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

$28.68 +0.03 (+0.09%)
As of 09/12/2025 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)
61
Total
Institutional Inflows
(last 12 months)
$57.03M
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$6.80M
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ZJUL Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/4/2025 Osaic Holdings Inc.67,496$1.90M0.0%+13.6%1.800%
8/29/2025 Centaurus Financial Inc.112,073$3.16M0.2%-10.6%2.989%
8/18/2025 Geneos Wealth Management Inc.18,650$526K0.0%+20.7%0.497%
8/14/2025 Raymond James Financial Inc.4,727$133K0.0%N/A0.126%
8/13/2025 Trek Financial LLC39,326$1.11M0.1%-3.2%1.049%
8/12/2025 Steward Partners Investment Advisory LLC11,878$335K0.0%+10.5%0.317%
8/12/2025 CreativeOne Wealth LLC10,847$306K0.0%-13.7%0.289%
8/12/2025 Archer Investment Corp59,544$1.68M0.4%+8.3%1.588%
8/8/2025 Cetera Investment Advisers36,389$1.03M0.0%+14.1%0.970%
8/6/2025 AE Wealth Management LLC90,282$2.54M0.0%+4,124.7%2.408%
8/6/2025 Soltis Investment Advisors LLC10,094$284K0.0%N/A0.269%
8/6/2025 Souders Financial Advisors11,694$330K0.0%N/A0.312%
8/5/2025 Claro Advisors LLC8,436$238K0.0%+9.9%0.225%
8/5/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors10,524$297K0.0%+22.0%0.281%
8/1/2025 FSA Advisors Inc.12,615$355K0.3%N/A0.336%
7/31/2025 Focus Partners Advisor Solutions LLC15,488$436K0.0%N/A0.413%
7/30/2025 Brookstone Capital Management25,654$723K0.0%+164.5%0.684%
7/30/2025 IMG Wealth Management Inc.30,455$858K0.7%-3.6%0.812%
7/29/2025 Alaska Permanent Capital Management LLC5,915$167K0.0%N/A0.158%
7/29/2025 Stratos Wealth Advisors LLC52,762$1.49M0.1%+19.8%1.407%
7/28/2025 Cypress Wealth Services LLC46,006$1.30M0.2%-14.1%1.227%
7/24/2025 IFP Advisors Inc4,195$118K0.0%+172.4%0.112%
7/22/2025 Diligent Investors LLC48,337$1.36M0.3%-1.9%1.289%
7/15/2025 Optima Capital LLC50,550$1.42M0.8%N/A1.348%
7/14/2025 KFG Wealth Management LLC43,916$1.24M0.2%+15.0%1.171%
7/10/2025 Sovran Advisors LLC333,909$9.43M1.0%N/A8.787%
5/20/2025Integrity Alliance LLC.7,934$212K0.0%N/A0.192%
5/16/2025NewEdge Advisors LLC28,876$773K0.0%-8.0%0.699%
5/15/2025OLD Mission Capital LLC20,060$537K0.0%-48.2%0.486%
5/14/2025Tradition Wealth Management LLC16,098$431K0.0%-14.4%0.390%
5/13/2025Financial Network Wealth Advisors LLC961$26K0.0%N/A0.023%
5/12/2025Maia Wealth LLC15,185$403K0.1%-26.8%0.368%
5/8/2025Harbour Investments Inc.61,969$1.66M0.0%-2.3%1.500%
5/7/2025Investment Management Corp VA ADV36,263$971K0.9%-3.7%0.878%
5/6/2025Cetera Investment Advisers31,893$854K0.0%-30.5%0.772%
5/6/2025AE Wealth Management LLC2,137$57K0.0%-82.6%0.052%
5/5/2025Archer Investment Corp54,957$1.47M0.4%-7.0%1.331%
5/2/2025Kingsview Wealth Management LLC13,871$371K0.0%+15.6%0.336%
4/30/2025Trek Financial LLC40,646$1.09M0.1%-2.3%0.984%
4/30/2025Stratos Wealth Advisors LLC44,046$1.18M0.1%-5.1%1.066%
4/23/2025Continuum Advisory LLC28,676$768K0.1%-3.7%0.694%
4/22/2025Cambridge Investment Research Advisors Inc.15,440$413K0.0%-35.4%0.374%
4/11/2025Signal Advisors Wealth LLC11,525$309K0.0%-14.8%0.317%
4/10/2025Diligent Investors LLC49,275$1.32M0.3%-12.2%1.357%
4/10/2025Cypress Wealth Services LLC53,527$1.43M0.3%-26.3%1.475%
4/9/2025HBW Advisory Services LLC20,968$561K0.1%-6.8%0.578%
4/7/2025FC 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%
2/18/2025Continuum 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%
2/17/2025Diligent 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%
2/13/2025Trek 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%
2/10/2025Creative Financial Designs Inc. ADV3,000$81K0.0%N/A0.000%
2/10/2025IMG 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%
1/30/2025Allworth Financial LP15,394$421K0.0%+75.6%0.000%
1/30/2025Principal Securities Inc.102,294$2.77M0.1%+1.2%0.000%
1/30/2025Bright 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%
1/21/2025Geneos Wealth Management Inc.15,448$418K0.0%N/A0.000%
1/21/2025RFG Advisory LLC155,756$4.21M0.1%-0.4%0.000%
1/13/2025AdvisorNet Financial Inc20,341$550K0.0%+22.5%0.000%
1/13/2025Brookstone Capital Management10,539$285K0.0%-14.9%0.000%
1/10/2025Sugarloaf Wealth Management LLC6,000$162K0.0%N/A0.000%
1/10/2025HBW Advisory Services LLC22,504$609K0.1%+2.6%0.000%
1/7/2025FC Advisory LLC21,574$583K0.2%-10.5%0.000%
1/6/2025Canandaigua National Bank & Trust Co.120,106$3.25M0.3%N/A0.000%
12/12/2024Brass Tax Wealth Management Inc.17,817$477K0.2%N/A0.000%
11/15/2024Continuum 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%
11/12/2024Jim 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%
(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, 70 institutional investors and hedge funds held shares of Innovator Equity Defined Protection ETF - 1 Yr July. The most heavily invested institutionals were Sovran Advisors LLC ($9.43M), Commonwealth Equity Services LLC ($7.39M), RFG Advisory LLC ($4.21M), Canandaigua National Bank & Trust Co. ($3.25M), Centaurus Financial Inc. ($3.16M), Principal Securities Inc. ($2.77M), and HighTower Advisors LLC ($2.55M).Learn more on Innovator Equity Defined Protection ETF - 1 Yr July's institutional investors.

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

Of the 61 institutional investors that purchased Innovator Equity Defined Protection ETF - 1 Yr July's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Sovran Advisors LLC ($333.91K), 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), and HighTower Advisors LLC ($95.05K).

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

Institutional investors have bought a total of 2,093,486 shares in the last 24 months. This purchase volume represents approximately $57.03M in transactions.

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

Of the 30 institutional investors that sold Innovator Equity Defined Protection ETF - 1 Yr July's 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 ($26.58K), OLD Mission Capital LLC ($24.24K), Centaurus Financial Inc. ($14.84K), Cetera Investment Advisers ($13.97K), Diligent Investors LLC ($10.31K), and AE Wealth Management LLC ($10.18K).

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

Institutional investors have sold a total of 250,999 shares in the last 24 months. This volume of shares sold represents approximately $6.80M in transactions.


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This page (BATS:ZJUL) was last updated on 9/13/2025 by MarketBeat.com Staff
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