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

Innovator U.S. Equity Power Buffer ETF - July logo
$39.16 -1.89 (-4.61%)
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Institutional Ownership Changes (13F Filings) for Innovator U.S. Equity Power Buffer ETF - July (BATS:PJUL)

Number of
Institutional Buyers
(last 12 months)
132
Total
Institutional Inflows
(last 12 months)
$198.79M
Number of
Institutional Sellers
(last 12 months)
127
Total
Institutional Outflows
(last 12 months)
$265.21M
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PJUL Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/16/2025Lakeridge Wealth Management LLC41,138$1.65M0.8%-0.9%0.194%
4/16/2025CRA Financial Services LLC64,635$2.60M0.4%-6.2%0.305%
4/16/2025Southland Equity Partners LLC151,151$6.08M1.4%-0.7%0.714%
4/16/2025Wealth Enhancement Advisory Services LLC140,270$5.64M0.0%-56.0%0.662%
4/16/2025NorthCrest Asset Manangement LLC8,322$334K0.0%-20.2%0.039%
4/15/2025 Chris Bulman Inc29,297$1.18M0.7%-1.2%0.138%
4/14/2025 Farther Finance Advisors LLC76,977$3.11M0.1%+535.9%0.363%
4/14/2025 Outlook Wealth Advisors LLC42,281$1.70M0.5%-37.1%0.199%
4/14/2025 BCS Wealth Management49,481$1.99M0.5%-9.7%0.233%
4/14/2025 City Center Advisors LLC12,369$497K0.6%+5.1%0.058%
4/14/2025 ARS Wealth Advisors Group LLC32,519$1.31M0.2%-20.0%0.153%
4/14/2025 Miracle Mile Advisors LLC133,865$5.38M0.1%-0.9%0.631%
4/14/2025 Patriot Financial Group Insurance Agency LLC34,644$1.39M0.2%-1.0%0.163%
4/11/2025 KFG Wealth Management LLC58,310$2.34M0.4%-23.0%0.275%
4/11/2025 Pinnacle Wealth Management Group Inc.7,755$312K0.2%-7.7%0.037%
4/10/2025 Diligent Investors LLC37,507$1.51M0.4%-16.8%0.177%
4/10/2025 Whipplewood Advisors LLC30,047$1.21M0.4%+3,264.7%0.142%
4/9/2025 Buska Wealth Management LLC9,341$375K0.1%-5.4%0.044%
4/9/2025 RFG Advisory LLC33,148$1.33M0.0%+42.2%0.156%
4/9/2025 Cypress Financial Planning LLC11,305$454K0.2%-7.9%0.053%
4/9/2025 Fragasso Financial Advisors Inc26,453$1.06M0.1%-2.5%0.125%
4/8/2025 HFG Wealth Management LLC13,524$557K0.3%-86.4%0.064%
4/8/2025 Advisory Alpha LLC131,146$5.27M0.3%-4.1%0.619%
3/17/2025Wealth Enhancement Advisory Services LLC319,052$13.14M0.0%-8.7%1.496%
3/12/2025Centaurus Financial Inc.75,496$3.11M0.2%-2.9%0.354%
3/6/2025Wood Tarver Financial Group LLC14,622$601K0.2%N/A0.068%
3/5/2025 Castle Rock Wealth Management LLC26,220$1.10M0.3%-2.4%0.122%
3/4/2025 Buska Wealth Management LLC9,875$407K0.1%-22.1%0.046%
2/25/2025Leigh Baldwin & CO. LLC5,200$214K0.1%N/A0.024%
2/25/2025Armis Advisers LLC33,917$1.40M0.2%N/A0.157%
2/18/2025Delta Investment Management LLC24,769$1.02M0.2%-6.6%0.124%
2/17/2025Focus Partners Wealth49,662$2.05M0.0%-1.4%0.250%
2/17/2025 Diligent Investors LLC45,089$1.86M0.4%-2.3%0.227%
2/17/2025CoreCap Advisors LLC177,917$7.33M0.3%-1.8%0.894%
2/17/2025Cetera Investment Advisers230,367$9.48M0.0%-9.2%1.158%
2/17/2025Chapman Financial Group LLC1,200$49K0.0%N/A0.006%
2/17/2025Brown Wealth Management LLC6,430$265K0.1%-94.3%0.032%
2/17/2025Benjamin Edwards Inc.21,786$897K0.0%-6.9%0.109%
2/14/2025Mercer Global Advisors Inc. ADV11,038$454K0.0%N/A0.055%
2/14/2025Jane Street Group LLC13,250$546K0.0%-65.6%0.067%
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2/14/2025Long Island Wealth Management Inc.80,853$3.33M2.1%-2.9%0.406%
2/14/2025Beacon Pointe Advisors LLC94,445$3.89M0.0%-21.1%0.475%
2/14/2025Betterment LLC5,185$213K0.0%-33.1%0.026%
2/14/2025Capital Analysts LLC34,788$1.43M0.1%-11.0%0.175%
2/14/2025Three Seasons Wealth LLC7,624$314K0.2%N/A0.038%
2/14/2025Two Sigma Securities LLC11,168$460K0.1%N/A0.056%
2/14/2025Kovitz Investment Group Partners LLC216,564$8.92M0.0%-15.5%1.088%
2/14/2025Beck Capital Management LLC18,750$772K0.2%-2.7%0.094%
2/14/2025IHT Wealth Management LLC6,045$249K0.0%N/A0.030%
2/14/2025OneDigital Investment Advisors LLC55,691$2.29M0.0%+5.6%0.280%
2/14/2025WPWealth LLP17,603$725K0.1%-41.2%0.088%
2/14/2025Tradition Wealth Management LLC7,648$315K0.0%-5.0%0.038%
2/14/2025MML Investors Services LLC219,007$9.02M0.0%+7.6%1.101%
2/14/2025Concourse Financial Group Securities Inc.1,107$46K0.0%+57.5%0.006%
2/13/2025NewEdge Advisors LLC85,168$3.51M0.0%+0.7%0.428%
2/13/2025CreativeOne Wealth LLC54,652$2.25M0.1%+5.8%0.275%
2/13/2025SageView Advisory Group LLC15,337$631K0.0%-39.4%0.077%
2/13/2025Townsquare Capital LLC26,892$1.11M0.0%-80.8%0.135%
2/13/2025Raymond James Financial Inc.455,105$18.74M0.0%N/A2.287%
2/13/2025Advisory Services Network LLC23,962$987K0.0%+102.5%0.120%
2/13/2025Cerity Partners LLC9,983$411K0.0%+2.7%0.050%
2/13/2025Trek Financial LLC34,519$1.42M0.1%-4.6%0.173%
2/13/2025Waterloo Capital L.P.4,904$202K0.0%N/A0.025%
2/13/2025Envestnet Asset Management Inc.369,493$15.21M0.0%+3.6%1.857%
2/13/2025Wells Fargo & Company MN802$33K0.0%N/A0.004%
2/12/2025World Investment Advisors180,372$7.43M0.2%+10.2%0.906%
2/12/2025OLD Mission Capital LLC7,938$327K0.0%-69.3%0.040%
2/12/2025Alliancebernstein L.P.3,591,080$147.85M0.1%-4.2%18.046%
2/12/2025O Shaughnessy Asset Management LLC1,018$42K0.0%-30.2%0.005%
2/12/2025NBZ Investment Advisors LLC18,352$756K0.4%N/A0.092%
2/12/2025Orion Portfolio Solutions LLC56,016$2.31M0.0%+4.7%0.281%
2/12/2025Blair William & Co. IL356,650$14.68M0.0%-1.4%1.792%
2/11/2025Signature Estate & Investment Advisors LLC9,817$404K0.0%-36.1%0.049%
2/11/2025LPL Financial LLC139,508$5.74M0.0%+3.7%0.701%
2/10/2025Horizon Investments LLC13,130$541K0.0%+31.4%0.066%
2/10/2025Creative Financial Designs Inc. ADV17,605$725K0.1%-3.3%0.088%
2/10/2025Harbour Investments Inc.159,421$6.56M0.2%-2.9%0.801%
2/10/2025Commonwealth Equity Services LLC648,374$26.69M0.0%-10.8%3.258%
2/10/2025Avantax Advisory Services Inc.43,212$1.78M0.0%-2.0%0.217%
2/10/2025Capasso Planning Partners LLC68,083$2.80M1.1%N/A0.342%
2/10/2025 Farther Finance Advisors LLC12,105$498K0.0%+49.0%0.061%
2/10/2025EverSource Wealth Advisors LLC5,402$222K0.0%N/A0.027%
2/7/2025PFG Advisors10,454$430K0.0%-10.2%0.053%
2/7/2025HighTower Advisors LLC392,543$16.16M0.0%-11.3%1.973%
2/7/2025Avantax Planning Partners Inc.5,370$221K0.0%-8.8%0.027%
2/7/2025Blue Bell Private Wealth Management LLC61,502$2.53M0.5%-1.2%0.309%
2/6/2025Raymond James Financial Inc.455,105$18.74M0.0%N/A2.287%
2/6/2025Assetmark Inc.984$41K0.0%N/A0.005%
2/6/2025Triad Wealth Partners LLC17,034$701K0.3%N/A0.086%
2/6/2025Steward Partners Investment Advisory LLC16,036$660K0.0%-11.1%0.081%
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2/6/2025Global Strategic Investment Solutions LLC119,281$4.91M0.6%-1.2%0.599%
2/6/2025Financial Services Advisory Inc136,457$5.62M1.3%-10.4%0.686%
2/6/2025Keystone Wealth Services LLC32,290$1.33M0.4%-8.3%0.162%
2/5/2025Cape Investment Advisory Inc.5,700$235K0.1%-5.0%0.029%
2/5/2025 Noble Wealth Management PBC1,650$68K0.0%N/A0.008%
2/5/2025Motiv8 Investments LLC173,556$7.15M5.0%-23.4%0.872%
2/5/2025 Whipplewood Advisors LLC893$37K0.0%N/A0.004%
2/5/2025Corrado Advisors LLC58,953$2.43M1.6%-4.7%0.296%
2/5/2025Siligmueller & Norvid Wealth Advisors LLC57,613$2.37M1.0%N/A0.290%
2/4/2025IFP Advisors Inc46,235$1.90M0.1%+2.4%0.232%
(Data available from 1/1/2016 forward)

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PJUL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PJUL shares?

During the previous two years, 258 institutional investors and hedge funds held shares of Innovator U.S. Equity Power Buffer ETF - July. The most heavily invested institutionals were Alliancebernstein L.P. ($147.85M), Penserra Capital Management LLC ($39.85M), Commonwealth Equity Services LLC ($26.69M), Janney Montgomery Scott LLC ($22.97M), Raymond James Financial Inc. ($18.74M), Range Financial Group LLC ($17.39M), and HighTower Advisors LLC ($16.16M).Learn more on PJUL's institutional investors.

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

Of the 215 institutional investors that purchased Innovator U.S. Equity Power Buffer ETF - July stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Brookstone Capital Management ($1.68M), Gradient Investments LLC ($1.21M), SageView Advisory Group LLC ($1.10M), Raymond James Financial Inc. ($910.21K), HighTower Advisors LLC ($725.11K), Range Financial Group LLC ($486.87K), and Compass Advisory Group LLC ($427.07K).

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

Institutional investors have bought a total of 16,481,505 shares in the last 24 months. This purchase volume represents approximately $592.62M in transactions.

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

Of the 160 institutional investors that sold Innovator U.S. Equity Power Buffer ETF - July stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Brookstone Capital Management ($2.28M), Gradient Investments LLC ($1.19M), Osaic Holdings Inc. ($855.85K), Commonwealth Equity Services LLC ($848.28K), Wealth Enhancement Advisory Services LLC ($829.49K), Compass Advisory Group LLC ($554.87K), and Altfest L J & Co. Inc. ($513.21K).

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

Institutional investors have sold a total of 12,111,578 shares in the last 24 months. This volume of shares sold represents approximately $448.43M in transactions.



This page (BATS:PJUL) was last updated on 4/16/2025 by MarketBeat.com Staff
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