219%
2/13/2026Kestra Advisory Services LLC36,128$1.83M0.0%+9.8%0.702%
2/12/2026HRT Financial LP6,422$325K0.0%N/A0.125%
2/12/2026TopTier Wealth Management LLC9,929$504K0.3%N/A0.193%
2/12/2026Commonwealth Equity Services LLC204,365$10.37M0.0%-9.1%3.968%
2/12/2026Wood Tarver Financial Group LLC7,943$403K0.1%-12.2%0.154%
2/11/2026Janney Montgomery Scott LLC74,499$3.78M0.0%-3.7%1.447%
2/11/2026Cerity Partners LLC164,201$8.34M0.0%-5.4%3.188%
2/11/2026LPL Financial LLC51,432$2.61M0.0%-8.6%0.999%
2/11/2026Tradition Wealth Management LLC8,289$421K0.0%-12.8%0.161%
2/10/2026Evolution Wealth Management Inc.1,434$73K0.1%-51.1%0.028%
2/10/2026COFG Advisors LLC368,433$18.70M4.6%N/A7.154%
2/10/2026Rothschild Wealth LLC10,149$515K0.1%N/A0.197%
2/10/2026Rothschild Investment LLC92,550$4.70M0.3%-1.9%1.797%
2/9/2026Integrity Alliance LLC.8,694$441K0.0%N/A0.169%
2/9/2026Blue Bell Private Wealth Management LLC50,324$2.56M0.4%-3.8%0.977%
2/9/2026Harbour Investments Inc.5,661$287K0.0%-65.9%0.110%
Two Legends Issue Rare Buy Alert on Elon Musk Supplier (Ad)

Jeff Brown and Marc Chaikin - the two investors who picked Nvidia before it climbed as much as 36,000% - are issuing a rare joint buy alert on a little-known Elon Musk supplier. They believe Elon Musk's latest AI breakthrough is about to collide with a market pattern that has a 100% track record - one that previously gave everyday investors a chance to turn $10,000 into $350,000 in roughly 12 months.tc pixel

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2/9/2026Wealthquest Corp41,750$2.12M0.2%-2.7%0.811%
2/6/2026Integral Investment Advisors Inc.282,004$14.32M3.5%+4.9%5.476%
2/6/2026HighTower Advisors LLC167,710$8.51M0.0%-3.7%3.257%
2/4/2026World Investment Advisors24,936$1.27M0.0%N/A0.484%
2/4/2026Ballast Rock Private Wealth LLC6,796$345K0.2%N/A0.132%
2/3/2026D.B. Root & Company LLC5,529$281K0.1%-8.3%0.107%
2/3/2026Foronjy Financial LLC11,602$589K0.2%+66.5%0.225%
2/2/2026AlphaStar Capital Management LLC14,380$730K0.1%N/A0.279%
2/2/2026Chapman Financial Group LLC19,854$1.01M0.7%-3.1%0.386%
1/30/2026Sigma Planning Corp13,262$673K0.0%-2.4%0.258%
1/30/2026Strategic Blueprint LLC22,851$1.16M0.1%-5.2%0.444%
1/28/2026Wingate Wealth Advisors Inc.9,189$466K0.3%+19.5%0.178%
1/28/2026Global Trust Wealth Management LLC24,450$1.24M0.9%N/A0.475%
1/27/2026Berkshire Money Management Inc.35,230$1.79M0.2%-1.9%0.684%
1/26/2026Merit Financial Group LLC17,227$874K0.0%N/A0.335%
1/26/2026BCS Wealth Management34,598$1.76M0.2%+92.2%0.672%
1/22/2026Buska Wealth Management LLC5,008$254K0.1%-6.4%0.097%
1/20/2026Secure Asset Management LLC12,027$611K0.1%-5.0%0.234%
1/20/2026Stratos Wealth Advisors LLC37,946$1.93M0.1%-5.0%0.737%
1/15/2026My Personal CFO LLC53,755$2.73M1.1%N/A1.044%
1/15/2026Brookstone Capital Management25,421$1.29M0.0%-95.4%0.494%
1/14/2026Spire Wealth Management40,675$2.07M0.1%-3.1%0.790%
1/14/2026Chris Bulman Inc4,687$238K0.1%-53.7%0.091%
1/12/2026Focus Financial Network Inc.4,068$207K0.0%-8.2%0.079%
1/5/2026City Center Advisors LLC15,672$796K0.7%+5.7%0.304%
1/1/2026JPMorgan Chase & Co.8,518$423K0.0%N/A0.165%
12/2/2025IFP Advisors Inc1,678$83K0.0%-44.6%0.033%
11/20/2025Centaurus Financial Inc.3,837$191K0.0%N/A0.075%
11/19/2025First Commonwealth Financial Corp PA12,662$629K0.1%+31.4%0.246%
11/19/2025Sunbelt Securities Inc.2,015$100K0.0%-28.4%0.039%
11/17/2025Susquehanna International Group LLP15,330$761K0.0%N/A0.298%
11/17/2025Citadel Advisors LLC14,926$741K0.0%-27.5%0.290%
11/14/2025Raymond James Financial Inc.49,365$2.45M0.0%+16.5%0.959%
11/14/2025Wood Tarver Financial Group LLC9,043$449K0.1%+930.0%0.176%
11/13/2025PFG Advisors4,181$208K0.0%-10.2%0.081%
11/13/2025CreativeOne Wealth LLC11,909$591K0.0%+59.7%0.231%
11/13/2025Blair William & Co. IL28,530$1.42M0.0%+2.2%0.554%
11/12/2025FSA Advisors Inc.37,599$1.87M1.5%-4.1%0.730%
11/12/2025Buska Wealth Management LLC5,349$266K0.1%-11.4%0.104%
11/12/2025Weaver Consulting Group7,374$366K0.1%N/A0.143%
11/10/2025OneDigital Investment Advisors LLC4,209$209K0.0%-38.1%0.082%
11/7/2025Rothschild Investment LLC94,350$4.69M0.3%-0.3%1.832%
11/7/2025JPMorgan Chase & Co.8,518$423K0.0%N/A0.165%
11/7/2025HighTower Advisors LLC174,160$8.65M0.0%+0.2%3.382%
11/6/2025Stratos Wealth Advisors LLC39,946$1.98M0.1%+76.3%0.776%
11/6/2025Oppenheimer & Co. Inc.14,890$739K0.0%N/A0.289%
11/6/2025Lantz Financial LLC38,351$1.91M0.4%+3.3%0.745%
11/5/2025Wealthquest Corp42,901$2.13M0.2%-2.8%0.833%
11/5/2025Seros Financial LLC6,211$308K0.0%-8.2%0.121%
11/5/2025IMG Wealth Management Inc.15,667$778K0.5%N/A0.304%
Two Legends Issue Rare Buy Alert on Elon Musk Supplier (Ad)

Jeff Brown and Marc Chaikin - the two investors who picked Nvidia before it climbed as much as 36,000% - are issuing a rare joint buy alert on a little-known Elon Musk supplier. They believe Elon Musk's latest AI breakthrough is about to collide with a market pattern that has a 100% track record - one that previously gave everyday investors a chance to turn $10,000 into $350,000 in roughly 12 months.tc pixel

See the details on this overlooked Elon Musk supplier right now
11/5/2025Envestnet Asset Management Inc.57,665$2.86M0.0%+21.4%1.120%
11/4/2025Penserra Capital Management LLC378,921$18.82M0.2%+1.2%7.358%
11/3/2025Foundations Investment Advisors LLC5,404$268K0.0%N/A0.105%
11/3/2025AE Wealth Management LLC6,974$346K0.0%+85.5%0.135%
10/31/2025Trek Financial LLC7,163$356K0.0%+18.2%0.139%
10/30/2025Outlook Wealth Advisors LLC12,667$629K0.2%+5.9%0.246%
10/29/2025Arkadios Wealth Advisors21,620$1.07M0.0%N/A0.420%
10/29/2025Wealth Enhancement Advisory Services LLC27,477$1.37M0.0%+3.3%0.534%
10/29/2025Beacon Financial Advisory LLC4,377$217K0.1%N/A0.085%
10/27/2025GWN Securities Inc.5,443$271K0.1%-12.8%0.106%


BJUL Institutional Ownership - Frequently Asked Questions

During the previous two years, 128 institutional investors and hedge funds held shares of Innovator U.S. Equity Buffer ETF - July. The most heavily invested institutionals were Penserra Capital Management LLC ($18.82M), COFG Advisors LLC ($18.70M), Integral Investment Advisors Inc. ($14.21M), Osaic Holdings Inc. ($10.38M), Commonwealth Equity Services LLC ($10.37M), HighTower Advisors LLC ($8.51M), and Cerity Partners LLC ($8.34M).Learn more on Innovator U.S. Equity Buffer ETF - July's institutional investors.

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: Brookstone Capital Management ($909.18K), Commonwealth Equity Services LLC ($405.97K), COFG Advisors LLC ($368.43K), WealthPlan Investment Management LLC ($186.11K), Penserra Capital Management LLC ($125.50K), Marcum Wealth LLC ($113.73K), and Rothschild Investment LLC ($95.80K).

Institutional investors have bought a total of 1,665,586 shares in the last 24 months. This purchase volume represents approximately $82.89M in transactions.

Of the 50 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 ($525.78K), Commonwealth Equity Services LLC ($382.78K), WealthPlan Investment Management LLC ($157.47K), Cetera Investment Advisers ($27.78K), Penserra Capital Management LLC ($25.75K), Osaic Holdings Inc. ($21.93K), and BCS Wealth Management ($19.54K).

Institutional investors have sold a total of 1,309,070 shares in the last 24 months. This volume of shares sold represents approximately $65.13M in transactions.


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This page (BATS:BJUL) was last updated on 7/4/2026 by MarketBeat.com Staff.
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