INNOVATOR GROWTH 100 POWER B NJUL
$76.15
-0.9% 52w: $64.79 – $77.43
Latest 13F among current holders filed 12 days ago (Jun 23, 2026)
Price — last 12 months
research preview data64.7971.1177.43
Jun 20, 2025 Jul 2, 2026
Institutional holders
116
-1 QoQ
13F value
$133.5M
-8.7% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns NJUL?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| OSAIC HOLDINGS, INC. | Wealth advisor | 206.7K | $14.8M | 0.0% | -26.7% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 127.8K | $9.1M | 0.0% | -5.8% |
| Kestra Advisory Services, LLC | Wealth advisor | 90.6K | $6.5M | 0.0% | +211.7% |
| HighTower Advisors, LLC | Diversified mechanical | 88.8K | $6.3M | 0.0% | -8.2% |
| Janney Montgomery Scott LLC | Diversified mechanical | 83.7K | $6.0M | 0.0% | +4.5% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 80.9K | $5.8M | 0.0% | -1.1% |
| PRINCIPAL SECURITIES, INC. | Wealth advisor | 75.4K | $5.4M | 0.1% | -0.3% |
| Cetera Investment Advisers | Wealth advisor | 66.9K | $4.8M | 0.0% | -9.7% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 55.4K | $4.0M | 0.0% | -14.4% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 54.5K | $3.9M | 0.0% | -1.7% |
| LPL Financial LLC | Bank broker | 52.8K | $3.8M | 0.0% | -3.0% |
| BIP Wealth, LLC | Wealth advisor | 46.5K | $3.3M | 0.1% | -3.5% |
| Outlook Wealth Advisors, LLC | Wealth advisor | 44.0K | $3.1M | 0.8% | +3.8% |
| MAI Capital Management | Wealth advisor | 34.3K | $2.4M | 0.0% | -15.0% |
| OLD MISSION CAPITAL LLC | Wealth advisor | 28.8K | $2.1M | 0.0% | -37.1% |
| CORRADO ADVISORS, LLC | Wealth advisor | 27.9K | $2.0M | 1.0% | -2.3% |
| Diligent Investors, LLC | Other | 27.3K | $2.0M | 0.5% | -0.3% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 26.6K | $1.9M | 0.0% | -13.1% |
| ODonnell Financial Services, LLC | Wealth advisor | 22.7K | $1.6M | 0.6% | Held |
| Sequoia Financial Advisors, LLC | Wealth advisor | 22.6K | $1.6M | 0.0% | +1.0% |
| Strategic Blueprint, LLC | Wealth advisor | 21.4K | $1.5M | 0.1% | -0.7% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | Wealth advisor | 21.1K | $1.5M | 0.1% | Held |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 20.7K | $1.5M | 0.0% | +434.9% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 17.7K | $1.3M | 0.0% | -5.9% |
| ALTFEST L J & CO INC | Wealth advisor | 17.6K | $1.3M | 0.1% | -8.6% |
| Cypress Wealth Services, LLC | Wealth advisor | 16.7K | $1.2M | 0.2% | Held |
| DHJJ Financial Advisors, Ltd. | Wealth advisor | 15.1K | $1.1M | 0.4% | -0.2% |
| Weaver Capital Management LLC | Other | 14.8K | $1.1M | 0.2% | Held |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 14.3K | $1.0M | 0.0% | -10.2% |
| Cornerstone Wealth, LLC/TN | Wealth advisor | 13.1K | $988K | 0.6% | — |
| Merit Financial Group, LLC | Wealth advisor | 13.4K | $958K | 0.0% | +1.7% |
| GOLDMAN SACHS GROUP INC | Bank broker | 13.2K | $945K | 0.0% | New |
| GWN SECURITIES INC. | Wealth advisor | 12.3K | $875K | 0.2% | -0.5% |
| Certified Advisory Corp | Wealth advisor | 12.0K | $856K | 0.1% | -4.7% |
| Phoenix Financial Ltd. | Other | 12.0K | $850K | 0.0% | -5.4% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 11.7K | $838K | 0.0% | -0.2% |
| FSA Advisors, Inc. | Wealth advisor | 11.6K | $829K | 0.5% | +6.0% |
| Focus Financial Network, Inc. | Wealth advisor | 10.5K | $752K | 0.0% | -0.2% |
| Jacobi Capital Management LLC | Wealth advisor | 10.5K | $750K | 0.0% | Held |
| NewEdge Advisors, LLC | Diversified mechanical | 10.3K | $734K | 0.0% | -41.9% |
| Trek Financial, LLC | Wealth advisor | 9.8K | $701K | 0.0% | -2.3% |
| Cresset Asset Management, LLC | Wealth advisor | 9.7K | $696K | 0.0% | -62.2% |
| IFP Advisors, Inc | Wealth advisor | 9.5K | $675K | 0.0% | +7.1% |
| CITADEL ADVISORS LLC | Multistrat pod | 9.0K | $642K | 0.0% | New |
| CRA Financial Services, LLC | Wealth advisor | 8.7K | $619K | 0.1% | Held |
| INDEPENDENT FINANCIAL GROUP, LLC | Wealth advisor | 8.3K | $590K | 0.0% | Held |
| Tradition Wealth Management, LLC | Wealth advisor | 8.2K | $587K | 0.0% | -12.3% |
| PFG Advisors | Wealth advisor | 8.2K | $586K | 0.0% | -61.9% |
| Avior Wealth Management, LLC | Wealth advisor | 7.9K | $567K | 0.0% | Held |
| BLAIR WILLIAM & CO/IL | Diversified mechanical | 7.6K | $545K | 0.0% | Held |
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.