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

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

Number of
Institutional Buyers
(last 12 months)
44
Total
Institutional Inflows
(last 12 months)
$81.87M
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$73.04M
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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
11/11/2026 Berger Financial Group Inc52,519$2.17M0.1%-9.1%0.710%
11/10/2026 HighTower Advisors LLC31,600$1.31M0.0%N/A0.427%
11/7/2026 McElhenny Sheffield Capital Management LLC6,387$264K0.1%N/A0.171%
11/3/2026 Ashton Thomas Private Wealth LLC1,613$67K0.0%+124.7%0.043%
11/2/2026 Kestra Advisory Services LLC188,589$7.80M0.0%-4.1%5.056%
11/2/2026 Commonwealth Equity Services LLC143,245$5.93M0.0%N/A3.840%
10/31/2026 Chicago Partners Investment Group LLC32,647$1.35M0.0%N/A0.875%
10/29/2026 Trek Financial LLC15,079$624K0.0%N/A0.404%
10/29/2026 Virtue Capital Management LLC8,973$371K0.0%N/A0.241%
10/28/2026 Partners Wealth Management LLC20,942$867K0.1%N/A0.561%
10/28/2026 Riverchase Wealth Management LLC27,942$1.16M0.6%N/A0.749%
10/22/2026 Brookstone Capital Management1,307,459$54.10M0.5%N/A35.053%
10/21/2026 Smith Shellnut Wilson LLC ADV6,531$270K0.1%N/A0.175%
10/21/2026 Axxcess Wealth Management LLC16,289$674K0.0%N/A0.437%
10/20/2026 Retirement Planning Group LLC9,202$381K0.0%N/A0.247%
10/17/2026 SteelPeak Wealth LLC19,176$794K0.0%-6.9%0.514%
10/17/2026 Encompass More Asset Management13,574$562K0.1%+24.0%0.364%
10/16/2026 KFG Wealth Management LLC97,209$4.02M0.4%+0.4%2.606%
10/15/2026 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors189,645$7.85M0.4%+3.1%5.084%
10/15/2026 Kellett Wealth Advisors LLC22,286$922K0.4%N/A0.597%
10/15/2026 Fort Washington Investment Advisors Inc. OH16,675$690K0.0%N/A0.447%
10/8/2026 CoreCap Advisors LLC4,826$200K0.0%+67.3%0.129%
9/23/2026Envestnet Asset Management Inc.23,012$938K0.0%-52.9%0.617%
9/11/2026 Bullseye Investment Management LLC1,200$49K0.0%N/A0.032%
9/9/2026 RFG Advisory LLC10,659$435K0.0%-6.0%0.286%
9/8/2026 Allworth Financial LP44,413$1.81M0.0%-8.0%1.191%
8/22/2026 Concurrent Investment Advisors LLC10,964$447K0.0%+10.6%0.294%
8/21/2026 KFG Wealth Management LLC96,867$3.95M0.4%-5.1%2.597%
8/21/2026 Bedel Financial Consulting Inc.11,394$465K0.0%+14.8%0.305%
7/7/2026 CoreCap Advisors LLC2,885$118K0.0%+9.7%0.077%
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%
5/16/2026 IMG Wealth Management Inc.64,111$2.46M1.6%-0.4%1.719%
5/4/2026 Archer Investment Corp10,832$415K0.1%-15.4%0.290%
5/4/2026 Bedel 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%
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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%
2/19/2026 BFI 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%
2/13/2026 Arete 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%
2/5/2026 IMG Wealth Management Inc.64,393$2.50M1.6%-1.0%1.726%
2/5/2026 Allworth Financial LP49,456$1.92M0.0%-2.4%1.326%
2/4/2026 Money Concepts Capital Corp13,312$516K0.0%+8.0%0.357%
2/4/2026 Trek Financial LLC6,707$260K0.0%+19.4%0.180%
2/3/2026 Allegiance 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%
2/3/2026AssuredPartners Investment Advisors LLC51,266$1.99M0.3%N/A1.374%
2/2/2026 Truist Financial Corp25,272$979K0.0%-2.3%0.678%
1/30/2026 Archer 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%
1/23/2026 Optima 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%
11/12/2025 Focus Partners Advisor Solutions LLC24,150$927K0.0%+100.0%0.647%
11/12/2025 Arete 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%
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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%
11/4/2025 Souders 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%
11/3/2025 Archer Investment Corp15,311$583K0.1%+4.9%0.410%
10/31/2025 Trek 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%


UJUL Institutional Ownership - Frequently Asked Questions

During the previous two years, 92 institutional investors and hedge funds held shares of Innovator U.S. Equity Ultra Buffer ETF - July. The most heavily invested institutionals were Brookstone Capital Management ($54.10M), Osaic Holdings Inc. ($11.20M), Raymond James Financial Inc. ($10.63M), Seros Financial LLC ($9.04M), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($7.85M), Kestra Advisory Services LLC ($7.80M), and Commonwealth Equity Services LLC ($5.93M).Learn more on Innovator U.S. Equity Ultra Buffer ETF - July's institutional investors.

Of the 74 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 ($2.91M), Raymond James Financial Inc. ($520.42K), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($485.73K), Seros Financial LLC ($245.63K), Commonwealth Equity Services LLC ($143.74K), CWM LLC ($79.47K), and Foundations Investment Advisors LLC ($74.60K).

Institutional investors have bought a total of 2,000,858 shares in the last 24 months. This purchase volume represents approximately $81.87M in transactions.

Of the 28 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), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($104.94K), KFG Wealth Management LLC ($77.80K), Osaic Holdings Inc. ($34.54K), Envestnet Asset Management Inc. ($25.80K), WPWealth LLP ($13.65K), and Cerity Partners LLC ($10.66K).

Institutional investors have sold a total of 1,879,629 shares in the last 24 months. This volume of shares sold represents approximately $73.04M in transactions.


Related Companies

Institutional ownership data for BATS:UJUL is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 11/11/2026. New 13F filings are added each quarter as they're published.
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