Go Pro
→ Trump's New Dollar (From Porter & Company) (Ad)tc pixel Free BJUL Stock Alerts

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

$53.97 +0.02 (+0.04%)
As of 07/27/2026 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)
65
Total
Institutional Inflows
(last 12 months)
$81.59M
Number of
Institutional Sellers
(last 12 months)
49
Total
Institutional Outflows
(last 12 months)
$57.52M
Get BJUL Insider Trade Alerts

Want to know when executives and insiders are buying or selling Innovator U.S. Equity Buffer ETF - July stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

BJUL Institutional Buying and Selling by Quarter

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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026 Buska Wealth Management LLC3,871$210K0.1%-10.9%0.075%
7/7/2026 Integral Investment Advisors Inc.292,075$15.86M3.5%+2.1%5.671%
7/7/2026 CoreCap Advisors LLC13,753$747K0.0%+8.5%0.267%
5/19/2026Arkadios Wealth Advisors7,709$383K0.0%N/A0.150%
5/18/2026 EverSource 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%
4/28/2026 Integral 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%
4/22/2026 My Personal CFO LLC46,755$2.32M1.0%-13.0%0.908%
4/22/2026 Lewis Asset Management LLC5,689$283K0.1%N/A0.110%
4/21/2026 Berkshire Money Management Inc.34,856$1.73M0.2%-1.1%0.677%
4/18/2026 BCS Wealth Management17,180$854K0.2%-50.3%0.334%
4/17/2026 Brookstone 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%
2/12/2026 TopTier 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%
2/10/2026 Evolution 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%
A 50-year dollar arrangement just ended - what it means for you (Ad)

In 1974, Henry Kissinger helped create the U.S.-Saudi Arabia Joint Commission on Economic Cooperation - a little-known arrangement that tied global oil trade to the U.S. dollar for 50 years. On June 9, 2024, it quietly expired. Garrett Goggin, CFA, CMT, believes this dollar reset could hit stocks, real estate, and retirement accounts hard - with inflation potentially running 10% to 15% for years. He has identified a small group of gold stocks he thinks are positioned to benefit as the dollar system shifts.tc pixel

Read Garrett Goggin's full presentation on the dollar reset now
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%
2/9/2026 Wealthquest Corp41,750$2.12M0.2%-2.7%0.811%
2/6/2026 Integral 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%
2/3/2026 Foronjy 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%
1/30/2026 Strategic Blueprint LLC22,851$1.16M0.1%-5.2%0.444%
1/28/2026Wingate Wealth Advisors Inc.9,189$466K0.3%+19.5%0.178%
1/28/2026 Global Trust Wealth Management LLC24,450$1.24M0.9%N/A0.475%
1/27/2026 Berkshire Money Management Inc.35,230$1.79M0.2%-1.9%0.684%
1/26/2026 Merit Financial Group LLC17,227$874K0.0%N/A0.335%
1/26/2026 BCS Wealth Management34,598$1.76M0.2%+92.2%0.672%
1/22/2026 Buska Wealth Management LLC5,008$254K0.1%-6.4%0.097%
1/20/2026 Secure Asset Management LLC12,027$611K0.1%-5.0%0.234%
1/20/2026Stratos Wealth Advisors LLC37,946$1.93M0.1%-5.0%0.737%
1/15/2026 My Personal CFO LLC53,755$2.73M1.1%N/A1.044%
1/15/2026 Brookstone Capital Management25,421$1.29M0.0%-95.4%0.494%
1/14/2026 Spire Wealth Management40,675$2.07M0.1%-3.1%0.790%
1/14/2026 Chris Bulman Inc4,687$238K0.1%-53.7%0.091%
1/12/2026 Focus Financial Network Inc.4,068$207K0.0%-8.2%0.079%
1/5/2026 City Center Advisors LLC15,672$796K0.7%+5.7%0.304%
1/1/2026JPMorgan Chase & Co.8,518$423K0.0%N/A0.165%
12/2/2025 IFP 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%
11/13/2025 PFG 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%
11/12/2025 Buska 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%
11/6/2025 Lantz Financial LLC38,351$1.91M0.4%+3.3%0.745%
What Elon told his top shareholders in Texas (Ad)

Late last year, Elon Musk gathered top shareholders at Tesla's Texas Gigafactory to unveil a plan to double America's energy output without building a single new power plant. The plan centers on a little-known Tesla-incubated venture already generating over 12 billion dollars a year and growing 168 percent annually. Musk says it could grow faster than Tesla's car business. A public reveal is expected on October 21, before wider attention catches on.tc pixel

Watch the free briefing to learn Elon's energy game plan now
11/5/2025 Wealthquest 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%
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%


BJUL Institutional Ownership - Frequently Asked Questions

During the previous two years, 127 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. ($15.86M), 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 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: Brookstone Capital Management ($567.82K), 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 1,636,896 shares in the last 24 months. This purchase volume represents approximately $81.59M in transactions.

Of the 48 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), Cetera Investment Advisers ($27.78K), Penserra Capital Management LLC ($25.75K), Osaic Holdings Inc. ($21.93K), BCS Wealth Management ($17.42K), and Motiv8 Investments LLC ($15.57K).

Institutional investors have sold a total of 1,146,973 shares in the last 24 months. This volume of shares sold represents approximately $57.52M in transactions.


Related Companies

This page (BATS:BJUL) was last updated on 7/28/2026 by MarketBeat.com Staff.
From Our Partners
My top 3 AI picks for the next decade
Alexander Green bought Apple in 1996, recommended Nvidia at a split-adjusted 66 cents in 2004, and picked up A...
The Oxford Club | Sponsoredtc pixel
A 50-year dollar arrangement just ended - what it means for you
In 1974, Henry Kissinger helped create the U.S.-Saudi Arabia Joint Commission on Economic Cooperation - a litt...
Golden Portfolio | Sponsoredtc pixel
What Elon told his top shareholders in Texas
Late last year, Elon Musk gathered top shareholders at Tesla's Texas Gigafactory to unveil a plan to double Am...
Banyan Hill Publishing | Sponsoredtc pixel
Buy this stock today
Marc Chaikin, founder of Chaikin Analytics, is sharing a strategy he calls 'Sell This, Buy That' - a way to mo...
Chaikin Analytics | Sponsoredtc pixel
Your book attached
Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time throug...
Profits Run | Sponsoredtc pixel
A storm is coming
The U.S. dollar has sunk to near a four-year low, while the Bureau of Economic Analysis prepares a change to h...
Stansberry Research | Sponsoredtc pixel
Trump’s emergency dollar reset
Bloomberg research shows the U.S. dollar's share of global reserves has fallen to the lowest level this centur...
Porter & Company | Sponsoredtc pixel
Three oil giants buried the same discovery for 50 years
In 1976, Chevron tapped an energy source with no fuel costs, no carbon, and no supply chain - then killed the ...
Behind the Markets | Sponsoredtc pixel