Free Trial

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

$28.32 -0.01 (-0.02%)
Closing price 08/1/2025 03:58 PM Eastern
Extended Trading
$28.35 +0.04 (+0.12%)
As of 08/1/2025 04:01 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Innovator Equity Defined Protection ETF - 1 Yr July (BATS:ZJUL)

Number of
Institutional Buyers
(last 12 months)
56
Total
Institutional Inflows
(last 12 months)
$53.11M
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$6.34M
Get ZJUL Insider Trade Alerts

Want to know when executives and insiders are buying or selling Innovator Equity Defined Protection ETF - 1 Yr July stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

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
8/1/2025FSA 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%
5/8/2025 Harbour 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%
4/30/2025 Stratos Wealth Advisors LLC44,046$1.18M0.1%-5.1%1.066%
4/23/2025Continuum Advisory LLC28,676$768K0.1%-3.7%0.694%
4/22/2025 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%
4/7/2025FC 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%
2/17/2025 Diligent Investors LLC56,150$1.52M0.3%-4.3%0.000%
2/17/2025CoreCap Advisors LLC8,092$219K0.0%N/A0.000%
One stock to replace Nvidia (Ad)

Investing Legend Hints the End May be Near for These 3 Iconic Stocks One company to replace Amazon… another to rival Tesla… and a third to upset Nvidia. These little-known stocks are poised to overtake the three reigning tech darlings in a move that could completely reorder the top dogs of the stock market. Eric Fry gives away names, tickers and full analysis in this first-ever free broadcast.

Click to get the full details on Eric Fry's "Nvidia alternative" right here.
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%
2/14/2025 Three 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%
2/10/2025 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%
2/10/2025Commonwealth 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%
1/21/2025 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%
1/7/2025FC 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%
12/12/2024Brass 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%
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%
11/5/2024 Harbour Investments Inc.64,539$1.73M0.1%N/A0.000%
Elon’s BIGGEST warning yet? (Ad)

Tesla's About to Prove Everyone Wrong... Again Back in 2018, when Jeff Brown told everyone to buy Tesla… The "experts" said Elon was finished and Tesla was headed for bankruptcy. Now they're saying the same thing, but Jeff has uncovered Tesla's next breakthrough.

Click here to see why Tesla's about to prove everyone wrong... again.
10/30/2024Maia Wealth LLC20,749$557K0.1%N/A0.000%
10/28/2024Principal Securities Inc.101,039$2.71M0.1%N/A0.000%
10/23/2024Allworth 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%
(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, 66 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), Centaurus Financial Inc. ($3.61M), Canandaigua National Bank & Trust Co. ($3.25M), 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 56 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 1,954,650 shares in the last 24 months. This purchase volume represents approximately $53.11M 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), Cetera Investment Advisers ($13.97K), Diligent Investors LLC ($10.31K), AE Wealth Management LLC ($10.18K), 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 234,604 shares in the last 24 months. This volume of shares sold represents approximately $6.34M in transactions.



This page (BATS:ZJUL) was last updated on 8/2/2025 by MarketBeat.com Staff
From Our Partners