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

$28.24 +0.34 (+1.21%)
As of 07/3/2025 01:01 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
5/20/2025Integrity 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%
4/9/2025 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%
2/17/2025Diligent 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%
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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%
1/10/2025 HBW Advisory Services LLC22,504$609K0.1%+2.6%0.000%
1/7/2025FC Advisory LLC21,574$583K0.2%-10.5%0.000%
1/6/2025Canandaigua 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%
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%
10/28/2024Principal Securities Inc.101,039$2.71M0.1%N/A0.000%
10/23/2024Allworth Financial LP8,769$235K0.0%N/A0.000%
10/22/2024DHJJ Financial Advisors Ltd.2,310$62K0.0%N/A0.000%
10/22/2024Chris Bulman Inc8,235$221K0.2%N/A0.000%
10/18/2024Stratos Wealth Advisors LLC46,501$1.25M0.1%N/A0.000%
10/17/2024Claro Advisors LLC2,232$60K0.0%N/A0.000%
10/17/2024RFG Advisory LLC156,408$4.19M0.1%N/A0.000%
10/10/2024Concourse Financial Group Securities Inc.965$26K0.0%N/A0.000%
10/9/2024Cypress 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%
10/8/2024Brookstone Capital Management12,388$332K0.0%N/A0.000%
White House to reset Social Security? (Ad)

Elon Musk's parting DOGE gift looks set to shock America... A single announcement by July 22nd could soon bring Elon Musk's DOGE operation to its final, dramatic conclusion - with huge consequences for millions of investors. So if you have any money in the market... you're almost out of time to prepare. This plan has already been put in place... and can operate even if Elon's long gone from Washington.

And it could have a major impact on how you collect Social Security - Click here to understand what'
10/8/2024Dynamic Advisor Solutions LLC10,776$289K0.0%N/A0.000%
10/7/2024FC 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 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 49 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: 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 of Innovator Equity Defined Protection ETF - 1 Yr July's major shareholders have been selling company stock?

Of the 29 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), 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 7/6/2025 by MarketBeat.com Staff
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