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

$43.00 -1.38 (-3.10%)
As of 03/28/2025 04:00 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)
60
Total
Institutional Inflows
(last 12 months)
$56.89M
Number of
Institutional Sellers
(last 12 months)
54
Total
Institutional Outflows
(last 12 months)
$234.76M
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BJUL Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/17/2025 Wealth Enhancement Advisory Services LLC12,507$557K0.0%+19.1%0.244%
3/12/2025 Centaurus Financial Inc.4,049$180K0.0%-6.7%0.082%
3/6/2025 Wood Tarver Financial Group LLC986$43K0.0%N/A0.020%
3/4/2025 Buska Wealth Management LLC8,176$364K0.1%-24.4%0.166%
2/25/2025 Armis Advisers LLC29,810$1.33M0.2%N/A0.624%
2/18/2025 Orion Capital Management LLC3,000$134K0.1%N/A0.063%
2/18/2025 Delta Investment Management LLC7,409$330K0.1%-28.2%0.155%
2/17/2025 Snowden Capital Advisors LLC50,621$2.26M0.1%-6.2%1.059%
2/17/2025 CoreCap Advisors LLC13,945$621K0.0%-42.8%0.292%
2/17/2025 Cresset Asset Management LLC16,395$731K0.0%-10.4%0.343%
2/17/2025 Cetera Investment Advisers66,301$2.95M0.0%-9.2%1.387%
2/17/2025 Chapman Financial Group LLC22,546$1.01M0.8%N/A0.472%
2/14/2025 Beacon Pointe Advisors LLC18,237$813K0.0%-32.9%0.382%
2/14/2025 Three Seasons Wealth LLC5,420$242K0.1%N/A0.113%
2/14/2025 OneDigital Investment Advisors LLC8,385$374K0.0%-23.2%0.175%
2/14/2025 Tradition Wealth Management LLC6,041$269K0.0%-6.3%0.126%
2/14/2025 MML Investors Services LLC29,330$1.31M0.0%-3.7%0.614%
2/13/2025 CreativeOne Wealth LLC7,859$350K0.0%N/A0.164%
2/13/2025 Raymond James Financial Inc.34,593$1.54M0.0%N/A0.724%
2/13/2025 Advisory Services Network LLC7,669$342K0.0%N/A0.160%
2/13/2025 Cerity Partners LLC146,146$6.51M0.0%-2.1%3.057%
2/13/2025 Trek Financial LLC6,220$277K0.0%-11.1%0.130%
2/13/2025 Envestnet Asset Management Inc.60,401$2.69M0.0%-7.2%1.264%
2/12/2025 OLD Mission Capital LLC8,641$385K0.0%-3.7%0.181%
2/11/2025 LPL Financial LLC27,636$1.23M0.0%+1.1%0.578%
2/10/2025 IMG Wealth Management Inc.3,859$172K0.2%N/A0.081%
2/10/2025 Valtinson Bruner Financial Planning LLC14,879$663K0.2%-1.5%0.311%
2/10/2025 Commonwealth Equity Services LLC215,184$9.59M0.0%-62.6%4.502%
2/10/2025 EverSource Wealth Advisors LLC7,346$327K0.0%+46.9%0.154%
2/7/2025 HighTower Advisors LLC174,862$7.79M0.0%-7.8%3.658%
2/7/2025 Acas LLC6,840$312K0.2%+6.0%0.143%
2/7/2025 Blue Bell Private Wealth Management LLC54,017$2.41M0.5%-0.5%1.130%
2/6/2025 Raymond James Financial Inc.34,593$1.54M0.0%N/A0.724%
2/6/2025 Triad Wealth Partners LLC4,679$208K0.1%N/A0.098%
2/6/2025 Steward Partners Investment Advisory LLC5,979$266K0.0%-12.2%0.125%
2/5/2025 SRS Capital Advisors Inc.12,770$569K0.0%-2.1%0.267%
2/5/2025 Motiv8 Investments LLC46,545$2.07M1.5%+23.4%0.974%
2/5/2025 Whipplewood Advisors LLC935$42K0.0%N/A0.020%
2/5/2025 Siligmueller & Norvid Wealth Advisors LLC22,528$1.00M0.4%N/A0.471%
2/4/2025 Rothschild Investment LLC91,000$4.06M0.3%-3.8%1.904%
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2/4/2025 Integral Investment Advisors Inc.258,371$11.51M3.7%+2.7%5.405%
1/31/2025 Truist Financial Corp8,447$376K0.0%-3.7%0.177%
1/30/2025 Principal Securities Inc.25,158$1.12M0.0%+1.0%0.526%
1/29/2025 Wingate Wealth Advisors Inc.7,690$343K0.3%N/A0.161%
1/29/2025 Comprehensive Financial Planning Inc. PA6,606$294K0.2%N/A0.138%
1/27/2025 Berkshire Money Management Inc.39,826$1.78M0.2%-53.9%0.833%
1/27/2025 Stratos Wealth Advisors LLC34,569$1.54M0.1%-1.2%0.723%
1/24/2025 Spire Wealth Management25,067$1.12M0.0%-13.4%0.524%
1/23/2025 FSA Advisors Inc.40,007$1.75M2.1%-4.6%0.837%
1/23/2025 Strategic Blueprint LLC31,205$1.39M0.1%-5.5%0.653%
1/21/2025 RFG 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%
12/13/2024 B. 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%
11/19/2024 Barclays PLC4,072$178K0.0%N/A0.085%
11/15/2024 Barclays PLC4,072$178K0.0%N/A0.085%
11/15/2024 Continuum Advisory LLC726$32K0.0%+123.4%0.015%
11/15/2024 MML Investors Services LLC30,447$1.33M0.0%+89.9%0.637%
11/15/2024 Glen Eagle Advisors LLC2,385$104K0.0%+98.8%0.050%
11/15/2024 Jane Street Group LLC5,384$235K0.0%N/A0.113%
11/15/2024 HighTower Advisors LLC189,717$8.29M0.0%+20.6%3.969%
11/14/2024 Tradition Wealth Management LLC6,447$282K0.0%+13.3%0.135%
11/14/2024 First Commonwealth Financial Corp PA13,146$574K0.1%+3.8%0.275%
11/12/2024 Centaurus Financial Inc.4,340$190K0.0%-60.2%0.091%
11/12/2024 Penserra Capital Management LLC300,979$13.15M0.3%+26.1%6.297%
11/12/2024 Cerity Partners LLC149,316$6.52M0.0%+49.7%3.124%
11/6/2024 Evolution Wealth Advisors LLC5,695$249K0.0%N/A0.119%
11/5/2024 Harbour Investments Inc.13,803$603K0.0%+20.7%0.289%
10/30/2024 Beacon 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%
10/29/2024 Chicago Partners Investment Group LLC5,071$223K0.0%-6.9%0.106%
10/25/2024 Strategic Blueprint LLC33,016$1.44M0.1%+214.3%0.691%
10/24/2024 Motiv8 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%
10/22/2024 DHJJ Financial Advisors Ltd.21,502$939K0.4%+5.8%0.450%
10/22/2024 Chris Bulman Inc6,131$268K0.2%N/A0.128%
10/22/2024 My Personal CFO LLC58,020$2.53M1.4%+23.7%1.214%
10/18/2024 Stratos 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%
10/17/2024 Berkshire 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%
10/11/2024 Paladin 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%
9/23/2024 Centaurus Financial Inc.10,895$455K0.0%-19.0%0.228%
8/28/2024 Souders Financial Advisors6,866$287K0.0%N/A0.144%
8/26/2024 Wealthquest Corp70,226$2.93M0.4%-4.4%1.469%
8/22/2024 Cetera Investment Advisers53,813$2.25M0.0%+4.4%1.126%
8/15/2024 Delta Investment Management LLC11,774$492K0.1%-27.5%0.246%
(Data available from 1/1/2016 forward)

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BJUL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BJUL shares?

During the previous two years, 125 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), Penserra Capital Management LLC ($13.15M), Integral Investment Advisors Inc. ($11.51M), Commonwealth Equity Services LLC ($9.59M), HighTower Advisors LLC ($7.79M), 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 101 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), Milestone Asset Management LLC ($208.62K), and Foundations Investment Advisors LLC ($207.05K).

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

Institutional investors have bought a total of 8,325,457 shares in the last 24 months. This purchase volume represents approximately $299.97M in transactions.

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

Of the 75 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. ($2.17M), Gradient Investments LLC ($1.83M), Cerity Partners LLC ($1.19M), Brookstone Capital Management ($581.63K), Wealthquest Corp ($394.83K), Commonwealth Equity Services LLC ($376.15K), and Marcum Wealth LLC ($125.59K).

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

Institutional investors have sold a total of 7,250,533 shares in the last 24 months. This volume of shares sold represents approximately $286.79M in transactions.



This page (BATS:BJUL) was last updated on 3/30/2025 by MarketBeat.com Staff
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