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

$27.34 +0.60 (+2.24%)
As of 05/23/2025 04:00 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)
49
Total
Institutional Inflows
(last 12 months)
$40.37M
Number of
Institutional Sellers
(last 12 months)
29
Total
Institutional Outflows
(last 12 months)
$6.07M
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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
5/20/2025 Integrity Alliance LLC.7,934$212K0.0%N/A0.192%
5/16/2025 NewEdge Advisors LLC28,876$773K0.0%-8.0%0.699%
5/15/2025 OLD Mission Capital LLC20,060$537K0.0%-48.2%0.486%
5/14/2025 Tradition Wealth Management LLC16,098$431K0.0%-14.4%0.390%
5/13/2025 Financial Network Wealth Advisors LLC961$26K0.0%N/A0.023%
5/12/2025 Maia Wealth LLC15,185$403K0.1%-26.8%0.368%
5/8/2025 Harbour Investments Inc.61,969$1.66M0.0%-2.3%1.500%
5/7/2025 Investment Management Corp VA ADV36,263$971K0.9%-3.7%0.878%
5/6/2025 Cetera Investment Advisers31,893$854K0.0%-30.5%0.772%
5/6/2025 AE Wealth Management LLC2,137$57K0.0%-82.6%0.052%
5/5/2025 Archer Investment Corp54,957$1.47M0.4%-7.0%1.331%
5/2/2025 Kingsview 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%
3/12/2025 Centaurus Financial Inc.133,515$3.61M0.2%-1.1%3.609%
2/18/2025 Investment Management Corp VA ADV37,638$1.02M0.9%N/A0.000%
2/18/2025 Continuum Advisory LLC29,783$806K0.1%+1.8%0.000%
2/17/2025 Wolverine Trading LLC9,043$245K0.0%N/A0.000%
2/17/2025 Visionary Wealth Advisors7,915$214K0.0%-5.9%0.000%
2/17/2025 Diligent Investors LLC56,150$1.52M0.3%-4.3%0.000%
2/17/2025 CoreCap Advisors LLC8,092$219K0.0%N/A0.000%
2/17/2025 Cetera Investment Advisers45,861$1.24M0.0%+36.2%0.000%
2/17/2025 Citadel Advisors LLC21,596$584K0.0%N/A0.000%
2/17/2025 Brown Wealth Management LLC38,271$1.04M0.4%N/A0.000%
2/14/2025 Jane Street Group LLC25,642$694K0.0%+127.3%0.000%
2/14/2025 Three Seasons Wealth LLC8,565$232K0.1%N/A0.000%
2/14/2025 Tradition Wealth Management LLC18,816$509K0.0%-6.3%0.000%
2/13/2025 NewEdge Advisors LLC31,376$849K0.0%-9.3%0.000%
2/13/2025 CreativeOne Wealth LLC12,847$347K0.0%-24.5%0.000%
2/13/2025 Barclays PLC5,443$147K0.0%N/A0.000%
2/13/2025 Townsquare Capital LLC39,232$1.06M0.0%-59.7%0.000%
2/13/2025 Trek Financial LLC41,602$1.13M0.1%-14.3%0.000%
2/12/2025 OLD Mission Capital LLC38,703$1.05M0.0%-12.6%0.000%
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2/12/2025 Orion 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%
2/10/2025 Harbour Investments Inc.63,399$1.72M0.0%-1.8%0.000%
2/10/2025 Commonwealth Equity Services LLC273,238$7.39M0.0%-2.0%0.000%
1/31/2025 C2P 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%
1/28/2025 Kingsview Wealth Management LLC12,002$325K0.0%-9.0%0.000%
1/28/2025 Archer Investment Corp59,093$1.60M0.4%-4.6%0.000%
1/21/2025 Geneos 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%
11/15/2024 Orion Portfolio Solutions LLC18,198$487K0.0%N/A0.000%
11/15/2024 Glen Eagle Advisors LLC12,485$334K0.1%N/A0.000%
11/15/2024 Jane Street Group LLC11,281$302K0.0%N/A0.000%
11/15/2024 SageView Advisory Group LLC8,762$235K0.0%N/A0.000%
11/15/2024 HighTower Advisors LLC95,050$2.55M0.0%N/A0.000%
11/15/2024 Beck Capital Management LLC13,462$361K0.1%N/A0.000%
11/14/2024 Tradition Wealth Management LLC20,091$538K0.0%N/A0.000%
11/14/2024 CreativeOne Wealth LLC17,021$456K0.0%N/A0.000%
11/13/2024 Townsquare Capital LLC97,425$2.61M0.0%N/A0.000%
11/12/2024 Centaurus Financial Inc.135,000$3.62M0.2%N/A0.000%
11/12/2024 Jim Saulnier & Associates LLC14,495$388K0.4%N/A0.000%
11/12/2024 Kingsview Wealth Management LLC13,190$353K0.0%N/A0.000%
11/7/2024 Claro Advisors LLC7,676$206K0.0%N/A0.000%
11/6/2024 Archer Investment Corp61,952$1.66M0.4%N/A0.000%
11/6/2024 Main Street Financial Solutions LLC18,900$506K0.0%N/A0.000%
11/5/2024 Souders Financial Advisors8,825$236K0.0%N/A0.000%
11/5/2024 Harbour Investments Inc.64,539$1.73M0.1%N/A0.000%
10/30/2024 Maia 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%
10/17/2024 Claro Advisors LLC2,232$60K0.0%N/A0.000%
10/17/2024 RFG Advisory LLC156,408$4.19M0.1%N/A0.000%
10/10/2024 Concourse Financial Group Securities Inc.965$26K0.0%N/A0.000%
10/9/2024 Cypress Wealth Services LLC72,587$1.94M0.4%N/A0.000%
10/8/2024 C2P 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%
The Hidden Energy Source Backed by Billionaires (Ad)

Why Billionaires Have Set Their Sights on the Utah Desert Something strange is happening near the Wah Wah Mountains in Utah. Bezos, Buffett, and Gates are getting involved. But few Americans know why this remote patch of land is suddenly worth billions. One of our own insiders even filed a FOIA request in Washington to get to get the truth.

Click here to see what he uncovered (and why it could make you rich).
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, 59 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. ($1.66M).Learn more on ZJUL's institutional investors.

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

Of the 49 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 1,503,108 shares in the last 24 months. This purchase volume represents approximately $40.37M in transactions.

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

Of the 29 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), OLD Mission Capital LLC ($24.24K), Cypress Wealth Services LLC ($19.06K), Cetera Investment Advisers ($13.97K), AE Wealth Management LLC ($10.18K), Diligent Investors LLC ($9.38K), and Cambridge Investment Research Advisors Inc. ($8.44K).

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

Institutional investors have sold a total of 225,012 shares in the last 24 months. This volume of shares sold represents approximately $6.07M in transactions.



This page (BATS:ZJUL) was last updated on 5/24/2025 by MarketBeat.com Staff
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