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Innovator Equity Defined Protection ETF - 1 Yr July (ZJUL) Institutional Ownership

$27.03 +0.29 (+1.08%)
As of 05/2/2025 03:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for Innovator Equity Defined Protection ETF - 1 Yr July (BATS:ZJUL)

Number of
Institutional Buyers
(last 12 months)
47
Total
Institutional Inflows
(last 12 months)
$40.13M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$4.45M
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ZJUL Institutional Buying and Selling by Quarter

Innovator Equity Defined Protection ETF - 1 Yr July Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/2/2025Kingsview Wealth Management LLC13,871$371K0.0%+15.6%0.336%
4/30/2025 Trek Financial LLC40,646$1.09M0.1%-2.3%0.984%
4/30/2025 Stratos Wealth Advisors LLC44,046$1.18M0.1%-5.1%1.066%
4/23/2025 Continuum Advisory LLC28,676$768K0.1%-3.7%0.694%
4/22/2025 Cambridge Investment Research Advisors Inc.15,440$413K0.0%-35.4%0.374%
4/11/2025 Signal Advisors Wealth LLC11,525$309K0.0%-14.8%0.317%
4/10/2025 Diligent Investors LLC49,275$1.32M0.3%-12.2%1.357%
4/10/2025 Cypress Wealth Services LLC53,527$1.43M0.3%-26.3%1.475%
4/9/2025 HBW Advisory Services LLC20,968$561K0.1%-6.8%0.578%
4/7/2025 FC Advisory LLC20,202$541K0.2%-6.4%0.557%
3/12/2025Centaurus Financial Inc.133,515$3.61M0.2%-1.1%3.609%
2/18/2025Investment Management Corp VA ADV37,638$1.02M0.9%N/A0.000%
2/18/2025 Continuum Advisory LLC29,783$806K0.1%+1.8%0.000%
2/17/2025Wolverine Trading LLC9,043$245K0.0%N/A0.000%
2/17/2025Visionary Wealth Advisors7,915$214K0.0%-5.9%0.000%
2/17/2025 Diligent Investors LLC56,150$1.52M0.3%-4.3%0.000%
2/17/2025CoreCap Advisors LLC8,092$219K0.0%N/A0.000%
2/17/2025Cetera Investment Advisers45,861$1.24M0.0%+36.2%0.000%
2/17/2025Citadel Advisors LLC21,596$584K0.0%N/A0.000%
2/17/2025Brown Wealth Management LLC38,271$1.04M0.4%N/A0.000%
2/14/2025Jane Street Group LLC25,642$694K0.0%+127.3%0.000%
2/14/2025Three Seasons Wealth LLC8,565$232K0.1%N/A0.000%
2/14/2025Tradition Wealth Management LLC18,816$509K0.0%-6.3%0.000%
2/13/2025NewEdge Advisors LLC31,376$849K0.0%-9.3%0.000%
2/13/2025CreativeOne Wealth LLC12,847$347K0.0%-24.5%0.000%
2/13/2025Barclays PLC5,443$147K0.0%N/A0.000%
2/13/2025Townsquare Capital LLC39,232$1.06M0.0%-59.7%0.000%
2/13/2025 Trek Financial LLC41,602$1.13M0.1%-14.3%0.000%
2/12/2025OLD Mission Capital LLC38,703$1.05M0.0%-12.6%0.000%
2/12/2025Orion Portfolio Solutions LLC10,195$276K0.0%-44.0%0.000%
2/10/2025 Creative Financial Designs Inc. ADV3,000$81K0.0%N/A0.000%
2/10/2025 IMG Wealth Management Inc.31,588$854K0.8%N/A0.000%
2/10/2025Harbour Investments Inc.63,399$1.72M0.0%-1.8%0.000%
2/10/2025Commonwealth Equity Services LLC273,238$7.39M0.0%-2.0%0.000%
1/31/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors8,625$233K0.0%-45.4%0.000%
1/30/2025 Allworth Financial LP15,394$421K0.0%+75.6%0.000%
1/30/2025 Principal Securities Inc.102,294$2.77M0.1%+1.2%0.000%
1/30/2025 Bright Futures Wealth Management LLC.7,836$214K0.2%-43.1%0.000%
1/28/2025Kingsview Wealth Management LLC12,002$325K0.0%-9.0%0.000%
1/28/2025Archer Investment Corp59,093$1.60M0.4%-4.6%0.000%
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1/21/2025Geneos Wealth Management Inc.15,448$418K0.0%N/A0.000%
1/21/2025 RFG Advisory LLC155,756$4.21M0.1%-0.4%0.000%
1/13/2025 AdvisorNet Financial Inc20,341$550K0.0%+22.5%0.000%
1/13/2025 Brookstone Capital Management10,539$285K0.0%-14.9%0.000%
1/10/2025Sugarloaf Wealth Management LLC6,000$162K0.0%N/A0.000%
1/10/2025 HBW Advisory Services LLC22,504$609K0.1%+2.6%0.000%
1/7/2025 FC Advisory LLC21,574$583K0.2%-10.5%0.000%
1/6/2025 Canandaigua National Bank & Trust Co.120,106$3.25M0.3%N/A0.000%
12/12/2024 Brass Tax Wealth Management Inc.17,817$477K0.2%N/A0.000%
11/15/2024 Continuum Advisory LLC29,246$789K0.1%N/A0.000%
11/15/2024Orion Portfolio Solutions LLC18,198$487K0.0%N/A0.000%
11/15/2024Glen Eagle Advisors LLC12,485$334K0.1%N/A0.000%
11/15/2024Jane Street Group LLC11,281$302K0.0%N/A0.000%
11/15/2024SageView Advisory Group LLC8,762$235K0.0%N/A0.000%
11/15/2024HighTower Advisors LLC95,050$2.55M0.0%N/A0.000%
11/15/2024Beck Capital Management LLC13,462$361K0.1%N/A0.000%
11/14/2024Tradition Wealth Management LLC20,091$538K0.0%N/A0.000%
11/14/2024CreativeOne Wealth LLC17,021$456K0.0%N/A0.000%
11/13/2024Townsquare Capital LLC97,425$2.61M0.0%N/A0.000%
11/12/2024Centaurus Financial Inc.135,000$3.62M0.2%N/A0.000%
11/12/2024 Jim Saulnier & Associates LLC14,495$388K0.4%N/A0.000%
11/12/2024Kingsview Wealth Management LLC13,190$353K0.0%N/A0.000%
11/7/2024Claro Advisors LLC7,676$206K0.0%N/A0.000%
11/6/2024Archer Investment Corp61,952$1.66M0.4%N/A0.000%
11/6/2024Main Street Financial Solutions LLC18,900$506K0.0%N/A0.000%
11/5/2024Souders Financial Advisors8,825$236K0.0%N/A0.000%
11/5/2024Harbour Investments Inc.64,539$1.73M0.1%N/A0.000%
10/30/2024Maia Wealth LLC20,749$557K0.1%N/A0.000%
10/28/2024 Principal Securities Inc.101,039$2.71M0.1%N/A0.000%
10/23/2024 Allworth Financial LP8,769$235K0.0%N/A0.000%
10/22/2024 DHJJ Financial Advisors Ltd.2,310$62K0.0%N/A0.000%
10/22/2024 Chris Bulman Inc8,235$221K0.2%N/A0.000%
10/18/2024 Stratos Wealth Advisors LLC46,501$1.25M0.1%N/A0.000%
10/17/2024Claro Advisors LLC2,232$60K0.0%N/A0.000%
10/17/2024 RFG Advisory LLC156,408$4.19M0.1%N/A0.000%
10/10/2024Concourse Financial Group Securities Inc.965$26K0.0%N/A0.000%
10/9/2024 Cypress Wealth Services LLC72,587$1.94M0.4%N/A0.000%
10/8/2024C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors15,783$423K0.0%N/A0.000%
10/8/2024 Brookstone Capital Management12,388$332K0.0%N/A0.000%
10/8/2024 Dynamic Advisor Solutions LLC10,776$289K0.0%N/A0.000%
10/7/2024 FC Advisory LLC24,110$646K0.2%N/A0.000%
(Data available from 1/1/2016 forward)

ZJUL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ZJUL shares?

During the previous two years, 56 institutional investors and hedge funds held shares of Innovator Equity Defined Protection ETF - 1 Yr July. The most heavily invested institutionals were Commonwealth Equity Services LLC ($7.39M), RFG Advisory LLC ($4.21M), Centaurus Financial Inc. ($3.61M), Canandaigua National Bank & Trust Co. ($3.25M), Principal Securities Inc. ($2.77M), HighTower Advisors LLC ($2.55M), and Harbour Investments Inc. ($1.72M).Learn more on ZJUL's institutional investors.

Which institutional investors have been buying Innovator Equity Defined Protection ETF - 1 Yr July stock?

Of the 47 institutional investors that purchased Innovator Equity Defined Protection ETF - 1 Yr July stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: RFG Advisory LLC ($156.41K), Centaurus Financial Inc. ($135K), Canandaigua National Bank & Trust Co. ($120.11K), Principal Securities Inc. ($102.29K), Townsquare Capital LLC ($97.43K), HighTower Advisors LLC ($95.05K), and Cypress Wealth Services LLC ($72.59K).

How much institutional buying is happening at Innovator Equity Defined Protection ETF - 1 Yr July?

Institutional investors have bought a total of 1,494,213 shares in the last 24 months. This purchase volume represents approximately $40.13M in transactions.

Which Innovator Equity Defined Protection ETF - 1 Yr July major shareholders have been selling company stock?

Of the 25 institutional investors that sold Innovator Equity Defined Protection ETF - 1 Yr July stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Townsquare Capital LLC ($58.19K), Cypress Wealth Services LLC ($19.06K), Diligent Investors LLC ($9.38K), Cambridge Investment Research Advisors Inc. ($8.44K), Orion Portfolio Solutions LLC ($8.00K), Trek Financial LLC ($7.88K), and C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($7.16K).

How much institutional selling is happening at Innovator Equity Defined Protection ETF - 1 Yr July?

Institutional investors have sold a total of 164,498 shares in the last 24 months. This volume of shares sold represents approximately $4.45M in transactions.



This page (BATS:ZJUL) was last updated on 5/3/2025 by MarketBeat.com Staff
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