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

$28.60 +0.03 (+0.11%)
As of 06/13/2025 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
32
Total
Institutional Inflows
(last 12 months)
$71.64M
Number of
Institutional Sellers
(last 12 months)
51
Total
Institutional Outflows
(last 12 months)
$84.80M
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TJUL Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/22/2025 Mattson Financial Services LLC107,481$3.02M0.9%-48.4%1.902%
5/16/2025 Prostatis Group LLC11,025$309K0.1%-47.6%0.195%
5/16/2025 NewEdge Advisors LLC19,558$549K0.0%-10.9%0.346%
5/14/2025 Kestra Advisory Services LLC74,687$2.10M0.0%-25.0%1.322%
5/13/2025 Financial Network Wealth Advisors LLC1,431$40K0.1%N/A0.025%
5/12/2025 Maia Wealth LLC13,895$385K0.1%-42.4%0.246%
5/9/2025 Atlantic Private Wealth LLC1,414$40K0.0%-87.5%0.025%
5/9/2025 Syntegra Private Wealth Group LLC61,311$1.72M0.2%-1.4%1.085%
5/9/2025 Commonwealth Equity Services LLC693,607$19.46M0.0%+1.5%12.276%
5/8/2025 Harbour Investments Inc.24,449$686K0.0%-12.8%0.433%
5/8/2025 FSA Advisors Inc.19,872$558K0.4%-17.2%0.352%
5/7/2025 Foundations Investment Advisors LLC20,324$570K0.0%-61.9%0.360%
5/7/2025 Vantage Financial Partners LLC20,638$579K0.1%-16.5%0.365%
5/7/2025 LPL Financial LLC52,056$1.46M0.0%+296.8%0.921%
5/7/2025 Investment Management Corp VA ADV2,317$65K0.1%-51.7%0.041%
5/6/2025 Cetera Investment Advisers46,845$1.31M0.0%-45.9%0.829%
5/2/2025 Kingsview Wealth Management LLC11,089$311K0.0%-28.9%0.181%
4/30/2025 Trek Financial LLC28,848$809K0.1%-16.0%0.471%
4/29/2025 Envestnet Asset Management Inc.34,271$962K0.0%+17.7%0.559%
4/29/2025 Strategic Blueprint LLC168,760$4.74M0.3%-2.2%2.753%
4/28/2025 Vishria Bird Financial Group LLC389,832$10.94M3.7%-1.4%6.359%
4/22/2025 Cambridge Investment Research Advisors Inc.95,045$2.67M0.0%-5.6%1.550%
4/21/2025 Kingswood Wealth Advisors LLC36,001$1.01M0.0%-6.1%0.587%
4/17/2025 Janney Montgomery Scott LLC9,794$275K0.0%-15.5%0.160%
4/15/2025 Noble Wealth Management PBC15,892$446K0.3%-2.8%0.259%
4/15/2025 Accurate Wealth Management LLC7,443$205K0.0%-19.5%0.121%
4/14/2025 Farther Finance Advisors LLC29,373$823K0.0%N/A0.479%
4/11/2025 KFG Wealth Management LLC103,658$2.91M0.5%-2.4%1.470%
4/10/2025 Lake Street Private Wealth LLC36,305$1.02M0.2%-3.3%0.515%
4/9/2025 Paladin Wealth LLC19,576$549K0.5%-53.7%0.278%
4/9/2025 Gradient Investments LLC943,664$26.48M0.5%-51.8%13.385%
3/21/2025 Prostatis Group LLC21,047$584K0.2%-13.4%0.294%
3/12/2025 Centaurus Financial Inc.43,354$1.20M0.1%-38.4%0.606%
3/10/2025 Mattson Financial Services LLC208,472$5.72M1.8%N/A2.916%
3/6/2025 Wood Tarver Financial Group LLC4,988$138K0.0%N/A0.068%
2/25/2025 Heck Capital Advisors LLC30,450$846K0.1%N/A0.417%
2/25/2025 Armis Advisers LLC61,083$1.70M0.2%N/A0.837%
2/18/2025 Investment Management Corp VA ADV4,800$133K0.1%N/A0.066%
2/17/2025 Focus Partners Wealth16,866$468K0.0%-4.1%0.200%
2/17/2025 Diligent Investors LLC57,415$1.59M0.4%-4.3%0.679%
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2/17/2025 CoreCap Advisors LLC4,500$125K0.0%-13.1%0.053%
2/17/2025 Cetera Investment Advisers86,598$2.41M0.0%-12.3%1.025%
2/17/2025 Captrust Financial Advisors28,088$780K0.0%-3.4%0.332%
2/17/2025 Citadel Advisors LLC17,634$490K0.0%-25.9%0.209%
2/14/2025 Three Seasons Wealth LLC10,452$290K0.1%N/A0.124%
2/13/2025 NewEdge Advisors LLC21,953$610K0.0%-32.7%0.260%
2/13/2025 Barclays PLC7,202$200K0.0%+14,304.0%0.085%
2/13/2025 Raymond James Financial Inc.17,488$486K0.0%N/A0.207%
2/13/2025 Envestnet Asset Management Inc.29,108$808K0.0%-1.5%0.344%
2/12/2025 OLD Mission Capital LLC26,379$733K0.0%+47.8%0.312%
2/12/2025 Bullseye Investment Management LLC13,369$371K0.2%-80.0%0.158%
2/12/2025 AssuredPartners Investment Advisors LLC13,773$382K0.1%N/A0.163%
2/12/2025 JPMorgan Chase & Co.5,525$153K0.0%-56.7%0.065%
2/11/2025 LPL Financial LLC13,119$364K0.0%N/A0.155%
2/10/2025 Harbour Investments Inc.28,027$778K0.0%-18.6%0.332%
2/10/2025 Commonwealth Equity Services LLC683,150$18.97M0.0%-5.2%8.085%
2/6/2025 Raymond James Financial Inc.17,488$486K0.0%N/A0.207%
2/5/2025 SRS Capital Advisors Inc.2,754$76K0.0%-21.0%0.033%
2/5/2025 Maia Wealth LLC24,107$676K0.1%+21.5%0.285%
2/5/2025 Noble Wealth Management PBC16,347$454K0.3%N/A0.193%
2/4/2025 Brown Financial Advisors219,961$6.11M2.5%+5.7%2.603%
2/4/2025 IFP Advisors Inc5,600$156K0.0%-9.7%0.066%
1/31/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors8,508$236K0.0%-22.9%0.101%
1/30/2025 Bright Futures Wealth Management LLC.12,967$364K0.3%-8.0%0.153%
1/29/2025 Paladin Wealth LLC42,322$1.18M1.0%+11.5%0.501%
1/28/2025 Kingsview Wealth Management LLC15,594$433K0.0%-25.4%0.185%
1/27/2025 Stratos Wealth Advisors LLC7,820$217K0.0%-10.4%0.093%
1/24/2025 Spire Wealth Management26,133$726K0.0%N/A0.309%
1/23/2025 Heck Capital Advisors LLC30,450$846K0.1%N/A0.360%
1/23/2025 Capital Investment Advisory Services LLC4,000$111K0.0%-42.9%0.047%
1/23/2025 Strategic Blueprint LLC172,480$4.79M0.3%-7.0%2.041%
1/22/2025 Foundations Investment Advisors LLC53,347$1.48M0.0%-1.2%0.631%
1/22/2025 Kingswood Wealth Advisors LLC38,355$1.07M0.1%+155.2%0.454%
1/21/2025 KFG Wealth Management LLC106,159$2.95M0.6%-2.0%1.256%
1/21/2025 Vishria Bird Financial Group LLC395,548$10.98M3.8%-0.8%4.681%
1/21/2025 Gradient Investments LLC1,959,830$54.42M1.1%+6.4%23.193%
1/17/2025 Janney Montgomery Scott LLC11,594$322K0.0%-14.2%0.137%
1/16/2025 Amplius Wealth Advisors LLC8,377$233K0.0%-28.7%0.099%
1/15/2025 Lake Street Private Wealth LLC37,555$1.04M0.2%-3.6%0.444%
12/26/2024 JPMorgan Chase & Co.12,761$350K0.0%N/A0.151%
11/18/2024 Sunbelt Securities Inc.14,490$398K0.0%-4.6%0.171%
11/18/2024 Brown Financial Advisors208,165$5.71M2.4%N/A2.463%
11/15/2024 MML Investors Services LLC29,820$818K0.0%+9.7%0.353%
11/15/2024 Jane Street Group LLC15,476$425K0.0%+9.0%0.183%
11/14/2024 Plotkin Financial Advisors LLC14,356$394K0.2%N/A0.170%
11/12/2024 Kingsview Wealth Management LLC20,915$574K0.0%-34.7%0.248%
11/5/2024 Harbour Investments Inc.34,418$944K0.0%-8.1%0.407%
11/4/2024 Sigma Planning Corp8,337$229K0.0%-15.2%0.099%
10/30/2024 Maia Wealth LLC19,837$545K0.1%-46.8%0.235%
10/25/2024 Strategic Blueprint LLC185,522$5.09M0.3%-2.1%2.196%
[Wanted] 250 intrepid souls (Ad)

He Called this 106X Opportunity Before Reddit… and Before Elon Musk Before GameStop rocketed up to 10,633, Jonathan Rose saw something strange: A sudden surge in options volume — thousands of contracts flooding in. The money hit deep inside the CBOE before Reddit posts created the short squeeze and before Elon's tweet sent GameStop flying. Jonathan calls it the "Big-Money Tell," and it's flagged dozens of big trade opportunities including: 462.5% in C3.ai, 245.13% in Criteo, and 39.46% in Roku. And these are just some of the gains the "tell" has identified. Even better: He says the next big set-up could be forming right now. And there's still time for you to get in before it kicks off as soon as seven days from now.

Click here for the details from Jonathan himself.
10/24/2024 Patriot Financial Group Insurance Agency LLC7,300$200K0.0%N/A0.086%
10/24/2024 FSA Advisors Inc.23,989$658K0.7%-1.5%0.284%
10/22/2024 International Assets Investment Management LLC1,530,233$39.79M0.0%N/A18.109%
10/22/2024 Lake Street Private Wealth LLC38,955$1.07M0.2%-3.3%0.461%
10/21/2024 Foundations Investment Advisors LLC53,996$1.48M0.0%+10.5%0.639%
10/16/2024 Amplius Wealth Advisors LLC11,756$320K0.0%-99.0%0.139%
10/11/2024 Paladin Wealth LLC37,950$1.04M0.9%N/A0.449%
10/10/2024 Pinnacle Wealth Management Group Inc.15,360$421K0.3%-33.7%0.182%
10/9/2024 Cypress Wealth Services LLC40,193$1.10M0.2%-3.4%0.476%
10/8/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors11,035$303K0.0%-13.0%0.131%
(Data available from 1/1/2016 forward)

TJUL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TJUL shares?

During the previous two years, 96 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 ($26.48M), Commonwealth Equity Services LLC ($19.46M), Vishria Bird Financial Group LLC ($10.94M), AE Wealth Management LLC ($6.94M), Brown Financial Advisors ($6.11M), and Strategic Blueprint LLC ($4.74M).Learn more on TJUL's institutional investors.

Which institutional investors have been buying Innovator Equity Defined Protection ETF – 2 Yr to July 2025 stock?

Of the 83 institutional investors that purchased Innovator Equity Defined Protection ETF – 2 Yr to July 2025 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), Amplius Wealth Advisors LLC ($900.78K), Commonwealth Equity Services LLC ($848.91K), Vishria Bird Financial Group LLC ($413.22K), SageView Advisory Group LLC ($249.97K), Brown Financial Advisors ($219.96K), and Mattson Financial Services LLC ($208.47K).

How much institutional buying is happening at Innovator Equity Defined Protection ETF – 2 Yr to July 2025?

Institutional investors have bought a total of 6,733,367 shares in the last 24 months. This purchase volume represents approximately $175.41M in transactions.

Which Innovator Equity Defined Protection ETF – 2 Yr to July 2025 major shareholders have been selling company stock?

Of the 55 institutional investors that sold Innovator Equity Defined Protection ETF – 2 Yr to July 2025 stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Amplius Wealth Advisors LLC ($1.30M), Gradient Investments LLC ($1.02M), Commonwealth Equity Services LLC ($127.64K), Bullseye Investment Management LLC ($123.88K), SageView Advisory Group LLC ($108.96K), Mattson Financial Services LLC ($100.99K), and Cetera Investment Advisers ($67.04K).

How much institutional selling is happening at Innovator Equity Defined Protection ETF – 2 Yr to July 2025?

Institutional investors have sold a total of 3,348,771 shares in the last 24 months. This volume of shares sold represents approximately $92.26M in transactions.



This page (NYSEARCA:TJUL) was last updated on 6/16/2025 by MarketBeat.com Staff
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