Who Owns JULH?
Innovator Premium Income 20 Barrier ETF — Institutional Ownership & 13F Holdings
$24.92
+0.00 (+0.00%)
Market Cap
$18.2M
Shares Outstanding
718,490
Institutional Holders
22
Total Inst. Value
$10.1M
% of Float Held
—
QoQ Holder Change
+8
Institutional data as of Q1 2025
New Positions
4
Closed Positions
2
Increased
5
Decreased
6
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | World Investment Advisors | $2.3M | 91,531 |
| 2 | RPg Family Wealth Advisory, LLC | $1.8M | 72,655 |
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.3M | 52,975 |
| 4 | Maia Wealth LLC | $1.0M | 40,821 |
| 5 | STEPHENS INC /AR/ | $974K | 39,252 |
| 6 | Whipplewood Advisors, LLCNew | $713K | 29,015 |
| 7 | Schulz Wealth, LTD. | $472K | 19,000 |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $446K | 17,963 |
| 9 | Bullseye Investment Management, LLC | $331K | 13,331 |
| 10 | Accurate Wealth Management, LLC | $237K | 9,739 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| RPg Family Wealth Advisory, LLC | +6K | $1.8M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | +25K | $1.3M |
| Whipplewood Advisors, LLCNew | +29K | $713K |
| COMMONWEALTH EQUITY SERVICES, LLC | +212 | $446K |
| Outlook Wealth Advisors, LLCNew | +8K | $205K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Brookstone Capital Management | -11K | $1K |
| World Investment Advisors | -9K | $2.3M |
| Maia Wealth LLC | -8K | $1.0M |
| Bullseye Investment Management, LLC | -6K | $331K |
| EverSource Wealth Advisors, LLC | -63 | $2K |
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Frequently Asked Questions
How many institutional investors hold JULH?
As of Q1 2025, 22 institutional investors report holding JULH (Innovator Premium Income 20 Barrier ETF) in their 13F filings.
Which hedge fund owns the most JULH?
The largest institutional holder of JULH is World Investment Advisors with $2.3M in shares.
Are institutions buying or selling JULH?
This quarter, 4 institutions opened new positions in JULH and 2 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.