INNOVATOR U.S. EQUITY BUFFER BJUL
$54.12
-0.2% 52w: $45.30 – $54.37
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data45.3049.8354.37
Jun 20, 2025 Jul 2, 2026
Institutional holders
122
-4 QoQ
13F value
$179.6M
-5.4% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns BJUL?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Penserra Capital Management LLC | Diversified mechanical | 404.3K | $20.1M | 0.2% | +11.1% |
| COFG Advisors, LLC | Wealth advisor | 361.3K | $18.0M | 4.4% | -1.9% |
| INTEGRAL INVESTMENT ADVISORS, INC. | Wealth advisor | 286.0K | $14.2M | 3.5% | +1.4% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 199.4K | $9.9M | 0.0% | -2.4% |
| HighTower Advisors, LLC | Diversified mechanical | 164.7K | $8.2M | 0.0% | -1.8% |
| Cerity Partners LLC | Diversified mechanical | 162.0K | $8.1M | 0.0% | -1.3% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 133.7K | $6.6M | 0.0% | -34.6% |
| Cetera Investment Advisers | Wealth advisor | 100.0K | $5.0M | 0.0% | -17.9% |
| ROTHSCHILD INVESTMENT LLC | Diversified mechanical | 92.3K | $4.6M | 0.2% | -0.2% |
| Wealthquest Corp | Wealth advisor | 83.4K | $4.2M | 0.2% | +99.9% |
| Bellwether Advisors, LLC | Wealth advisor | 75.5K | $3.8M | 0.6% | Held |
| Janney Montgomery Scott LLC | Diversified mechanical | 63.0K | $3.1M | 0.0% | -15.4% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 55.7K | $2.8M | 0.0% | +4.3% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | Wealth advisor | 49.8K | $2.5M | 0.4% | -1.1% |
| My Personal CFO, LLC | Wealth advisor | 46.8K | $2.3M | 1.0% | -13.0% |
| LPL Financial LLC | Bank broker | 45.9K | $2.3M | 0.0% | -10.7% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 45.2K | $2.2M | 0.0% | -13.3% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 43.2K | $2.1M | 0.0% | -17.6% |
| SIGNATUREFD, LLC | Wealth advisor | 42.0K | $2.1M | 0.0% | Held |
| Spire Wealth Management | Wealth advisor | 40.9K | $2.0M | 0.1% | +0.5% |
| Snowden Capital Advisors LLC | Diversified mechanical | 39.1K | $1.9M | 0.1% | -9.5% |
| Lantz Financial LLC | Wealth advisor | 38.2K | $1.9M | 0.4% | -0.5% |
| Stratos Wealth Advisors, LLC | Wealth advisor | 37.7K | $1.9M | 0.1% | -0.5% |
| FSA Advisors, Inc. | Wealth advisor | 36.9K | $1.8M | 1.2% | -1.7% |
| Kestra Advisory Services, LLC | Wealth advisor | 35.3K | $1.8M | 0.0% | -2.2% |
| Berkshire Money Management, Inc. | Wealth advisor | 34.9K | $1.7M | 0.2% | -1.1% |
| Fragasso Financial Advisors Inc | Wealth advisor | 32.2K | $1.6M | 0.1% | Held |
| Orion Porfolio Solutions, LLC | Wealth advisor | 30.8K | $1.5M | 0.0% | New |
| Cornerstone Wealth Group, LLC | Other | 24.8K | $1.3M | 0.1% | Held |
| BLAIR WILLIAM & CO/IL | Diversified mechanical | 26.0K | $1.3M | 0.0% | -8.7% |
| World Investment Advisors | Wealth advisor | 25.4K | $1.3M | 0.0% | +1.8% |
| PRINCIPAL SECURITIES, INC. | Wealth advisor | 25.1K | $1.2M | 0.0% | Held |
| Brookstone Capital Management | Wealth advisor | 24.8K | $1.2M | 0.0% | -2.6% |
| Global Trust Wealth Management LLC | Wealth advisor | 24.4K | $1.2M | 0.9% | Held |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 23.8K | $1.2M | 0.0% | -10.9% |
| DHJJ Financial Advisors, Ltd. | Wealth advisor | 22.6K | $1.1M | 0.4% | -0.2% |
| Strategic Blueprint, LLC | Wealth advisor | 22.5K | $1.1M | 0.1% | -1.5% |
| Atria Investments, Inc | Wealth advisor | 21.4K | $1.1M | 0.0% | New |
| BCGM Wealth Management, LLC | Wealth advisor | 21.4K | $1.1M | 0.3% | -0.5% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 19.8K | $985K | 0.0% | +50.1% |
| CHAPMAN FINANCIAL GROUP, LLC | Other | 18.9K | $939K | 0.7% | -4.8% |
| Commerce Advisors, LLC | Wealth advisor | 18.4K | $915K | 0.8% | — |
| CWM, LLC | Wealth advisor | 18.3K | $910K | 0.0% | New |
| BCS Wealth Management | Wealth advisor | 17.2K | $854K | 0.2% | -50.3% |
| Merit Financial Group, LLC | Wealth advisor | 16.6K | $824K | 0.0% | -3.8% |
| Triad Wealth Partners, LLC | Wealth advisor | 16.5K | $821K | 0.1% | +253.3% |
| Cresset Asset Management, LLC | Wealth advisor | 16.4K | $815K | 0.0% | Held |
| City Center Advisors, LLC | Wealth advisor | 15.8K | $787K | 0.7% | +1.1% |
| IMG Wealth Management, Inc. | Wealth advisor | 15.7K | $778K | 0.5% | Held |
| OPPENHEIMER & CO INC | Diversified mechanical | 14.7K | $732K | 0.0% | -0.1% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.