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

$28.85

+0.18 (+0.63%)

(As of 07/26/2024 ET)

Number of Institutional Buyers (last 12 months): 60
Total Institutional Inflows (last 12 months): $133.73M

Number of Institutional Sellers (last 12 months): 33
Total Institutional Outflows (last 12 months): $62.98M

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KJUL Institutional Buying and Selling by Quarter

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

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/22/2024	Onyx Bridge Wealth Group LLC	97,516	$2.70M	0.4%	+1.4%	1.939%
7/18/2024	Gradient Investments LLC	8,724	$241K	0.0%	-18.4%	0.173%
7/18/2024	Brookstone Capital Management	11,842	$341K	0.0%	+24.4%	0.235%
7/18/2024	Triad Wealth Partners LLC	1,600	$44K	0.0%	N/A	0.032%
7/16/2024	Wealth Enhancement Advisory Services LLC	40,929	$1.13M	0.0%	-19.1%	0.814%
7/16/2024	BCS Wealth Management	9,543	$264K	0.1%	-3.8%	0.190%
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7/12/2024	Maltin Wealth Management Inc.	189,704	$5.24M	2.8%	+3.7%	3.771%
7/12/2024	DHJJ Financial Advisors Ltd.	21,321	$589K	0.2%	-11.6%	0.424%
7/9/2024	Fragasso Financial Advisors Inc	63,660	$1.76M	0.1%	-6.9%	1.266%
7/8/2024	Sugarloaf Wealth Management LLC	11,677	$323K	0.1%	+98.8%	0.232%
5/30/2024	Motiv8 Investments LLC	85,625	$2.40M	1.9%	N/A	1.702%
5/24/2024	Cetera Advisors LLC	15,208	$427K	0.0%	-35.9%	0.302%
5/24/2024	Cetera Investment Advisers	85,782	$2.41M	0.0%	+230.3%	1.705%
5/9/2024	Kingsview Wealth Management LLC	9,425	$265K	0.0%	+7.8%	0.185%
5/8/2024	Avantax Advisory Services Inc.	36,998	$1.04M	0.0%	-1.0%	0.725%
5/2/2024	Crown Wealth Group LLC	24,795	$696K	0.4%	-5.7%	0.486%
4/29/2024	Commonwealth Equity Services LLC	421,526	$11.84M	0.0%	-3.8%	8.265%
4/29/2024	Castle Wealth Management LLC	14,527	$408K	0.2%	-27.8%	0.285%
4/29/2024	Onyx Bridge Wealth Group LLC	96,126	$2.61M	0.5%	+13.6%	1.885%
4/24/2024	Blue Bell Private Wealth Management LLC	25,158	$706K	0.2%	-9.0%	0.475%
4/23/2024	Gradient Investments LLC	10,688	$300K	0.0%	-98.3%	0.202%
4/22/2024	Altfest L J & Co. Inc.	9,493	$267K	0.0%	-22.1%	0.179%
4/22/2024	Outlook Wealth Advisors LLC	12,711	$357K	0.1%	-7.0%	0.240%
4/19/2024	FORVIS Wealth Advisors LLC	65,928	$1.85M	0.0%	-1.2%	1.244%
4/16/2024	Maltin Wealth Management Inc.	182,981	$5.14M	2.9%	+10.1%	3.452%
4/16/2024	PFS Partners LLC	1,182	$33K	0.0%	-99.4%	0.022%
4/15/2024	Brookstone Capital Management	9,516	$267K	0.0%	-90.8%	0.180%
4/15/2024	Sunbelt Securities Inc.	12,840	$361K	0.0%	-23.2%	0.242%
4/11/2024	DHJJ Financial Advisors Ltd.	24,126	$677K	0.3%	-2.0%	0.455%
4/10/2024	Marcum Wealth LLC	18,759	$527K	0.1%	-78.0%	0.354%
4/10/2024	Fragasso Group Inc.	68,374	$1.92M	0.2%	-3.3%	1.290%
4/10/2024	BCS Wealth Management	9,918	$278K	0.1%	-7.2%	0.187%
2/23/2024	Chicago Partners Investment Group LLC	18,622	$495K	0.0%	+13.9%	0.296%
2/16/2024	Secured Retirement Advisors LLC	19,959	$541K	0.5%	N/A	0.317%
2/14/2024	Personal CFO Solutions LLC	383,493	$10.39M	1.8%	-0.7%	6.087%
2/12/2024	Tradition Wealth Management LLC	220,767	$6.39M	0.7%	-0.9%	3.504%
2/9/2024	InterOcean Capital Group LLC	30,640	$830K	0.0%	-25.8%	0.486%
2/8/2024	BCGM Wealth Management LLC	7,610	$206K	0.1%	N/A	0.121%
2/7/2024	Avantax Advisory Services Inc.	37,378	$1.01M	0.0%	-62.9%	0.593%
2/7/2024	Cary Street Partners Investment Advisory LLC	169,814	$4.60M	0.2%	+70,655.8%	2.695%
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2/7/2024	Berger Financial Group Inc	92,079	$2.49M	0.3%	+30.6%	1.462%
2/7/2024	Principal Securities Inc.	62,616	$1.70M	0.1%	N/A	0.994%
2/6/2024	Valtinson Bruner Financial Planning LLC	17,037	$461K	0.2%	+2.3%	0.270%
2/6/2024	Lincoln National Corp	42,021	$1.14M	0.0%	+18.6%	0.667%
2/5/2024	Triumph Capital Management	15,519	$420K	0.2%	N/A	0.246%
2/5/2024	Pillar Wealth Advisors LLC	43,093	$1.17M	0.9%	+15.8%	0.684%
2/2/2024	ODonnell Financial Services LLC	68,528	$1.86M	0.9%	-53.2%	1.088%
2/2/2024	Truist Financial Corp	18,327	$496K	0.0%	+6.7%	0.291%
2/2/2024	Atria Wealth Solutions Inc.	9,091	$246K	0.0%	N/A	0.144%
2/1/2024	Corrado Advisors LLC	15,520	$420K	0.3%	-2.9%	0.246%
2/1/2024	Capital Investment Advisory Services LLC	39,226	$1.06M	0.1%	-2.2%	0.623%
1/31/2024	Castle Wealth Management LLC	20,113	$545K	0.3%	N/A	0.319%
1/31/2024	Onyx Bridge Wealth Group LLC	84,654	$2.29M	0.5%	+3.6%	1.344%
1/30/2024	Private Client Services LLC	43,709	$1.18M	1.0%	N/A	0.694%
1/30/2024	Legacy CG LLC	370,812	$10.04M	3.8%	N/A	5.886%
1/29/2024	Compass Advisory Group LLC	38,604	$1.05M	0.5%	-93.5%	0.613%
1/25/2024	Blue Bell Private Wealth Management LLC	27,632	$748K	0.2%	-4.9%	0.439%
1/24/2024	Allworth Financial LP	299,348	$8.11M	0.1%	-1.0%	4.752%
1/23/2024	Crown Wealth Group LLC	26,307	$712K	0.4%	-13.2%	0.418%
1/18/2024	Gradient Investments LLC	644,887	$17.47M	0.4%	+9.9%	10.236%
1/18/2024	Maltin Wealth Management Inc.	166,250	$4.50M	2.9%	+0.5%	2.639%
1/18/2024	Altfest L J & Co. Inc.	12,182	$330K	0.0%	-96.7%	0.193%
1/16/2024	Raymond James Financial Services Advisors Inc.	46,253	$1.25M	0.0%	+57.2%	0.734%
1/16/2024	Raymond James & Associates	20,638	$559K	0.0%	-22.8%	0.328%
1/12/2024	Global Strategic Investment Solutions LLC	24,821	$672K	0.1%	-83.9%	0.394%
1/11/2024	Brookstone Capital Management	103,481	$2.80M	0.1%	+1.8%	1.643%
1/11/2024	FORVIS Wealth Advisors LLC	66,704	$1.81M	0.1%	-10.3%	1.059%
1/11/2024	BCS Wealth Management	10,693	$290K	0.1%	-10.9%	0.170%
1/11/2024	Diligent Investors LLC	67,488	$1.83M	0.5%	+9.3%	1.071%
1/10/2024	Marcum Wealth LLC	85,126	$2.31M	0.2%	-1.3%	1.351%
1/8/2024	Gill Capital Partners LLC	35,180	$953K	0.4%	-3.8%	0.558%
12/11/2023	Sunbelt Securities Inc.	16,232	$406K	0.1%	+4.0%	0.258%
12/1/2023	PFS Partners LLC	190,702	$4.77M	4.2%	+762,708.0%	3.027%
11/13/2023	Personal CFO Solutions LLC	386,109	$9.66M	1.9%	N/A	6.129%
11/13/2023	Sugarloaf Wealth Management LLC	5,875	$147K	0.0%	N/A	0.093%
11/13/2023	Kestra Advisory Services LLC	24,417	$611K	0.0%	+71.3%	0.388%
11/9/2023	Wealth Alliance	9,985	$250K	0.0%	N/A	0.158%
11/9/2023	Blair William & Co. IL	42,799	$1.07M	0.0%	N/A	0.679%
11/8/2023	HighTower Advisors LLC	697,609	$17.47M	0.0%	+6,727.9%	11.073%
11/8/2023	Avantax Advisory Services Inc.	100,627	$2.52M	0.0%	+6.7%	1.597%
11/8/2023	Pillar Wealth Advisors LLC	37,222	$931K	0.8%	-1.2%	0.591%
11/7/2023	Kingsview Wealth Management LLC	8,669	$217K	0.0%	N/A	0.138%
11/6/2023	Corrado Advisors LLC	15,986	$400K	0.3%	N/A	0.254%
11/6/2023	Lincoln National Corp	35,438	$887K	0.0%	+94.7%	0.563%
11/6/2023	Diligent Investors LLC	61,738	$1.55M	0.5%	+110.1%	0.980%
11/3/2023	Berger Financial Group Inc	70,519	$1.76M	0.2%	+82.5%	1.119%
11/3/2023	SageView Advisory Group LLC	39,883	$998K	0.1%	+122.9%	0.633%
11/2/2023	Coldstream Capital Management Inc.	10,389	$260K	0.0%	+16.0%	0.165%
11/2/2023	Capital Investment Advisory Services LLC	40,103	$1.00M	0.1%	+6.1%	0.637%
10/31/2023	Allworth Financial LP	302,508	$7.57M	0.1%	+77.6%	4.802%
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10/30/2023	Blue Bell Private Wealth Management LLC	29,060	$727K	0.2%	-2.5%	0.461%
10/27/2023	Gradient Investments LLC	586,853	$14.68M	0.4%	N/A	9.315%
10/26/2023	Altfest L J & Co. Inc.	365,141	$9.14M	1.4%	N/A	5.796%
10/26/2023	Chicago Partners Investment Group LLC	16,347	$394K	0.0%	+5.4%	0.259%
10/26/2023	FORVIS Wealth Advisors LLC	74,385	$1.86M	0.1%	-2.4%	1.181%
10/25/2023	Crown Wealth Group LLC	30,300	$758K	0.6%	N/A	0.481%
10/25/2023	Gill Capital Partners LLC	36,586	$915K	0.4%	+5.5%	0.581%
10/24/2023	Compass Advisory Group LLC	593,543	$14.85M	7.8%	+5,485.2%	9.421%
10/24/2023	Valtinson Bruner Financial Planning LLC	16,652	$417K	0.2%	+6.3%	0.264%
10/24/2023	Raymond James Financial Services Advisors Inc.	29,414	$736K	0.0%	+248.4%	0.467%

(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, 80 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 ($17.47M), Commonwealth Equity Services LLC ($11.84M), Personal CFO Solutions LLC ($10.39M), Legacy CG LLC ($10.04M), Allworth Financial LP ($8.11M), Tradition Wealth Management LLC ($6.39M), and Maltin Wealth Management Inc. ($5.24M).Learn more on KJUL's institutional investors.
Which institutional investors have been buying Innovator U.S. Small Cap Power Buffer ETF - July stock?: Of the 72 institutional investors that purchased Innovator U.S. Small Cap Power Buffer ETF - July stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: HighTower Advisors LLC ($696.59K), Gradient Investments LLC ($644.89K), Compass Advisory Group LLC ($592.89K), Personal CFO Solutions LLC ($386.11K), Legacy CG LLC ($370.81K), Altfest L J & Co. Inc. ($365.14K), and Commonwealth Equity Services LLC ($315.15K).
How much institutional buying is happening at Innovator U.S. Small Cap Power Buffer ETF - July?: Institutional investors have bought a total of 5,751,625 shares in the last 24 months. This purchase volume represents approximately $146.30M in transactions.

Which Innovator U.S. Small Cap Power Buffer ETF - July major shareholders have been selling company stock?: Of the 38 institutional investors that sold Innovator U.S. Small Cap Power Buffer ETF - July stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Gradient Investments LLC ($636.16K), Compass Advisory Group LLC ($565.41K), Altfest L J & Co. Inc. ($355.65K), PFS Partners LLC ($189.74K), Global Strategic Investment Solutions LLC ($131.61K), Tradition Wealth Management LLC ($113.28K), and Brookstone Capital Management ($93.97K).
How much institutional selling is happening at Innovator U.S. Small Cap Power Buffer ETF - July?: Institutional investors have sold a total of 2,510,233 shares in the last 24 months. This volume of shares sold represents approximately $68.41M in transactions.