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Innovator Growth-100 Power Buffer ETF - July (NJUL) Institutional Ownership

$70.38 +9.46 (+15.53%)
Closing price 03:50 PM Eastern
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Institutional Ownership Changes (13F Filings) for Innovator Growth-100 Power Buffer ETF - July (BATS:NJUL)

Number of
Institutional Buyers
(last 12 months)
59
Total
Institutional Inflows
(last 12 months)
$56.05M
Number of
Institutional Sellers
(last 12 months)
62
Total
Institutional Outflows
(last 12 months)
$44.04M
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NJUL Institutional Buying and Selling by Quarter

Innovator Growth-100 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
9/4/2025 Osaic Holdings Inc.206,638$14.06M0.0%-4.1%6.775%
8/29/2025 Evolution Wealth Management Inc.2,598$177K0.2%N/A0.085%
8/15/2025 Visionary Wealth Advisors8,444$575K0.0%-6.5%0.277%
8/15/2025 MML Investors Services LLC11,344$772K0.0%-9.8%0.372%
8/14/2025 Raymond James Financial Inc.42,268$2.88M0.0%-9.7%1.386%
8/14/2025 NewEdge Advisors LLC19,865$1.35M0.0%-2.6%0.651%
8/13/2025 Trek Financial LLC9,809$668K0.0%+20.8%0.322%
8/12/2025 CreativeOne Wealth LLC7,669$522K0.0%-24.3%0.251%
8/12/2025 MAI Capital Management26,522$1.81M0.0%-38.3%0.870%
8/11/2025 Outlook Wealth Advisors LLC42,913$2.92M0.8%+0.4%1.407%
8/8/2025 Cetera Investment Advisers61,129$4.16M0.0%+8.2%2.004%
8/7/2025 PFG Advisors6,259$426K0.0%-39.5%0.205%
8/6/2025 AE Wealth Management LLC11,553$786K0.0%-2.0%0.379%
8/6/2025 RPS Advisory Solutions LLC6,558$446K0.2%-3.4%0.215%
8/4/2025 Creative Financial Designs Inc. ADV20,380$1.39M0.1%-1.3%0.668%
8/4/2025 Arkadios Wealth Advisors3,922$267K0.0%-5.8%0.129%
8/1/2025 Corrado Advisors LLC29,065$1.98M1.2%+8.0%0.953%
8/1/2025 FSA Advisors Inc.12,668$862K0.7%+16.8%0.415%
8/1/2025 GWN Securities Inc.11,075$754K0.1%+7.8%0.363%
8/1/2025 Envestnet Asset Management Inc.13,091$891K0.0%-47.8%0.429%
7/30/2025 Strategic Blueprint LLC68,671$4.67M0.2%-5.3%2.252%
7/30/2025 Onyx Bridge Wealth Group LLC4,680$319K0.0%-20.0%0.153%
7/29/2025 ODonnell Financial Services LLC26,597$1.81M0.7%-3.3%0.872%
7/25/2025 Atria Wealth Solutions Inc.7,993$544K0.0%-2.5%0.262%
7/25/2025 Sequoia Financial Advisors LLC23,259$1.58M0.0%-25.2%0.763%
7/24/2025 Vantage Point Financial LLC3,086$210K0.1%N/A0.101%
7/24/2025 IFP Advisors Inc9,870$672K0.0%+5.7%0.324%
7/22/2025 Berkshire Money Management Inc.2,266$154K0.0%N/A0.074%
7/22/2025 Diligent Investors LLC27,410$1.87M0.4%-0.7%0.899%
7/21/2025 Ameritas Advisory Services LLC890$61K0.0%N/A0.029%
7/21/2025 DHJJ Financial Advisors Ltd.15,219$1.04M0.4%-2.4%0.499%
7/18/2025 Truist Financial Corp79,348$5.40M0.0%-40.1%2.602%
7/17/2025 Janney Montgomery Scott LLC75,929$5.17M0.0%+10.8%2.489%
7/17/2025 Clear Point Advisors Inc.5,414$368K0.3%-3.1%0.178%
7/17/2025 Michels Family Financial LLC3,161$215K0.2%N/A0.104%
7/16/2025 Crown Wealth Group LLC4,733$322K0.1%N/A0.155%
7/16/2025 Leading Edge Financial Planning LLC3,217$219K0.1%-5.9%0.105%
7/16/2025 Arlington Capital Management Inc.8,518$580K0.5%+41.3%0.279%
7/15/2025 Accurate Wealth Management LLC3,276$224K0.0%-8.1%0.107%
7/14/2025 AdvisorNet Financial Inc10,353$705K0.0%+42.7%0.339%
7/14/2025 U.S. Capital Wealth Advisors LLC3,869$263K0.0%-6.9%0.127%
7/10/2025 Wealth Enhancement Advisory Services LLC33,439$2.28M0.0%+21.9%1.096%
7/10/2025 Focus Financial Network Inc.8,738$595K0.0%-14.3%0.286%
7/8/2025 Gradient Investments LLC28,365$1.93M0.0%N/A0.930%
5/16/2025NewEdge Advisors LLC20,395$1.22M0.0%-15.3%0.612%
5/15/2025MAI Capital Management42,998$2.58M0.0%-65.0%1.291%
5/14/2025CreativeOne Wealth LLC10,126$608K0.0%-34.9%0.304%
5/14/2025Kestra Advisory Services LLC27,532$1.65M0.0%-38.1%0.827%
5/14/2025Capital Analysts LLC5,395$324K0.0%+20.2%0.162%
5/14/2025Tradition Wealth Management LLC11,033$662K0.1%-88.7%0.331%
5/13/2025HighTower Advisors LLC84,991$5.10M0.0%-22.9%2.552%
5/12/2025Red Crane Wealth Management LLC15,519$932K0.9%-9.5%0.466%
5/9/2025Altfest L J & Co. Inc.27,191$1.63M0.2%-6.5%0.817%
5/9/2025WealthShield Partners LLC1,336$80K0.0%N/A0.040%
5/9/2025Atria Wealth Solutions Inc.8,199$492K0.0%-55.7%0.246%
5/8/2025Arkadios Wealth Advisors4,165$250K0.0%-10.7%0.125%
5/7/2025LPL Financial LLC34,253$2.06M0.0%-6.5%1.029%
5/7/2025First Heartland Consultants Inc.3,809$229K0.0%-92.5%0.114%
5/6/2025Cetera Investment Advisers56,500$3.39M0.0%-6.2%1.697%
5/6/2025Arlington Capital Management Inc.6,029$362K0.3%+9.1%0.181%
5/6/2025Triumph Capital Management32,485$1.95M0.6%N/A0.976%
5/6/2025PFG Advisors10,343$621K0.0%-5.4%0.311%
5/5/2025IFP Advisors Inc9,337$560K0.0%-33.2%0.276%
5/5/2025ODonnell Financial Services LLC27,496$1.65M0.7%-35.3%0.813%
4/30/2025Stratos Wealth Advisors LLC5,421$325K0.0%-13.7%0.160%
4/29/2025U.S. Capital Wealth Advisors LLC4,156$249K0.0%-5.6%0.123%
4/29/2025Envestnet Asset Management Inc.25,065$1.51M0.0%-62.8%0.742%
4/29/2025Strategic Blueprint LLC72,507$4.35M0.2%+1.7%2.145%
4/29/2025Onyx Bridge Wealth Group LLC5,849$351K0.1%-89.0%0.173%
4/23/2025Creative Financial Designs Inc. ADV20,655$1.24M0.1%-3.9%0.611%
4/23/2025Leading Edge Financial Planning LLC3,417$205K0.1%-6.2%0.101%
4/22/2025Cambridge Investment Research Advisors Inc.64,953$3.90M0.0%-1.5%1.922%
4/18/2025DHJJ Financial Advisors Ltd.15,593$936K0.4%-3.3%0.461%
4/17/2025Janney Montgomery Scott LLC68,538$4.11M0.0%+11.8%2.028%
4/16/2025CRA Financial Services LLC9,172$551K0.1%-5.2%0.271%
4/16/2025Wealth Enhancement Advisory Services LLC27,437$1.65M0.0%+1.8%0.812%
4/16/2025Seros Financial LLC5,109$307K0.2%-22.1%0.151%
4/15/2025Chris Bulman Inc15,097$906K0.6%-5.1%0.447%
4/14/2025Outlook Wealth Advisors LLC42,744$2.57M0.7%-24.6%1.265%
4/14/2025BCS Wealth Management5,090$306K0.1%-12.2%0.151%
4/11/2025KFG Wealth Management LLC6,101$366K0.1%-4.9%0.179%
4/10/2025Diligent Investors LLC27,611$1.66M0.4%-11.7%0.812%
4/7/2025AdvisorNet Financial Inc7,254$435K0.0%-59.1%0.213%
3/17/2025Wealth Enhancement Advisory Services LLC26,943$1.69M0.0%+3.1%0.797%
3/12/2025Centaurus Financial Inc.23,634$1.48M0.1%-11.3%0.699%
3/6/2025Wood Tarver Financial Group LLC953$59K0.0%N/A0.027%
2/25/2025Armis Advisers LLC4,445$279K0.0%N/A0.128%
2/18/2025Helium Advisors LLC5,905$371K0.3%N/A0.198%
2/18/2025Sunbelt Securities Inc.5,058$319K0.0%-5.7%0.170%
2/18/2025First Heartland Consultants Inc.50,867$3.19M0.3%+0.5%1.707%
2/17/2025Diligent Investors LLC31,260$1.96M0.5%-3.1%1.049%
2/17/2025CoreCap Advisors LLC7,027$441K0.0%-70.3%0.236%
2/17/2025Cetera Investment Advisers60,227$3.78M0.0%-4.7%2.021%
2/17/2025Citadel Advisors LLC15,267$958K0.0%-3.6%0.512%
2/14/2025Jane Street Group LLC48,432$3.04M0.0%+202.0%1.625%
2/14/2025Tradition Wealth Management LLC97,645$6.13M0.5%-2.4%3.277%
2/13/2025NewEdge Advisors LLC24,081$1.51M0.0%-28.7%0.808%
2/13/2025CreativeOne Wealth LLC15,562$977K0.0%N/A0.522%
2/13/2025Raymond James Financial Inc.54,283$3.41M0.0%N/A1.822%
2/13/2025Trek Financial LLC8,050$505K0.0%-3.9%0.270%
(Data available from 1/1/2016 forward)

NJUL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of NJUL shares?

During the previous two years, 113 institutional investors and hedge funds held shares of Innovator Growth-100 Power Buffer ETF - July. The most heavily invested institutionals were Osaic Holdings Inc. ($14.06M), Commonwealth Equity Services LLC ($6.27M), Personal CFO Solutions LLC ($6.13M), Truist Financial Corp ($5.40M), Janney Montgomery Scott LLC ($5.17M), HighTower Advisors LLC ($5.10M), and Strategic Blueprint LLC ($4.67M).Learn more on Innovator Growth-100 Power Buffer ETF - July's institutional investors.

Which institutional investors have been buying Innovator Growth-100 Power Buffer ETF - July's stock?

Of the 98 institutional investors that purchased Innovator Growth-100 Power Buffer ETF - July's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Altfest L J & Co. Inc. ($937.67K), Gradient Investments LLC ($188.55K), Berkshire Money Management Inc. ($168.57K), AdvisorNet Financial Inc ($121.09K), Personal CFO Solutions LLC ($112.00K), ODonnell Financial Services LLC ($111.78K), and Raymond James Financial Inc. ($108.57K).

How much institutional buying is happening at Innovator Growth-100 Power Buffer ETF - July?

Institutional investors have bought a total of 904,246 shares in the last 24 months. This purchase volume represents approximately $56.05M in transactions.

Which of Innovator Growth-100 Power Buffer ETF - July's major shareholders have been selling company stock?

Of the 62 institutional investors that sold Innovator Growth-100 Power Buffer ETF - July's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: MAI Capital Management ($96.40K), Tradition Wealth Management LLC ($89.06K), Envestnet Asset Management Inc. ($68.54K), Truist Financial Corp ($53.16K), Onyx Bridge Wealth Group LLC ($48.51K), First Heartland Consultants Inc. ($47.06K), and Cypress Wealth Services LLC ($30.91K).

How much institutional selling is happening at Innovator Growth-100 Power Buffer ETF - July?

Institutional investors have sold a total of 710,975 shares in the last 24 months. This volume of shares sold represents approximately $44.04M in transactions.


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This page (BATS:NJUL) was last updated on 9/12/2025 by MarketBeat.com Staff
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