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

$28.50 -0.01 (-0.04%)
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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)
46
Total
Institutional Inflows
(last 12 months)
$74.64M
Number of
Institutional Sellers
(last 12 months)
47
Total
Institutional Outflows
(last 12 months)
$42.62M
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KJUL Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/9/2025 Altfest L J & Co. Inc.364,596$10.20M1.3%N/A9.002%
5/9/2025 Chicago Partners Investment Group LLC16,778$465K0.0%-5.4%0.414%
5/9/2025 Atlantic Private Wealth LLC12,965$363K0.3%+135.0%0.320%
5/9/2025 Atria Wealth Solutions Inc.7,749$217K0.0%-22.4%0.191%
5/9/2025 Gill Capital Partners LLC32,416$907K0.3%-8.5%0.800%
5/9/2025 Blair William & Co. IL71,887$2.01M0.0%-2.2%1.775%
5/6/2025 Cetera Investment Advisers102,343$2.86M0.0%+9.1%2.527%
5/6/2025 Avantax Advisory Services Inc.32,596$912K0.0%-3.1%0.805%
5/5/2025 Wealth Alliance LLC15,047$421K0.1%-12.5%0.372%
5/5/2025 IFP Advisors Inc21,309$596K0.0%+4.9%0.526%
5/5/2025 ODonnell Financial Services LLC51,838$1.45M0.6%-92.0%1.280%
5/2/2025 Kingsview Wealth Management LLC10,965$307K0.0%+15.8%0.226%
4/30/2025 Allworth Financial LP6,535$180K0.0%-98.7%0.135%
4/29/2025 U.S. Capital Wealth Advisors LLC9,534$267K0.0%-6.0%0.197%
4/29/2025 Wood Tarver Financial Group LLC31,785$889K0.3%-61.3%0.655%
4/29/2025 Envestnet Asset Management Inc.16,723$468K0.0%+3.1%0.345%
4/29/2025 Capital Investment Advisory Services LLC39,289$1.10M0.1%+1,713.1%0.810%
4/29/2025 Onyx Bridge Wealth Group LLC98,915$2.77M0.4%+1.6%2.039%
4/25/2025 Crown Wealth Group LLC12,315$344K0.2%-41.9%0.254%
4/22/2025 Cambridge Investment Research Advisors Inc.49,542$1.39M0.0%-8.9%1.021%
4/18/2025 DHJJ Financial Advisors Ltd.24,032$672K0.3%-4.4%0.496%
4/17/2025 Janney Montgomery Scott LLC7,540$211K0.0%+7.1%0.155%
4/16/2025 Wealth Enhancement Advisory Services LLC33,789$945K0.0%-40.0%0.697%
4/16/2025 NorthCrest Asset Manangement LLC10,408$291K0.0%-16.9%0.215%
4/15/2025 Chris Bulman Inc41,134$1.15M0.7%-3.0%0.848%
4/14/2025 BCS Wealth Management7,365$206K0.1%-17.0%0.152%
4/10/2025 Diligent Investors LLC55,912$1.56M0.4%-17.2%1.020%
4/10/2025 Cypress Wealth Services LLC50,769$1.42M0.3%-0.9%0.926%
4/10/2025 Maltin Wealth Management Inc.189,823$5.31M2.5%-3.1%3.464%
4/10/2025 Whipplewood Advisors LLC2,064$58K0.0%+425.2%0.038%
4/9/2025 Gradient Investments LLC368,120$10.30M0.2%+3.3%6.718%
4/9/2025 Fragasso Financial Advisors Inc51,230$1.43M0.1%-2.3%0.935%
3/17/2025 Wealth Enhancement Advisory Services LLC56,292$1.66M0.0%+3.2%1.037%
3/6/2025 Wood Tarver Financial Group LLC82,138$2.42M0.8%N/A1.586%
2/25/2025Leigh Baldwin & CO. LLC10,600$312K0.2%N/A0.205%
2/18/2025 Investment Management Corp VA ADV1,896$56K0.1%N/A0.038%
2/18/2025 Sunbelt Securities Inc.10,822$318K0.0%-4.8%0.215%
2/17/2025 Cetera 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%
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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%
2/13/2025 Envestnet Asset Management Inc.16,219$477K0.0%+8.2%0.322%
2/12/2025OLD Mission Capital LLC24,199$712K0.0%N/A0.481%
2/12/2025 Blair William & Co. IL73,482$2.16M0.0%-2.2%1.461%
2/12/2025JPMorgan Chase & Co.854$25K0.0%-76.9%0.017%
2/11/2025 LPL Financial LLC31,251$920K0.0%-4.1%0.621%
2/11/2025M Holdings Securities Inc.875$26K0.0%-97.1%0.017%
2/10/2025 Commonwealth Equity Services LLC284,978$8.39M0.0%-4.2%5.666%
2/10/2025 Avantax Advisory Services Inc.33,630$990K0.0%-5.6%0.669%
2/7/2025HighTower Advisors LLC603,509$17.76M0.0%+0.5%11.998%
2/7/2025 Miller Financial Services LLC11,024$324K0.3%N/A0.219%
2/7/2025 Blue 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%
2/5/2025 Corrado Advisors LLC44,123$1.30M0.8%-6.8%0.877%
2/4/2025 IFP Advisors Inc20,309$598K0.0%-5.1%0.404%
2/4/2025 Wealthgarden F.S. LLC11,463$337K0.3%N/A0.228%
2/4/2025Forvis Mazars Wealth Advisors LLC27,219$801K0.0%-23.6%0.541%
2/3/2025 Sigma Planning Corp9,081$267K0.0%-32.1%0.181%
1/30/2025 Allworth Financial LP492,685$14.80M0.1%+156.6%9.795%
1/30/2025 Principal Securities Inc.70,108$2.06M0.0%-1.1%1.394%
1/29/2025 Stonebridge Financial Group LLC1,088$32K0.0%N/A0.022%
1/27/2025 Onyx Bridge Wealth Group LLC97,382$2.87M0.4%-1.0%1.936%
1/24/2025 U.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%
1/24/2025 ODonnell Financial Services LLC646,392$19.03M8.4%+1,043.5%12.851%
1/21/2025 Gradient Investments LLC356,421$10.49M0.2%N/A7.086%
1/21/2025 RFG Advisory LLC76,166$2.24M0.1%-3.8%1.514%
1/17/2025 Janney Montgomery Scott LLC7,040$207K0.0%-53.8%0.140%
1/17/2025 Global Trust Asset Management LLC16,500$486K0.2%-5.7%0.328%
1/16/2025 Sugar Maple Asset Management LLC4,599$135K0.1%N/A0.091%
1/16/2025 Maltin Wealth Management Inc.195,835$5.76M2.8%+3.0%3.893%
1/13/2025 BCS Wealth Management8,876$261K0.1%-7.0%0.176%
1/13/2025 Fragasso Financial Advisors Inc52,410$1.54M0.1%-17.7%1.042%
1/13/2025 Brookstone Capital Management43,246$1.27M0.0%+74.6%0.860%
11/18/2024 Sunbelt 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%
11/5/2024 Harbour Investments Inc.6,353$185K0.0%+28.6%0.126%
11/4/2024 Sigma Planning Corp13,366$389K0.0%N/A0.266%
11/1/2024 Corrado Advisors LLC47,359$1.38M0.9%-3.8%0.942%
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10/31/2024 Global Strategic Investment Solutions LLC25,114$732K0.1%-6.9%0.499%
10/28/2024 Focus Financial Network Inc.6,975$203K0.0%N/A0.139%
10/24/2024 Motiv8 Investments LLC165,078$4.81M3.2%+93.8%3.282%
10/24/2024 Wealth Enhancement Advisory Services LLC54,569$1.59M0.0%+33.3%1.085%
10/23/2024 Allworth Financial LP192,041$5.59M0.0%+2,167.6%3.818%
10/22/2024 DHJJ Financial Advisors Ltd.25,137$732K0.3%+17.9%0.500%
10/22/2024 Chris Bulman Inc43,361$1.26M0.9%-3.1%0.862%
10/22/2024 ODonnell Financial Services LLC56,527$1.65M0.7%-3.9%1.124%
10/17/2024 Onyx Bridge Wealth Group LLC98,370$2.87M0.4%+0.9%1.956%
10/9/2024 Maltin Wealth Management Inc.190,144$5.54M2.7%+0.2%3.780%
(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, 102 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 ($17.76M), 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 KJUL's institutional investors.

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

Of the 88 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: 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 7,834,299 shares in the last 24 months. This purchase volume represents approximately $208.41M in transactions.

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

Of the 63 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: ODonnell Financial Services LLC ($675.59K), Gradient Investments LLC ($636.16K), Compass Advisory Group LLC ($563.53K), Allworth Financial LP ($489.31K), Altfest L J & Co. Inc. ($355.65K), PFS Partners LLC ($189.74K), and Global Strategic Investment Solutions LLC ($131.27K).

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

Institutional investors have sold a total of 3,793,911 shares in the last 24 months. This volume of shares sold represents approximately $105.22M in transactions.



This page (BATS:KJUL) was last updated on 5/12/2025 by MarketBeat.com Staff
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