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Innovator U.S. Equity Power Buffer ETF - July (PJUL) Institutional Ownership

Innovator U.S. Equity Power Buffer ETF - July logo
$44.56 +3.51 (+8.54%)
As of 02:45 PM Eastern
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Institutional Ownership Changes (13F Filings) for Innovator U.S. Equity Power Buffer ETF - July (BATS:PJUL)

Number of
Institutional Buyers
(last 12 months)
150
Total
Institutional Inflows
(last 12 months)
$240.16M
Number of
Institutional Sellers
(last 12 months)
138
Total
Institutional Outflows
(last 12 months)
$152.01M
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PJUL Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/19/2025 Cape Investment Advisory Inc.5,400$237K0.1%-5.3%0.026%
8/19/2025 Advisory Services Network LLC30,025$1.33M0.0%+25.8%0.145%
8/15/2025 Chapman Financial Group LLC1,200$53K0.0%N/A0.006%
8/15/2025 Captrust Financial Advisors35,118$1.54M0.0%-8.5%0.169%
8/15/2025 Visionary Wealth Advisors6,766$297K0.0%-17.3%0.033%
8/15/2025 Orion Porfolio Solutions LLC11,907$522K0.0%-86.2%0.057%
8/15/2025 MML Investors Services LLC197,255$8.65M0.0%+2.6%0.951%
8/15/2025 Benjamin Edwards Inc.44,210$1.94M0.0%+103.0%0.213%
8/14/2025 Raymond James Financial Inc.471,740$20.69M0.0%+3.1%2.273%
8/14/2025 Betterment LLC5,420$238K0.0%-8.5%0.026%
8/14/2025 Diversify Advisory Services LLC7,922$354K0.0%+4.6%0.038%
8/14/2025 Alliancebernstein L.P.3,367,875$147.68M0.0%-2.3%16.231%
8/14/2025 NewEdge Advisors LLC183,319$8.04M0.0%+123.7%0.883%
8/13/2025 Per Stirling Capital Management LLC.14,878$652K0.1%+24.9%0.072%
8/13/2025 SageView Advisory Group LLC134,800$6.00M0.2%+778.9%0.650%
8/13/2025 Trek Financial LLC36,383$1.60M0.1%+8.7%0.175%
8/13/2025 Beacon Pointe Advisors LLC101,245$4.44M0.0%+8.2%0.488%
8/12/2025 J.W. Cole Advisors Inc.14,199$623K0.0%-3.4%0.068%
8/12/2025 Steward Partners Investment Advisory LLC72,325$3.17M0.0%+353.8%0.349%
8/12/2025 CreativeOne Wealth LLC56,552$2.48M0.1%+12.3%0.273%
8/12/2025 Waterloo Capital L.P.4,757$209K0.0%N/A0.023%
8/12/2025 MAI Capital Management15,964$700K0.0%-45.5%0.077%
8/12/2025 Wisconsin Wealth Advisors LLC21,439$940K1.1%N/A0.103%
8/12/2025 Weaver Consulting Group108,098$4.74M1.3%-2.1%0.521%
8/11/2025 Outlook Wealth Advisors LLC41,671$1.83M0.5%-1.4%0.201%
8/11/2025 Capital Square LLC43,726$1.93M1.0%N/A0.211%
8/8/2025 Kingsview Wealth Management LLC27,739$1.22M0.0%-7.2%0.134%
8/8/2025 Cetera Investment Advisers245,934$10.78M0.0%-0.8%1.185%
8/8/2025 Foundations Investment Advisors LLC55,186$2.42M0.0%-0.4%0.266%
8/8/2025 PNC Financial Services Group Inc.12,210$535K0.0%N/A0.059%
8/8/2025 Comprehensive Financial Planning Inc. PA18,623$817K0.6%+1.9%0.090%
8/7/2025 PFG Advisors23,041$1.01M0.0%+140.6%0.111%
8/6/2025 AE Wealth Management LLC33,619$1.47M0.0%-7.5%0.162%
8/6/2025 Penserra Capital Management LLC1,370,809$60.11M0.8%+16.3%6.606%
8/6/2025 Capasso Planning Partners LLC6,856$301K0.2%-89.8%0.033%
8/5/2025 WorthPointe LLC58,028$2.55M1.1%-2.7%0.280%
8/5/2025 Sigma Planning Corp18,519$812K0.0%+81.8%0.089%
8/5/2025 Jessup Wealth Management Inc6,302$276K0.1%+13.9%0.030%
8/4/2025 Integrity Alliance LLC.9,919$435K0.0%-22.1%0.048%
8/4/2025 Creative Financial Designs Inc. ADV13,980$613K0.0%-1.9%0.067%
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8/4/2025 World Investment Advisors118,841$5.21M0.1%+11.3%0.573%
8/1/2025 Corrado Advisors LLC11,341$497K0.3%N/A0.055%
8/1/2025 Stuart Chaussee & Associates Inc.17,024$747K0.2%-88.1%0.082%
8/1/2025 FSA Advisors Inc.25,330$1.11M0.9%-2.8%0.122%
8/1/2025 Advisory Alpha LLC137,829$6.04M0.2%+5.1%0.664%
8/1/2025 Ashton Thomas Private Wealth LLC6,980$306K0.0%+24.0%0.034%
8/1/2025 Envestnet Asset Management Inc.426,259$18.69M0.0%+30.9%2.054%
7/31/2025 Whipplewood Advisors LLC893$39K0.0%-97.0%0.004%
7/31/2025 Pinnacle Wealth Management Group Inc.11,390$499K0.3%+46.9%0.055%
7/30/2025 Strategic Blueprint LLC18,588$815K0.0%-16.2%0.090%
7/30/2025 Brookstone Capital Management81,656$3.58M0.0%-23.1%0.394%
7/29/2025 ODonnell Financial Services LLC27,755$1.22M0.5%-2.8%0.134%
7/29/2025 Forvis Mazars Wealth Advisors LLC187,627$8.23M0.2%-4.7%0.904%
7/29/2025 Chicago Partners Investment Group LLC41,355$1.84M0.1%-15.8%0.199%
7/29/2025 Koshinski Asset Management Inc.8,080$354K0.0%-60.2%0.039%
7/29/2025 Straight Path Wealth Management68,052$2.98M1.0%N/A0.328%
7/28/2025 Compass Advisory Group LLC24,012$1.05M0.3%+13.9%0.116%
7/28/2025 Mutual Advisors LLC11,561$514K0.0%-2.4%0.056%
7/28/2025 Harbour Investments Inc.136,506$5.99M0.2%-11.3%0.658%
7/28/2025 RFG Advisory LLC24,915$1.09M0.0%-24.8%0.120%
7/28/2025 Elmwood Wealth Management Inc.55,904$2.45M1.0%-30.7%0.269%
7/25/2025 Atria Wealth Solutions Inc.32,396$1.42M0.0%-20.4%0.156%
7/25/2025 Sequoia Financial Advisors LLC6,596$289K0.0%+21.8%0.032%
7/25/2025 MGO One Seven LLC5,417$238K0.0%N/A0.026%
7/25/2025 Mitchell Capital Management Co.4,551$201K0.0%-26.6%0.022%
7/25/2025 Yarger Wealth Strategies LLC10,247$449K0.2%-18.0%0.049%
7/25/2025 CWM LLC254,372$11.15M0.0%+21.7%1.226%
7/24/2025 Vantage Point Financial LLC21,708$952K0.4%+15.8%0.105%
7/24/2025 IFP Advisors Inc42,077$1.85M0.1%+1.7%0.203%
7/24/2025 Blair William & Co. IL350,501$15.37M0.0%+0.1%1.689%
7/23/2025 Motiv8 Investments LLC171,584$7.52M4.6%-1.3%0.827%
7/22/2025 Belpointe Asset Management LLC10,115$444K0.0%N/A0.049%
7/22/2025 Global Strategic Investment Solutions LLC122,567$5.38M0.6%-5.4%0.591%
7/22/2025 MBL Wealth LLC151,808$6.66M0.6%+1.4%0.732%
7/22/2025 Diligent Investors LLC37,086$1.63M0.4%-1.1%0.179%
7/21/2025 Ameritas Advisory Services LLC590$26K0.0%N/A0.003%
7/21/2025 DHJJ Financial Advisors Ltd.14,452$634K0.2%+2.0%0.070%
7/21/2025 Triad Wealth Partners LLC53,978$2.37M0.5%+89.5%0.260%
7/21/2025 Patriot Financial Group Insurance Agency LLC35,724$1.57M0.2%+3.1%0.172%
7/21/2025 Catalina Capital Group LLC20,430$896K0.6%-48.9%0.098%
7/18/2025 Truist Financial Corp150,908$6.62M0.0%+0.9%0.727%
7/17/2025 Janney Montgomery Scott LLC602,915$26.44M0.1%+4.8%2.906%
7/16/2025 PFS Partners LLC1,579$69K0.0%N/A0.008%
7/15/2025 McAdam LLC77,763$3.41M0.2%-2.9%0.375%
7/15/2025 BCS Wealth Management47,847$2.10M0.5%-3.3%0.231%
7/15/2025 Retirement Income Solutions Inc12,013$527K0.1%+10.5%0.058%
7/14/2025 AdvisorNet Financial Inc4,460$196K0.0%-76.1%0.021%
7/14/2025 CRA Financial Services LLC61,623$2.70M0.4%-4.7%0.297%
7/14/2025 Chris Bulman Inc26,816$1.18M0.7%-8.5%0.129%
7/14/2025 Buska Wealth Management LLC7,621$334K0.1%-18.4%0.037%
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7/14/2025 KFG Wealth Management LLC60,395$2.65M0.4%+3.6%0.291%
7/14/2025 U.S. Capital Wealth Advisors LLC13,807$605K0.0%-12.7%0.067%
7/14/2025 Southland Equity Partners LLC153,164$6.72M1.5%+1.3%0.738%
7/11/2025 Farther Finance Advisors LLC112,424$4.93M0.1%+46.0%0.546%
7/11/2025 AA Financial Advisors LLC191,263$8.39M1.8%-1.5%0.928%
7/11/2025 Cypress Financial Planning LLC10,935$480K0.2%-3.3%0.053%
7/10/2025 Wealth Enhancement Advisory Services LLC602,335$26.49M0.0%+329.4%2.924%
7/10/2025 Sovran Advisors LLC10,655$468K0.0%-2.4%0.052%
7/9/2025 HFG Wealth Management LLC9,893$398K0.2%-26.8%0.048%
7/8/2025 Gradient Investments LLC29,218$1.28M0.0%+111.7%0.142%
(Data available from 1/1/2016 forward)

PJUL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PJUL shares?

During the previous two years, 272 institutional investors and hedge funds held shares of Innovator U.S. Equity Power Buffer ETF - July. The most heavily invested institutionals were Alliancebernstein L.P. ($147.68M), Penserra Capital Management LLC ($60.11M), Commonwealth Equity Services LLC ($27.86M), Wealth Enhancement Advisory Services LLC ($26.49M), Janney Montgomery Scott LLC ($26.44M), Raymond James Financial Inc. ($20.69M), and Envestnet Asset Management Inc. ($18.69M).Learn more on Innovator U.S. Equity Power Buffer ETF - July's institutional investors.

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

Of the 226 institutional investors that purchased Innovator U.S. Equity Power Buffer ETF - July's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Brookstone Capital Management ($1.56M), Gradient Investments LLC ($1.23M), SageView Advisory Group LLC ($1.21M), Raymond James Financial Inc. ($926.85K), HighTower Advisors LLC ($725.11K), Wealth Enhancement Advisory Services LLC ($681.34K), and Range Financial Group LLC ($486.87K).

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

Institutional investors have bought a total of 5,803,299 shares in the last 24 months. This purchase volume represents approximately $240.16M in transactions.

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

Of the 138 institutional investors that sold Innovator U.S. Equity Power Buffer ETF - July's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Brookstone Capital Management ($716.84K), Alliancebernstein L.P. ($380.56K), Wealth Enhancement Advisory Services LLC ($209.13K), Stuart Chaussee & Associates Inc. ($125.81K), HFG Wealth Management LLC ($125.51K), Catalina Capital Group LLC ($114.30K), and Townsquare Capital LLC ($113.47K).

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

Institutional investors have sold a total of 3,688,488 shares in the last 24 months. This volume of shares sold represents approximately $152.01M in transactions.



This page (BATS:PJUL) was last updated on 8/21/2025 by MarketBeat.com Staff
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