Who owns KJUL?
Innovator U.S. Small Cap Power Buffer ETF - Jul · Innovator
79 institutions reported holding KJUL, worth $81.8M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of KJUL
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Commonwealth Equity Services, LLC | Waltham, MA | $8.7M | 256,239 | −2,095 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $4.9M | 145,327 | +34,572 shares |
| Cornerstone Wealth, LLC | Greeneville, TN | $3.8M | 111,076 | +76,800 shares |
| Cetera Investment Advisers | Schaumburg, IL | $3.5M | 102,578 | −2,138 shares |
| Principal Securities, Inc. | Des Moines, IA | $3.1M | 89,914 | −519 shares |
| LPL Financial LLC | Fort Mill, SC | $3.0M | 88,253 | +28,377 shares |
| Red Crane Wealth Management, LLC | San Francisco, CA | $2.7M | 78,164 | −2,279 shares |
| Wealth Enhancement Advisory Services, LLC | Plymouth, MN | $2.6M | 86,460 | +38,134 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $2.6M | 76,259 | +9,815 shares |
| Berger Financial Group, Inc | Plymouth, MN | $2.4M | 71,588 | −662 shares |
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 KJUL?
79 institutional managers reported holding KJUL in Form 13F filings for June 30, 2026, worth $81.8M in total. The largest reported position was held by Commonwealth Equity Services, LLC, at $8.7M.
Did institutions buy or sell KJUL last quarter?
Reported 13F value fell 20.8% from March 31, 2026, which includes price moves as well as buying and selling. 8 firms reported a new position and 8 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 KJUL 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.