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Innovator U.S. Small Cap Power Buffer ETF - July (KJUL) Institutional Ownership

$30.12 +0.77 (+2.62%)
As of 01/21/2025 03:57 PM Eastern
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Institutional Ownership Changes (13F Filings) for Innovator U.S. Small Cap Power Buffer ETF - July (BATS:KJUL)

Number of
Institutional Buyers
(last 12 months)
39
Total
Institutional Inflows
(last 12 months)
$49.20M
Number of
Institutional Sellers
(last 12 months)
38
Total
Institutional Outflows
(last 12 months)
$54.40M
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KJUL Institutional Buying and Selling by Quarter

Innovator U.S. Small Cap Power Buffer ETF - July Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/21/2025Gradient Investments LLC356,421$10.49M0.2%N/A7.086%
1/21/2025RFG Advisory LLC76,166$2.24M0.1%-3.8%1.514%
1/17/2025 Janney Montgomery Scott LLC7,040$207K0.0%-53.8%0.140%
1/17/2025 Global Trust Asset Management LLC16,500$486K0.2%-5.7%0.328%
1/16/2025 Sugar Maple Asset Management LLC4,599$135K0.1%N/A0.091%
1/16/2025 Maltin Wealth Management Inc.195,835$5.76M2.8%+3.0%3.893%
1/13/2025 BCS Wealth Management8,876$261K0.1%-7.0%0.176%
1/13/2025 Fragasso Financial Advisors Inc52,410$1.54M0.1%-17.7%1.042%
1/13/2025 Brookstone Capital Management43,246$1.27M0.0%+74.6%0.860%
11/18/2024Sunbelt Securities Inc.11,370$331K0.0%-11.4%0.226%
11/15/2024MML Investors Services LLC8,371$244K0.0%N/A0.166%
11/15/2024Jane Street Group LLC13,106$382K0.0%-61.8%0.261%
11/15/2024SageView Advisory Group LLC24,805$723K0.0%-4.3%0.493%
11/15/2024HighTower Advisors LLC600,705$17.50M0.0%-1.7%11.942%
11/14/2024Tradition Wealth Management LLC19,818$577K0.1%-11.1%0.394%
11/12/2024M Holdings Securities Inc.29,719$866K0.2%+33.8%0.591%
11/6/2024Signature Estate & Investment Advisors LLC8,717$254K0.0%N/A0.173%
11/5/2024Harbour Investments Inc.6,353$185K0.0%+28.6%0.126%
11/4/2024Sigma Planning Corp13,366$389K0.0%N/A0.266%
11/1/2024Corrado Advisors LLC47,359$1.38M0.9%-3.8%0.942%
10/31/2024Global Strategic Investment Solutions LLC25,114$732K0.1%-6.9%0.499%
10/28/2024Focus Financial Network Inc.6,975$203K0.0%N/A0.139%
10/24/2024Motiv8 Investments LLC165,078$4.81M3.2%+93.8%3.282%
10/24/2024 Wealth Enhancement Advisory Services LLC54,569$1.59M0.0%+33.3%1.085%
10/23/2024Allworth Financial LP192,041$5.59M0.0%+2,167.6%3.818%
10/22/2024DHJJ Financial Advisors Ltd.25,137$732K0.3%+17.9%0.500%
10/22/2024Chris Bulman Inc43,361$1.26M0.9%-3.1%0.862%
10/22/2024ODonnell Financial Services LLC56,527$1.65M0.7%-3.9%1.124%
10/17/2024Onyx Bridge Wealth Group LLC98,370$2.87M0.4%+0.9%1.956%
10/9/2024 Maltin Wealth Management Inc.190,144$5.54M2.7%+0.2%3.780%
10/9/2024 Cypress Wealth Services LLC51,234$1.49M0.3%+3.5%1.019%
10/9/2024 Marcum Wealth LLC26,393$769K0.1%+40.7%0.525%
10/8/2024 Brookstone Capital Management24,775$722K0.0%+109.2%0.493%
10/8/2024 Sugarloaf Wealth Management LLC18,462$538K0.1%+58.1%0.367%
8/22/2024Cetera Investment Advisers74,434$2.06M0.0%-13.2%1.480%
8/21/2024Truist Financial Corp17,103$473K0.0%+35.1%0.340%
8/16/2024Long Island Wealth Management Inc.35,102$970K0.7%-24.5%0.698%
8/10/2024Wealth Alliance12,820$354K0.0%+28.4%0.255%
8/6/2024Chris Bulman Inc44,730$1.24M0.8%N/A0.889%
8/6/2024Motiv8 Investments LLC85,158$2.35M1.7%-0.5%1.693%
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8/5/2024Blue Bell Private Wealth Management LLC24,038$664K0.1%-4.5%0.478%
8/1/2024FSA Advisors Inc.12,588$348K0.4%+17.5%0.250%
7/31/2024Commonwealth Equity Services LLC324,349$8.97M0.0%-23.1%6.448%
7/30/2024ODonnell Financial Services LLC58,832$1.63M0.7%-1.3%1.170%
7/22/2024Onyx Bridge Wealth Group LLC97,516$2.70M0.4%+1.4%1.939%
7/18/2024Gradient Investments LLC8,724$241K0.0%-18.4%0.173%
7/18/2024 Brookstone Capital Management11,842$341K0.0%+24.4%0.235%
7/18/2024Triad Wealth Partners LLC1,600$44K0.0%N/A0.032%
7/16/2024 Wealth Enhancement Advisory Services LLC40,929$1.13M0.0%-19.1%0.814%
7/16/2024 BCS Wealth Management9,543$264K0.1%-3.8%0.190%
7/12/2024 Maltin Wealth Management Inc.189,704$5.24M2.8%+3.7%3.771%
7/12/2024DHJJ Financial Advisors Ltd.21,321$589K0.2%-11.6%0.424%
7/9/2024 Fragasso Financial Advisors Inc63,660$1.76M0.1%-6.9%1.266%
7/8/2024 Sugarloaf Wealth Management LLC11,677$323K0.1%+98.8%0.232%
5/30/2024Motiv8 Investments LLC85,625$2.40M1.9%N/A1.702%
5/24/2024Cetera Advisors LLC15,208$427K0.0%-35.9%0.302%
5/24/2024Cetera Investment Advisers85,782$2.41M0.0%+230.3%1.705%
5/9/2024Kingsview Wealth Management LLC9,425$265K0.0%+7.8%0.185%
5/8/2024Avantax Advisory Services Inc.36,998$1.04M0.0%-1.0%0.725%
5/2/2024Crown Wealth Group LLC24,795$696K0.4%-5.7%0.486%
4/29/2024Commonwealth Equity Services LLC421,526$11.84M0.0%-3.8%8.265%
4/29/2024Castle Wealth Management LLC14,527$408K0.2%-27.8%0.285%
4/29/2024Onyx Bridge Wealth Group LLC96,126$2.61M0.5%+13.6%1.885%
4/24/2024Blue Bell Private Wealth Management LLC25,158$706K0.2%-9.0%0.475%
4/23/2024Gradient Investments LLC10,688$300K0.0%-98.3%0.202%
4/22/2024Altfest L J & Co. Inc.9,493$267K0.0%-22.1%0.179%
4/22/2024 Outlook Wealth Advisors LLC12,711$357K0.1%-7.0%0.240%
4/19/2024FORVIS Wealth Advisors LLC65,928$1.85M0.0%-1.2%1.244%
4/16/2024 Maltin Wealth Management Inc.182,981$5.14M2.9%+10.1%3.452%
4/16/2024PFS Partners LLC1,182$33K0.0%-99.4%0.022%
4/15/2024 Brookstone Capital Management9,516$267K0.0%-90.8%0.180%
4/15/2024Sunbelt Securities Inc.12,840$361K0.0%-23.2%0.242%
4/11/2024DHJJ Financial Advisors Ltd.24,126$677K0.3%-2.0%0.455%
4/10/2024 Marcum Wealth LLC18,759$527K0.1%-78.0%0.354%
4/10/2024 Fragasso Group Inc.68,374$1.92M0.2%-3.3%1.290%
4/10/2024 BCS Wealth Management9,918$278K0.1%-7.2%0.187%
2/23/2024Chicago Partners Investment Group LLC18,622$495K0.0%+13.9%0.296%
2/16/2024Secured Retirement Advisors LLC19,959$541K0.5%N/A0.317%
2/14/2024Personal CFO Solutions LLC383,493$10.39M1.8%-0.7%6.087%
2/12/2024Tradition Wealth Management LLC220,767$6.39M0.7%-0.9%3.504%
2/9/2024InterOcean Capital Group LLC30,640$830K0.0%-25.8%0.486%
2/8/2024BCGM Wealth Management LLC7,610$206K0.1%N/A0.121%
2/7/2024Avantax Advisory Services Inc.37,378$1.01M0.0%-62.9%0.593%
2/7/2024Cary Street Partners Investment Advisory LLC169,814$4.60M0.2%+70,655.8%2.695%
2/7/2024Berger Financial Group Inc92,079$2.49M0.3%+30.6%1.462%
2/7/2024Principal Securities Inc.62,616$1.70M0.1%N/A0.994%
2/6/2024Valtinson Bruner Financial Planning LLC17,037$461K0.2%+2.3%0.270%
2/6/2024Lincoln National Corp42,021$1.14M0.0%+18.6%0.667%
2/5/2024Triumph Capital Management15,519$420K0.2%N/A0.246%
2/5/2024 Pillar Wealth Advisors LLC43,093$1.17M0.9%+15.8%0.684%
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2/2/2024ODonnell Financial Services LLC68,528$1.86M0.9%-53.2%1.088%
2/2/2024Truist Financial Corp18,327$496K0.0%+6.7%0.291%
2/2/2024Atria Wealth Solutions Inc.9,091$246K0.0%N/A0.144%
2/1/2024Corrado Advisors LLC15,520$420K0.3%-2.9%0.246%
2/1/2024Capital Investment Advisory Services LLC39,226$1.06M0.1%-2.2%0.623%
1/31/2024Castle Wealth Management LLC20,113$545K0.3%N/A0.319%
1/31/2024Onyx Bridge Wealth Group LLC84,654$2.29M0.5%+3.6%1.344%
1/30/2024 Private Client Services LLC43,709$1.18M1.0%N/A0.694%
1/30/2024Legacy CG LLC370,812$10.04M3.8%N/A5.886%
1/29/2024Compass Advisory Group LLC38,604$1.05M0.5%-93.5%0.613%
(Data available from 1/1/2016 forward)

KJUL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of KJUL shares?

During the previous two years, 91 institutional investors and hedge funds held shares of Innovator U.S. Small Cap Power Buffer ETF - July. The most heavily invested institutionals were HighTower Advisors LLC ($17.50M), Gradient Investments LLC ($10.49M), Personal CFO Solutions LLC ($10.39M), Legacy CG LLC ($10.04M), Commonwealth Equity Services LLC ($8.97M), Maltin Wealth Management Inc. ($5.76M), and Allworth Financial LP ($5.59M).Learn more on KJUL's institutional investors.

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

Of the 81 institutional investors that purchased Innovator U.S. Small Cap Power Buffer ETF - July stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Gradient Investments LLC ($1.00M), HighTower Advisors LLC ($696.59K), Compass Advisory Group LLC ($582.92K), Allworth Financial LP ($486.08K), Personal CFO Solutions LLC ($386.11K), Legacy CG LLC ($370.81K), and Altfest L J & Co. Inc. ($365.14K).

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

Institutional investors have bought a total of 6,508,138 shares in the last 24 months. This purchase volume represents approximately $168.57M in transactions.

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

Of the 47 institutional investors that sold Innovator U.S. Small Cap Power Buffer ETF - July stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Gradient Investments LLC ($636.16K), Compass Advisory Group LLC ($565.41K), Altfest L J & Co. Inc. ($355.65K), PFS Partners LLC ($189.74K), Global Strategic Investment Solutions LLC ($131.27K), Commonwealth Equity Services LLC ($120.59K), and Tradition Wealth Management LLC ($115.76K).

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

Institutional investors have sold a total of 2,689,837 shares in the last 24 months. This volume of shares sold represents approximately $73.52M in transactions.



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