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

$40.07 +0.07 (+0.18%)
As of 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)
52
Total
Institutional Inflows
(last 12 months)
$94.56M
Number of
Institutional Sellers
(last 12 months)
38
Total
Institutional Outflows
(last 12 months)
$75.29M
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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
5/4/2026Archer Investment Corp10,832$415K0.1%-15.4%0.290%
5/4/2026Bedel Financial Consulting Inc.9,927$380K0.0%-9.0%0.266%
4/30/2026 Kestra Advisory Services LLC248,559$9.52M0.0%-0.8%6.664%
4/30/2026 Money Concepts Capital Corp6,998$268K0.0%-47.4%0.188%
4/28/2026 Berger Financial Group Inc55,885$2.14M0.1%-2.3%1.498%
4/22/2026 Fort Washington Investment Advisors Inc. OH16,675$639K0.0%-2.9%0.447%
4/21/2026 KFG Wealth Management LLC102,110$3.91M0.5%-23.5%2.738%
4/17/2026 Brookstone Capital Management82,891$3.17M0.0%-2.9%2.222%
4/16/2026 Triad 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%
2/12/2026 Commonwealth 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%
2/10/2026 NewCorp 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%
2/4/2026 Money 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%
2/3/2026 Encompass More Asset Management8,169$317K0.1%+18.1%0.219%
2/3/2026 AssuredPartners Investment Advisors LLC51,266$1.99M0.3%N/A1.374%
2/2/2026 Truist Financial Corp25,272$979K0.0%-2.3%0.678%
1/30/2026Archer Investment Corp12,809$496K0.1%-16.3%0.343%
1/30/2026 Strategic Blueprint LLC25,045$970K0.1%+1.0%0.671%
1/29/2026 Concurrent Investment Advisors LLC12,153$471K0.0%+57.5%0.326%
1/27/2026 Berger Financial Group Inc57,177$2.22M0.1%-3.2%1.533%
1/26/2026 Nations 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%
1/22/2026 Triad Wealth Partners LLC15,917$617K0.1%+13.4%0.427%
1/22/2026 Buska Wealth Management LLC5,937$230K0.1%-11.4%0.159%
1/21/2026 KFG Wealth Management LLC133,406$5.17M0.7%-23.6%3.577%
1/20/2026 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors165,237$6.40M0.4%-38.8%4.430%
1/15/2026 Brookstone Capital Management85,394$3.31M0.0%-94.8%2.289%
1/14/2026 Spire Wealth Management33,680$1.31M0.0%-5.4%0.903%
1/14/2026 Accurate Wealth Management LLC10,061$392K0.0%-5.3%0.270%
1/12/2026 SeaCrest 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%
11/13/2025 SeaCrest 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%
11/12/2025 Buska 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%
11/4/2025 Money 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%
10/30/2025 Triad Wealth Partners LLC14,041$535K0.1%+122.2%0.376%
10/29/2025Arkadios Wealth Advisors12,257$467K0.0%N/A0.329%
10/29/2025 Wealth Enhancement Advisory Services LLC135,764$5.18M0.0%-1.4%3.640%
10/28/2025 Nations Financial Group Inc. IA ADV44,597$1.70M0.1%-1.0%1.196%
10/27/2025 Concurrent 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%
10/23/2025 Spire Wealth Management35,588$1.36M0.0%+376.3%0.954%
10/23/2025 Strategic Blueprint LLC24,787$945K0.0%+80.1%0.665%
10/22/2025 Riverchase Wealth Management LLC5,265$201K0.1%N/A0.141%
10/21/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors270,179$10.30M0.6%+4.6%7.243%
10/20/2025 Accurate Wealth Management LLC10,623$404K0.1%-12.7%0.285%
10/20/2025 DHJJ Financial Advisors Ltd.864$33K0.0%+2,060.0%0.023%
10/20/2025 Chris Bulman Inc9,287$354K0.2%N/A0.249%
10/20/2025 Merit Financial Group LLC40,777$1.55M0.0%-45.9%1.093%
10/17/2025 Fort Washington Investment Advisors Inc. OH17,175$655K0.0%-1.9%0.460%
10/17/2025 Encompass More Asset Management6,918$264K0.1%+21.0%0.185%
10/15/2025CWM LLC112,647$4.29M0.0%-0.4%3.020%
10/15/2025 Brookstone Capital Management1,633,596$62.26M0.7%+4,570.8%43.796%
10/14/2025 Berger Financial Group Inc59,069$2.25M0.1%+233.5%1.584%
10/9/2025 Central Valley Advisors LLC52,235$1.99M0.6%+64.8%1.400%
10/7/2025 KFG Wealth Management LLC174,667$6.66M1.0%+5.1%4.683%
9/4/2025Osaic Holdings Inc.316,219$11.63M0.0%+1.7%8.478%
8/29/2025 Evolution 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%
8/7/2025Allworth Financial LP50,551$1.86M0.0%-1.4%1.355%
8/6/2025AE Wealth Management LLC3,582$132K0.0%+43.3%0.096%
8/6/2025Souders Financial Advisors14,168$521K0.1%N/A0.380%


UJUL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UJUL shares?

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.

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

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).

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

Institutional investors have bought a total of 2,500,608 shares in the last 24 months. This purchase volume represents approximately $94.56M in transactions.

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

Of the 38 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).

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

Institutional investors have sold a total of 1,946,743 shares in the last 24 months. This volume of shares sold represents approximately $75.29M in transactions.


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