NJUL Institutional Ownership
Innovator Nasdaq-100 Power Buffer ETF - July
1W: +0.4%
1M: +3.2%
3M: +3.1%
YTD: +9.0%
1Y: +11.1%
3Y: +56.6%
5Y: +68.0%
$79.09
+0.30 (+0.39%)
Weekly Expected Move ±1.2%
$77
$78
$79
$80
$81
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — NJUL
128
Institutional Holders
-5 vs prior quarter
0.0%
Ownership
+0.00pp
138M
Total Invested
12
New Positions
27
Increased
50
Reduced
12
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (143 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | OSAIC HOLDINGS, INC. | 213,573 | 17M | +6,921 | +3.3% | 24Q | SEC ↗ |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | 129,788 | 10M | +2,038 | +1.6% | 20Q | SEC ↗ |
| 3 | HighTower Advisors, LLC | 86,929 | 7M | -1,848 | -2.1% | 24Q | SEC ↗ |
| 4 | Janney Montgomery Scott LLC | 85,272 | 7M | +1,609 | +1.9% | 11Q | SEC ↗ |
| 5 | TRUIST FINANCIAL CORP | 79,118 | 6M | -1,736 | -2.1% | 12Q | SEC ↗ |
| 6 | PRINCIPAL SECURITIES, INC. | 75,513 | 6M | +76 | +0.1% | 11Q | SEC ↗ |
| 7 | Cetera Investment Advisers | 74,531 | 6M | +7,624 | +11.4% | 20Q | SEC ↗ |
| 8 | LPL Financial LLC | 72,248 | 6M | +19,427 | +36.8% | 12Q | SEC ↗ |
| 9 | Cambridge Investment Research Advisors | 54,026 | 4M | -1,371 | -2.5% | 24Q | SEC ↗ |
| 10 | RAYMOND JAMES FINANCIAL INC | 51,088 | 4M | -3,455 | -6.3% | 7Q | SEC ↗ |
| 11 | Kestra Advisory Services, LLC | 50,191 | 4M | -40,396 | -44.6% | 20Q | SEC ↗ |
| 12 | Outlook Wealth Advisors, LLC | 44,367 | 4M | +325 | +0.7% | 16Q | SEC ↗ |
| 13 | Cornerstone Wealth, LLC/TN | 44,236 | 3M | +31,171 | +238.6% | 2Q | SEC ↗ |
| 14 | AdvisorNet Financial, Inc | 43,961 | 3M | +36,553 | +493.4% | 17Q | SEC ↗ |
| 15 | BIP Wealth, LLC | 42,133 | 3M | -4,369 | -9.4% | 3Q | SEC ↗ |
| 16 | MAI Capital Management | 33,985 | 3M | -272 | -0.8% | 7Q | SEC ↗ |
| 17 | CORRADO ADVISORS, LLC | 27,443 | 2M | -455 | -1.6% | 9Q | SEC ↗ |
| 18 | Diligent Investors, LLC | 27,253 | 2M | -82 | -0.3% | 19Q | SEC ↗ |
| 19 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 26,630 | 2M | — | +0.0% | 12Q | SEC ↗ |
| 20 | Sequoia Financial Advisors, LLC | 22,613 | 2M | — | +0.0% | 13Q | SEC ↗ |
| 21 | ODonnell Financial Services, LLC | 22,250 | 2M | -483 | -2.1% | 12Q | SEC ↗ |
| 22 | CREATIVE FINANCIAL DESIGNS INC /ADV | 21,155 | 2M | +25 | +0.1% | 16Q | SEC ↗ |
| 23 | Strategic Blueprint, LLC | 20,269 | 2M | -1,140 | -5.3% | 13Q | SEC ↗ |
| 24 | OLD MISSION CAPITAL LLC | 19,007 | 2M | -9,804 | -34.0% | 4Q | SEC ↗ |
| 25 | ENVESTNET ASSET MANAGEMENT INC | 18,802 | 1M | +1,129 | +6.4% | 16Q | SEC ↗ |
| 26 | Cypress Wealth Services, LLC | 16,688 | 1M | — | +0.0% | 4Q | SEC ↗ |
| 27 | MML INVESTORS SERVICES, LLC | 14,859 | 1M | +547 | +3.8% | 8Q | SEC ↗ |
| 28 | Weaver Capital Management LLC | 14,811 | 1M | — | +0.0% | 11Q | SEC ↗ |
| 29 | DHJJ Financial Advisors, Ltd. | 14,364 | 1M | -708 | -4.7% | 23Q | SEC ↗ |
| 30 | Cresset Asset Management, LLC | 14,159 | 1M | +4,419 | +45.4% | 4Q | SEC ↗ |
| 31 | Merit Financial Group, LLC | 12,936 | 1M | -477 | -3.6% | 5Q | SEC ↗ |
| 32 | GWN SECURITIES INC. | 12,482 | 987K | +230 | +1.9% | 7Q | SEC ↗ |
| 33 | FSA Advisors, Inc. | 12,286 | 972K | +678 | +5.8% | 11Q | SEC ↗ |
| 34 | ALTFEST L J & CO INC | 12,077 | 955K | -5,548 | -31.5% | 12Q | SEC ↗ |
| 35 | Steward Partners Investment Advisory, | 11,740 | 929K | — | +0.0% | 16Q | SEC ↗ |
| 36 | CreativeOne Wealth, LLC | 11,052 | 874K | +4,581 | +70.8% | 7Q | SEC ↗ |
| 37 | Certified Advisory Corp | 10,596 | 838K | -1,391 | -11.6% | 8Q | SEC ↗ |
| 38 | Jacobi Capital Management LLC | 10,498 | 830K | — | +0.0% | 9Q | SEC ↗ |
| 39 | NewEdge Advisors, LLC | 10,217 | 808K | -59 | -0.6% | 13Q | SEC ↗ |
| 40 | Focus Financial Network, Inc. | 10,142 | 802K | -389 | -3.7% | 10Q | SEC ↗ |
| 41 | IFP Advisors, Inc | 9,909 | 784K | +453 | +4.8% | 20Q | SEC ↗ |
| 42 | Trek Financial, LLC | 9,229 | 730K | -589 | -6.0% | 8Q | SEC ↗ |
| 43 | CoreCap Advisors, LLC | 8,615 | 681K | +1,850 | +27.3% | 13Q | SEC ↗ |
| 44 | Phoenix Financial Ltd. | 8,425 | 666K | -3,535 | -29.6% | 4Q | SEC ↗ |
| 45 | CRA Financial Services, LLC | 8,372 | 662K | -300 | -3.5% | 15Q | SEC ↗ |
| 46 | PFG Advisors | 8,070 | 638K | -135 | -1.6% | 12Q | SEC ↗ |
| 47 | BLAIR WILLIAM & CO/IL | 7,628 | 603K | — | +0.0% | 12Q | SEC ↗ |
| 48 | GOLDMAN SACHS GROUP INC | 7,390 | 585K | -5,838 | -44.1% | 2Q | SEC ↗ |
| 49 | Visionary Wealth Advisors | 7,108 | 562K | — | +0.0% | 12Q | SEC ↗ |
| 50 | Advus Financial Partners, LLC | 6,926 | 548K | — | +0.0% | 8Q | SEC ↗ |
Recent Activity
New Positions (12)
| Holder | Shares | Value |
|---|---|---|
| SILVER OAK SECURITIES, INCORPORATED | 5,315 | 420K |
| FIDUCIARY FINANCIAL ADVISORS | 5,159 | 408K |
| AXXCESS WEALTH MANAGEMENT, LLC | 4,709 | 372K |
| Arax Advisory Partners | 4,548 | 360K |
| Aegis Wealth Management, Inc. | 2,834 | 224K |
| Welch Financial Planning, LLC | 2,799 | 221K |
| McAdam, LLC | 2,678 | 212K |
| Stratos Wealth Partners, LTD. | 2,600 | 206K |
| WEALTHGARDEN F.S. LLC | 2,594 | 205K |
| Highland Investment Advisors LLC | 500 | 40K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 199 | 16K |
| Luminist Capital LLC | 156 | 12K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Element Squared LLC | 28,067 | 2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 20,653 | 2M |
| Arlington Capital Management, Inc. | 10,524 | 832K |
| CITADEL ADVISORS LLC | 8,987 | 711K |
| Avior Wealth Management, LLC | 7,944 | 628K |
| Summit Wealth Partners, LLC | 5,240 | 414K |
| RFG Advisory, LLC | 4,878 | 386K |
| Clear Point Advisors Inc. | 4,814 | 381K |
| Patriot Financial Group Insurance A | 4,800 | 380K |
| RPS ADVISORY SOLUTIONS LLC | 4,481 | 354K |
| Private Advisor Group, LLC | 3,834 | 303K |
| Opus Financial Solutions LLC | 3,562 | 282K |
| Arkadios Wealth Advisors | 3,454 | 273K |
| Frisch Financial Group, Inc. | 3,391 | 268K |
| Clear Creek Financial Management, L | 3,372 | 267K |
| Arete Wealth Advisors, LLC | 3,078 | 243K |
| Leading Edge Financial Planning LLC | 2,949 | 233K |
| Beacon Financial Advisory LLC | 2,817 | 223K |
| NorthCrest Asset Manangement, LLC | 2,806 | 222K |
| TopTier Wealth Management, LLC | 1,183 | 94K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| AdvisorNet Financial, Inc | +36,553 | +493.4% | 43,961 |
| Cornerstone Wealth, LLC/TN | +31,171 | +238.6% | 44,236 |
| LPL Financial LLC | +19,427 | +36.8% | 72,248 |
| Cetera Investment Advisers | +7,624 | +11.4% | 74,531 |
| OSAIC HOLDINGS, INC. | +6,921 | +3.3% | 213,573 |
| CreativeOne Wealth, LLC | +4,581 | +70.8% | 11,052 |
| Cresset Asset Management, LLC | +4,419 | +45.4% | 14,159 |
| CENTAURUS FINANCIAL, INC. | +3,016 | +205.3% | 4,485 |
| Accurate Wealth Management, LLC | +2,727 | +98.0% | 5,511 |
| COMMONWEALTH EQUITY SERVICES, LLC | +2,038 | +1.6% | 129,788 |
| CoreCap Advisors, LLC | +1,850 | +27.3% | 8,615 |
| Janney Montgomery Scott LLC | +1,609 | +1.9% | 85,272 |
| ENVESTNET ASSET MANAGEMENT INC | +1,129 | +6.4% | 18,802 |
| FSA Advisors, Inc. | +678 | +5.8% | 12,286 |
| MML INVESTORS SERVICES, LLC | +547 | +3.8% | 14,859 |
| IFP Advisors, Inc | +453 | +4.8% | 9,909 |
| Outlook Wealth Advisors, LLC | +325 | +0.7% | 44,367 |
| WEDBUSH SECURITIES INC | +250 | +5.7% | 4,622 |
| GWN SECURITIES INC. | +230 | +1.9% | 12,482 |
| Capital Analysts, LLC | +152 | +3.3% | 4,766 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Kestra Advisory Services, LLC | -40,396 | -44.6% | 50,191 |
| OLD MISSION CAPITAL LLC | -9,804 | -34.0% | 19,007 |
| GOLDMAN SACHS GROUP INC | -5,838 | -44.1% | 7,390 |
| ALTFEST L J & CO INC | -5,548 | -31.5% | 12,077 |
| BIP Wealth, LLC | -4,369 | -9.4% | 42,133 |
| INDEPENDENT FINANCIAL GROUP, LLC | -3,800 | -46.0% | 4,455 |
| Phoenix Financial Ltd. | -3,535 | -29.6% | 8,425 |
| Tradition Wealth Management, LLC | -3,520 | -42.9% | 4,694 |
| RAYMOND JAMES FINANCIAL INC | -3,455 | -6.3% | 51,088 |
| HighTower Advisors, LLC | -1,848 | -2.1% | 86,929 |
| TRUIST FINANCIAL CORP | -1,736 | -2.1% | 79,118 |
| Certified Advisory Corp | -1,391 | -11.6% | 10,596 |
| Cambridge Investment Research Advis | -1,371 | -2.5% | 54,026 |
| EverSource Wealth Advisors, LLC | -1,302 | -57.5% | 962 |
| Strategic Blueprint, LLC | -1,140 | -5.3% | 20,269 |
| World Investment Advisors | -1,000 | -19.3% | 4,183 |
| DHJJ Financial Advisors, Ltd. | -708 | -4.7% | 14,364 |
| Trek Financial, LLC | -589 | -6.0% | 9,229 |
| KFG WEALTH MANAGEMENT, LLC | -530 | -9.2% | 5,239 |
| ODonnell Financial Services, LLC | -483 | -2.1% | 22,250 |