Innovator ETFs Trust - Innovator U.S. Equity Buffer ETF - July (BJUL)

CUSIP: 45782C789

Q4 2025 13F Holders as of 31 Dec 2025

Holder snapshot 6 signals
Share change
-510,165
SEC-reported price per share
$50.76
Number of holders
126
Value change
-$25,857,944
Number of buys
27
Number of sells
52
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
6,337,577

Security key

45782C789

Report period

Q4 2025

Institutions

126

Top holders

10

Ownership snapshot

Top reported holders of BJUL - Innovator ETFs Trust - Innovator U.S. Equity Buffer ETF - July (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
FOUNDATIONS INVESTMENT AD...
Disclosed value leader
ALLIANCEBERNSTEIN L.P.
Comparable rows
6/15
Latest evidence
30 Sep 2025
13D/G 13F Lead comparable stake: 6.9% 9 rows are not safely comparable across share classes. 13D/G row: FOUNDATIONS INVESTMENT ADVISORS, LLC Showing 1-6 of 15 holder rows.

Quick read

FOUNDATIONS INVESTMENT ADVISORS, LLC leads the comparable SEC ownership view at 6.9%.

6 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens FOUNDATIONS INVESTMENT ADVISORS, LLC's linked filing trail.
Comparable ownership Top 5
FOUNDATIONS INVESTMENT ADVISORS, LLC 6.9%
Brookstone Capital Management 5.1%
TRUIST FINANCIAL CORP 2.5%
VanWeelden Wealth Management, LLC 18%
RK Capital Management, LLC/FL 5.5%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-6 of 15 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
FOUNDATIONS INVESTMENT ADVISORS, LLC
13D/G
6.9%
$1,174,455
31,012 shares
-$54,156 30 Sep 2025
Brookstone Capital Management
13F 13D/G
Company · Brookstone Capital Management, LLC
5.1%
from 13D/G
$257,291,074
6,449,202 shares
mixed-class rows
30 Sep 2025
TRUIST FINANCIAL CORP
13F 13D/G
Company
2.5%
from 13D/G
$34,478,097
871,788 shares
mixed-class rows
30 Sep 2025
VanWeelden Wealth Management, LLC
13F
Company
13F
18%
$14,011,926
527,955 shares
30 Sep 2025
RK Capital Management, LLC/FL
13F
Company
13F
5.5%
$12,863,251
324,093 shares
30 Sep 2025
Caprock Group, LLC
13F
Company
13F
5.4%
$12,348,420
316,545 shares
30 Sep 2025
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q4 2025

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
126
Shares
3,739,330
Rows available
126
Investor Option Weight % Change % SEC-reported value * Price Shares Share Change Activity Report Period

* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q4 2025 vs Q3 2025 Across Filers

Q3 2025 holders
112
Q4 2025 holders
126
Holder diff
14
Investor Q3 2025 Shares Q4 2025 Shares Share Diff Share Chg % Q3 2025 value Q4 2025 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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