Who owns JULH?
Innovator Premium Income 20 Barrier ETF - July · Innovator
20 institutions reported holding JULH, worth $8.9M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of JULH
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| World Investment Advisors | Lincroft, NJ | $2.0M | 81,027 | −151 shares |
| Brookstone Capital Management | Wheaton, IL | $1.3M | 51,436 | −6,001 shares |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $1.3M | 51,329 | New position |
| Stephens Inc. | Little Rock, AR | $919K | 36,914 | No change |
| Whipplewood Advisors, LLC | Littleton, CO | $781K | 31,382 | +81 shares |
| Farther Finance Advisors, LLC | San Francisco, CA | $679K | 27,265 | +26,687 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $647K | 26,002 | No change |
| Commonwealth Equity Services, LLC | Waltham, MA | $564K | 22,660 | −214 shares |
| Accurate Wealth Management, LLC | Wesley Chapel, FL | $297K | 11,931 | −955 shares |
| Soltis Investment Advisors LLC | St. George, UT | $250K | 10,059 | New position |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns JULH?
20 institutional managers reported holding JULH in Form 13F filings for June 30, 2026, worth $8.9M in total. The largest reported position was held by World Investment Advisors, at $2.0M.
Did institutions buy or sell JULH last quarter?
Reported 13F value fell 17.7% from March 31, 2026, which includes price moves as well as buying and selling. 2 firms reported a new position and 5 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is JULH ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.