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

Innovator U.S. Equity Power Buffer ETF - July logo
$40.42 -0.63 (-1.52%)
As of 10:38 AM 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)
135
Total
Institutional Inflows
(last 12 months)
$214.52M
Number of
Institutional Sellers
(last 12 months)
129
Total
Institutional Outflows
(last 12 months)
$216.63M
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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
4/30/2025Allworth Financial LP7,836$311K0.0%-5.9%0.037%
4/30/2025Axxcess Wealth Management LLC9,220$371K0.0%N/A0.044%
4/30/2025Cornerstone Planning Group LLC33,196$1.31M0.3%N/A0.157%
4/30/2025Trek Financial LLC33,484$1.35M0.1%-3.0%0.158%
4/30/2025Stratos Wealth Advisors LLC8,348$336K0.0%-91.2%0.039%
4/29/2025 U.S. Capital Wealth Advisors LLC15,808$635K0.0%-33.1%0.075%
4/29/2025 Envestnet Asset Management Inc.325,602$13.09M0.0%-11.9%1.537%
4/29/2025 Penserra Capital Management LLC1,178,382$47.36M0.8%+3.6%5.564%
4/29/2025 World Investment Advisors106,819$4.29M0.1%-40.8%0.504%
4/29/2025 Strategic Blueprint LLC22,192$892K0.0%-16.0%0.105%
4/29/2025 Brookstone Capital Management106,173$4.27M0.1%-11.0%0.501%
4/29/2025 OneDigital Investment Advisors LLC52,131$2.10M0.0%-6.4%0.246%
4/28/2025 Global Strategic Investment Solutions LLC129,603$5.21M0.6%+8.7%0.612%
4/28/2025 Weaver Consulting Group110,425$4.44M1.3%-1.5%0.521%
4/28/2025 Elmwood Wealth Management Inc.80,712$3.24M1.3%-5.5%0.381%
4/25/2025 Clay Northam Wealth Management LLC5,310$213K0.1%-22.0%0.025%
4/24/2025 Motiv8 Investments LLC173,894$6.99M4.6%+0.2%0.821%
4/24/2025 Capasso Planning Partners LLC67,249$2.70M1.1%-1.2%0.318%
4/23/2025 Creative Financial Designs Inc. ADV14,248$573K0.0%-19.1%0.067%
4/23/2025 Valmark Advisers Inc.13,155$529K0.0%-34.9%0.062%
4/23/2025 Vantage Point Financial LLC18,742$753K0.4%+6.5%0.088%
4/23/2025 Continuum Advisory LLC23,581$948K0.1%-6.3%0.111%
4/22/2025 XML Financial LLC16,412$660K0.1%-12.9%0.077%
4/22/2025 Cambridge Investment Research Advisors Inc.148,412$5.97M0.0%-3.1%0.701%
4/22/2025 Weaver Capital Management LLC68,291$2.75M0.7%-19.8%0.322%
4/21/2025 Siligmueller & Norvid Wealth Advisors LLC55,793$2.24M0.9%-3.2%0.263%
4/21/2025 Silver Oak Securities Incorporated298,419$11.99M1.1%+3,898.6%1.409%
4/21/2025 Catalina Capital Group LLC39,971$1.61M1.0%-44.2%0.189%
4/18/2025 DHJJ Financial Advisors Ltd.14,171$570K0.2%-7.8%0.067%
4/17/2025 AA Financial Advisors LLC194,171$7.80M1.9%+0.5%0.917%
4/17/2025 Janney Montgomery Scott LLC575,346$23.12M0.1%+3.1%2.716%
4/16/2025 Lakeridge Wealth Management LLC41,138$1.65M0.8%-0.9%0.194%
4/16/2025 CRA Financial Services LLC64,635$2.60M0.4%-6.2%0.305%
4/16/2025 Southland Equity Partners LLC151,151$6.08M1.4%-0.7%0.714%
4/16/2025 Wealth Enhancement Advisory Services LLC140,270$5.64M0.0%-56.0%0.662%
4/16/2025 NorthCrest Asset Manangement LLC8,322$334K0.0%-20.2%0.039%
4/15/2025 Chris Bulman Inc29,297$1.18M0.7%-1.2%0.138%
4/14/2025 Farther Finance Advisors LLC76,977$3.11M0.1%+535.9%0.363%
4/14/2025 Outlook Wealth Advisors LLC42,281$1.70M0.5%-37.1%0.199%
4/14/2025 BCS Wealth Management49,481$1.99M0.5%-9.7%0.233%
The Man I Turn to In Times Like This (Ad)

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4/14/2025 City Center Advisors LLC12,369$497K0.6%+5.1%0.058%
4/14/2025 ARS Wealth Advisors Group LLC32,519$1.31M0.2%-20.0%0.153%
4/14/2025 Miracle Mile Advisors LLC133,865$5.38M0.1%-0.9%0.631%
4/14/2025 Patriot Financial Group Insurance Agency LLC34,644$1.39M0.2%-1.0%0.163%
4/11/2025 KFG Wealth Management LLC58,310$2.34M0.4%-23.0%0.275%
4/11/2025 Pinnacle Wealth Management Group Inc.7,755$312K0.2%-7.7%0.037%
4/10/2025 Diligent Investors LLC37,507$1.51M0.4%-16.8%0.177%
4/10/2025 Whipplewood Advisors LLC30,047$1.21M0.4%+3,264.7%0.142%
4/9/2025 Buska Wealth Management LLC9,341$375K0.1%-5.4%0.044%
4/9/2025 RFG Advisory LLC33,148$1.33M0.0%+42.2%0.156%
4/9/2025 Cypress Financial Planning LLC11,305$454K0.2%-7.9%0.053%
4/9/2025 Fragasso Financial Advisors Inc26,453$1.06M0.1%-2.5%0.125%
4/8/2025 HFG Wealth Management LLC13,524$557K0.3%-86.4%0.064%
4/8/2025 Advisory Alpha LLC131,146$5.27M0.3%-4.1%0.619%
3/17/2025 Wealth Enhancement Advisory Services LLC319,052$13.14M0.0%-8.7%1.496%
3/12/2025Centaurus Financial Inc.75,496$3.11M0.2%-2.9%0.354%
3/6/2025 Wood Tarver Financial Group LLC14,622$601K0.2%N/A0.068%
3/5/2025 Castle Rock Wealth Management LLC26,220$1.10M0.3%-2.4%0.122%
3/4/2025 Buska Wealth Management LLC9,875$407K0.1%-22.1%0.046%
2/25/2025Leigh Baldwin & CO. LLC5,200$214K0.1%N/A0.024%
2/25/2025Armis Advisers LLC33,917$1.40M0.2%N/A0.157%
2/18/2025Delta Investment Management LLC24,769$1.02M0.2%-6.6%0.124%
2/17/2025Focus Partners Wealth49,662$2.05M0.0%-1.4%0.250%
2/17/2025 Diligent Investors LLC45,089$1.86M0.4%-2.3%0.227%
2/17/2025CoreCap Advisors LLC177,917$7.33M0.3%-1.8%0.894%
2/17/2025Cetera Investment Advisers230,367$9.48M0.0%-9.2%1.158%
2/17/2025Chapman Financial Group LLC1,200$49K0.0%N/A0.006%
2/17/2025Brown Wealth Management LLC6,430$265K0.1%-94.3%0.032%
2/17/2025Benjamin Edwards Inc.21,786$897K0.0%-6.9%0.109%
2/14/2025Mercer Global Advisors Inc. ADV11,038$454K0.0%N/A0.055%
2/14/2025Jane Street Group LLC13,250$546K0.0%-65.6%0.067%
2/14/2025Long Island Wealth Management Inc.80,853$3.33M2.1%-2.9%0.406%
2/14/2025Beacon Pointe Advisors LLC94,445$3.89M0.0%-21.1%0.475%
2/14/2025Betterment LLC5,185$213K0.0%-33.1%0.026%
2/14/2025Capital Analysts LLC34,788$1.43M0.1%-11.0%0.175%
2/14/2025Three Seasons Wealth LLC7,624$314K0.2%N/A0.038%
2/14/2025Two Sigma Securities LLC11,168$460K0.1%N/A0.056%
2/14/2025Kovitz Investment Group Partners LLC216,564$8.92M0.0%-15.5%1.088%
2/14/2025Beck Capital Management LLC18,750$772K0.2%-2.7%0.094%
2/14/2025IHT Wealth Management LLC6,045$249K0.0%N/A0.030%
2/14/2025 OneDigital Investment Advisors LLC55,691$2.29M0.0%+5.6%0.280%
2/14/2025WPWealth LLP17,603$725K0.1%-41.2%0.088%
2/14/2025Tradition Wealth Management LLC7,648$315K0.0%-5.0%0.038%
2/14/2025MML Investors Services LLC219,007$9.02M0.0%+7.6%1.101%
2/14/2025Concourse Financial Group Securities Inc.1,107$46K0.0%+57.5%0.006%
2/13/2025NewEdge Advisors LLC85,168$3.51M0.0%+0.7%0.428%
2/13/2025CreativeOne Wealth LLC54,652$2.25M0.1%+5.8%0.275%
2/13/2025SageView Advisory Group LLC15,337$631K0.0%-39.4%0.077%
2/13/2025Townsquare Capital LLC26,892$1.11M0.0%-80.8%0.135%
2/13/2025Raymond James Financial Inc.455,105$18.74M0.0%N/A2.287%
The Man I Turn to In Times Like This (Ad)

A storm is brewing in the markets: new tariffs, recession warnings, and panic in the headlines. That’s when publisher Brett Aitken turns to Whitney Tilson—a man CNBC once dubbed “The Prophet.” Tilson just released a new prediction that runs counter to what mainstream finance is telling you.

Market chaos? Hear Tilson’s take now
2/13/2025Advisory Services Network LLC23,962$987K0.0%+102.5%0.120%
2/13/2025Cerity Partners LLC9,983$411K0.0%+2.7%0.050%
2/13/2025Trek Financial LLC34,519$1.42M0.1%-4.6%0.173%
2/13/2025Waterloo Capital L.P.4,904$202K0.0%N/A0.025%
2/13/2025 Envestnet Asset Management Inc.369,493$15.21M0.0%+3.6%1.857%
2/13/2025Wells Fargo & Company MN802$33K0.0%N/A0.004%
2/12/2025 World Investment Advisors180,372$7.43M0.2%+10.2%0.906%
2/12/2025OLD Mission Capital LLC7,938$327K0.0%-69.3%0.040%
2/12/2025Alliancebernstein L.P.3,591,080$147.85M0.1%-4.2%18.046%
2/12/2025O Shaughnessy Asset Management LLC1,018$42K0.0%-30.2%0.005%
(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, 259 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. ($147.85M), Penserra Capital Management LLC ($47.36M), Commonwealth Equity Services LLC ($26.69M), Janney Montgomery Scott LLC ($23.12M), Raymond James Financial Inc. ($18.74M), Range Financial Group LLC ($17.39M), and HighTower Advisors LLC ($16.16M).Learn more on PJUL's institutional investors.

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

Of the 215 institutional investors that purchased Innovator U.S. Equity Power Buffer ETF - July stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Brookstone Capital Management ($1.68M), Gradient Investments LLC ($1.21M), SageView Advisory Group LLC ($1.10M), Raymond James Financial Inc. ($910.21K), HighTower Advisors LLC ($725.11K), Range Financial Group LLC ($486.87K), and Compass Advisory Group LLC ($427.07K).

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

Institutional investors have bought a total of 16,462,669 shares in the last 24 months. This purchase volume represents approximately $595.52M in transactions.

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

Of the 164 institutional investors that sold Innovator U.S. Equity Power Buffer ETF - July stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Brookstone Capital Management ($1.64M), Gradient Investments LLC ($1.19M), Osaic Holdings Inc. ($855.85K), Commonwealth Equity Services LLC ($848.28K), Wealth Enhancement Advisory Services LLC ($829.49K), Delta Investment Management LLC ($440.00K), and Compass Advisory Group LLC ($413.77K).

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

Institutional investors have sold a total of 10,585,785 shares in the last 24 months. This volume of shares sold represents approximately $402.86M in transactions.



This page (BATS:PJUL) was last updated on 5/1/2025 by MarketBeat.com Staff
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