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

$33.49 +0.11 (+0.33%)
As of 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)
55
Total
Institutional Inflows
(last 12 months)
$54.24M
Number of
Institutional Sellers
(last 12 months)
49
Total
Institutional Outflows
(last 12 months)
$32.49M
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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
5/4/2026 Chicago Partners Investment Group LLC14,557$484K0.0%-13.2%0.355%
4/30/2026 Kestra Advisory Services LLC95,946$3.07M0.0%+20.2%2.340%
4/29/2026 Red Crane Wealth Management LLC80,443$2.58M2.1%+7.5%1.962%
4/29/2026 Global Strategic Investment Solutions LLC11,392$365K0.0%-46.4%0.278%
4/28/2026 Berger Financial Group Inc72,250$2.31M0.1%-1.4%1.762%
4/21/2026 Compass Advisory Group LLC54,117$1.73M0.5%-88.8%1.320%
4/21/2026 Long Island Wealth Management Inc.44,514$1.43M0.7%-3.0%1.086%
4/18/2026 BCS Wealth Management14,127$452K0.1%-50.4%0.345%
4/17/2026 Outlook Wealth Advisors LLC9,248$296K0.1%-25.2%0.226%
4/17/2026 XML Financial LLC128,193$4.11M0.3%-3.8%3.127%
4/16/2026 Founders Financial Securities LLC35,131$1.15M0.1%+18.5%0.857%
3/13/2026 World 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%
2/16/2026 MML Investors Services LLC22,268$706K0.0%+19.9%0.543%
2/13/2026Jacobi Capital Management LLC32,545$1.03M0.1%-8.1%0.794%
2/13/2026 Kestra Advisory Services LLC79,813$2.53M0.0%-1.0%1.947%
2/12/2026 Commonwealth 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%
2/11/2026 Outlook 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%
2/11/2026 XML Financial LLC133,300$4.23M0.3%-11.2%3.251%
2/10/2026 Founders Financial Securities LLC29,644$940K0.1%+16.4%0.723%
2/10/2026 Corrado Advisors LLC21,514$682K0.3%-52.7%0.525%
2/9/2026 Cary 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%
2/6/2026 IFP 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%
2/4/2026 World Investment Advisors10,098$320K0.0%N/A0.246%
2/3/2026 Red Crane Wealth Management LLC74,859$2.37M1.9%-1.1%1.826%
2/2/2026 Truist Financial Corp27,640$876K0.0%-2.6%0.674%
1/30/2026 Sigma Planning Corp6,999$222K0.0%-26.4%0.171%
1/29/2026ODonnell Financial Services LLC35,832$1.14M0.4%-3.9%0.874%
1/28/2026 Global Trust Wealth Management LLC17,000$539K0.4%N/A0.415%
1/28/2026 Crown Wealth Group LLC7,946$252K0.1%+4.2%0.194%
1/26/2026 BCS Wealth Management28,476$903K0.1%+100.0%0.695%
1/23/2026 U.S. Capital Wealth Advisors LLC8,911$282K0.0%-13.6%0.217%
1/23/2026 DHJJ Financial Advisors Ltd.25,238$800K0.3%-2.3%0.616%
1/21/2026 Compass Advisory Group LLC483,725$15.33M4.1%+3.2%11.798%
1/21/2026 Long Island Wealth Management Inc.45,886$1.46M0.7%+2.5%1.119%
1/8/2026 Wealth Enhancement Advisory Services LLC57,514$1.85M0.0%-0.6%1.403%
12/2/2025 IFP 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%
11/14/2025 Diligent 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%
11/6/2025 Compass Advisory Group LLC468,529$14.51M4.1%+916.7%11.428%
11/6/2025 Long 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%
11/5/2025 Envestnet Asset Management Inc.17,386$538K0.0%+12.5%0.424%
11/4/2025 Mutual 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%
11/3/2025 Corrado Advisors LLC45,490$1.41M0.8%+5.0%1.110%
11/3/2025Annis Gardner Whiting Capital Advisors LLC5,135$159K0.0%N/A0.125%
11/3/2025 Truist Financial Corp28,385$879K0.0%+13.7%0.692%
11/3/2025Phoenix Financial Ltd.7,315$226K0.0%N/A0.178%
11/3/2025 Straight Path Wealth Management23,363$723K0.2%+1.8%0.570%
10/30/2025 Forvis Mazars Wealth Advisors LLC11,289$350K0.0%-29.0%0.275%
10/29/2025 Wealth Enhancement Advisory Services LLC57,862$1.80M0.0%-3.3%1.411%
10/29/2025 Red Crane Wealth Management LLC75,659$2.34M2.0%+11.9%1.845%
10/22/2025 BCS Wealth Management14,238$441K0.1%+91.4%0.347%
10/22/2025Blue Bell Private Wealth Management LLC16,494$511K0.1%-3.1%0.402%
10/22/2025 Crown Wealth Group LLC7,624$236K0.1%-86.7%0.186%
10/22/2025 Commonwealth Equity Services LLC265,089$8.21M0.0%-23.5%6.466%
10/20/2025 XML Financial LLC150,120$4.65M0.4%-1.1%3.661%
10/20/2025 DHJJ Financial Advisors Ltd.25,836$800K0.3%+3.8%0.630%
10/16/2025 PFS Partners LLC9,147$283K0.1%+54.7%0.223%
10/15/2025 Founders Financial Securities LLC25,472$789K0.1%+26.1%0.621%
10/10/2025 Fiduciary Financial Group LLC7,290$226K0.0%N/A0.178%
10/9/2025 U.S. Capital Wealth Advisors LLC10,310$319K0.0%+12.8%0.251%
10/6/2025 Fragasso 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%
8/29/2025 Evolution 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%
8/14/2025 Cary 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%
8/8/2025Cetera Investment Advisers94,739$2.77M0.0%-7.4%2.311%
8/6/2025Valtinson 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%


KJUL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of KJUL shares?

During the previous two years, 108 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.

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

Of the 84 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), Motiv8 Investments LLC ($165.55K), and Cary Street Partners Financial LLC ($154.93K).

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

Institutional investors have bought a total of 1,822,063 shares in the last 24 months. This purchase volume represents approximately $54.24M in transactions.

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

Of the 48 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 ($430.38K), HighTower Advisors LLC ($154.82K), 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), and Cetera Investment Advisers ($27.55K).

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

Institutional investors have sold a total of 1,050,792 shares in the last 24 months. This volume of shares sold represents approximately $32.49M in transactions.


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