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

$45.50 +1.13 (+2.54%)
As of 01/21/2025 03:58 PM Eastern
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Institutional Ownership Changes (13F Filings) for Innovator U.S. Equity Buffer ETF - July (BATS:BJUL)

Number of
Institutional Buyers
(last 12 months)
51
Total
Institutional Inflows
(last 12 months)
$76.71M
Number of
Institutional Sellers
(last 12 months)
42
Total
Institutional Outflows
(last 12 months)
$219.79M
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BJUL Institutional Buying and Selling by Quarter

Innovator U.S. Equity Buffer ETF - July Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/21/2025RFG Advisory LLC8,934$398K0.0%-74.6%0.187%
1/17/2025 Seros Financial LLC8,748$365K0.3%N/A0.183%
1/16/2025 Wealthquest Corp60,278$2.69M0.2%-5.6%1.261%
1/14/2025 Outlook Wealth Advisors LLC12,481$556K0.2%-16.5%0.261%
1/14/2025 PCA Investment Advisory Services Inc.4,945$220K0.1%-6.4%0.103%
1/13/2025 BCS Wealth Management29,633$1.32M0.3%-2.8%0.620%
1/13/2025 Heritage Wealth Partners LLC6,164$275K0.3%-91.2%0.129%
1/13/2025 Fragasso Financial Advisors Inc32,161$1.43M0.1%-2.9%0.673%
1/13/2025 Brookstone Capital Management12,795$570K0.0%-96.6%0.268%
12/13/2024B. Riley Wealth Advisors Inc.10,531$459K0.0%+39.5%0.220%
11/21/2024 Wealthquest Corp63,832$2.78M0.2%-9.1%1.335%
11/19/2024Barclays PLC4,072$178K0.0%N/A0.085%
11/15/2024Barclays PLC4,072$178K0.0%N/A0.085%
11/15/2024Continuum Advisory LLC726$32K0.0%+123.4%0.015%
11/15/2024MML Investors Services LLC30,447$1.33M0.0%+89.9%0.637%
11/15/2024Glen Eagle Advisors LLC2,385$104K0.0%+98.8%0.050%
11/15/2024Jane Street Group LLC5,384$235K0.0%N/A0.113%
11/15/2024HighTower Advisors LLC189,717$8.29M0.0%+20.6%3.969%
11/14/2024Tradition Wealth Management LLC6,447$282K0.0%+13.3%0.135%
11/14/2024First Commonwealth Financial Corp PA13,146$574K0.1%+3.8%0.275%
11/12/2024Centaurus Financial Inc.4,340$190K0.0%-60.2%0.091%
11/12/2024Penserra Capital Management LLC300,979$13.15M0.3%+26.1%6.297%
11/12/2024Cerity Partners LLC149,316$6.52M0.0%+49.7%3.124%
11/6/2024 Evolution Wealth Advisors LLC5,695$249K0.0%N/A0.119%
11/5/2024Harbour Investments Inc.13,803$603K0.0%+20.7%0.289%
10/30/2024Beacon Financial Advisory LLC6,135$268K0.1%+25.1%0.128%
10/29/2024 Janney Montgomery Scott LLC56,111$2.45M0.0%+8.1%1.174%
10/29/2024Chicago Partners Investment Group LLC5,071$223K0.0%-6.9%0.106%
10/25/2024Strategic Blueprint LLC33,016$1.44M0.1%+214.3%0.691%
10/24/2024Motiv8 Investments LLC37,734$1.65M1.1%-1.6%0.789%
10/24/2024 Wealth Enhancement Advisory Services LLC10,497$459K0.0%-36.4%0.220%
10/22/2024DHJJ Financial Advisors Ltd.21,502$939K0.4%+5.8%0.450%
10/22/2024Chris Bulman Inc6,131$268K0.2%N/A0.128%
10/22/2024My Personal CFO LLC58,020$2.53M1.4%+23.7%1.214%
10/18/2024Stratos Wealth Advisors LLC35,003$1.53M0.1%-1.8%0.732%
10/17/2024 BCS Wealth Management30,479$1.33M0.6%+68.7%0.638%
10/17/2024Berkshire Money Management Inc.86,407$3.77M0.4%-65.8%1.808%
10/16/2024 Secure Asset Management LLC18,340$801K0.1%-1.6%0.384%
10/11/2024Paladin Wealth LLC863$38K0.0%N/A0.018%
10/9/2024 Heritage Wealth Partners LLC69,664$3.04M3.6%N/A1.457%
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10/9/2024 Marcum Wealth LLC156,208$6.82M0.6%+267.7%3.268%
10/8/2024 Daymark Wealth Partners LLC5,694$249K0.0%N/A0.119%
10/8/2024 Brookstone Capital Management374,418$16.36M0.2%+7.5%7.833%
10/8/2024 Sugarloaf Wealth Management LLC10,290$449K0.1%+23.2%0.215%
10/8/2024 City Center Advisors LLC11,775$514K0.6%-6.1%0.246%
9/23/2024Centaurus Financial Inc.10,895$455K0.0%-19.0%0.228%
8/28/2024Souders Financial Advisors6,866$287K0.0%N/A0.144%
8/26/2024 Wealthquest Corp70,226$2.93M0.4%-4.4%1.469%
8/22/2024Cetera Investment Advisers53,813$2.25M0.0%+4.4%1.126%
8/15/2024Delta Investment Management LLC11,774$492K0.1%-27.5%0.246%
8/12/2024Blair William & Co. IL27,811$1.16M0.0%-1.2%0.582%
8/8/2024Envestnet Asset Management Inc.52,912$2.21M0.0%+5.2%1.107%
8/8/2024CoreCap Advisors LLC25,770$1.08M0.1%N/A0.539%
8/7/2024Vantage Financial Partners LLC8,014$335K0.1%+42.2%0.168%
8/7/2024Bright Futures Wealth Management LLC.8,114$335K0.2%+54.0%0.170%
8/7/2024Ashton Thomas Private Wealth LLC1,705$71K0.0%N/A0.036%
8/6/2024Motiv8 Investments LLC38,365$1.60M1.2%+4.2%0.803%
8/5/2024Blue Bell Private Wealth Management LLC56,802$2.37M0.5%-1.9%1.188%
8/2/2024Larson Financial Group LLC829$35K0.0%-79.1%0.017%
8/1/2024FSA Advisors Inc.41,836$1.75M1.8%+3.2%0.875%
7/31/2024Commonwealth Equity Services LLC539,842$22.56M0.0%+11.9%11.294%
7/31/2024Rothschild Investment LLC91,000$3.80M0.3%N/A1.904%
7/30/2024Integral Investment Advisors Inc.247,161$10.32M3.8%+1.2%5.171%
7/27/2024Strategic Blueprint LLC10,505$439K0.0%-5.1%0.220%
7/26/2024Harbour Investments Inc.11,435$478K0.0%-4.4%0.239%
7/26/2024Cambridge Investment Research Advisors Inc.47,910$2.00M0.0%-9.8%1.002%
7/26/2024My Personal CFO LLC46,920$1.96M1.0%+26.7%0.982%
7/24/2024 Secure Asset Management LLC18,635$779K0.1%+8.9%0.390%
7/19/2024Berkshire Money Management Inc.252,390$10.55M1.3%-0.2%5.280%
7/18/2024Gradient Investments LLC24,228$1.01M0.0%-19.5%0.507%
7/18/2024 Brookstone Capital Management348,172$14.80M0.2%+5,016.4%7.284%
7/18/2024Triad Wealth Partners LLC4,679$195K0.1%N/A0.098%
7/16/2024 Wealth Enhancement Advisory Services LLC16,503$689K0.0%-1.4%0.345%
7/16/2024 BCS Wealth Management18,063$755K0.4%-2.6%0.378%
7/15/2024RFG Advisory LLC10,427$436K0.0%-42.6%0.218%
7/12/2024DHJJ Financial Advisors Ltd.20,329$849K0.4%-23.1%0.425%
6/28/2024Bright Futures Wealth Management LLC.5,268$220K0.1%N/A0.110%
5/30/2024Motiv8 Investments LLC36,808$1.48M1.2%+9.9%0.770%
5/24/2024Cetera Advisors LLC23,313$940K0.0%-34.9%0.488%
5/24/2024Cetera Investment Advisers51,531$2.08M0.0%N/A1.078%
5/9/2024 Wealthquest Corp73,486$2.96M0.3%-79.9%1.537%
5/9/2024Delta Investment Management LLC16,247$655K0.1%-1.7%0.340%
5/8/2024Berkshire Money Management Inc.252,870$10.20M1.2%-88.5%5.290%
5/7/2024PFG Advisors6,091$246K0.0%-15.7%0.127%
5/7/2024Spectrum Investment Advisors Inc.8,487$342K0.3%-6.5%0.178%
5/1/2024 Janney Montgomery Scott LLC60,592$2.44M0.0%-1.8%1.254%
4/30/2024 Arkadios Wealth Advisors5,275$213K0.0%-39.3%0.109%
4/30/2024Valtinson Bruner Financial Planning LLC21,660$874K0.4%-72.1%0.448%
4/29/2024Commonwealth Equity Services LLC482,434$19.46M0.0%-2.4%9.988%
4/25/2024Cambridge Investment Research Advisors Inc.53,090$2.14M0.0%-37.8%1.099%
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4/24/2024Blue Bell Private Wealth Management LLC57,888$2.34M0.5%-2.1%1.199%
4/23/2024Gradient Investments LLC30,092$1.21M0.0%-98.4%0.623%
4/23/2024Strategic Blueprint LLC11,074$447K0.0%-11.9%0.229%
4/22/2024 Outlook Wealth Advisors LLC14,942$603K0.2%-5.1%0.309%
4/17/2024Cornerstone Wealth Group LLC24,847$1.00M0.1%-8.6%0.514%
4/16/2024 Wealth Enhancement Advisory Services LLC16,743$675K0.0%+96.8%0.180%
4/15/2024 Brookstone Capital Management6,805$274K0.0%-96.7%0.073%
4/11/2024DHJJ Financial Advisors Ltd.26,432$1.07M0.5%-1.5%0.284%
4/11/2024RFG Advisory LLC18,154$732K0.0%N/A0.195%
4/10/2024 Marcum Wealth LLC42,481$1.71M0.2%-74.3%0.456%
(Data available from 1/1/2016 forward)

BJUL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BJUL shares?

During the previous two years, 113 institutional investors and hedge funds held shares of Innovator U.S. Equity Buffer ETF - July. The most heavily invested institutionals were SageView Advisory Group LLC ($28.05M), Commonwealth Equity Services LLC ($22.56M), Penserra Capital Management LLC ($13.15M), Integral Investment Advisors Inc. ($10.32M), HighTower Advisors LLC ($8.29M), Milestone Asset Management LLC ($7.19M), and Foundations Investment Advisors LLC ($7.14M).Learn more on BJUL's institutional investors.

Which institutional investors have been buying Innovator U.S. Equity Buffer ETF - July stock?

Of the 94 institutional investors that purchased Innovator U.S. Equity Buffer ETF - July stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Berkshire Money Management Inc. ($2.77M), Gradient Investments LLC ($1.86M), SageView Advisory Group LLC ($745.56K), Brookstone Capital Management ($594.43K), Marcum Wealth LLC ($281.80K), Commonwealth Equity Services LLC ($281.41K), and Milestone Asset Management LLC ($208.62K).

How much institutional buying is happening at Innovator U.S. Equity Buffer ETF - July?

Institutional investors have bought a total of 8,449,086 shares in the last 24 months. This purchase volume represents approximately $300.84M in transactions.

Which Innovator U.S. Equity Buffer ETF - July major shareholders have been selling company stock?

Of the 64 institutional investors that sold Innovator U.S. Equity Buffer ETF - July stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Berkshire Money Management Inc. ($2.12M), Gradient Investments LLC ($1.83M), Cerity Partners LLC ($1.18M), Brookstone Capital Management ($581.63K), Wealthquest Corp ($394.83K), Marcum Wealth LLC ($125.59K), and First Commonwealth Financial Corp PA ($66.03K).

How much institutional selling is happening at Innovator U.S. Equity Buffer ETF - July?

Institutional investors have sold a total of 6,822,558 shares in the last 24 months. This volume of shares sold represents approximately $266.85M in transactions.



This page (BATS:BJUL) was last updated on 1/22/2025 by MarketBeat.com Staff
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