Who Owns IJUL?
INNOVATOR ETFS TRUST — Institutional Ownership & 13F Holdings
$34.83
+0.41 (+1.21%)
Market Cap
—
Shares Outstanding
5,428,004
Institutional Holders
90
Total Inst. Value
$70.9M
% of Float Held
—
QoQ Holder Change
+41
Institutional data as of Q1 2025
New Positions
24
Closed Positions
8
Increased
14
Decreased
28
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Berger Financial Group, Inc | $6.3M | 216,588 |
| 2 | HighTower Advisors, LLC | $6.2M | 212,151 |
| 3 | OSAIC HOLDINGS, INC. | $5.1M | 175,335 |
| 4 | BLAIR WILLIAM & CO/IL | $4.8M | 163,355 |
| 5 | Global Strategic Investment Solutions, LLC | $4.6M | 159,220 |
| 6 | MML INVESTORS SERVICES, LLC | $4.0M | 138,229 |
| 7 | Cetera Investment Advisers | $3.5M | 119,646 |
| 8 | CORRADO ADVISORS, LLC | $3.3M | 114,280 |
| 9 | Stratos Wealth Advisors, LLC | $2.3M | 79,214 |
| 10 | RAYMOND JAMES FINANCIAL INC | $1.6M | 54,911 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| MML INVESTORS SERVICES, LLC | +11K | $4.0M |
| Cetera Investment Advisers | +43K | $3.5M |
| Stratos Wealth Advisors, LLC | +280 | $2.3M |
| RAYMOND JAMES FINANCIAL INC | +397 | $1.6M |
| Lantz Financial LLCNew | +54K | $1.6M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| OSAIC HOLDINGS, INC. | -112K | $5.1M |
| BLAIR WILLIAM & CO/IL | -30K | $4.8M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -27K | $227K |
| Forvis Mazars Wealth Advisors, LLC | -12K | $374K |
| HighTower Advisors, LLC | -11K | $6.2M |
Frequently Asked Questions
How many institutional investors hold IJUL?
As of Q1 2025, 90 institutional investors report holding IJUL (INNOVATOR ETFS TRUST) in their 13F filings.
Which hedge fund owns the most IJUL?
The largest institutional holder of IJUL is Berger Financial Group, Inc with $6.3M in shares.
Are institutions buying or selling IJUL?
This quarter, 24 institutions opened new positions in IJUL and 8 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.