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

$33.84 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Innovator U.S. Small Cap Power Buffer ETF - July (BATS:KJUL)

Number of
Institutional Buyers
(last 12 months)
51
Total
Institutional Inflows
(last 12 months)
$45.67M
Number of
Institutional Sellers
(last 12 months)
40
Total
Institutional Outflows
(last 12 months)
$27.09M
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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
5/19/2026Winnow Wealth LLC6,442$206K0.2%-12.0%0.157%
5/19/2026Cornerstone Wealth LLC TN34,276$1.14M0.7%N/A0.836%
5/13/2026Cetera Investment Advisers104,716$3.35M0.0%-3.6%2.554%
5/6/2026Independent Financial Group LLC46,053$1.48M0.0%N/A1.123%
5/4/2026Chicago Partners Investment Group LLC14,557$484K0.0%-13.2%0.355%
4/30/2026Kestra Advisory Services LLC95,946$3.07M0.0%+20.2%2.340%
4/29/2026Red Crane Wealth Management LLC80,443$2.58M2.1%+7.5%1.962%
4/29/2026Global Strategic Investment Solutions LLC11,392$365K0.0%-46.4%0.278%
4/28/2026Berger Financial Group Inc72,250$2.31M0.1%-1.4%1.762%
4/21/2026Compass Advisory Group LLC54,117$1.73M0.5%-88.8%1.320%
4/21/2026Long Island Wealth Management Inc.44,514$1.43M0.7%-3.0%1.086%
4/18/2026BCS Wealth Management14,127$452K0.1%-50.4%0.345%
4/17/2026Outlook Wealth Advisors LLC9,248$296K0.1%-25.2%0.226%
4/17/2026XML Financial LLC128,193$4.11M0.3%-3.8%3.127%
4/16/2026Founders Financial Securities LLC35,131$1.15M0.1%+18.5%0.857%
3/13/2026World Investment Advisors10,098$320K0.0%N/A0.246%
2/19/2026BFI Wealth Solutions LLC42,761$1.36M1.3%N/A1.043%
2/18/2026OLD Mission Capital LLC45,407$1.44M0.0%N/A1.107%
2/17/2026Cetera Investment Advisers108,640$3.44M0.0%-15.5%2.650%
2/17/2026Osaic Holdings Inc.148,584$4.71M0.0%-7.3%3.624%
2/17/2026Blair William & Co. IL68,837$2.18M0.0%-3.3%1.679%
2/16/2026MML Investors Services LLC22,268$706K0.0%+19.9%0.543%
2/13/2026Jacobi Capital Management LLC32,545$1.03M0.1%-8.1%0.794%
2/13/2026Kestra Advisory Services LLC79,813$2.53M0.0%-1.0%1.947%
2/12/2026Commonwealth Equity Services LLC263,533$8.35M0.0%-0.6%6.428%
2/12/2026Wood Tarver Financial Group LLC26,012$824K0.2%+1.4%0.634%
2/12/2026Principal Securities Inc.90,668$2.87M0.0%-0.9%2.211%
2/11/2026Outlook Wealth Advisors LLC12,369$392K0.1%-2.7%0.302%
2/11/2026Winnow Wealth LLC7,321$234K0.2%-12.4%0.179%
2/11/2026LPL Financial LLC58,118$1.84M0.0%+23.4%1.418%
2/11/2026XML Financial LLC133,300$4.23M0.3%-11.2%3.251%
2/10/2026Founders Financial Securities LLC29,644$940K0.1%+16.4%0.723%
2/10/2026Corrado Advisors LLC21,514$682K0.3%-52.7%0.525%
2/9/2026Cary Street Partners Financial LLC104,592$3.32M0.1%-32.6%2.551%
2/9/2026Harbour Investments Inc.1,411$45K0.0%-85.2%0.034%
2/6/2026IFP Advisors Inc26,237$832K0.0%-10.9%0.640%
2/6/2026HighTower Advisors LLC215,496$6.83M0.0%-1.9%5.256%
2/5/2026Allworth Financial LP7,164$227K0.0%+9.6%0.175%
2/4/2026World Investment Advisors10,098$320K0.0%N/A0.246%
2/3/2026Red Crane Wealth Management LLC74,859$2.37M1.9%-1.1%1.826%
Trump Takes Emergency Action - Plus Elon Musk's New Venture (Ad)

Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Trump has issued emergency support to accelerate the rollout, and it's already live in multiple states. The Financial Times reports Sam Altman is personally calling people to build this for OpenAI. A few little-known companies control the entire supply chain - meaning anyone who wants access must go through them. Their stocks are available to buy right now.tc pixel

See which companies control the supply chain behind this emerging tech
2/2/2026Truist Financial Corp27,640$876K0.0%-2.6%0.674%
1/30/2026Sigma Planning Corp6,999$222K0.0%-26.4%0.171%
1/29/2026ODonnell Financial Services LLC35,832$1.14M0.4%-3.9%0.874%
1/28/2026Global Trust Wealth Management LLC17,000$539K0.4%N/A0.415%
1/28/2026Crown Wealth Group LLC7,946$252K0.1%+4.2%0.194%
1/26/2026BCS Wealth Management28,476$903K0.1%+100.0%0.695%
1/23/2026U.S. Capital Wealth Advisors LLC8,911$282K0.0%-13.6%0.217%
1/23/2026DHJJ Financial Advisors Ltd.25,238$800K0.3%-2.3%0.616%
1/21/2026Compass Advisory Group LLC483,725$15.33M4.1%+3.2%11.798%
1/21/2026Long Island Wealth Management Inc.45,886$1.46M0.7%+2.5%1.119%
1/8/2026Wealth Enhancement Advisory Services LLC57,514$1.85M0.0%-0.6%1.403%
12/2/2025IFP Advisors Inc29,437$911K0.0%+8.7%0.718%
11/19/2025Sunbelt Securities Inc.10,366$321K0.0%-4.2%0.253%
11/18/2025Advisory Services Network LLC3,747$116K0.0%N/A0.091%
11/17/2025Susquehanna International Group LLP32,805$1.02M0.0%N/A0.800%
11/14/2025Raymond James Financial Inc.73,052$2.26M0.0%+49.5%1.782%
11/14/2025Wood Tarver Financial Group LLC25,653$794K0.2%+6.1%0.626%
11/14/2025Diligent Investors LLC57,159$1.77M0.4%+3.4%1.394%
11/12/2025Kingsview Wealth Management LLC9,831$304K0.0%-5.1%0.240%
11/12/2025Arete Wealth Advisors LLC9,226$286K0.0%N/A0.225%
11/10/2025ODonnell Financial Services LLC37,282$1.15M0.4%-24.2%0.909%
11/7/2025Wealth Alliance LLC16,246$503K0.1%+8.0%0.396%
11/7/2025Collaborative Wealth Managment Inc.6,496$201K0.1%N/A0.158%
11/7/2025HighTower Advisors LLC219,673$6.80M0.0%+1.4%5.358%
11/6/2025Compass Advisory Group LLC468,529$14.51M4.1%+916.7%11.428%
11/6/2025Long Island Wealth Management Inc.44,786$1.39M0.7%+6.0%1.092%
11/5/2025Capital Investment Advisory Services LLC2,167$67K0.0%-94.5%0.053%
11/5/2025Seros Financial LLC6,698$207K0.0%N/A0.163%
11/5/2025Envestnet Asset Management Inc.17,386$538K0.0%+12.5%0.424%
11/4/2025Mutual Advisors LLC7,571$236K0.0%N/A0.185%
11/4/2025Winnow Wealth LLC8,362$259K0.2%N/A0.204%
11/3/2025AE Wealth Management LLC5,655$175K0.0%+1,031.0%0.138%
11/3/2025Corrado Advisors LLC45,490$1.41M0.8%+5.0%1.110%
11/3/2025Annis Gardner Whiting Capital Advisors LLC5,135$159K0.0%N/A0.125%
11/3/2025Truist Financial Corp28,385$879K0.0%+13.7%0.692%
11/3/2025Phoenix Financial Ltd.7,315$226K0.0%N/A0.178%
11/3/2025Straight Path Wealth Management23,363$723K0.2%+1.8%0.570%
10/30/2025Forvis Mazars Wealth Advisors LLC11,289$350K0.0%-29.0%0.275%
10/29/2025Wealth Enhancement Advisory Services LLC57,862$1.80M0.0%-3.3%1.411%
10/29/2025Red Crane Wealth Management LLC75,659$2.34M2.0%+11.9%1.845%
10/22/2025BCS Wealth Management14,238$441K0.1%+91.4%0.347%
10/22/2025Blue Bell Private Wealth Management LLC16,494$511K0.1%-3.1%0.402%
10/22/2025Crown Wealth Group LLC7,624$236K0.1%-86.7%0.186%
10/22/2025Commonwealth Equity Services LLC265,089$8.21M0.0%-23.5%6.466%
10/20/2025XML Financial LLC150,120$4.65M0.4%-1.1%3.661%
10/20/2025DHJJ Financial Advisors Ltd.25,836$800K0.3%+3.8%0.630%
10/16/2025PFS Partners LLC9,147$283K0.1%+54.7%0.223%
10/15/2025Founders Financial Securities LLC25,472$789K0.1%+26.1%0.621%
10/10/2025Fiduciary Financial Group LLC7,290$226K0.0%N/A0.178%
10/9/2025U.S. Capital Wealth Advisors LLC10,310$319K0.0%+12.8%0.251%
Trump Takes Emergency Action - Plus Elon Musk's New Venture (Ad)

Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Trump has issued emergency support to accelerate the rollout, and it's already live in multiple states. The Financial Times reports Sam Altman is personally calling people to build this for OpenAI. A few little-known companies control the entire supply chain - meaning anyone who wants access must go through them. Their stocks are available to buy right now.tc pixel

See which companies control the supply chain behind this emerging tech
10/6/2025Fragasso Financial Advisors Inc41,041$1.28M0.1%-12.7%1.001%
9/4/2025Osaic Holdings Inc.141,131$4.12M0.0%+24.0%3.442%
8/29/2025Evolution Wealth Management Inc.901$26K0.0%N/A0.022%
8/15/2025Acas LLC7,134$216K0.1%N/A0.174%
8/14/2025Raymond James Financial Inc.48,870$1.43M0.0%-15.3%1.192%
8/14/2025Cary Street Partners Financial LLC154,931$4.52M0.1%N/A3.779%
8/13/2025M Holdings Securities Inc.39,127$1.14M0.2%+8.8%0.954%
8/13/2025Trek Financial LLC107,774$3.15M0.2%N/A2.629%
8/12/2025Steward Partners Investment Advisory LLC2,698$79K0.0%+16.2%0.066%
8/8/2025Kingsview Wealth Management LLC10,358$302K0.0%-5.5%0.253%


KJUL Institutional Ownership - Frequently Asked Questions

During the previous two years, 109 institutional investors and hedge funds held shares of Innovator U.S. Small Cap Power Buffer ETF - July. The most heavily invested institutionals were Gradient Investments LLC ($10.30M), Altfest L J & Co. Inc. ($10.20M), Commonwealth Equity Services LLC ($8.35M), HighTower Advisors LLC ($6.83M), Maltin Wealth Management Inc. ($5.31M), Motiv8 Investments LLC ($4.81M), and Osaic Holdings Inc. ($4.71M).Learn more on Innovator U.S. Small Cap Power Buffer ETF - July's institutional investors.

Of the 86 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: ODonnell Financial Services LLC ($589.87K), Allworth Financial LP ($484.85K), Compass Advisory Group LLC ($438.48K), Gradient Investments LLC ($368.12K), Altfest L J & Co. Inc. ($364.60K), Cary Street Partners Financial LLC ($154.93K), and XML Financial LLC ($151.74K).

Institutional investors have bought a total of 1,503,644 shares in the last 24 months. This purchase volume represents approximately $45.67M in transactions.

Of the 40 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: Compass Advisory Group LLC ($429.61K), Commonwealth Equity Services LLC ($82.96K), Cary Street Partners Financial LLC ($50.63K), Crown Wealth Group LLC ($49.72K), Capital Investment Advisory Services LLC ($37.12K), Cetera Investment Advisers ($31.47K), and Corrado Advisors LLC ($24.46K).

Institutional investors have sold a total of 857,047 shares in the last 24 months. This volume of shares sold represents approximately $27.09M in transactions.


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This page (BATS:KJUL) was last updated on 7/5/2026 by MarketBeat.com Staff.
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