KJUL Institutional Ownership
Innovator Russell 2000 Power Buffer ETF - July
1W: -0.2%
1M: -2.1%
3M: -2.4%
YTD: +4.1%
1Y: +6.7%
3Y: +32.5%
5Y: +25.5%
$33.10
+0.11 (+0.35%)
Weekly Expected Move ±0.9%
$32
$33
$33
$33
$34
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — KJUL
87
Institutional Holders
-4 vs prior quarter
0.0%
Ownership
+0.00pp
81M
Total Invested
8
New Positions
15
Increased
42
Reduced
8
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (98 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | COMMONWEALTH EQUITY SERVICES, LLC | 256,239 | $8M | -2,095 | -0.8% | 20Q | SEC ↗ |
| 2 | OSAIC HOLDINGS, INC. | 145,327 | $5M | +34,572 | +31.2% | 24Q | SEC ↗ |
| 3 | Cornerstone Wealth, LLC/TN | 111,076 | $4M | +76,800 | +224.1% | 2Q | SEC ↗ |
| 4 | Cetera Investment Advisers | 102,578 | $3M | -2,138 | -2.0% | 20Q | SEC ↗ |
| 5 | PRINCIPAL SECURITIES, INC. | 89,914 | $3M | -519 | -0.6% | 11Q | SEC ↗ |
| 6 | LPL Financial LLC | 88,253 | $3M | +28,377 | +47.4% | 11Q | SEC ↗ |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 86,460 | $3M | +38,134 | +78.9% | 12Q | SEC ↗ |
| 8 | RED CRANE WEALTH MANAGEMENT, LLC | 78,164 | $3M | -2,279 | -2.8% | 5Q | SEC ↗ |
| 9 | RAYMOND JAMES FINANCIAL INC | 76,259 | $3M | +9,815 | +14.8% | 7Q | SEC ↗ |
| 10 | Berger Financial Group, Inc | 71,588 | $2M | -662 | -0.9% | 16Q | SEC ↗ |
| 11 | BLAIR WILLIAM & CO/IL | 68,387 | $2M | — | +0.0% | 12Q | SEC ↗ |
| 12 | BFI Wealth Solutions, LLC | 66,819 | $2M | +4,154 | +6.6% | 3Q | SEC ↗ |
| 13 | Kestra Advisory Services, LLC | 62,992 | $2M | -32,954 | -34.3% | 20Q | SEC ↗ |
| 14 | Diligent Investors, LLC | 57,159 | $2M | — | +0.0% | 19Q | SEC ↗ |
| 15 | Compass Advisory Group LLC | 53,362 | $2M | -755 | -1.4% | 21Q | SEC ↗ |
| 16 | Long Island Wealth Management, Inc. | 53,197 | $2M | +8,683 | +19.5% | 11Q | SEC ↗ |
| 17 | XML Financial, LLC | 50,500 | $2M | -77,693 | -60.6% | 5Q | SEC ↗ |
| 18 | INDEPENDENT FINANCIAL GROUP, LLC | 43,962 | $1M | -2,091 | -4.5% | 16Q | SEC ↗ |
| 19 | Fragasso Financial Advisors Inc | 40,084 | $1M | -553 | -1.4% | 20Q | SEC ↗ |
| 20 | FOUNDERS FINANCIAL SECURITIES LLC | 39,787 | $1M | +4,656 | +13.3% | 6Q | SEC ↗ |
| 21 | Focus Partners Wealth | 37,435 | $1M | — | +0.0% | 9Q | SEC ↗ |
| 22 | ODonnell Financial Services, LLC | 34,222 | $1M | -843 | -2.4% | 12Q | SEC ↗ |
| 23 | Jacobi Capital Management LLC | 32,545 | $1M | — | +0.0% | 8Q | SEC ↗ |
| 24 | GILL CAPITAL PARTNERS, LLC | 31,611 | $1M | -805 | -2.5% | 20Q | SEC ↗ |
| 25 | Cambridge Investment Research Advisors | 30,312 | $1M | -4,001 | -11.7% | 24Q | SEC ↗ |
| 26 | IFP Advisors, Inc | 27,259 | $902K | -80 | -0.3% | 9Q | SEC ↗ |
| 27 | Wood Tarver Financial Group, LLC | 25,848 | $856K | -164 | -0.6% | 7Q | SEC ↗ |
| 28 | GWN SECURITIES INC. NEW | 24,767 | $820K | — | +0.0% | 1Q | SEC ↗ |
| 29 | WorthPointe, LLC | 24,729 | $819K | -430 | -1.7% | 16Q | SEC ↗ |
| 30 | MML INVESTORS SERVICES, LLC | 24,475 | $810K | +5,213 | +27.1% | 8Q | SEC ↗ |
| 31 | DHJJ Financial Advisors, Ltd. | 24,233 | $802K | -380 | -1.5% | 20Q | SEC ↗ |
| 32 | Straight Path Wealth Management | 23,722 | $785K | +160 | +0.7% | 5Q | SEC ↗ |
| 33 | TRUIST FINANCIAL CORP | 21,984 | $728K | -5,651 | -20.4% | 20Q | SEC ↗ |
| 34 | Capital Analysts, LLC | 21,541 | $713K | +409 | +1.9% | 21Q | SEC ↗ |
| 35 | CARY STREET PARTNERS FINANCIAL LLC | 19,712 | $652K | -907 | -4.4% | 5Q | SEC ↗ |
| 36 | Tradition Wealth Management, LLC | 18,322 | $606K | — | +0.0% | 23Q | SEC ↗ |
| 37 | First Commonwealth Financial Corp /PA NEW | 18,095 | $599K | — | +0.0% | 1Q | SEC ↗ |
| 38 | Global Trust Wealth Management LLC | 17,000 | $563K | — | +0.0% | 3Q | SEC ↗ |
| 39 | WEALTH ALLIANCE, LLC | 16,074 | $532K | — | +0.0% | 12Q | SEC ↗ |
| 40 | BLUE BELL PRIVATE WEALTH MANAGEMENT, L | 15,996 | $529K | -498 | -3.0% | 16Q | SEC ↗ |
| 41 | ENVESTNET ASSET MANAGEMENT INC | 15,451 | $511K | +299 | +2.0% | 15Q | SEC ↗ |
| 42 | FSA Advisors, Inc. | 14,770 | $489K | +3,040 | +25.9% | 11Q | SEC ↗ |
| 43 | HighTower Advisors, LLC | 14,768 | $489K | -3,297 | -18.3% | 15Q | SEC ↗ |
| 44 | BCS Wealth Management | 14,066 | $466K | -61 | -0.4% | 16Q | SEC ↗ |
| 45 | Keating Financial Advisory Services, I | 13,703 | $454K | +252 | +1.9% | 3Q | SEC ↗ |
| 46 | Allworth Financial LP | 13,028 | $431K | -937,742 | -98.6% | 13Q | SEC ↗ |
| 47 | Chicago Partners Investment Group LLC | 12,171 | $403K | -2,386 | -16.4% | 17Q | SEC ↗ |
| 48 | Global Strategic Investment Solutions, | 11,392 | $377K | — | +0.0% | 16Q | SEC ↗ |
| 49 | Miller Financial Services LLC | 10,711 | $355K | — | +0.0% | 7Q | SEC ↗ |
| 50 | Sunbelt Securities, Inc. | 10,312 | $341K | -54 | -0.5% | 18Q | SEC ↗ |
Recent Activity
New Positions (8)
| Holder | Shares | Value |
|---|---|---|
| GWN SECURITIES INC. | 24,767 | $820K |
| First Commonwealth Financial Corp / | 18,095 | $599K |
| Arax Advisory Partners | 8,133 | $269K |
| Accurate Wealth Management, LLC | 7,104 | $235K |
| Janney Montgomery Scott LLC | 6,040 | $200K |
| FIDUCIARY FINANCIAL ADVISORS | 2,584 | $86K |
| Luminist Capital LLC | 360 | $12K |
| Cape Investment Advisory, Inc. | 200 | $7K |
Sold Out (17)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 21,883 | $724K |
| CORRADO ADVISORS, LLC | 21,514 | $712K |
| OLD MISSION CAPITAL LLC | 20,886 | $691K |
| Arete Wealth Advisors, LLC | 9,226 | $305K |
| GTS SECURITIES LLC | 7,415 | $245K |
| FIDUCIARY FINANCIAL GROUP, LLC | 7,290 | $241K |
| Phoenix Financial Ltd. | 6,915 | $229K |
| TWO SIGMA SECURITIES, LLC | 6,670 | $221K |
| Collaborative Wealth Managment Inc. | 6,458 | $214K |
| Keystone Wealth Services, LLC | 5,165 | $171K |
| Annis Gardner Whiting Capital Advis | 5,135 | $170K |
| Advisory Services Network, LLC | 3,747 | $124K |
| Compass Financial Services Inc | 1,174 | $39K |
| TopTier Wealth Management, LLC | 537 | $18K |
| UBS Group AG | 501 | $17K |
| Whipplewood Advisors, LLC | 393 | $13K |
| Financial Network Wealth Advisors L | 103 | $3K |
Biggest Increases (15)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Cornerstone Wealth, LLC/TN | +76,800 | +224.1% | 111,076 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +38,134 | +78.9% | 86,460 |
| OSAIC HOLDINGS, INC. | +34,572 | +31.2% | 145,327 |
| LPL Financial LLC | +28,377 | +47.4% | 88,253 |
| RAYMOND JAMES FINANCIAL INC | +9,815 | +14.8% | 76,259 |
| Long Island Wealth Management, Inc. | +8,683 | +19.5% | 53,197 |
| MML INVESTORS SERVICES, LLC | +5,213 | +27.1% | 24,475 |
| FOUNDERS FINANCIAL SECURITIES LLC | +4,656 | +13.3% | 39,787 |
| BFI Wealth Solutions, LLC | +4,154 | +6.6% | 66,819 |
| FSA Advisors, Inc. | +3,040 | +25.9% | 14,770 |
| NorthCrest Asset Manangement, LLC | +1,642 | +20.9% | 9,484 |
| Capital Analysts, LLC | +409 | +1.9% | 21,541 |
| ENVESTNET ASSET MANAGEMENT INC | +299 | +2.0% | 15,451 |
| Keating Financial Advisory Services | +252 | +1.9% | 13,703 |
| Straight Path Wealth Management | +160 | +0.7% | 23,722 |