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Innovator Equity Defined Protection ETF – 2 Yr to July 2025 (TJUL) Institutional Ownership

$28.01 +0.04 (+0.14%)
As of 01/21/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Innovator Equity Defined Protection ETF – 2 Yr to July 2025 (NYSEARCA:TJUL)

Number of
Institutional Buyers
(last 12 months)
44
Total
Institutional Inflows
(last 12 months)
$83.54M
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$49.59M
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TJUL Institutional Buying and Selling by Quarter

Innovator Equity Defined Protection ETF – 2 Yr to July 2025 Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/21/2025KFG Wealth Management LLC106,159$2.95M0.6%-2.0%1.256%
1/21/2025Vishria Bird Financial Group LLC395,548$10.98M3.8%-0.8%4.681%
1/21/2025Gradient Investments LLC1,959,830$54.42M1.1%+6.4%23.193%
1/17/2025 Janney Montgomery Scott LLC11,594$322K0.0%-14.2%0.137%
1/16/2025 Amplius Wealth Advisors LLC8,377$233K0.0%-28.7%0.099%
1/15/2025 Lake Street Private Wealth LLC37,555$1.04M0.2%-3.6%0.444%
12/26/2024JPMorgan Chase & Co.12,761$350K0.0%N/A0.151%
11/18/2024Sunbelt Securities Inc.14,490$398K0.0%-4.6%0.171%
11/18/2024Brown Financial Advisors208,165$5.71M2.4%N/A2.463%
11/15/2024MML Investors Services LLC29,820$818K0.0%+9.7%0.353%
11/15/2024Jane Street Group LLC15,476$425K0.0%+9.0%0.183%
11/14/2024Plotkin Financial Advisors LLC14,356$394K0.2%N/A0.170%
11/12/2024Kingsview Wealth Management LLC20,915$574K0.0%-34.7%0.248%
11/5/2024Harbour Investments Inc.34,418$944K0.0%-8.1%0.407%
11/4/2024Sigma Planning Corp8,337$229K0.0%-15.2%0.099%
10/30/2024Maia Wealth LLC19,837$545K0.1%-46.8%0.235%
10/25/2024Strategic Blueprint LLC185,522$5.09M0.3%-2.1%2.196%
10/24/2024Patriot Financial Group Insurance Agency LLC7,300$200K0.0%N/A0.086%
10/24/2024FSA Advisors Inc.23,989$658K0.7%-1.5%0.284%
10/22/2024 International Assets Investment Management LLC1,530,233$39.79M0.0%N/A18.109%
10/22/2024 Lake Street Private Wealth LLC38,955$1.07M0.2%-3.3%0.461%
10/21/2024Foundations Investment Advisors LLC53,996$1.48M0.0%+10.5%0.639%
10/16/2024 Amplius Wealth Advisors LLC11,756$320K0.0%-99.0%0.139%
10/11/2024Paladin Wealth LLC37,950$1.04M0.9%N/A0.449%
10/10/2024 Pinnacle Wealth Management Group Inc.15,360$421K0.3%-33.7%0.182%
10/9/2024 Cypress Wealth Services LLC40,193$1.10M0.2%-3.4%0.476%
10/8/2024C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors11,035$303K0.0%-13.0%0.131%
10/8/2024 Brookstone Capital Management90,105$2.47M0.0%-15.7%1.066%
9/23/2024Centaurus Financial Inc.70,142$1.88M0.1%-1.2%0.830%
8/22/2024Cetera Investment Advisers106,959$2.86M0.0%-12.4%1.266%
8/16/2024Sunbelt Securities Inc.15,190$407K0.0%-4.8%0.180%
8/16/2024NewEdge Advisors LLC48,590$1.30M0.0%-50.8%0.575%
8/13/2024Garden State Investment Advisory Services LLC17,567$470K0.2%-36.4%0.208%
8/13/2024AE Wealth Management LLC259,062$6.94M0.1%-4.8%3.066%
8/8/2024Main Street Financial Solutions LLC27,508$737K0.1%+16.0%0.326%
8/7/2024MGO One Seven LLC77,350$2.07M0.1%-9.4%0.915%
8/7/2024Bright Futures Wealth Management LLC.14,395$386K0.2%+8.4%0.170%
8/2/2024Foundations Investment Advisors LLC48,868$1.31M0.0%-0.9%0.578%
7/31/2024Commonwealth Equity Services LLC748,254$20.04M0.0%-7.7%8.855%
7/31/2024IFG Advisory LLC10,760$288K0.0%N/A0.127%
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7/27/2024Strategic Blueprint LLC189,581$5.08M0.3%-3.8%2.244%
7/26/2024Harbour Investments Inc.37,437$1.00M0.0%-3.3%0.443%
7/24/2024Vishria Bird Financial Group LLC398,755$10.68M4.5%-0.8%4.719%
7/23/2024 Amplius Wealth Advisors LLC1,201,136$32.17M3.6%-7.9%14.215%
7/19/2024KFG Wealth Management LLC109,846$2.94M1.2%-0.9%1.300%
7/18/2024 Brookstone Capital Management106,876$2.88M0.0%-1.1%1.265%
7/16/2024Maia Wealth LLC37,302$1.01M0.3%N/A0.441%
7/15/2024Diligent Investors LLC59,965$1.61M0.4%-0.8%0.710%
6/28/2024Bright Futures Wealth Management LLC.13,283$356K0.2%N/A0.157%
5/24/2024Cetera Advisors LLC87,060$2.29M0.0%+70.3%1.030%
5/24/2024Cetera Investment Advisers122,058$3.21M0.0%+514.3%1.444%
5/23/2024FSA Advisors Inc.24,582$647K0.7%-1.6%0.291%
5/20/2024Bullseye Investment Management LLC121,122$3.19M1.9%-36.8%1.433%
5/14/2024CreativeOne Wealth LLC10,460$275K0.0%+16.0%0.124%
5/14/2024InterOcean Capital Group LLC32,176$847K0.0%N/A0.381%
5/9/2024Kingsview Wealth Management LLC37,605$989K0.0%-45.8%0.425%
5/9/2024SageView Advisory Group LLC16,022$422K0.0%-87.2%0.181%
5/3/2024C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors49,127$1.29M0.2%+355.2%0.555%
5/2/2024Vantage Financial Partners LLC25,176$662K0.2%+43.7%0.284%
5/1/2024 Janney Montgomery Scott LLC40,013$1.05M0.0%-18.9%0.452%
4/29/2024Commonwealth Equity Services LLC810,856$21.33M0.0%-3.3%9.162%
4/23/2024Strategic Blueprint LLC197,059$5.19M0.4%+25.3%2.214%
4/23/2024 Accurate Wealth Management LLC9,418$245K0.1%+13.7%0.106%
4/22/2024Vishria Bird Financial Group LLC401,906$10.57M4.5%-1.4%4.516%
4/19/2024 Lake Street Private Wealth LLC45,205$1.19M0.2%-1.8%0.508%
4/19/2024KFG Wealth Management LLC110,832$2.92M1.2%+7.8%1.245%
4/16/2024 Wealth Enhancement Advisory Services LLC24,400$642K0.0%-7.6%0.274%
4/15/2024 Brookstone Capital Management108,060$2.84M0.1%+11.7%1.214%
4/15/2024Sunbelt Securities Inc.15,950$420K0.0%-4.8%0.179%
4/12/2024Financial Designs Corp85,660$2.25M1.5%N/A0.962%
4/12/2024 Central Valley Advisors LLC21,658$570K0.3%+9.9%0.243%
3/6/2024SageView Advisory Group LLC124,986$3.21M0.1%N/A0.000%
2/26/2024Centaurus Financial Inc.72,976$1.87M0.1%+105.6%0.000%
2/23/2024TKG Advisors LLC8,000$205K0.1%N/A0.000%
2/15/2024Garden State Investment Advisory Services LLC27,629$709K0.3%+10.2%0.000%
2/14/2024MGO One Seven LLC86,998$2.23M0.1%+110.4%0.000%
2/12/2024Tradition Wealth Management LLC4,005$103K0.0%+300.5%0.000%
2/9/2024Atlantic Private Wealth LLC11,326$291K0.3%+111.4%0.000%
2/9/2024SageView Advisory Group LLC124,986$3.21M0.1%N/A0.000%
2/9/2024 Central Valley Advisors LLC19,704$506K0.3%N/A0.000%
2/9/2024CreativeOne Wealth LLC9,018$231K0.0%N/A0.000%
2/8/2024Kingsview Wealth Management LLC69,418$1.78M0.1%+197.3%0.000%
2/8/2024Foundations Investment Advisors LLC49,508$1.28M0.0%N/A0.000%
2/8/2024Eudaimonia Partners LLC40,378$1.04M0.3%-1.6%0.000%
2/8/2024 Janney Montgomery Scott LLC49,363$1.27M0.0%-17.1%0.000%
2/7/2024Principal Securities Inc.4,000$103K0.0%N/A0.000%
2/7/2024Concourse Financial Group Securities Inc.2,107$54K0.0%+48.8%0.000%
2/6/2024SRS Capital Advisors Inc.4,330$111K0.0%-48.6%0.000%
2/6/2024Commonwealth Equity Services LLC838,454$21.52M0.0%+8.9%0.000%
2/5/2024Vantage Financial Partners LLC17,520$450K0.1%N/A0.000%
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2/5/2024Silver Oak Securities Incorporated8,357$215K0.0%N/A0.000%
2/2/2024Truist Financial Corp8,123$209K0.0%N/A0.000%
2/2/2024Atria Wealth Solutions Inc.8,028$206K0.0%N/A0.000%
1/31/2024KFG Wealth Management LLC102,820$2.64M1.2%+36.7%0.000%
1/26/2024Executive Wealth Management LLC20,720$532K0.1%N/A0.000%
1/25/2024Strategic Blueprint LLC157,291$4.04M0.3%+90.9%0.000%
1/25/2024Vishria Bird Financial Group LLC407,497$10.46M4.9%-1.4%0.000%
1/24/2024Stratos Wealth Advisors LLC8,424$216K0.0%N/A0.000%
1/23/2024Milestone Asset Management LLC10,147$260K0.1%+9.4%0.000%
1/23/2024Beacon Financial Advisory LLC14,207$365K0.2%N/A0.000%
(Data available from 1/1/2016 forward)

TJUL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TJUL shares?

During the previous two years, 72 institutional investors and hedge funds held shares of Innovator Equity Defined Protection ETF – 2 Yr to July 2025. The most heavily invested institutionals were Gradient Investments LLC ($54.42M), International Assets Investment Management LLC ($39.79M), Commonwealth Equity Services LLC ($20.04M), Vishria Bird Financial Group LLC ($10.98M), AE Wealth Management LLC ($6.94M), Brown Financial Advisors ($5.71M), and Strategic Blueprint LLC ($5.09M).Learn more on TJUL's institutional investors.

Which institutional investors have been buying Innovator Equity Defined Protection ETF – 2 Yr to July 2025 stock?

Of the 66 institutional investors that purchased Innovator Equity Defined Protection ETF – 2 Yr to July 2025 stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($1.53M), Amplius Wealth Advisors LLC ($900.78K), Commonwealth Equity Services LLC ($838.45K), Vishria Bird Financial Group LLC ($413.22K), SageView Advisory Group LLC ($249.97K), Brown Financial Advisors ($208.17K), and Strategic Blueprint LLC ($197.06K).

How much institutional buying is happening at Innovator Equity Defined Protection ETF – 2 Yr to July 2025?

Institutional investors have bought a total of 6,133,514 shares in the last 24 months. This purchase volume represents approximately $158.72M in transactions.

Which Innovator Equity Defined Protection ETF – 2 Yr to July 2025 major shareholders have been selling company stock?

Of the 31 institutional investors that sold Innovator Equity Defined Protection ETF – 2 Yr to July 2025 stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Amplius Wealth Advisors LLC ($1.30M), SageView Advisory Group LLC ($108.96K), Commonwealth Equity Services LLC ($90.20K), Bullseye Investment Management LLC ($70.57K), NewEdge Advisors LLC ($50.17K), Kingsview Wealth Management LLC ($42.90K), and Janney Montgomery Scott LLC ($21.47K).

How much institutional selling is happening at Innovator Equity Defined Protection ETF – 2 Yr to July 2025?

Institutional investors have sold a total of 1,831,289 shares in the last 24 months. This volume of shares sold represents approximately $49.73M in transactions.



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