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Innovator U.S. Small Cap Power Buffer ETF - July (KJUL) Institutional Ownership

$30.75 +0.26 (+0.84%)
As of 11:59 AM Eastern
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Institutional Ownership Changes (13F Filings) for Innovator U.S. Small Cap Power Buffer ETF - July (BATS:KJUL)

Number of
Institutional Buyers
(last 12 months)
56
Total
Institutional Inflows
(last 12 months)
$87.39M
Number of
Institutional Sellers
(last 12 months)
53
Total
Institutional Outflows
(last 12 months)
$44.75M
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KJUL Institutional Buying and Selling by Quarter

Innovator U.S. Small Cap Power Buffer ETF - July Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/4/2025 Osaic Holdings Inc.141,131$4.12M0.0%+24.0%3.442%
8/29/2025 Evolution Wealth Management Inc.901$26K0.0%N/A0.022%
8/15/2025 Acas LLC7,134$216K0.1%N/A0.174%
8/14/2025 Raymond James Financial Inc.48,870$1.43M0.0%-15.3%1.192%
8/14/2025 Cary Street Partners Financial LLC154,931$4.52M0.1%N/A3.779%
8/13/2025 M Holdings Securities Inc.39,127$1.14M0.2%+8.8%0.954%
8/13/2025 Trek Financial LLC107,774$3.15M0.2%N/A2.629%
8/12/2025 Steward Partners Investment Advisory LLC2,698$79K0.0%+16.2%0.066%
8/8/2025 Kingsview Wealth Management LLC10,358$302K0.0%-5.5%0.253%
8/8/2025 Cetera Investment Advisers94,739$2.77M0.0%-7.4%2.311%
8/6/2025 Valtinson Bruner Financial Planning LLC10,057$294K0.1%-11.3%0.245%
8/1/2025 Corrado Advisors LLC43,324$1.27M0.8%-1.1%1.057%
8/1/2025 Envestnet Asset Management Inc.15,455$451K0.0%-7.6%0.377%
7/30/2025 Red Crane Wealth Management LLC67,607$1.97M1.8%N/A1.649%
7/29/2025 ODonnell Financial Services LLC49,186$1.44M0.6%-5.1%1.200%
7/29/2025 Forvis Mazars Wealth Advisors LLC15,891$464K0.0%-7.5%0.388%
7/29/2025 Straight Path Wealth Management22,951$670K0.2%N/A0.560%
7/28/2025 Cypress Wealth Services LLC50,154$1.46M0.3%-1.2%1.223%
7/24/2025 IFP Advisors Inc27,069$790K0.0%+27.0%0.660%
7/24/2025 Blair William & Co. IL71,177$2.08M0.0%-1.0%1.736%
7/22/2025 Global Strategic Investment Solutions LLC22,369$653K0.1%-12.0%0.546%
7/22/2025 Berger Financial Group Inc72,831$2.13M0.1%+0.9%1.776%
7/22/2025 Diligent Investors LLC55,299$1.61M0.4%-1.1%1.349%
7/21/2025 Ameritas Advisory Services LLC1,000$29K0.0%N/A0.024%
7/21/2025 DHJJ Financial Advisors Ltd.24,889$727K0.3%+3.6%0.607%
7/17/2025 XML Financial LLC151,735$4.43M0.4%N/A3.701%
7/16/2025 PFS Partners LLC5,912$173K0.1%+352.3%0.144%
7/16/2025 Crown Wealth Group LLC57,344$1.67M0.6%+365.6%1.399%
7/14/2025 U.S. Capital Wealth Advisors LLC9,142$267K0.0%-4.1%0.223%
7/10/2025 Wealth Enhancement Advisory Services LLC59,807$1.77M0.0%+77.0%1.459%
7/9/2025 Fragasso Financial Advisors Inc47,030$1.37M0.1%-8.2%1.147%
6/10/2025 Compass Financial Services Inc1,174$33K0.0%N/A0.029%
5/22/2025Mattson Financial Services LLC3,674$103K0.0%N/A0.091%
5/20/2025Focus Partners Wealth29,130$815K0.0%-1.5%0.719%
5/19/2025SageView Advisory Group LLC10,012$280K0.0%-31.4%0.247%
5/15/2025OLD Mission Capital LLC13,210$369K0.0%-45.4%0.326%
5/14/2025Kestra Advisory Services LLC74,766$2.09M0.0%-19.5%1.846%
5/14/2025Capital Analysts LLC22,168$620K0.0%+46.5%0.547%
5/14/2025Tradition Wealth Management LLC18,838$527K0.0%-2.7%0.465%
5/14/2025M Holdings Securities Inc.35,973$1.01M0.2%+21.0%0.888%
5/13/2025Leigh Baldwin & CO. LLC9,700$271K0.2%-8.5%0.240%
5/13/2025Compass Advisory Group LLC46,084$1.29M0.4%-1.7%1.138%
5/13/2025HighTower Advisors LLC452,868$12.67M0.0%-25.0%11.182%
5/12/2025Berger Financial Group Inc72,161$2.02M0.1%-3.7%1.782%
5/9/2025Altfest L J & Co. Inc.364,596$10.20M1.3%N/A9.002%
5/9/2025Chicago Partners Investment Group LLC16,778$465K0.0%-5.4%0.414%
5/9/2025Atlantic Private Wealth LLC12,965$363K0.3%+135.0%0.320%
5/9/2025Atria Wealth Solutions Inc.7,749$217K0.0%-22.4%0.191%
5/9/2025Gill Capital Partners LLC32,416$907K0.3%-8.5%0.800%
5/9/2025Blair William & Co. IL71,887$2.01M0.0%-2.2%1.775%
5/6/2025Cetera Investment Advisers102,343$2.86M0.0%+9.1%2.527%
5/6/2025Avantax Advisory Services Inc.32,596$912K0.0%-3.1%0.805%
5/5/2025Wealth Alliance LLC15,047$421K0.1%-12.5%0.372%
5/5/2025IFP Advisors Inc21,309$596K0.0%+4.9%0.526%
5/5/2025ODonnell Financial Services LLC51,838$1.45M0.6%-92.0%1.280%
5/2/2025Kingsview Wealth Management LLC10,965$307K0.0%+15.8%0.226%
4/30/2025Allworth Financial LP6,535$180K0.0%-98.7%0.135%
4/29/2025U.S. Capital Wealth Advisors LLC9,534$267K0.0%-6.0%0.197%
4/29/2025Wood Tarver Financial Group LLC31,785$889K0.3%-61.3%0.655%
4/29/2025Envestnet Asset Management Inc.16,723$468K0.0%+3.1%0.345%
4/29/2025Capital Investment Advisory Services LLC39,289$1.10M0.1%+1,713.1%0.810%
4/29/2025Onyx Bridge Wealth Group LLC98,915$2.77M0.4%+1.6%2.039%
4/25/2025Crown Wealth Group LLC12,315$344K0.2%-41.9%0.254%
4/22/2025Cambridge Investment Research Advisors Inc.49,542$1.39M0.0%-8.9%1.021%
4/18/2025DHJJ Financial Advisors Ltd.24,032$672K0.3%-4.4%0.496%
4/17/2025Janney Montgomery Scott LLC7,540$211K0.0%+7.1%0.155%
4/16/2025Wealth Enhancement Advisory Services LLC33,789$945K0.0%-40.0%0.697%
4/16/2025NorthCrest Asset Manangement LLC10,408$291K0.0%-16.9%0.215%
4/15/2025Chris Bulman Inc41,134$1.15M0.7%-3.0%0.848%
4/14/2025BCS Wealth Management7,365$206K0.1%-17.0%0.152%
4/10/2025Diligent Investors LLC55,912$1.56M0.4%-17.2%1.020%
4/10/2025Cypress Wealth Services LLC50,769$1.42M0.3%-0.9%0.926%
4/10/2025Maltin Wealth Management Inc.189,823$5.31M2.5%-3.1%3.464%
4/10/2025Whipplewood Advisors LLC2,064$58K0.0%+425.2%0.038%
4/9/2025Gradient Investments LLC368,120$10.30M0.2%+3.3%6.718%
4/9/2025Fragasso Financial Advisors Inc51,230$1.43M0.1%-2.3%0.935%
3/17/2025Wealth Enhancement Advisory Services LLC56,292$1.66M0.0%+3.2%1.037%
3/6/2025Wood Tarver Financial Group LLC82,138$2.42M0.8%N/A1.586%
2/25/2025Leigh Baldwin & CO. LLC10,600$312K0.2%N/A0.205%
2/18/2025Investment Management Corp VA ADV1,896$56K0.1%N/A0.038%
2/18/2025Sunbelt Securities Inc.10,822$318K0.0%-4.8%0.215%
2/17/2025Cetera Investment Advisers93,779$2.76M0.0%-1.4%1.864%
2/17/2025Citadel Advisors LLC6,805$200K0.0%N/A0.135%
2/14/2025Jane Street Group LLC23,619$695K0.0%+80.2%0.470%
2/14/2025Long Island Wealth Management Inc.32,747$964K0.6%-7.7%0.651%
2/14/2025Berger Financial Group Inc74,912$2.21M0.2%-11.4%1.489%
2/14/2025Tradition Wealth Management LLC19,367$570K0.1%-2.3%0.385%
2/13/2025SageView Advisory Group LLC14,602$430K0.0%-41.1%0.290%
2/13/2025Raymond James Financial Inc.59,611$1.76M0.0%N/A1.185%
2/13/2025Envestnet Asset Management Inc.16,219$477K0.0%+8.2%0.322%
2/12/2025OLD Mission Capital LLC24,199$712K0.0%N/A0.481%
2/12/2025Blair William & Co. IL73,482$2.16M0.0%-2.2%1.461%
2/12/2025JPMorgan Chase & Co.854$25K0.0%-76.9%0.017%
2/11/2025LPL Financial LLC31,251$920K0.0%-4.1%0.621%
2/11/2025M Holdings Securities Inc.875$26K0.0%-97.1%0.017%
2/10/2025Commonwealth Equity Services LLC284,978$8.39M0.0%-4.2%5.666%
2/10/2025Avantax Advisory Services Inc.33,630$990K0.0%-5.6%0.669%
2/7/2025HighTower Advisors LLC603,509$17.76M0.0%+0.5%11.998%
2/7/2025Miller Financial Services LLC11,024$324K0.3%N/A0.219%
2/7/2025Blue Bell Private Wealth Management LLC17,473$514K0.1%-11.6%0.347%
(Data available from 1/1/2016 forward)

KJUL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of KJUL shares?

During the previous two years, 110 institutional investors and hedge funds held shares of Innovator U.S. Small Cap Power Buffer ETF - July. The most heavily invested institutionals were HighTower Advisors LLC ($12.67M), Personal CFO Solutions LLC ($10.39M), Gradient Investments LLC ($10.30M), Altfest L J & Co. Inc. ($10.20M), Legacy CG LLC ($10.04M), Commonwealth Equity Services LLC ($8.39M), and Maltin Wealth Management Inc. ($5.31M).Learn more on Innovator U.S. Small Cap Power Buffer ETF - July's institutional investors.

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

Of the 95 institutional investors that purchased Innovator U.S. Small Cap Power Buffer ETF - July's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Gradient Investments LLC ($1.01M), ODonnell Financial Services LLC ($736.37K), Altfest L J & Co. Inc. ($729.74K), HighTower Advisors LLC ($690.20K), Allworth Financial LP ($616.39K), Compass Advisory Group LLC ($583.76K), and Personal CFO Solutions LLC ($386.11K).

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

Institutional investors have bought a total of 3,002,360 shares in the last 24 months. This purchase volume represents approximately $87.39M in transactions.

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

Of the 53 institutional investors that sold Innovator U.S. Small Cap Power Buffer ETF - July's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: ODonnell Financial Services LLC ($599.51K), Allworth Financial LP ($486.15K), HighTower Advisors LLC ($160.81K), Wood Tarver Financial Group LLC ($50.35K), M Holdings Securities Inc. ($28.84K), Wealth Enhancement Advisory Services LLC ($22.50K), and Jane Street Group LLC ($21.24K).

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

Institutional investors have sold a total of 1,591,744 shares in the last 24 months. This volume of shares sold represents approximately $44.75M in transactions.


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This page (BATS:KJUL) was last updated on 9/12/2025 by MarketBeat.com Staff
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