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Innovator Equity Defined Protection ETF - 2 Yr to July 2025 (TJUL) Institutional Ownership

$30.55 +0.05 (+0.16%)
As of 08/21/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Innovator Equity Defined Protection ETF - 2 Yr to July 2025 (BATS:TJUL)

Number of
Institutional Buyers
(last 12 months)
41
Total
Institutional Inflows
(last 12 months)
$39.34M
Number of
Institutional Sellers
(last 12 months)
31
Total
Institutional Outflows
(last 12 months)
$8.52M
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Skip Chart & View Institutional Buying and Selling Data

TJUL Institutional Buying and Selling by Quarter

Innovator Equity Defined Protection ETF - 2 Yr to July 2025 Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/21/2026 KFG Wealth Management LLC69,871$2.11M0.2%-12.9%1.311%
6/3/2026 Parallel Advisors LLC2,300$68K0.0%+360.0%0.043%
6/3/2026 NewEdge Advisors LLC11,997$352K0.0%-28.4%0.225%
5/19/2026 NewEdge Advisors LLC11,997$352K0.0%-28.4%0.225%
5/13/2026 Cetera Investment Advisers69,828$2.05M0.0%-3.4%1.310%
5/7/2026 Parallel Advisors LLC2,300$68K0.0%+360.0%0.043%
4/30/2026 Kestra Advisory Services LLC69,820$2.05M0.0%+23.3%1.310%
4/27/2026 Syntegra Private Wealth Group LLC58,947$1.73M0.2%-6.4%1.106%
4/22/2026 Patriot Financial Group Insurance Agency LLC16,200$476K0.0%+92.9%0.304%
4/22/2026 Janney Montgomery Scott LLC9,794$288K0.0%-5.1%0.184%
4/21/2026 KFG Wealth Management LLC80,231$2.36M0.3%-3.5%1.505%
4/17/2026 Brookstone Capital Management181,094$5.32M0.1%-2.8%3.398%
2/25/2026 Tempo Wealth LLC25,780$763K0.1%N/A0.428%
2/18/2026 Mercer Global Advisors Inc. ADV756,108$22.37M0.0%N/A12.539%
2/18/2026 NewEdge Advisors LLC16,747$496K0.0%-2.9%0.278%
2/18/2026 Prostatis Group LLC9,702$287K0.1%+11.8%0.161%
2/18/2026 Opus Financial Solutions LLC10,246$303K0.3%N/A0.170%
2/18/2026 Maia Wealth LLC12,891$382K0.1%-2.7%0.214%
2/17/2026 Osaic Holdings Inc.105,281$3.12M0.0%-1.8%1.746%
2/16/2026 MML Investors Services LLC28,269$836K0.0%-19.3%0.469%
2/16/2026 Barclays PLC2,268$67K0.0%N/A0.038%
2/13/2026 A4 Wealth Advisors LLC10,106$299K0.3%-55.7%0.168%
2/12/2026 Commonwealth Equity Services LLC587,006$17.37M0.0%-3.5%9.735%
2/12/2026 Mattson Financial Services LLC108,718$3.22M0.7%-1.6%1.803%
2/11/2026 Janney Montgomery Scott LLC10,319$305K0.0%+5.4%0.171%
2/11/2026 Howard Bailey Securities LLC21,170$626K0.2%N/A0.351%
2/11/2026 LPL Financial LLC57,137$1.69M0.0%-4.7%0.948%
2/10/2026 Goldman Sachs Group Inc.11,487$340K0.0%N/A0.190%
2/9/2026 Integrity Alliance LLC.27,226$806K0.0%N/A0.452%
2/9/2026 Harbour Investments Inc.8,310$246K0.0%-14.0%0.138%
2/6/2026 Lloyd Advisory Services LLC.3,702$110K0.0%N/A0.061%
2/6/2026 Csenge Advisory Group25,178$745K0.0%+4.0%0.418%
2/3/2026 MGO One Seven LLC39,403$1.17M0.0%-38.7%0.651%
2/2/2026 FSA Advisors Inc.8,126$240K0.0%N/A0.134%
1/29/2026 IMC Chicago LLC10,548$312K0.0%N/A0.174%
1/28/2026 Kingswood Wealth Advisors LLC33,216$983K0.0%-3.2%0.549%
1/26/2026 AE Wealth Management LLC63,287$1.87M0.0%-3.3%1.046%
1/26/2026 Key Capital Management INC7,183$213K0.2%N/A0.119%
1/23/2026 Farther Finance Advisors LLC26,823$794K0.0%-8.0%0.443%
1/22/2026 Centennial Advisors LLC6,974$206K0.3%N/A0.115%
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1/21/2026 BIP Wealth LLC8,200$243K0.0%N/A0.136%
1/21/2026 KFG Wealth Management LLC83,130$2.46M0.3%-1.2%1.374%
1/15/2026 Brookstone Capital Management186,376$5.52M0.1%+1.6%3.081%
1/15/2026 Paladin Wealth LLC19,656$582K0.4%-3.7%0.325%
1/8/2026 Gradient Investments LLC965,144$28.56M0.5%+1.2%17.390%
1/1/2026 JPMorgan Chase & Co.5,910$173K0.0%-37.1%0.104%
12/23/2025 Triumph Capital Management8,928$261K0.1%-12.6%0.157%
11/19/2025Sunbelt Securities Inc.11,915$349K0.0%-17.8%0.209%
11/17/2025 NewEdge Advisors LLC17,253$505K0.0%-2.8%0.303%
11/17/2025 Triumph Capital Management8,928$261K0.1%-12.6%0.157%
11/17/2025 Susquehanna International Group LLP38,464$1.13M0.0%+112.5%0.675%
11/17/2025 Focus Partners Wealth16,093$471K0.0%-4.6%0.282%
11/17/2025 Citadel Advisors LLC7,789$228K0.0%N/A0.137%
11/17/2025Brass Tax Wealth Management Inc.36,479$1.07M0.2%+10.9%0.640%
11/14/2025 Raymond James Financial Inc.35,017$1.03M0.0%+538.1%0.614%
11/14/2025 Diligent Investors LLC52,415$1.54M0.4%-8.7%0.920%
11/14/2025 Maia Wealth LLC13,255$390K0.1%-3.7%0.233%
11/10/2025 Lake Street Private Wealth LLC23,900$700K0.1%-26.5%0.419%
11/7/2025 JPMorgan Chase & Co.5,910$173K0.0%-37.1%0.104%
11/5/2025Vantage Financial Partners LLC25,662$752K0.2%+24.3%0.450%
11/5/2025 Envestnet Asset Management Inc.42,557$1.25M0.0%+22.9%0.747%
11/4/2025 A4 Wealth Advisors LLC22,792$667K0.6%N/A0.400%
11/4/2025 Prostatis Group LLC8,676$254K0.1%N/A0.152%
11/4/2025 Mutual Advisors LLC8,629$254K0.0%N/A0.151%
11/3/2025 Atlantic Private Wealth LLC22,795$668K0.4%N/A0.400%
11/3/2025 AE Wealth Management LLC65,437$1.92M0.0%+320.5%1.148%
10/31/2025 Trek Financial LLC25,219$739K0.0%-11.4%0.442%
10/29/2025 Wealth Enhancement Advisory Services LLC25,059$735K0.0%+2.7%0.440%
10/28/2025 Csenge Advisory Group24,209$709K0.0%N/A0.425%
10/27/2025 GWN Securities Inc.14,934$437K0.1%+3.5%0.262%
10/27/2025 Financial Network Wealth Advisors LLC4,811$141K0.2%+261.5%0.084%
10/23/2025 Kingswood Wealth Advisors LLC34,297$1.00M0.1%-3.5%0.596%
10/23/2025 Spire Wealth Management22,679$664K0.0%-6.6%0.394%
10/23/2025 Strategic Blueprint LLC8,200$240K0.0%-27.8%0.143%
10/22/2025 Commonwealth Equity Services LLC608,348$17.82M0.0%-11.0%10.580%
10/21/2025Vishria Bird Financial Group LLC381,472$11.17M2.2%-0.3%6.634%
10/21/2025 Amplius Wealth Advisors LLC6,884$202K0.0%-18.4%0.120%
10/17/2025 Mattson Financial Services LLC110,536$3.24M0.8%+3.2%1.922%
10/17/2025 Three Seasons Wealth LLC13,583$398K0.0%+30.0%0.236%
10/16/2025 Syntegra Private Wealth Group LLC62,862$1.84M0.2%+2.5%1.093%
10/15/2025CWM LLC998$29K0.0%N/A0.017%
10/15/2025 Brookstone Capital Management183,512$5.37M0.1%+105.0%3.192%
10/15/2025 Cypress Wealth Services LLC34,867$1.02M0.2%N/A0.606%
10/14/2025 Paladin Wealth LLC20,414$598K0.4%+6.9%0.355%
10/10/2025 Sound Income Strategies LLC14,569$428K0.0%N/A0.253%
10/8/2025 Patriot Financial Group Insurance Agency LLC8,400$246K0.0%+15.1%0.146%
10/7/2025 KFG Wealth Management LLC84,177$2.47M0.4%-14.1%1.464%
10/6/2025 Gradient Investments LLC953,418$27.92M0.5%+2.2%16.581%
9/4/2025 Osaic Holdings Inc.96,123$2.76M0.0%-5.9%1.686%
8/29/2025 Centaurus Financial Inc.3,900$112K0.0%-91.0%0.068%
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8/15/2025Brown Financial Advisors100,743$2.89M1.1%-3.1%1.767%
8/15/2025 MML Investors Services LLC24,490$703K0.0%-16.0%0.430%
8/14/2025 Jane Street Group LLC23,117$663K0.0%N/A0.406%
8/14/2025 Raymond James Financial Inc.5,488$157K0.0%N/A0.096%
8/14/2025 NewEdge Advisors LLC17,753$509K0.0%-9.2%0.311%
8/13/2025 Trek Financial LLC28,469$817K0.1%-1.3%0.499%
8/12/2025 JPMorgan Chase & Co.9,391$269K0.0%-6.2%0.165%
8/11/2025 Plotkin Financial Advisors LLC10,987$315K0.2%-22.4%0.193%
8/8/2025 Cetera Investment Advisers44,128$1.27M0.0%-5.8%0.774%
8/6/2025 AE Wealth Management LLC15,560$446K0.0%+3.3%0.273%


TJUL Institutional Ownership - Frequently Asked Questions

During the previous two years, 93 institutional investors and hedge funds held shares of Innovator Equity Defined Protection ETF - 2 Yr to July 2025. The most heavily invested institutionals were International Assets Investment Management LLC ($39.79M), Gradient Investments LLC ($28.56M), Mercer Global Advisors Inc. ADV ($22.37M), Commonwealth Equity Services LLC ($17.37M), Vishria Bird Financial Group LLC ($11.17M), Brookstone Capital Management ($5.32M), and Mattson Financial Services LLC ($3.22M).Learn more on Innovator Equity Defined Protection ETF - 2 Yr to July 2025's institutional investors.

Of the 64 institutional investors that purchased Innovator Equity Defined Protection ETF - 2 Yr to July 2025's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($1.53M), Mercer Global Advisors Inc. ADV ($756.11K), Brown Financial Advisors ($219.96K), Mattson Financial Services LLC ($211.92K), Gradient Investments LLC ($149.14K), Brookstone Capital Management ($96.85K), and Raymond James Financial Inc. ($69.99K).

Institutional investors have bought a total of 1,331,626 shares in the last 24 months. This purchase volume represents approximately $39.34M in transactions.

Of the 31 institutional investors that sold Innovator Equity Defined Protection ETF - 2 Yr to July 2025's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Commonwealth Equity Services LLC ($96.50K), Centaurus Financial Inc. ($39.45K), KFG Wealth Management LLC ($28.14K), MGO One Seven LLC ($24.86K), A4 Wealth Advisors LLC ($12.69K), NewEdge Advisors LLC ($10.51K), and Lake Street Private Wealth LLC ($8.62K).

Institutional investors have sold a total of 290,564 shares in the last 24 months. This volume of shares sold represents approximately $8.52M in transactions.


Related Companies

Institutional ownership data for BATS:TJUL 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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