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

Innovator U.S. Equity Power Buffer ETF - July logo
$48.77 -0.08 (-0.16%)
As of 04:10 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)
171
Total
Institutional Inflows
(last 12 months)
$334.08M
Number of
Institutional Sellers
(last 12 months)
132
Total
Institutional Outflows
(last 12 months)
$199.85M
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Skip Chart & View Institutional Buying and Selling Data

PJUL Institutional Buying and Selling by Quarter

Innovator U.S. Equity 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
7/8/2026OFS Enterprise LLC6,146$300K0.1%N/A0.030%
7/8/2026Elmwood Wealth Management Inc.60,502$2.95M0.7%-6.0%0.292%
7/8/2026 Midwest Financial Network LLC37,694$1.84M1.3%-20.8%0.182%
7/7/2026 Dynamic Advisor Solutions LLC19,462$950K0.0%-1.3%0.094%
7/7/2026 CoreCap Advisors LLC197,873$9.66M0.3%+4.1%0.954%
7/7/2026 City Center Advisors LLC16,290$795K0.6%-1.3%0.079%
6/23/2026MTM Financial Group LLC118,479$5.45M2.6%-1.8%0.571%
6/4/2026 Midwest Financial Network LLC47,596$2.19M1.7%-23.2%0.229%
6/3/2026NewEdge Advisors LLC43,084$1.98M0.0%-1.1%0.208%
5/26/2026Glenmede Trust Co. NA14,530$668K0.0%N/A0.070%
5/19/2026Cornerstone Wealth LLC TN22,248$1.06M0.6%N/A0.107%
5/19/2026NewEdge Advisors LLC43,084$1.98M0.0%-1.1%0.208%
5/19/2026Centaurus Financial Inc.44,981$2.07M0.1%-1.3%0.217%
5/19/2026Arkadios Wealth Advisors9,979$459K0.0%N/A0.048%
5/18/2026EverSource Wealth Advisors LLC939$43K0.0%-84.1%0.005%
5/18/2026Talon Private Wealth LLC110,664$5.09M0.7%N/A0.533%
5/16/2026Jessup Wealth Management Inc13,821$635K0.2%-11.3%0.067%
5/15/2026Wealth Alliance LLC22,240$1.02M0.1%-22.4%0.107%
5/13/2026Cetera Investment Advisers272,674$12.53M0.0%-14.1%1.314%
5/12/2026Bellwether Advisors LLC46,323$2.13M0.4%-16.3%0.223%
5/7/2026Ascent Wealth Partners LLC29,072$1.34M0.2%-20.2%0.140%
5/6/2026FSA Advisors Inc.24,957$1.15M0.8%-0.9%0.120%
5/6/2026Independent Financial Group LLC23,156$1.06M0.0%N/A0.112%
5/5/2026Three Seasons Wealth LLC8,370$385K0.1%-4.2%0.040%
5/4/2026Bedel Financial Consulting Inc.26,791$1.23M0.1%-3.1%0.129%
5/4/2026Chicago Partners Investment Group LLC37,564$1.79M0.0%-9.1%0.181%
5/4/2026Vantage Point Financial LLC33,953$1.56M0.5%+26.5%0.164%
5/2/2026Global Assets Advisory LLC23,554$1.08M0.3%-1.2%0.114%
5/2/2026Diversify Wealth Management LLC8,090$386K0.0%N/A0.039%
4/30/2026ATX Financial Planning LLC5,925$272K0.2%-8.6%0.029%
4/30/2026Kestra Advisory Services LLC212,630$9.77M0.0%+3.0%1.025%
4/29/2026Prossimo Advisors LLC21,554$991K6.0%N/A0.104%
4/29/2026WealthPLAN Partners LLC12,024$553K0.1%+15.1%0.058%
4/29/2026Global Strategic Investment Solutions LLC62,903$2.89M0.3%-47.5%0.303%
4/28/2026Stephens Inc. AR30,105$1.38M0.0%-1.1%0.145%
4/27/2026World Investment Advisors219,629$10.10M0.2%+7.1%1.058%
4/27/2026Private Advisor Group LLC8,721$401K0.0%N/A0.042%
4/23/2026Catalina Capital Group LLC16,892$776K0.5%-19.5%0.081%
4/23/2026Continuum Advisory LLC20,352$936K0.1%-5.9%0.098%
4/22/2026Patriot Financial Group Insurance Agency LLC72,044$3.31M0.2%+97.0%0.347%
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4/22/2026Janney Montgomery Scott LLC287,524$13.22M0.0%+3.0%1.386%
4/22/2026Cornerstone Wealth Group LLC5,951$283K0.0%-22.2%0.029%
4/22/2026Welch Financial Planning LLC18,222$838K0.6%-4.7%0.088%
4/21/2026Compass Advisory Group LLC32,232$1.48M0.4%-93.7%0.155%
4/21/2026Long Island Wealth Management Inc.44,057$2.03M0.9%-4.5%0.212%
4/21/2026AA Financial Advisors LLC177,069$8.14M1.1%-2.1%0.853%
4/21/2026KFG Wealth Management LLC44,781$2.06M0.3%-10.3%0.216%
4/20/2026Cardinal Point Capital Management ULC18,408$846K0.1%-5.5%0.089%
4/20/2026RFG Advisory LLC22,868$1.05M0.0%-3.5%0.110%
4/20/2026Riverchase Wealth Management LLC8,258$380K0.2%-16.5%0.040%
4/18/2026Weaver Capital Management LLC54,819$2.52M0.5%-0.9%0.264%
4/18/2026BCS Wealth Management46,208$2.12M0.4%-51.6%0.223%
4/17/2026Certified Advisory Corp70,116$3.22M0.3%-5.3%0.338%
4/17/2026Signal Advisors Wealth LLC112,218$5.16M0.4%+26.8%0.541%
4/17/2026XML Financial LLC12,174$560K0.0%-16.8%0.059%
4/17/2026Brookstone Capital Management129,147$5.94M0.1%-12.5%0.622%
4/16/2026Triad Wealth Partners LLC142,284$6.54M0.5%+24.8%0.686%
4/16/2026Founders Financial Securities LLC73,837$3.48M0.2%+18.0%0.356%
3/17/2026Forty three Eighteen Advisors LLC22,964$1.07M0.8%N/A0.111%
3/13/2026World Investment Advisors205,044$9.52M0.2%+60.2%0.988%
3/9/2026Corient Private Wealth LLC9,271$430K0.0%N/A0.045%
2/27/2026Southern Capital Services Inc. ADV6,153$286K0.2%N/A0.030%
2/19/2026BFI Wealth Solutions LLC40,471$1.88M1.8%N/A0.195%
2/19/2026ATX Financial Planning LLC6,480$301K0.2%N/A0.031%
2/19/2026Corient Private Wealth LLC9,271$430K0.0%N/A0.045%
2/18/2026Mercer Global Advisors Inc. ADV25,646$1.19M0.0%N/A0.124%
2/18/2026Beacon Pointe Advisors LLC86,773$4.03M0.0%-1.7%0.418%
2/18/2026NewEdge Advisors LLC43,546$2.02M0.0%-76.1%0.210%
2/18/2026OLD Mission Capital LLC39,847$1.85M0.0%+31.9%0.192%
2/18/2026Opus Financial Solutions LLC4,530$210K0.2%N/A0.022%
2/17/2026Cetera Investment Advisers317,260$14.73M0.0%+0.7%1.529%
2/17/2026Osaic Holdings Inc.449,266$20.86M0.0%-26.4%2.165%
2/17/2026Blair William & Co. IL634,206$29.45M0.1%-0.7%3.056%
2/17/2026Rothschild Wealth LLC51,456$2.39M0.2%N/A0.248%
2/16/2026MML Investors Services LLC193,529$8.99M0.0%-16.6%0.933%
2/16/2026Motiv8 Investments LLC124,582$5.78M3.2%-24.2%0.600%
2/16/2026Focus Partners Wealth366,446$17.01M0.0%+750.8%1.766%
2/16/2026Financial Network Wealth Advisors LLC6,185$287K0.3%+4.3%0.030%
2/16/2026Arax Advisory Partners6,992$325K0.0%N/A0.034%
2/16/2026Barclays PLC1,117$52K0.0%+888.5%0.005%
2/13/2026CreativeOne Wealth LLC50,468$2.34M0.1%-3.7%0.243%
2/13/2026Visionary Wealth Advisors5,317$247K0.0%-21.4%0.026%
2/13/2026Ausdal Financial Partners Inc.5,638$262K0.0%+5.7%0.027%
2/13/2026Wells Fargo & Company MN6,513$302K0.0%+712.1%0.031%
2/13/2026Beck Capital Management LLC16,051$745K0.2%-6.8%0.077%
2/12/2026Orion Porfolio Solutions LLC218,823$10.16M0.1%+3.8%1.055%
2/12/2026Commonwealth Equity Services LLC720,172$33.44M0.0%-2.0%3.471%
2/12/2026Wood Tarver Financial Group LLC16,698$775K0.2%-11.5%0.080%
2/12/2026Steward Partners Investment Advisory LLC15,496$719K0.0%-2.8%0.075%
2/12/2026WealthPLAN Partners LLC10,450$485K0.1%N/A0.050%
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2/12/2026Principal Securities Inc.125,387$5.82M0.1%-0.5%0.604%
2/11/2026Stirlingshire Investments Inc.4,874$226K0.2%N/A0.023%
2/11/2026Jessup Wealth Management Inc15,585$724K0.2%-5.4%0.075%
2/11/2026Fortune Financial Group Inc.33,807$1.57M1.6%N/A0.163%
2/11/2026Janney Montgomery Scott LLC279,050$12.96M0.0%+0.9%1.345%
2/11/2026Outlook Wealth Advisors LLC40,776$1.89M0.4%-2.1%0.197%
2/11/2026Cerity Partners LLC24,312$1.13M0.0%-49.0%0.117%
2/11/2026LPL Financial LLC311,290$14.45M0.0%+11.1%1.500%
2/11/2026Comprehensive Financial Planning Inc. PA1,701$79K0.1%-34.3%0.008%
2/11/2026XML Financial LLC14,639$680K0.1%-10.7%0.071%


PJUL Institutional Ownership - Frequently Asked Questions

During the previous two years, 296 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. ($150.42M), Penserra Capital Management LLC ($63.55M), Commonwealth Equity Services LLC ($33.44M), Blair William & Co. IL ($29.45M), Wealth Enhancement Advisory Services LLC ($25.15M), Envestnet Asset Management Inc. ($24.48M), and Raymond James Financial Inc. ($24.03M).Learn more on Innovator U.S. Equity Power Buffer ETF - July's institutional investors.

Of the 245 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 ($1.33M), Allworth Financial LP ($1.30M), Raymond James Financial Inc. ($982.04K), Wealth Enhancement Advisory Services LLC ($702.37K), Compass Advisory Group LLC ($493.10K), Blair William & Co. IL ($367.78K), and Focus Partners Wealth ($323.37K).

Institutional investors have bought a total of 7,364,401 shares in the last 24 months. This purchase volume represents approximately $334.08M in transactions.

Of the 132 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: Allworth Financial LP ($1.30M), Brookstone Capital Management ($692.59K), Compass Advisory Group LLC ($481.95K), Osaic Holdings Inc. ($188.92K), Alliancebernstein L.P. ($149.55K), NewEdge Advisors LLC ($140.70K), and Stuart Chaussee & Associates Inc. ($125.81K).

Institutional investors have sold a total of 4,352,783 shares in the last 24 months. This volume of shares sold represents approximately $199.85M in transactions.


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This page (BATS:PJUL) was last updated on 7/8/2026 by MarketBeat.com Staff.
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