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

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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)
49
Total
Institutional Inflows
(last 12 months)
$70.91M
Number of
Institutional Sellers
(last 12 months)
51
Total
Institutional Outflows
(last 12 months)
$47.56M
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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
6/10/2025Compass 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%
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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%
2/6/2025Raymond James Financial Inc.59,611$1.76M0.0%N/A1.185%
2/6/2025Steward Partners Investment Advisory LLC3,164$93K0.0%+76.1%0.063%
2/5/2025Corrado Advisors LLC44,123$1.30M0.8%-6.8%0.877%
2/4/2025IFP Advisors Inc20,309$598K0.0%-5.1%0.404%
2/4/2025Wealthgarden F.S. LLC11,463$337K0.3%N/A0.228%
2/4/2025Forvis Mazars Wealth Advisors LLC27,219$801K0.0%-23.6%0.541%
2/3/2025Sigma Planning Corp9,081$267K0.0%-32.1%0.181%
1/30/2025Allworth Financial LP492,685$14.80M0.1%+156.6%9.795%
1/30/2025Principal Securities Inc.70,108$2.06M0.0%-1.1%1.394%
1/29/2025Stonebridge Financial Group LLC1,088$32K0.0%N/A0.022%
1/27/2025Onyx Bridge Wealth Group LLC97,382$2.87M0.4%-1.0%1.936%
1/24/2025U.S. Capital Wealth Advisors LLC10,143$299K0.0%-11.0%0.202%
1/24/2025Compass Advisory Group LLC46,859$1.38M0.5%+1.8%0.932%
1/24/2025ODonnell Financial Services LLC646,392$19.03M8.4%+1,043.5%12.851%
1/21/2025Gradient Investments LLC356,421$10.49M0.2%N/A7.086%
1/21/2025RFG Advisory LLC76,166$2.24M0.1%-3.8%1.514%
1/17/2025Janney Montgomery Scott LLC7,040$207K0.0%-53.8%0.140%
1/17/2025Global Trust Asset Management LLC16,500$486K0.2%-5.7%0.328%
1/16/2025Sugar Maple Asset Management LLC4,599$135K0.1%N/A0.091%
1/16/2025Maltin Wealth Management Inc.195,835$5.76M2.8%+3.0%3.893%
1/13/2025BCS Wealth Management8,876$261K0.1%-7.0%0.176%
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1/13/2025Fragasso Financial Advisors Inc52,410$1.54M0.1%-17.7%1.042%
1/13/2025Brookstone Capital Management43,246$1.27M0.0%+74.6%0.860%
11/18/2024Sunbelt Securities Inc.11,370$331K0.0%-11.4%0.226%
11/15/2024MML Investors Services LLC8,371$244K0.0%N/A0.166%
11/15/2024Jane Street Group LLC13,106$382K0.0%-61.8%0.261%
11/15/2024SageView Advisory Group LLC24,805$723K0.0%-4.3%0.493%
11/15/2024HighTower Advisors LLC600,705$17.50M0.0%-1.7%11.942%
11/14/2024Tradition Wealth Management LLC19,818$577K0.1%-11.1%0.394%
11/12/2024M Holdings Securities Inc.29,719$866K0.2%+33.8%0.591%
11/6/2024Signature Estate & Investment Advisors LLC8,717$254K0.0%N/A0.173%
(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, 105 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 90 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), Allworth Financial LP ($786.72K), ODonnell Financial Services LLC ($736.37K), Altfest L J & Co. Inc. ($729.74K), HighTower Advisors LLC ($690.20K), 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 2,440,492 shares in the last 24 months. This purchase volume represents approximately $70.91M in transactions.

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

Of the 51 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 ($597.62K), Allworth Financial LP ($486.15K), HighTower Advisors LLC ($160.81K), Commonwealth Equity Services LLC ($109.52K), Wood Tarver Financial Group LLC ($50.35K), Wealth Enhancement Advisory Services LLC ($32.19K), and M Holdings Securities Inc. ($28.84K).

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

Institutional investors have sold a total of 1,695,261 shares in the last 24 months. This volume of shares sold represents approximately $47.56M in transactions.


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This page (BATS:KJUL) was last updated on 7/9/2025 by MarketBeat.com Staff
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