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

$29.03 +0.09 (+0.31%)
As of 08/22/2025 04:10 PM Eastern
Compare

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)
33
Total
Institutional Inflows
(last 12 months)
$71.07M
Number of
Institutional Sellers
(last 12 months)
53
Total
Institutional Outflows
(last 12 months)
$83.51M
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/15/2025 Brown Financial Advisors100,743$2.89M1.1%-3.1%1.767%
8/15/2025 MML Investors Services LLC24,490$703K0.0%-16.0%0.430%
8/14/2025 Jane Street Group LLC23,117$663K0.0%N/A0.406%
8/14/2025 Raymond James Financial Inc.5,488$157K0.0%N/A0.096%
8/14/2025 NewEdge Advisors LLC17,753$509K0.0%-9.2%0.311%
8/13/2025 Trek Financial LLC28,469$817K0.1%-1.3%0.499%
8/12/2025 JPMorgan Chase & Co.9,391$269K0.0%-6.2%0.165%
8/11/2025 Plotkin Financial Advisors LLC10,987$315K0.2%-22.4%0.193%
8/8/2025 Cetera Investment Advisers44,128$1.27M0.0%-5.8%0.774%
8/6/2025 AE Wealth Management LLC15,560$446K0.0%+3.3%0.273%
8/5/2025 Bank of Montreal Can1,500$43K0.0%N/A0.026%
8/4/2025 IFG Advisory LLC10,160$291K0.0%N/A0.178%
8/4/2025 Spire Wealth Management24,283$697K0.0%-7.1%0.426%
7/30/2025 Strategic Blueprint LLC11,350$326K0.0%-93.3%0.199%
7/29/2025 Mattson Financial Services LLC107,093$3.07M0.8%-0.4%1.879%
7/28/2025 Harbour Investments Inc.13,850$397K0.0%-43.4%0.243%
7/25/2025 MGO One Seven LLC64,263$1.84M0.1%-3.0%1.131%
7/24/2025 IFP Advisors Inc4,645$133K0.0%-17.1%0.082%
7/23/2025 Kingswood Wealth Advisors LLC35,548$1.02M0.1%-1.3%0.626%
7/14/2025 KFG Wealth Management LLC98,007$2.81M0.5%-5.5%1.815%
7/9/2025 Triumph Capital Management10,214$293K0.1%+10.0%0.191%
7/8/2025 Paladin Wealth LLC19,100$548K0.4%-2.4%0.358%
7/8/2025 Gradient Investments LLC933,296$26.78M0.5%-1.1%17.510%
7/7/2025 Vishria Bird Financial Group LLC382,436$10.97M3.6%-1.9%7.148%
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%
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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%
4/15/2025Noble 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%
3/12/2025Centaurus 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%
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%
2/5/2025Noble 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%
1/30/2025Bright 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%
Tax Drain Deadline: Protect Your Wealth Before September 15th (Ad)

On September 15th, the IRS collects another round of quarterly tax payments—targeting self-employed professionals, retirees, and high-net-worth savers. But the wealthy aren’t just writing checks. They’re moving fast to protect capital and purchasing power using legal, IRS-compliant strategies. American Alternative Assets just released the Mar-A-Lago Accord, a free guide revealing how to reduce Q3 tax exposure and reposition wealth before it’s drained.tc pixel

Click here to download the guide and protect your assets before Sept 15th.
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%
(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, 98 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 ($26.78M), Commonwealth Equity Services LLC ($19.46M), Vishria Bird Financial Group LLC ($10.97M), Mattson Financial Services LLC ($3.07M), Brown Financial Advisors ($2.89M), and KFG Wealth Management LLC ($2.81M).Learn more on Innovator Equity Defined Protection ETF – 2 Yr to July 2025's institutional investors.

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

Of the 86 institutional investors that purchased Innovator Equity Defined Protection ETF – 2 Yr to July 2025's 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 2,578,644 shares in the last 24 months. This purchase volume represents approximately $71.07M in transactions.

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

Of the 53 institutional investors that sold Innovator Equity Defined Protection ETF – 2 Yr to July 2025's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Amplius Wealth Advisors LLC ($1.19M), Gradient Investments LLC ($1.03M), Strategic Blueprint LLC ($178.23K), Mattson Financial Services LLC ($101.38K), Cetera Investment Advisers ($54.65K), Bullseye Investment Management LLC ($53.31K), and Commonwealth Equity Services LLC ($37.44K).

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

Institutional investors have sold a total of 3,001,119 shares in the last 24 months. This volume of shares sold represents approximately $83.51M in transactions.


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This page (NYSEARCA:TJUL) was last updated on 8/24/2025 by MarketBeat.com Staff
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