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Innovator U.S. Equity Ultra Buffer ETF - July (UJUL) Institutional Ownership

$40.62 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Innovator U.S. Equity Ultra Buffer ETF - July (BATS:UJUL)

Number of
Institutional Buyers
(last 12 months)
50
Total
Institutional Inflows
(last 12 months)
$92.05M
Number of
Institutional Sellers
(last 12 months)
35
Total
Institutional Outflows
(last 12 months)
$74.77M
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UJUL Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2026Centaurus Financial Inc.14,373$550K0.0%-2.1%0.385%
5/18/2026Talon Private Wealth LLC1,288$49K0.0%N/A0.035%
5/16/2026IMG Wealth Management Inc.64,111$2.46M1.6%-0.4%1.719%
5/4/2026Archer Investment Corp10,832$415K0.1%-15.4%0.290%
5/4/2026Bedel Financial Consulting Inc.9,927$380K0.0%-9.0%0.266%
4/30/2026Kestra Advisory Services LLC248,559$9.52M0.0%-0.8%6.664%
4/30/2026Money Concepts Capital Corp6,998$268K0.0%-47.4%0.188%
4/28/2026Berger Financial Group Inc55,885$2.14M0.1%-2.3%1.498%
4/22/2026Fort Washington Investment Advisors Inc. OH16,675$639K0.0%-2.9%0.447%
4/21/2026KFG Wealth Management LLC102,110$3.91M0.5%-23.5%2.738%
4/17/2026Brookstone Capital Management82,891$3.17M0.0%-2.9%2.222%
4/16/2026Triad Wealth Partners LLC23,564$902K0.1%+48.0%0.632%
2/19/2026BFI Wealth Solutions LLC5,650$219K0.2%N/A0.151%
2/18/2026OLD Mission Capital LLC26,486$1.03M0.0%N/A0.710%
2/17/2026Cetera Investment Advisers13,443$521K0.0%-2.7%0.360%
2/17/2026Osaic Holdings Inc.289,023$11.20M0.0%-10.7%7.749%
2/16/2026MML Investors Services LLC34,608$1.34M0.0%+2.8%0.928%
2/13/2026Arete Wealth Advisors LLC58,373$2.26M0.1%-5.7%1.565%
2/13/2026WPWealth LLP26,036$1.01M0.2%-34.4%0.698%
2/12/2026Orion Porfolio Solutions LLC55,087$2.14M0.0%+8.5%1.477%
2/12/2026Commonwealth Equity Services LLC63,183$2.45M0.0%-6.4%1.694%
2/11/2026Cerity Partners LLC43,612$1.69M0.0%-19.6%1.169%
2/10/2026Goldman Sachs Group Inc.10,427$404K0.0%-7.1%0.280%
2/10/2026NewCorp Financial Services Inc.7,303$283K0.3%N/A0.196%
2/10/2026Foundations Investment Advisors LLC74,601$2.89M0.0%+362.5%2.000%
2/5/2026IMG Wealth Management Inc.64,393$2.50M1.6%-1.0%1.726%
2/5/2026Allworth Financial LP49,456$1.92M0.0%-2.4%1.326%
2/4/2026Money Concepts Capital Corp13,312$516K0.0%+8.0%0.357%
2/4/2026Trek Financial LLC6,707$260K0.0%+19.4%0.180%
2/3/2026Allegiance Financial Group Advisory Services LLC5,991$232K0.0%-50.4%0.161%
2/3/2026Encompass More Asset Management8,169$317K0.1%+18.1%0.219%
2/3/2026AssuredPartners Investment Advisors LLC51,266$1.99M0.3%N/A1.374%
2/2/2026Truist Financial Corp25,272$979K0.0%-2.3%0.678%
1/30/2026Archer Investment Corp12,809$496K0.1%-16.3%0.343%
1/30/2026Strategic Blueprint LLC25,045$970K0.1%+1.0%0.671%
1/29/2026Concurrent Investment Advisors LLC12,153$471K0.0%+57.5%0.326%
1/27/2026Berger Financial Group Inc57,177$2.22M0.1%-3.2%1.533%
1/26/2026Nations Financial Group Inc. IA ADV45,501$1.76M0.1%+2.0%1.220%
1/26/2026CWM LLC122,668$4.75M0.0%+8.9%3.289%
1/23/2026Optima Capital LLC839$33K0.0%N/A0.022%
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1/22/2026Triad Wealth Partners LLC15,917$617K0.1%+13.4%0.427%
1/22/2026Buska Wealth Management LLC5,937$230K0.1%-11.4%0.159%
1/21/2026KFG Wealth Management LLC133,406$5.17M0.7%-23.6%3.577%
1/20/2026C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors165,237$6.40M0.4%-38.8%4.430%
1/15/2026Brookstone Capital Management85,394$3.31M0.0%-94.8%2.289%
1/14/2026Spire Wealth Management33,680$1.31M0.0%-5.4%0.903%
1/14/2026Accurate Wealth Management LLC10,061$392K0.0%-5.3%0.270%
1/12/2026SeaCrest Wealth Management LLC30,162$1.18M0.1%-5.9%0.809%
1/1/2026JPMorgan Chase & Co.14,470$551K0.0%+5.1%0.388%
11/17/2025Susquehanna International Group LLP14,451$551K0.0%N/A0.387%
11/17/2025Citadel Advisors LLC7,589$289K0.0%N/A0.203%
11/14/2025Raymond James Financial Inc.278,917$10.63M0.0%+1.8%7.478%
11/14/2025Wood Tarver Financial Group LLC10,985$418K0.1%+117.7%0.295%
11/13/2025SeaCrest Wealth Management LLC32,062$1.23M0.1%N/A0.860%
11/12/2025Orion Porfolio Solutions LLC50,794$1.94M0.0%+15.5%1.362%
11/12/2025Focus Partners Advisor Solutions LLC24,150$927K0.0%+100.0%0.647%
11/12/2025Arete Wealth Advisors LLC61,914$2.36M0.1%+447.0%1.660%
11/12/2025Buska Wealth Management LLC6,698$255K0.1%-18.5%0.180%
11/7/2025JPMorgan Chase & Co.14,470$551K0.0%+5.1%0.388%
11/7/2025Calton & Associates Inc.5,502$210K0.0%N/A0.148%
11/5/2025Envestnet Asset Management Inc.46,527$1.77M0.0%+48.7%1.247%
11/4/2025Money Concepts Capital Corp12,324$470K0.0%N/A0.330%
11/4/2025Souders Financial Advisors12,195$465K0.1%-13.9%0.327%
11/3/2025Foundations Investment Advisors LLC16,129$615K0.0%N/A0.432%
11/3/2025AE Wealth Management LLC4,847$185K0.0%+35.3%0.130%
11/3/2025Archer Investment Corp15,311$583K0.1%+4.9%0.410%
10/31/2025Trek Financial LLC5,617$214K0.0%N/A0.151%
10/30/2025Triad Wealth Partners LLC14,041$535K0.1%+122.2%0.376%
10/29/2025Arkadios Wealth Advisors12,257$467K0.0%N/A0.329%
10/29/2025Wealth Enhancement Advisory Services LLC135,764$5.18M0.0%-1.4%3.640%
10/28/2025Nations Financial Group Inc. IA ADV44,597$1.70M0.1%-1.0%1.196%
10/27/2025Concurrent Investment Advisors LLC7,714$294K0.0%+6.9%0.207%
10/27/2025Smith Shellnut Wilson LLC ADV6,531$249K0.1%-13.3%0.175%
10/27/2025Financial Network Wealth Advisors LLC1,773$68K0.1%+39.2%0.048%
10/23/2025Benjamin Edwards Inc.5,881$224K0.0%N/A0.158%
10/23/2025Spire Wealth Management35,588$1.36M0.0%+376.3%0.954%
10/23/2025Strategic Blueprint LLC24,787$945K0.0%+80.1%0.665%
10/22/2025Riverchase Wealth Management LLC5,265$201K0.1%N/A0.141%
10/21/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors270,179$10.30M0.6%+4.6%7.243%
10/20/2025Accurate Wealth Management LLC10,623$404K0.1%-12.7%0.285%
10/20/2025DHJJ Financial Advisors Ltd.864$33K0.0%+2,060.0%0.023%
10/20/2025Chris Bulman Inc9,287$354K0.2%N/A0.249%
10/20/2025Merit Financial Group LLC40,777$1.55M0.0%-45.9%1.093%
10/17/2025Fort Washington Investment Advisors Inc. OH17,175$655K0.0%-1.9%0.460%
10/17/2025Encompass More Asset Management6,918$264K0.1%+21.0%0.185%
10/15/2025CWM LLC112,647$4.29M0.0%-0.4%3.020%
10/15/2025Brookstone Capital Management1,633,596$62.26M0.7%+4,570.8%43.796%
10/14/2025Berger Financial Group Inc59,069$2.25M0.1%+233.5%1.584%
10/9/2025Central Valley Advisors LLC52,235$1.99M0.6%+64.8%1.400%
10/7/2025KFG Wealth Management LLC174,667$6.66M1.0%+5.1%4.683%
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9/4/2025Osaic Holdings Inc.316,219$11.63M0.0%+1.7%8.478%
8/29/2025Evolution Wealth Management Inc.1,324$49K0.1%N/A0.035%
8/29/2025Centaurus Financial Inc.14,884$548K0.0%-18.9%0.399%
8/27/2025Orion Porfolio Solutions LLC43,980$1.62M0.0%+144.9%1.179%
8/19/2025Advisory Services Network LLC12,155$451K0.0%N/A0.326%
8/15/2025Orion Porfolio Solutions LLC43,980$1.62M0.0%+144.9%1.179%
8/14/2025Raymond James Financial Inc.274,022$10.08M0.0%+3.4%7.346%
8/14/2025Cerity Partners LLC54,273$2.00M0.0%N/A1.455%
8/12/2025Steward Partners Investment Advisory LLC13,307$490K0.0%-2.5%0.357%
8/12/2025Archer Investment Corp14,599$537K0.1%+22.4%0.391%


UJUL Institutional Ownership - Frequently Asked Questions

During the previous two years, 88 institutional investors and hedge funds held shares of Innovator U.S. Equity Ultra Buffer ETF - July. The most heavily invested institutionals were Osaic Holdings Inc. ($11.20M), Raymond James Financial Inc. ($10.63M), Kestra Advisory Services LLC ($9.52M), Seros Financial LLC ($9.04M), Raymond James & Associates ($7.40M), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($6.40M), and Wealth Enhancement Advisory Services LLC ($5.18M).Learn more on Innovator U.S. Equity Ultra Buffer ETF - July's institutional investors.

Of the 70 institutional investors that purchased Innovator U.S. Equity Ultra 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 ($2.12M), Raymond James Financial Inc. ($520.42K), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($486.14K), Seros Financial LLC ($245.63K), KFG Wealth Management LLC ($209.04K), CWM LLC ($107.73K), and Foundations Investment Advisors LLC ($74.60K).

Institutional investors have bought a total of 2,425,740 shares in the last 24 months. This purchase volume represents approximately $92.05M in transactions.

Of the 35 institutional investors that sold Innovator U.S. Equity Ultra 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 ($1.55M), KFG Wealth Management LLC ($109.02K), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($104.94K), Merit Financial Group LLC ($34.60K), Osaic Holdings Inc. ($34.54K), WPWealth LLP ($13.65K), and Cerity Partners LLC ($10.66K).

Institutional investors have sold a total of 1,931,156 shares in the last 24 months. This volume of shares sold represents approximately $74.77M in transactions.


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This page (BATS:UJUL) was last updated on 7/5/2026 by MarketBeat.com Staff.
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