Who Owns BJUL?
Innovator U.S. Equity Buffer ETF — Institutional Ownership & 13F Holdings
$52.62
+0.14 (+0.27%)
Market Cap
$268.2M
Shares Outstanding
4,829,554
Institutional Holders
104
Total Inst. Value
$114.4M
% of Float Held
—
QoQ Holder Change
+39
Institutional data as of Q1 2025
New Positions
25
Closed Positions
12
Increased
13
Decreased
40
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Penserra Capital Management LLC | $17.3M | 400,143 |
| 2 | INTEGRAL INVESTMENT ADVISORS, INC. | $11.4M | 263,979 |
| 3 | WealthPlan Investment Management, LLCNew | $8.0M | 186,105 |
| 4 | OSAIC HOLDINGS, INC. | $7.8M | 179,725 |
| 5 | HighTower Advisors, LLC | $7.5M | 173,955 |
| 6 | ROTHSCHILD INVESTMENT LLC | $3.9M | 89,800 |
| 7 | WealthPLAN Partners, LLCNew | $3.8M | 88,140 |
| 8 | Cetera Investment Advisers | $3.8M | 88,028 |
| 9 | Bellwether Advisors, LLC | $3.3M | 75,522 |
| 10 | My Personal CFO, LLCNew | $2.5M | 58,020 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Penserra Capital Management LLC | +59K | $17.3M |
| INTEGRAL INVESTMENT ADVISORS, INC. | +6K | $11.4M |
| WealthPlan Investment Management, LLCNew | +186K | $8.0M |
| WealthPLAN Partners, LLCNew | +88K | $3.8M |
| Cetera Investment Advisers | +22K | $3.8M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| OSAIC HOLDINGS, INC. | -18K | $7.8M |
| Kestra Advisory Services, LLC | -16K | $1K |
| Siligmueller & Norvid Wealth Advisors LLC | -12K | $438K |
| Stratos Wealth Advisors, LLC | -12K | $979K |
| Sowell Financial Services LLC | -7K | $257K |
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Frequently Asked Questions
How many institutional investors hold BJUL?
As of Q1 2025, 104 institutional investors report holding BJUL (Innovator U.S. Equity Buffer ETF) in their 13F filings.
Which hedge fund owns the most BJUL?
The largest institutional holder of BJUL is Penserra Capital Management LLC with $17.3M in shares.
Are institutions buying or selling BJUL?
This quarter, 25 institutions opened new positions in BJUL and 12 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.