BJUL institutional holders

Innovator U.S. Equity Buffer ETF - July · 127 reporting institutions · $174.9M reported value

Funds that can replace BJUL · BJUL return decomposition

Institutional holdings

Institutions reporting BJUL, largest first
InstitutionReported positionAdvisors at firmReport period
Chicago Oakbrook Financial Group$19.5M102026-06-30
Integral Wealth Management$15.9M52026-06-30
Commonwealth Equity Services, LLC$11.9M2,8632026-06-30
Osaic Holdings, Inc.$9.5M02026-06-30
Cerity Partners LLC$9M7772026-06-30
Hightower Advisors, LLC$8.9M1,0462026-06-30
Cetera Investment Advisers$5.5M10,3702026-06-30
Rothschild Investment LLC$5M182026-06-30
Wealth Enhancement Advisory Services, LLC$4.6M1,0262026-06-30
Bellwether Advisors, LLC$4.1M82026-06-30
Lpl Financial LLC$3.4M23,4582026-06-30
Blue Bell Private Wealth Management, LLC$2.7M112026-06-30
Envestnet Pmc$2.4M602026-06-30
Signaturefd, LLC$2.3M492026-06-30
Wealthquest Corporation$2.2M162026-06-30
Kestra Advisory Services, LLC$2.2M1,4792026-06-30
My Personal Cfo, LLC$2.2M22026-06-30
Spire Wealth Management$2.2M32026-06-30
Snowden Capital Advisors LLC$2.1M1222026-06-30
Lantz Financial LLC$2.1M72026-06-30
Stratos Wealth Advisors, LLC$2.1M712026-06-30
Raymond James Financial Inc$2M02026-06-30
Fsa Advisors, Inc.$2M02026-06-30
Berkshire Money Management, Inc.$1.8M102026-06-30
Orion Porfolio Solutions, LLC$1.8M1992026-06-30
Gwn Securities Inc.$1.7M4492026-06-30
Fragasso Financial Advisors Inc$1.7M252026-06-30
Principal Securities, Inc.$1.4M1,4632026-06-30
Cornerstone Wealth Group, LLC$1.3M302026-06-30
Blair William & Co/il$1.3M3292026-06-30
Brookstone Capital Management$1.3M3372026-06-30
Corrado Advisors, LLC$1.3M52026-06-30
World Investment Advisors$1.2M3592026-06-30
Beacon Pointe Advisors, LLC$1.2M4662026-06-30
Dhjj Financial Advisors, Ltd.$1.2M72026-06-30
Bcgm Wealth Management, LLC$1.2M112026-06-30
Old Mission Capital LLC$1.2M02026-06-30
Atria Investments, Inc$1.1M62026-06-30
Foronjy Financial$1M42026-06-30
MML Investors Services, LLC$1M5,1202026-06-30
Commerce Advisors, LLC$1M52026-06-30
Jpmorgan Chase & Co$964.6K02026-06-30
Cwm, LLC$909.9K6672026-03-31
Merit Financial Group, LLC$900.3K2952026-06-30
Cresset Asset Management, LLC$890.4K2122026-06-30
Bcs Wealth Management, LLC$886K82026-06-30
City Center Advisors, LLC$851K72026-06-30
First Commonwealth Financial Corp /PA$766.3K02026-06-30
Corecap Advisors, LLC$746.9K1182026-06-30
Global Trust Wealth Management LLC$742.7K32026-06-30
Triad Wealth Partners, LLC$729.5K492026-06-30
Oppenheimer & Co. Inc.$704.4K1,1662026-06-30
Sigma Planning Corp$686.2K4742026-06-30
Advisory Services Network$674.4K2532026-06-30
Img Wealth Management, Inc.$664.3K72026-06-30
Kathmere Capital Management, LLC$654.4K172026-06-30
Farther Finance Advisors, LLC$600.9K3342026-06-30
Creativeone Wealth, LLC$575.8K2212026-06-30
Cra Financial Services, LLC$538.5K122026-06-30
Toptier Wealth Management, LLC$537.4K22026-06-30
Wingate Wealth Advisors, Inc.$535.7K152026-06-30
Outlook Wealth Advisors, LLC$525.7K62026-06-30
Simplicity Wealth, LLC$522K02026-06-30
Arkadios Wealth Advisors$514.3K2262026-06-30
Chapman Financial Group, LLC$481K02026-06-30
Rothschild Wealth LLC$436.4K312026-06-30
D.B. Root & Company, LLC$425.3K152026-06-30
Integrity Alliance, Llc.$421.6K3532026-06-30
Captrust Financial Advisors$416.3K9622026-06-30
Steward Partners Investment Advisory, LLC$385.7K4812026-06-30
Vantage Financial Partners, LLC$380.2K02025-12-31
Ballast Rock Private Wealth LLC$362.3K102026-06-30
Southland Equity Partners, Llc.$354.2K252026-06-30
C2p Capital Advisory Group, LLC D.b.a. Prosperity Capital Advisors$348.1K1032026-06-30
Ae Wealth Management LLC$346.8K4712026-06-30
Seros Financial, LLC$343.5K82026-06-30
Tradition Wealth Management, LLC$329K232026-06-30
Chris Bulman Inc$319.1K72026-06-30
Soltis Investment Advisors LLC$316.3K782026-06-30
Lewis Asset Management, LLC$314.3K52026-06-30
4j Wealth Management, LLC$312.3K42026-06-30
Harbour Investments, Inc.$306.1K2472026-06-30
Foundations Investment Advisors, LLC$297.1K3022026-06-30
Eversource Wealth Advisors, LLC$290.7K772026-06-30
Weaver Consulting Group, LLC$289.3K42026-06-30
Schulz Wealth, Ltd.$278.3K32026-06-30
Arax Advisory Partners$277.7K2322026-06-30
Three Seasons Wealth$275.1K72026-06-30
Trek Financial, LLC$272.3K632026-06-30
Retirement Income Solutions, Inc$266.7K162026-06-30
Valtinson Bruner Financial Planning LLC$239.1K72026-06-30
Beacon Financial Advisory LLC$237.7K132026-06-30
Ashton Thomas Private Wealth, LLC$227.5K962026-06-30
Buska Wealth Management, LLC$210.2K02026-06-30
Pfg Advisors$209.5K832026-06-30
Benjamin Edwards Inc$208.2K02026-06-30
Truist Financial Corp$200.1K02026-06-30
Orion Capital Management LLC$162.9K42026-06-30
Morgan Stanley$109.8K23,1852026-06-30
Glen Eagle Advisors, LLC$107.8K132026-06-30
Ifp Advisors, Inc$88.5K3182026-06-30
Keating Financial Advisory Services, Inc.$88K252026-06-30
Financial Network Wealth Advisors LLC$83K72026-06-30
Capital Investment Advisory Services, LLC$42.9K1032026-06-30
Fiduciary Financial Advisors$34.4K512026-06-30
Creative Financial Designs Inc /adv$27.2K02026-06-30
Noble Wealth Management Pbc.$27.2K42026-06-30
Allworth Financial, LP$27K3172026-06-30
Archer Investment Corp$26.9K782026-06-30
Penserra Capital Management LLC$26.1K92026-06-30
Wealthshield Partners, LLC$26K02026-06-30
Wells Fargo & Company/mn$25.4K02026-06-30
Sunbelt Securities, Inc.$24.8K632026-03-31
Continuum Advisory, LLC$21.8K402026-06-30
Comprehensive Financial Planning, Inc./pa$11.8K02026-06-30
Evolution Wealth Management Inc.$11.5K32026-06-30
Larson Financial Group LLC$10.4K672026-06-30
Advisornet Wealth Partners$8.7K582026-06-30
O'Shaughnessy Asset Management, LLC$5.7K582026-06-30
Country Trust Bank$4.2K02026-06-30
Iag Wealth Partners, LLC$3.9K172026-06-30
Janney Montgomery Scott LLC$3.3K1,3422026-06-30
Cambridge Investment Research Advisors, Inc.$2.2K3,9402026-03-31
Barclays PLC$2K02026-06-30
Motiv8 Investments LLC$1.9K102025-12-31
Wood Tarver Financial$38252026-06-30
Centaurus Financial, Inc.$2064312026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-12-31 to 2026-06-30