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

$26.48
0.00 (0.00%)
(As of 05/17/2024 ET)

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)
53
Total
Institutional Inflows
(last 12 months)
$100.13M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$5.59M
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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
5/14/2024 CreativeOne Wealth LLC10,460$275K0.0%+16.0%0.124%
5/14/2024 InterOcean Capital Group LLC32,176$847K0.0%N/A0.381%
5/9/2024 Kingsview Wealth Management LLC37,605$989K0.0%-45.8%0.425%
5/9/2024 SageView Advisory Group LLC16,022$422K0.0%-87.2%0.181%
5/3/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors49,127$1.29M0.2%+355.2%0.555%
5/2/2024 Vantage Financial Partners LLC25,176$662K0.2%+43.7%0.284%
5/1/2024 Janney Montgomery Scott LLC40,013$1.05M0.0%-18.9%0.452%
4/29/2024Commonwealth Equity Services LLC810,856$21.33M0.0%-3.3%9.162%
4/23/2024 Strategic Blueprint LLC197,059$5.19M0.4%+25.3%2.214%
4/23/2024 Accurate Wealth Management LLC9,418$245K0.1%+13.7%0.106%
4/22/2024 Vishria Bird Financial Group LLC401,906$10.57M4.5%-1.4%4.516%
4/19/2024 Lake Street Private Wealth LLC45,205$1.19M0.2%-1.8%0.508%
4/19/2024 KFG Wealth Management LLC110,832$2.92M1.2%+7.8%1.245%
4/16/2024 Wealth Enhancement Advisory Services LLC24,400$642K0.0%-7.6%0.274%
4/15/2024 Brookstone Capital Management108,060$2.84M0.1%+11.7%1.214%
4/15/2024 Sunbelt Securities Inc.15,950$420K0.0%-4.8%0.179%
4/12/2024 Financial Designs Corp85,660$2.25M1.5%N/A0.962%
4/12/2024 Central Valley Advisors LLC21,658$570K0.3%+9.9%0.243%
3/6/2024 SageView Advisory Group LLC124,986$3.21M0.1%N/A0.000%
2/26/2024 Centaurus Financial Inc.72,976$1.87M0.1%+105.6%0.000%
2/23/2024 TKG Advisors LLC8,000$205K0.1%N/A0.000%
2/15/2024 Garden State Investment Advisory Services LLC27,629$709K0.3%+10.2%0.000%
2/14/2024 MGO One Seven LLC86,998$2.23M0.1%+110.4%0.000%
2/12/2024 Tradition Wealth Management LLC4,005$103K0.0%+300.5%0.000%
2/9/2024 Atlantic Private Wealth LLC11,326$291K0.3%+111.4%0.000%
2/9/2024 SageView Advisory Group LLC124,986$3.21M0.1%N/A0.000%
2/9/2024 Central Valley Advisors LLC19,704$506K0.3%N/A0.000%
2/9/2024 CreativeOne Wealth LLC9,018$231K0.0%N/A0.000%
2/8/2024 Kingsview Wealth Management LLC69,418$1.78M0.1%+197.3%0.000%
2/8/2024 Foundations Investment Advisors LLC49,508$1.28M0.0%N/A0.000%
2/8/2024 Eudaimonia Partners LLC40,378$1.04M0.3%-1.6%0.000%
2/8/2024 Janney Montgomery Scott LLC49,363$1.27M0.0%-17.1%0.000%
2/7/2024 Principal Securities Inc.4,000$103K0.0%N/A0.000%
2/7/2024 Concourse Financial Group Securities Inc.2,107$54K0.0%+48.8%0.000%
2/6/2024 SRS Capital Advisors Inc.4,330$111K0.0%-48.6%0.000%
2/6/2024Commonwealth Equity Services LLC838,454$21.52M0.0%+8.9%0.000%
2/5/2024 Vantage Financial Partners LLC17,520$450K0.1%N/A0.000%
2/5/2024 Silver Oak Securities Incorporated8,357$215K0.0%N/A0.000%
2/2/2024 Truist Financial Corp8,123$209K0.0%N/A0.000%
2/2/2024 Atria Wealth Solutions Inc.8,028$206K0.0%N/A0.000%
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1/31/2024 KFG Wealth Management LLC102,820$2.64M1.2%+36.7%0.000%
1/26/2024 Executive Wealth Management LLC20,720$532K0.1%N/A0.000%
1/25/2024 Strategic Blueprint LLC157,291$4.04M0.3%+90.9%0.000%
1/25/2024 Vishria Bird Financial Group LLC407,497$10.46M4.9%-1.4%0.000%
1/24/2024 Stratos Wealth Advisors LLC8,424$216K0.0%N/A0.000%
1/23/2024 Milestone Asset Management LLC10,147$260K0.1%+9.4%0.000%
1/23/2024 Beacon Financial Advisory LLC14,207$365K0.2%N/A0.000%
1/19/2024 AdvisorNet Financial Inc4,020$103K0.0%N/A0.000%
1/19/2024 Fermata Advisors LLC9,945$255K0.1%N/A0.000%
1/18/2024 Syntegra Private Wealth Group LLC54,841$1.41M0.2%+161.9%0.000%
1/17/2024 IFG Advisory LLC9,460$243K0.0%N/A0.000%
1/17/2024 Pinnacle Wealth Management Group Inc.24,160$620K0.5%+12.9%0.000%
1/11/2024 Brookstone Capital Management96,767$2.48M0.1%+12.0%0.000%
1/11/2024 Amplius Wealth Advisors LLC900,781$23.12M2.8%N/A0.000%
1/11/2024 Diligent Investors LLC60,465$1.55M0.4%+190.7%0.000%
1/5/2024 WealthPLAN Partners LLC21,678$556K0.1%N/A0.000%
1/5/2024 CGN Advisors LLC26,280$675K0.1%-17.7%0.000%
12/11/2023 Sunbelt Securities Inc.16,750$409K0.1%N/A0.000%
11/16/2023Harbour Investments Inc.10,606$259K0.0%N/A0.000%
11/15/2023 SRS Capital Advisors Inc.8,430$206K0.0%N/A0.000%
11/14/2023 Milestone Asset Management LLC9,276$227K0.1%N/A0.000%
11/13/2023 Garden State Investment Advisory Services LLC25,079$612K0.3%N/A0.000%
11/13/2023 Kestra Advisory Services LLC33,330$814K0.0%N/A0.000%
11/9/2023 Atlantic Private Wealth LLC5,357$131K0.1%N/A0.000%
11/8/2023 Janney Montgomery Scott LLC59,563$1.46M0.0%N/A0.000%
11/7/2023 Kingsview Wealth Management LLC23,349$570K0.0%N/A0.000%
11/7/2023 Fort Washington Investment Advisors Inc. OH82,300$2.01M0.0%N/A0.000%
11/6/2023 Sigma Planning Corp12,882$315K0.0%N/A0.000%
11/6/2023 Diligent Investors LLC20,800$508K0.2%N/A0.000%
11/3/2023 MGO One Seven LLC41,350$1.01M0.1%N/A0.000%
11/3/2023 Main Street Financial Solutions LLC23,738$580K0.1%N/A0.000%
11/2/2023 Capital Investment Advisory Services LLC7,000$171K0.0%N/A0.000%
11/2/2023 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors10,792$264K0.0%N/A0.000%
10/26/2023 Vishria Bird Financial Group LLC413,219$10.09M5.3%N/A0.000%
10/25/2023 Concourse Financial Group Securities Inc.1,416$35K0.0%N/A0.000%
10/24/2023 Eudaimonia Partners LLC41,023$1.00M0.2%N/A0.000%
10/23/2023 Accurate Wealth Management LLC8,280$204K0.1%N/A0.000%
10/23/2023Commonwealth Equity Services LLC769,999$18.80M0.0%N/A0.000%
10/20/2023 Brookstone Capital Management86,388$2.12M0.0%N/A0.000%
10/18/2023 Syntegra Private Wealth Group LLC20,940$511K0.1%N/A0.000%
10/18/2023 Strategic Blueprint LLC82,380$2.01M0.2%N/A0.000%
10/17/2023 KFG Wealth Management LLC75,209$1.84M1.0%N/A0.000%
10/16/2023 Wealth Effects LLC9,035$221K0.1%N/A0.000%
10/13/2023 John W. Brooker & Co. CPAs18,175$444K0.3%N/A0.000%
10/13/2023 CGN Advisors LLC31,918$779K0.1%N/A0.000%
10/13/2023 Cypress Wealth Services LLC41,600$1.02M0.3%N/A0.000%
10/12/2023IFP Advisors Inc3,000$73K0.0%N/A0.000%
(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, 55 institutional investors and hedge funds held shares of Innovator Equity Defined Protection ETF – 2 Yr to July 2025. The most heavily invested institutionals were Amplius Wealth Advisors LLC ($23.12M), Commonwealth Equity Services LLC ($21.33M), Vishria Bird Financial Group LLC ($10.57M), Strategic Blueprint LLC ($5.19M), KFG Wealth Management LLC ($2.92M), Brookstone Capital Management ($2.84M), and Financial Designs Corp ($2.25M).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 53 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: Amplius Wealth Advisors LLC ($900.78K), Commonwealth Equity Services LLC ($838.45K), Vishria Bird Financial Group LLC ($413.22K), SageView Advisory Group LLC ($249.97K), Strategic Blueprint LLC ($197.06K), KFG Wealth Management LLC ($110.83K), and Brookstone Capital Management ($108.06K).

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

Institutional investors have bought a total of 3,992,044 shares in the last 24 months. This purchase volume represents approximately $100.13M in transactions.

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

Of the 11 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: SageView Advisory Group LLC ($108.96K), Kingsview Wealth Management LLC ($31.81K), Commonwealth Equity Services LLC ($27.60K), Janney Montgomery Scott LLC ($19.55K), Vishria Bird Financial Group LLC ($11.31K), CGN Advisors LLC ($5.64K), and SRS Capital Advisors Inc. ($4.10K).

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

Institutional investors have sold a total of 213,241 shares in the last 24 months. This volume of shares sold represents approximately $5.59M in transactions.


This page (NYSEARCA:TJUL) was last updated on 5/18/2024 by MarketBeat.com Staff

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