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

$33.97 +0.03 (+0.09%)
As of 09/4/2026 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)
40
Total
Institutional Inflows
(last 12 months)
$27.36M
Number of
Institutional Sellers
(last 12 months)
38
Total
Institutional Outflows
(last 12 months)
$28.82M
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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
8/21/2026 WorthPointe LLC24,729$840K0.2%-1.7%0.603%
8/21/2026 XML Financial LLC50,500$1.72M0.1%-60.6%1.232%
8/20/2026 Gill Capital Partners LLC31,611$1.07M0.3%-2.5%0.771%
7/7/2026 CoreCap Advisors LLC1,136$39K0.0%-36.3%0.028%
5/19/2026 Winnow Wealth LLC6,442$206K0.2%-12.0%0.157%
5/19/2026 Cornerstone Wealth LLC TN34,276$1.14M0.7%N/A0.836%
5/13/2026 Cetera Investment Advisers104,716$3.35M0.0%-3.6%2.554%
5/6/2026 Independent Financial Group LLC46,053$1.48M0.0%N/A1.123%
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%
2/19/2026 BFI Wealth Solutions LLC42,761$1.36M1.3%N/A1.043%
2/18/2026 OLD Mission Capital LLC45,407$1.44M0.0%N/A1.107%
2/17/2026 Cetera Investment Advisers108,640$3.44M0.0%-15.5%2.650%
2/17/2026 Osaic Holdings Inc.148,584$4.71M0.0%-7.3%3.624%
2/17/2026 Blair 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%
2/13/2026 Jacobi 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%
2/12/2026 Wood Tarver Financial Group LLC26,012$824K0.2%+1.4%0.634%
2/12/2026 Principal 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%
2/11/2026 Winnow Wealth LLC7,321$234K0.2%-12.4%0.179%
2/11/2026 LPL 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%
2/9/2026 Harbour Investments Inc.1,411$45K0.0%-85.2%0.034%
2/6/2026 IFP Advisors Inc26,237$832K0.0%-10.9%0.640%
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2/6/2026 HighTower Advisors LLC215,496$6.83M0.0%-1.9%5.256%
2/5/2026 Allworth 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%
1/29/2026 ODonnell 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%
1/23/2026U.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%
11/18/2025 Advisory Services Network LLC3,747$116K0.0%N/A0.091%
11/17/2025 Susquehanna International Group LLP32,805$1.02M0.0%N/A0.800%
11/14/2025 Raymond James Financial Inc.73,052$2.26M0.0%+49.5%1.782%
11/14/2025 Wood 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%
11/12/2025 Kingsview Wealth Management LLC9,831$304K0.0%-5.1%0.240%
11/12/2025 Arete Wealth Advisors LLC9,226$286K0.0%N/A0.225%
11/10/2025 ODonnell Financial Services LLC37,282$1.15M0.4%-24.2%0.909%
11/7/2025 Wealth Alliance LLC16,246$503K0.1%+8.0%0.396%
11/7/2025 Collaborative Wealth Managment Inc.6,496$201K0.1%N/A0.158%
11/7/2025 HighTower 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%
11/5/2025 Capital Investment Advisory Services LLC2,167$67K0.0%-94.5%0.053%
11/5/2025 Seros 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%
11/4/2025 Winnow Wealth LLC8,362$259K0.2%N/A0.204%
11/3/2025 AE 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%
11/3/2025 Annis Gardner Whiting Capital Advisors LLC5,135$159K0.0%N/A0.125%
11/3/2025 Truist Financial Corp28,385$879K0.0%+13.7%0.692%
11/3/2025 Phoenix 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%
10/22/2025 Blue 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%
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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%
10/9/2025U.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%
9/4/2025 Osaic 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%
8/14/2025 Raymond 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%


KJUL Institutional Ownership - Frequently Asked Questions

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.

Of the 82 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 875,861 shares in the last 24 months. This purchase volume represents approximately $27.36M in transactions.

Of the 38 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), XML Financial LLC ($101.24K), 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 Corrado Advisors LLC ($23.98K).

Institutional investors have sold a total of 903,012 shares in the last 24 months. This volume of shares sold represents approximately $28.82M in transactions.


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Institutional ownership data for BATS:KJUL is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/21/2026. New 13F filings are added each quarter as they're published.
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