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

$26.93 -1.58 (-5.54%)
As of 04/17/2025 04:00 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)
42
Total
Institutional Inflows
(last 12 months)
$63.19M
Number of
Institutional Sellers
(last 12 months)
43
Total
Institutional Outflows
(last 12 months)
$28.97M
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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
4/18/2025 DHJJ Financial Advisors Ltd.24,032$672K0.3%-4.4%0.496%
4/17/2025 Janney Montgomery Scott LLC7,540$211K0.0%+7.1%0.155%
4/16/2025 Wealth Enhancement Advisory Services LLC33,789$945K0.0%-40.0%0.697%
4/16/2025 NorthCrest Asset Manangement LLC10,408$291K0.0%-16.9%0.215%
4/15/2025 Chris Bulman Inc41,134$1.15M0.7%-3.0%0.848%
4/14/2025 BCS Wealth Management7,365$206K0.1%-17.0%0.152%
4/10/2025 Diligent Investors LLC55,912$1.56M0.4%-17.2%1.020%
4/10/2025 Cypress Wealth Services LLC50,769$1.42M0.3%-0.9%0.926%
4/10/2025 Maltin Wealth Management Inc.189,823$5.31M2.5%-3.1%3.464%
4/10/2025 Whipplewood Advisors LLC2,064$58K0.0%+425.2%0.038%
4/9/2025 Gradient Investments LLC368,120$10.30M0.2%+3.3%6.718%
4/9/2025 Fragasso Financial Advisors Inc51,230$1.43M0.1%-2.3%0.935%
3/17/2025 Wealth Enhancement Advisory Services LLC56,292$1.66M0.0%+3.2%1.037%
3/6/2025Wood Tarver Financial Group LLC82,138$2.42M0.8%N/A1.586%
2/25/2025Leigh Baldwin & CO. LLC10,600$312K0.2%N/A0.205%
2/18/2025Investment Management Corp VA ADV1,896$56K0.1%N/A0.038%
2/18/2025Sunbelt Securities Inc.10,822$318K0.0%-4.8%0.215%
2/17/2025Cetera Investment Advisers93,779$2.76M0.0%-1.4%1.864%
2/17/2025Citadel Advisors LLC6,805$200K0.0%N/A0.135%
2/14/2025Jane Street Group LLC23,619$695K0.0%+80.2%0.470%
2/14/2025Long Island Wealth Management Inc.32,747$964K0.6%-7.7%0.651%
2/14/2025Berger Financial Group Inc74,912$2.21M0.2%-11.4%1.489%
2/14/2025Tradition Wealth Management LLC19,367$570K0.1%-2.3%0.385%
2/13/2025SageView Advisory Group LLC14,602$430K0.0%-41.1%0.290%
2/13/2025Raymond James Financial Inc.59,611$1.76M0.0%N/A1.185%
2/13/2025Envestnet Asset Management Inc.16,219$477K0.0%+8.2%0.322%
2/12/2025OLD Mission Capital LLC24,199$712K0.0%N/A0.481%
2/12/2025Blair William & Co. IL73,482$2.16M0.0%-2.2%1.461%
2/12/2025JPMorgan Chase & Co.854$25K0.0%-76.9%0.017%
2/11/2025LPL Financial LLC31,251$920K0.0%-4.1%0.621%
2/11/2025M Holdings Securities Inc.875$26K0.0%-97.1%0.017%
2/10/2025Commonwealth Equity Services LLC284,978$8.39M0.0%-4.2%5.666%
2/10/2025Avantax Advisory Services Inc.33,630$990K0.0%-5.6%0.669%
2/7/2025HighTower Advisors LLC603,509$17.76M0.0%+0.5%11.998%
2/7/2025Miller Financial Services LLC11,024$324K0.3%N/A0.219%
2/7/2025Blue Bell Private Wealth Management LLC17,473$514K0.1%-11.6%0.347%
2/6/2025Raymond James Financial Inc.59,611$1.76M0.0%N/A1.185%
2/6/2025Steward Partners Investment Advisory LLC3,164$93K0.0%+76.1%0.063%
2/5/2025Corrado Advisors LLC44,123$1.30M0.8%-6.8%0.877%
2/4/2025IFP Advisors Inc20,309$598K0.0%-5.1%0.404%
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2/4/2025Wealthgarden F.S. LLC11,463$337K0.3%N/A0.228%
2/4/2025Forvis Mazars Wealth Advisors LLC27,219$801K0.0%-23.6%0.541%
2/3/2025Sigma Planning Corp9,081$267K0.0%-32.1%0.181%
1/30/2025Allworth Financial LP492,685$14.80M0.1%+156.6%9.795%
1/30/2025Principal Securities Inc.70,108$2.06M0.0%-1.1%1.394%
1/29/2025Stonebridge Financial Group LLC1,088$32K0.0%N/A0.022%
1/27/2025Onyx Bridge Wealth Group LLC97,382$2.87M0.4%-1.0%1.936%
1/24/2025U.S. Capital Wealth Advisors LLC10,143$299K0.0%-11.0%0.202%
1/24/2025Compass Advisory Group LLC46,859$1.38M0.5%+1.8%0.932%
1/24/2025ODonnell Financial Services LLC646,392$19.03M8.4%+1,043.5%12.851%
1/21/2025 Gradient Investments LLC356,421$10.49M0.2%N/A7.086%
1/21/2025 RFG 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%
1/13/2025Brookstone 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%
10/28/2024 Focus 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%
10/22/2024 DHJJ Financial Advisors Ltd.25,137$732K0.3%+17.9%0.500%
10/22/2024 Chris 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%
10/8/2024Brookstone Capital Management24,775$722K0.0%+109.2%0.493%
10/8/2024Sugarloaf 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%
8/6/2024 Chris 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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We've developed a surprisingly effective way to see which stocks could double during massive shake-ups, by using a secret we tested against every horrible thing that's happened to our financial system since 1991.

Overall, this secret works with 83% backtested accuracy.
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%
7/18/2024 Gradient Investments LLC8,724$241K0.0%-18.4%0.173%
7/18/2024Brookstone 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%
(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, 102 institutional investors and hedge funds held shares of Innovator U.S. Small Cap Power Buffer ETF - July. The most heavily invested institutionals were ODonnell Financial Services LLC ($19.03M), HighTower Advisors LLC ($17.76M), Allworth Financial LP ($14.80M), Personal CFO Solutions LLC ($10.39M), Gradient Investments LLC ($10.30M), Legacy CG LLC ($10.04M), and Commonwealth Equity Services LLC ($8.39M).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 89 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 ($1.01M), Allworth Financial LP ($786.72K), ODonnell Financial Services LLC ($736.37K), HighTower Advisors LLC ($690.20K), Compass Advisory Group LLC ($583.76K), Personal CFO Solutions LLC ($386.11K), and Legacy CG LLC ($370.81K).

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

Institutional investors have bought a total of 7,435,613 shares in the last 24 months. This purchase volume represents approximately $197.20M in transactions.

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

Of the 59 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), Commonwealth Equity Services LLC ($132.93K), Global Strategic Investment Solutions LLC ($131.27K), and Brookstone Capital Management ($93.97K).

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

Institutional investors have sold a total of 2,647,753 shares in the last 24 months. This volume of shares sold represents approximately $73.16M in transactions.



This page (BATS:KJUL) was last updated on 4/20/2025 by MarketBeat.com Staff
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