Free Trial

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

$29.40 +0.05 (+0.17%)
As of 02/21/2025 03:58 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

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)
$60.55M
Number of
Institutional Sellers
(last 12 months)
44
Total
Institutional Outflows
(last 12 months)
$37.70M
Get KJUL Insider Trade Alerts

Want to know when executives and insiders are buying or selling Innovator U.S. Small Cap Power Buffer ETF - July stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

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
2/18/2025 Investment Management Corp VA ADV1,896$56K0.1%N/A0.038%
2/18/2025 Sunbelt Securities Inc.10,822$318K0.0%-4.8%0.215%
2/17/2025 Cetera Investment Advisers93,779$2.76M0.0%-1.4%1.864%
2/17/2025 Citadel Advisors LLC6,805$200K0.0%N/A0.135%
2/14/2025 Jane Street Group LLC23,619$695K0.0%+80.2%0.470%
2/14/2025 Long Island Wealth Management Inc.32,747$964K0.6%-7.7%0.651%
2/14/2025 Berger Financial Group Inc74,912$2.21M0.2%-11.4%1.489%
2/14/2025 Tradition Wealth Management LLC19,367$570K0.1%-2.3%0.385%
2/13/2025 SageView Advisory Group LLC14,602$430K0.0%-41.1%0.290%
2/13/2025 Raymond James Financial Inc.59,611$1.76M0.0%N/A1.185%
2/13/2025 Envestnet Asset Management Inc.16,219$477K0.0%+8.2%0.322%
2/12/2025 OLD Mission Capital LLC24,199$712K0.0%N/A0.481%
2/12/2025 Blair William & Co. IL73,482$2.16M0.0%-2.2%1.461%
2/12/2025 JPMorgan Chase & Co.854$25K0.0%-76.9%0.017%
2/11/2025 LPL Financial LLC31,251$920K0.0%-4.1%0.621%
2/11/2025 M Holdings Securities Inc.875$26K0.0%-97.1%0.017%
2/10/2025 Commonwealth Equity Services LLC284,978$8.39M0.0%-4.2%5.666%
2/10/2025 Avantax Advisory Services Inc.33,630$990K0.0%-5.6%0.669%
2/7/2025 HighTower Advisors LLC603,509$17.76M0.0%+0.5%11.998%
2/7/2025 Miller Financial Services LLC11,024$324K0.3%N/A0.219%
2/7/2025 Blue Bell Private Wealth Management LLC17,473$514K0.1%-11.6%0.347%
2/6/2025 Raymond James Financial Inc.59,611$1.76M0.0%N/A1.185%
2/6/2025 Steward Partners Investment Advisory LLC3,164$93K0.0%+76.1%0.063%
2/5/2025 Corrado Advisors LLC44,123$1.30M0.8%-6.8%0.877%
2/4/2025 IFP Advisors Inc20,309$598K0.0%-5.1%0.404%
2/4/2025 Wealthgarden F.S. LLC11,463$337K0.3%N/A0.228%
2/4/2025 Forvis Mazars Wealth Advisors LLC27,219$801K0.0%-23.6%0.541%
2/3/2025 Sigma Planning Corp9,081$267K0.0%-32.1%0.181%
1/30/2025 Allworth Financial LP492,685$14.80M0.1%+156.6%9.795%
1/30/2025 Principal Securities Inc.70,108$2.06M0.0%-1.1%1.394%
1/29/2025 Stonebridge Financial Group LLC1,088$32K0.0%N/A0.022%
1/27/2025 Onyx Bridge Wealth Group LLC97,382$2.87M0.4%-1.0%1.936%
1/24/2025 U.S. Capital Wealth Advisors LLC10,143$299K0.0%-11.0%0.202%
1/24/2025 Compass Advisory Group LLC46,859$1.38M0.5%+1.8%0.932%
1/24/2025 ODonnell 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%
Watch This Robotics Demo Before March 17th (Ad)

Jeff Brown, the tech legend who picked shares of Nvidia in 2016 before they jumped by more than 22,000%... Just did a demo of what Nvidia’s CEO said will be "the first multitrillion-dollar robotics industry."

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%
11/18/2024 Sunbelt Securities Inc.11,370$331K0.0%-11.4%0.226%
11/15/2024 MML Investors Services LLC8,371$244K0.0%N/A0.166%
11/15/2024 Jane Street Group LLC13,106$382K0.0%-61.8%0.261%
11/15/2024 SageView Advisory Group LLC24,805$723K0.0%-4.3%0.493%
11/15/2024 HighTower Advisors LLC600,705$17.50M0.0%-1.7%11.942%
11/14/2024 Tradition Wealth Management LLC19,818$577K0.1%-11.1%0.394%
11/12/2024 M Holdings Securities Inc.29,719$866K0.2%+33.8%0.591%
11/6/2024 Signature Estate & Investment Advisors LLC8,717$254K0.0%N/A0.173%
11/5/2024 Harbour Investments Inc.6,353$185K0.0%+28.6%0.126%
11/4/2024 Sigma Planning Corp13,366$389K0.0%N/A0.266%
11/1/2024 Corrado Advisors LLC47,359$1.38M0.9%-3.8%0.942%
10/31/2024 Global 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%
10/24/2024 Motiv8 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%
10/23/2024 Allworth 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%
10/22/2024 ODonnell Financial Services LLC56,527$1.65M0.7%-3.9%1.124%
10/17/2024 Onyx 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%
8/22/2024 Cetera Investment Advisers74,434$2.06M0.0%-13.2%1.480%
8/21/2024 Truist Financial Corp17,103$473K0.0%+35.1%0.340%
8/16/2024 Long Island Wealth Management Inc.35,102$970K0.7%-24.5%0.698%
8/10/2024 Wealth Alliance12,820$354K0.0%+28.4%0.255%
8/6/2024 Chris Bulman Inc44,730$1.24M0.8%N/A0.889%
8/6/2024 Motiv8 Investments LLC85,158$2.35M1.7%-0.5%1.693%
8/5/2024 Blue Bell Private Wealth Management LLC24,038$664K0.1%-4.5%0.478%
8/1/2024 FSA Advisors Inc.12,588$348K0.4%+17.5%0.250%
7/31/2024 Commonwealth Equity Services LLC324,349$8.97M0.0%-23.1%6.448%
7/30/2024 ODonnell Financial Services LLC58,832$1.63M0.7%-1.3%1.170%
7/22/2024 Onyx 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%
7/18/2024 Brookstone Capital Management11,842$341K0.0%+24.4%0.235%
7/18/2024 Triad 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%
7/12/2024 DHJJ 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%
5/30/2024 Motiv8 Investments LLC85,625$2.40M1.9%N/A1.702%
Watch This Robotics Demo Before March 17th (Ad)

Jeff Brown, the tech legend who picked shares of Nvidia in 2016 before they jumped by more than 22,000%... Just did a demo of what Nvidia’s CEO said will be "the first multitrillion-dollar robotics industry."

5/24/2024Cetera Advisors LLC15,208$427K0.0%-35.9%0.302%
5/24/2024 Cetera Investment Advisers85,782$2.41M0.0%+230.3%1.705%
5/9/2024 Kingsview Wealth Management LLC9,425$265K0.0%+7.8%0.185%
5/8/2024 Avantax Advisory Services Inc.36,998$1.04M0.0%-1.0%0.725%
5/2/2024 Crown Wealth Group LLC24,795$696K0.4%-5.7%0.486%
4/29/2024 Commonwealth Equity Services LLC421,526$11.84M0.0%-3.8%8.265%
4/29/2024 Castle Wealth Management LLC14,527$408K0.2%-27.8%0.285%
4/29/2024 Onyx Bridge Wealth Group LLC96,126$2.61M0.5%+13.6%1.885%
4/24/2024 Blue Bell Private Wealth Management LLC25,158$706K0.2%-9.0%0.475%
4/23/2024 Gradient Investments LLC10,688$300K0.0%-98.3%0.202%
(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, 99 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), Gradient Investments LLC ($10.49M), Personal CFO Solutions LLC ($10.39M), 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 85 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), 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 7,329,882 shares in the last 24 months. This purchase volume represents approximately $194.10M in transactions.

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

Of the 57 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 2,674,720 shares in the last 24 months. This volume of shares sold represents approximately $73.66M in transactions.



This page (BATS:KJUL) was last updated on 2/22/2025 by MarketBeat.com Staff
From Our Partners