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Innovator MSCI Emerging Markets Power Buffer ETF - July (EJUL) Institutional Ownership

$31.41 +0.12 (+0.38%)
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Institutional Ownership Changes (13F Filings) for Innovator MSCI Emerging Markets Power Buffer ETF - July (NYSEARCA:EJUL)

Number of
Institutional Buyers
(last 12 months)
38
Total
Institutional Inflows
(last 12 months)
$29.38M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$4.48M
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EJUL Institutional Buying and Selling by Quarter

Innovator MSCI Emerging Markets 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
8/23/2026 Straight Path Wealth Management23,338$729K0.2%+8.2%0.387%
8/23/2026 HB Wealth Management LLC9,068$283K0.0%N/A0.150%
8/21/2026 Smallwood Wealth Investment Management LLC6,029$188K0.1%N/A0.100%
8/21/2026 WorthPointe LLC21,575$674K0.2%-3.3%0.358%
8/20/2026 Gill Capital Partners LLC4,119$129K0.0%-16.3%0.068%
5/19/2026 Winnow Wealth LLC6,813$204K0.2%-12.7%0.150%
5/19/2026 Cornerstone Wealth LLC TN9,078$280K0.2%N/A0.200%
5/18/2026Talon Private Wealth LLC57,767$1.73M0.2%N/A1.270%
5/13/2026 Cetera Investment Advisers50,653$1.51M0.0%-8.3%1.113%
5/2/2026 Arlington Capital Management Inc.13,703$410K0.2%N/A0.301%
5/1/2026 Corrado Advisors LLC117,629$3.52M1.8%-1.8%2.585%
4/30/2026 Kestra Advisory Services LLC75,758$2.26M0.0%+20.1%1.665%
4/28/2026 Berger Financial Group Inc120,915$3.61M0.2%-5.3%2.657%
4/27/2026 World Investment Advisors16,415$491K0.0%+5.4%0.361%
4/22/2026 Ifrah Financial Services Inc.19,605$586K0.2%-3.0%0.431%
4/22/2026 Janney Montgomery Scott LLC10,184$304K0.0%-8.1%0.224%
4/17/2026 Signal Advisors Wealth LLC57,767$1.73M0.1%+44.0%1.270%
4/16/2026 Triad Wealth Partners LLC45,543$1.36M0.1%+29.9%1.001%
4/16/2026 Founders Financial Securities LLC16,096$488K0.0%+18.0%0.354%
3/13/2026 World Investment Advisors15,569$462K0.0%N/A0.351%
2/19/2026 BFI Wealth Solutions LLC27,934$828K0.8%N/A0.631%
2/18/2026 NewEdge Advisors LLC9,974$296K0.0%-9.9%0.225%
2/18/2026 OLD Mission Capital LLC24,470$726K0.0%N/A0.552%
2/18/2026 Opus Financial Solutions LLC16,259$482K0.5%N/A0.367%
2/17/2026 Cetera Investment Advisers55,263$1.64M0.0%-15.0%1.247%
2/17/2026 Osaic Holdings Inc.68,634$2.04M0.0%-8.3%1.549%
2/12/2026 Commonwealth Equity Services LLC70,893$2.10M0.0%-0.5%1.600%
2/11/2026 Capital Analysts LLC16,889$501K0.0%-4.5%0.381%
2/11/2026 Winnow Wealth LLC7,807$234K0.2%-13.2%0.176%
2/11/2026 LPL Financial LLC23,209$688K0.0%+1.8%0.524%
2/10/2026 Founders Financial Securities LLC13,644$405K0.0%+15.8%0.308%
2/10/2026 Corrado Advisors LLC119,833$3.55M1.8%-0.5%2.705%
2/6/2026 IFP Advisors Inc18,118$537K0.0%-2.5%0.409%
2/5/2026 WealthPlan Investment Management LLC10,081$299K0.0%N/A0.228%
2/4/2026 World Investment Advisors15,569$462K0.0%N/A0.348%
2/4/2026 Trek Financial LLC8,041$238K0.0%-4.4%0.180%
2/3/2026 Liberty Atlantic Advisors LLC93,838$2.78M2.7%N/A2.099%
1/27/2026 Berger Financial Group Inc127,655$3.79M0.2%-6.2%2.856%
1/26/2026 WorthPointe LLC17,775$527K0.1%+17.1%0.398%
1/22/2026 Triad Wealth Partners LLC35,065$1.04M0.1%+17.1%0.779%
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1/22/2026 Ifrah Financial Services Inc.20,215$599K0.2%-3.0%0.449%
1/21/2026 Access Financial Services Inc.45,168$1.34M0.5%-63.1%1.004%
1/20/2026 Stratos Wealth Advisors LLC74,306$2.20M0.1%-3.3%1.633%
1/16/2026 HFG Wealth Management LLC81,635$2.42M1.3%-12.3%1.794%
1/13/2026 Signal Advisors Wealth LLC40,112$1.19M0.1%N/A0.882%
1/8/2026 Wealth Enhancement Advisory Services LLC31,171$936K0.0%+26.8%0.685%
12/2/2025 Allworth Financial LP206,265$5.97M0.0%+138,332.9%4.068%
11/24/2025CIBC Private Wealth Group LLC7,028$203K0.0%N/A0.139%
11/21/2025 CIBC Bancorp USA Inc.7,028$203K0.0%N/A0.139%
11/19/2025 Faithward Advisors LLC13,801$399K0.1%N/A0.272%
11/17/2025 NewEdge Advisors LLC11,074$320K0.0%N/A0.218%
11/17/2025 Susquehanna International Group LLP49,910$1.44M0.0%N/A0.984%
11/14/2025 Raymond James Financial Inc.34,571$1M0.0%+242.3%0.682%
11/14/2025 Diligent Investors LLC46,854$1.36M0.3%+3.0%0.924%
11/13/2025 PFG Advisors19,631$568K0.0%+64.9%0.387%
11/6/2025 Ameritas Advisory Services LLC7,100$205K0.0%N/A0.140%
11/6/2025 Elmwood Wealth Management Inc.36,638$1.06M0.4%N/A0.723%
11/6/2025 Stratos Wealth Advisors LLC76,865$2.22M0.1%-8.8%1.516%
11/5/2025 Envestnet Asset Management Inc.51,673$1.50M0.0%+118.4%1.019%
11/4/2025 Winnow Wealth LLC8,995$261K0.2%N/A0.177%
11/3/2025 AE Wealth Management LLC2,494$72K0.0%+129.9%0.049%
11/3/2025 Corrado Advisors LLC120,436$3.49M1.9%-0.4%2.375%
11/3/2025 Straight Path Wealth Management21,365$618K0.1%+8.6%0.421%
10/31/2025 Trek Financial LLC8,415$244K0.0%-4.3%0.166%
10/30/2025 Triad Wealth Partners LLC29,956$867K0.1%+71.8%0.591%
10/22/2025 CoreCap Advisors LLC6,762$196K0.0%-8.7%0.133%
10/21/2025 Signaturefd LLC18,121$524K0.0%N/A0.357%
10/20/2025 Access Financial Services Inc.122,281$3.54M1.3%N/A2.412%
10/15/2025CWM LLC43,224$1.25M0.0%-2.0%0.859%
10/15/2025 Founders Financial Securities LLC11,786$341K0.0%+24.8%0.234%
10/14/2025 Berger Financial Group Inc136,135$3.94M0.2%+3.7%2.706%
10/14/2025 Private Client Services LLC18,467$534K0.2%N/A0.367%
10/3/2025 HFG Wealth Management LLC96,323$2.67M1.4%-2.9%1.852%
9/4/2025 Osaic Holdings Inc.77,896$2.16M0.0%+16.5%1.803%
8/15/2025 Benjamin Edwards Inc.8,618$239K0.0%N/A0.199%
8/14/2025 Raymond James Financial Inc.10,101$280K0.0%-53.2%0.234%
8/13/2025 Trek Financial LLC8,789$243K0.0%-18.7%0.203%
8/13/2025 Northwestern Mutual Wealth Management Co.1,034$29K0.0%N/A0.024%
8/12/2025 Steward Partners Investment Advisory LLC7,947$220K0.0%+5.7%0.184%
8/7/2025 PFG Advisors11,905$330K0.0%N/A0.276%
8/1/2025 Corrado Advisors LLC120,879$3.35M2.0%+38.7%2.798%
8/1/2025 Envestnet Asset Management Inc.23,657$655K0.0%+57.8%0.548%
7/31/2025 Whipplewood Advisors LLC3,484$96K0.1%-87.1%0.081%
7/31/2025 Schneider Downs Wealth Management Advisors LP10,234$283K0.0%N/A0.237%
7/29/2025 Stratos Wealth Advisors LLC84,285$2.33M0.1%-1.8%1.951%
7/29/2025 Straight Path Wealth Management19,675$545K0.2%N/A0.455%
7/24/2025 IFP Advisors Inc18,769$520K0.0%-7.1%0.434%
7/22/2025 Global Strategic Investment Solutions LLC24,847$688K0.1%-15.6%0.585%
7/22/2025 Berger Financial Group Inc131,279$3.63M0.2%-1.3%3.089%
7/22/2025 Diligent Investors LLC45,504$1.26M0.3%-2.6%1.071%
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7/21/2025 Triad Wealth Partners LLC17,433$483K0.1%+94.8%0.410%
7/11/2025 Farther Finance Advisors LLC1,164$32K0.0%-41.2%0.028%
7/10/2025 NorthCrest Asset Manangement LLC8,041$223K0.0%N/A0.196%
7/9/2025 HFG Wealth Management LLC99,184$2.51M1.5%-2.7%2.419%
6/27/2025 Goldman Sachs Group Inc.9,392$237K0.0%N/A0.332%
5/16/2025Goldman Sachs Group Inc.9,392$237K0.0%N/A0.332%
5/15/2025OLD Mission Capital LLC12,089$305K0.0%N/A0.427%
5/14/2025Kestra Advisory Services LLC54,752$1.38M0.0%-22.0%1.935%
5/14/2025Capital Analysts LLC17,963$454K0.0%+70.3%0.635%
5/13/2025HighTower Advisors LLC9,497$240K0.0%-8.4%0.336%


EJUL Institutional Ownership - Frequently Asked Questions

During the previous two years, 79 institutional investors and hedge funds held shares of Innovator MSCI Emerging Markets Power Buffer ETF - July. The most heavily invested institutionals were Allworth Financial LP ($5.97M), Berger Financial Group Inc ($3.61M), Ferguson Shapiro LLC ($3.52M), Corrado Advisors LLC ($3.52M), Liberty Atlantic Advisors LLC ($2.78M), HFG Wealth Management LLC ($2.42M), and Kestra Advisory Services LLC ($2.26M).Learn more on Innovator MSCI Emerging Markets Power Buffer ETF - July's institutional investors.

Of the 64 institutional investors that purchased Innovator MSCI Emerging Markets Power Buffer ETF - July's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Allworth Financial LP ($207.25K), Access Financial Services Inc. ($122.28K), Liberty Atlantic Advisors LLC ($93.84K), Raymond James Financial Inc. ($74.78K), Signal Advisors Wealth LLC ($57.77K), Talon Private Wealth LLC ($57.77K), and Susquehanna International Group LLP ($49.91K).

Institutional investors have bought a total of 1,003,919 shares in the last 24 months. This purchase volume represents approximately $29.38M in transactions.

Of the 19 institutional investors that sold Innovator MSCI Emerging Markets Power Buffer ETF - July's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Access Financial Services Inc. ($77.11K), Berger Financial Group Inc ($15.22K), Cetera Investment Advisers ($14.33K), HFG Wealth Management LLC ($14.28K), Stratos Wealth Advisors LLC ($9.98K), Osaic Holdings Inc. ($6.24K), and Corrado Advisors LLC ($3.25K).

Institutional investors have sold a total of 151,255 shares in the last 24 months. This volume of shares sold represents approximately $4.48M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:EJUL is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/23/2026. New 13F filings are added each quarter as they're published.
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