INNOVATOR U.S. EQUITY BUFFER (BJUL) Institutional Ownership Changes & 13F Activity

INNOVATOR U.S. EQUITY BUFFER (BJUL). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Penserra Capital Management Llc, Osaic Holdings, Inc., Old Mission Capital Llc, Jpmorgan Chase & Co, and Raymond James Financial Inc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Beacon Pointe Advisors, LlcBuy+2,001+10.1%21,831$1.19MQ2 2026Aug 18, 2026
Fsa Advisors, Inc.Buy+257+0.7%37,132$2.02MQ2 2026Aug 17, 2026
Centaurus Financial, Inc.Sell-50-1.3%3,787$206.00KQ2 2026Aug 17, 2026
Osaic Holdings, Inc.Buy+41,665+31.2%175,380$9.52MQ2 2026Aug 14, 2026
Old Mission Capital LlcBuy+21,34021,340$1.16MQ2 2026Aug 14, 2026
Raymond James Financial IncSell-5,964-13.8%37,222$2.02MQ2 2026Aug 14, 2026
Cerity Partners LlcBuy+3,482+2.1%165,516$8.99MQ2 2026Aug 14, 2026
Orion Porfolio Solutions, LlcBuy+2,826+9.2%33,585$1.82MQ2 2026Aug 14, 2026
World Investment AdvisorsSell-2,117-8.3%23,264$1.25MQ2 2026Aug 14, 2026
Cofg Advisors, LlcSell-1,915-0.5%359,409$19.52MQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+633633$34.38KQ2 2026Aug 14, 2026
Bellwether Advisors, LlcSell-598-0.8%74,924$4.07MQ2 2026Aug 14, 2026
Foundations Investment Advisors, LlcSell-69-1.2%5,471$297.13KQ2 2026Aug 14, 2026
Barclays PlcBuy+3737$2.01KQ2 2026Aug 14, 2026
Larson Financial Group LlcSell-28-12.8%191$10.37KQ2 2026Aug 14, 2026
Penserra Capital Management LlcBuy+76,569+18.9%480,884$26.12MQ2 2026Aug 13, 2026
D.B. Root & Company, LlcBuy+2,302+41.6%7,831$425.30KQ2 2026Aug 13, 2026
Trek Financial, LlcSell-2,051-29.0%5,014$272.31KQ2 2026Aug 13, 2026
Wood Tarver Financial Group, LlcSell-869-11.0%7,047$382.00KQ2 2026Aug 13, 2026
Creativeone Wealth, LlcSell-481-4.3%10,603$575.85KQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcBuy+271+4.0%7,102$385.71KQ2 2026Aug 13, 2026
Seros Financial, LlcBuy+114+1.8%6,325$343.51KQ2 2026Aug 13, 2026
Captrust Financial AdvisorsSell-54-0.7%7,666$416.34KQ2 2026Aug 13, 2026
Jpmorgan Chase & CoBuy+17,75517,755$964.63KQ2 2026Aug 12, 2026
First Commonwealth Financial CorpBuy+1,471+11.6%14,110$766.31KQ2 2026Aug 12, 2026
Cetera Investment AdvisersBuy+1,291+1.3%101,257$5.50MQ2 2026Aug 12, 2026
Harbour Investments, Inc.Sell-9-0.2%5,636$306.09KQ2 2026Aug 12, 2026
Blair William & Co/IlSell-1,530-5.9%24,518$1.33MQ2 2026Aug 11, 2026
Rothschild Wealth LlcSell-1,081-11.9%8,036$436.44KQ2 2026Aug 11, 2026
Keating Financial Advisory Services, Inc.Buy+774+91.4%1,621$88.04KQ2 2026Aug 11, 2026
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Frequently asked questions about BJUL activity

  • Which institutional owners are buying BJUL?

    Institutional owners buying BJUL include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in BJUL activity?

    "Buy" means an investor increased their reported position in BJUL compared to the prior reporting period. This reflects growing exposure to INNOVATOR U.S. EQUITY BUFFER (BJUL) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in BJUL increasing?

    Institutional interest in BJUL can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.