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

$29.95 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
60
Total
Institutional Inflows
(last 12 months)
$34.45M
Number of
Institutional Sellers
(last 12 months)
36
Total
Institutional Outflows
(last 12 months)
$11.62M
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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
6/3/2026NewEdge Advisors LLC20,376$592K0.0%-19.7%0.543%
5/19/2026NewEdge Advisors LLC20,376$592K0.0%-19.7%0.543%
5/19/2026Centaurus Financial Inc.139,703$4.06M0.2%-3.8%3.725%
5/6/2026Independent Financial Group LLC8,486$247K0.0%N/A0.226%
5/5/2026Three Seasons Wealth LLC10,116$294K0.1%-5.3%0.270%
5/5/2026Collaborative Wealth Managment Inc.14,723$428K0.2%-6.1%0.393%
5/5/2026Sigma Planning Corp8,373$243K0.0%-68.1%0.223%
5/4/2026Archer Investment Corp45,801$1.33M0.3%-7.5%1.221%
4/30/2026Kestra Advisory Services LLC65,988$1.92M0.0%-1.2%1.760%
4/24/2026Root Financial Partners LLC2,814$82K0.0%N/A0.075%
4/21/2026KFG Wealth Management LLC44,062$1.28M0.2%-5.5%1.175%
4/17/2026Brookstone Capital Management18,811$547K0.0%-29.9%0.502%
2/18/2026NewEdge Advisors LLC25,376$738K0.0%-12.1%0.677%
2/18/2026OLD Mission Capital LLC45,373$1.32M0.0%+292.8%1.210%
2/18/2026Maia Wealth LLC7,764$227K0.0%-62.1%0.207%
2/17/2026Cetera Investment Advisers106,804$3.10M0.0%-8.4%2.848%
2/17/2026Osaic Holdings Inc.149,979$4.36M0.0%-2.4%3.999%
2/17/2026Advisory Services Network LLC12,807$372K0.0%+10.0%0.342%
2/17/2026Captrust Financial Advisors65,482$1.90M0.0%+14.0%1.746%
2/16/2026Barclays PLC4,516$131K0.0%+231.1%0.120%
2/13/2026Kestra Advisory Services LLC66,777$1.94M0.0%-9.8%1.781%
2/13/2026Visionary Wealth Advisors10,972$319K0.0%-6.5%0.293%
2/13/2026Beck Capital Management LLC10,946$318K0.1%-15.0%0.292%
2/12/2026Commonwealth Equity Services LLC274,905$7.99M0.0%-3.0%7.331%
2/11/2026Continuum Advisory LLC20,902$608K0.1%-21.2%0.557%
2/10/2026Evolution Wealth Management Inc.8,450$246K0.2%-22.7%0.225%
2/9/2026Kingsview Wealth Management LLC15,555$452K0.0%+9.7%0.415%
2/9/2026Integrity Alliance LLC.11,348$330K0.0%+46.7%0.303%
2/9/2026Harbour Investments Inc.23,908$695K0.0%-7.2%0.638%
2/6/2026IFP Advisors Inc2,427$71K0.0%-44.4%0.065%
2/6/2026Brown Wealth Management LLC22,346$649K0.2%-12.6%0.596%
2/5/2026Aegis Wealth Management Inc.7,749$225K0.2%N/A0.207%
2/5/2026Soltis Investment Advisors LLC8,339$242K0.0%-46.3%0.222%
2/4/2026Trek Financial LLC44,454$1.29M0.1%-1.1%1.185%
2/3/2026Allegiance Financial Group Advisory Services LLC7,682$223K0.0%-50.4%0.205%
2/3/2026AssuredPartners Investment Advisors LLC18,595$540K0.1%N/A0.496%
2/2/2026Truist Financial Corp16,909$491K0.0%-14.6%0.451%
2/2/2026Mutual Advisors LLC26,806$779K0.0%+1.4%0.715%
1/30/2026Sigma Planning Corp26,272$764K0.0%-13.6%0.701%
1/30/2026Canandaigua National Bank & Trust Co.118,204$3.44M0.3%-4.8%3.152%
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1/30/2026Archer Investment Corp49,529$1.44M0.3%-23.8%1.321%
1/26/2026Merit Financial Group LLC7,120$207K0.0%N/A0.190%
1/23/2026Farther Finance Advisors LLC15,556$452K0.0%+114.9%0.415%
1/23/2026Optima Capital LLC882$26K0.0%-97.9%0.024%
1/21/2026KFG Wealth Management LLC46,650$1.36M0.2%-1.5%1.244%
1/20/2026Sovran Advisors LLC267,418$7.80M0.7%-26.1%7.131%
1/20/2026Stratos Wealth Advisors LLC54,531$1.59M0.1%-1.2%1.454%
1/20/2026C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors19,812$576K0.0%-61.6%0.528%
1/15/2026Brookstone Capital Management26,831$780K0.0%-2.7%0.715%
1/13/2026FC Advisory LLC20,824$605K0.2%+9.9%0.555%
1/1/2026JPMorgan Chase & Co.4,341$125K0.0%N/A0.116%
11/20/2025Centaurus Financial Inc.150,201$4.32M0.2%+34.0%4.005%
11/19/2025Captrust Financial Advisors57,452$1.65M0.0%N/A1.532%
11/18/2025Reliant Wealth Planning14,366$413K0.1%N/A0.383%
11/17/2025Susquehanna International Group LLP39,967$1.15M0.0%+18.9%1.066%
11/17/2025Bank of America Corp DE1,000$29K0.0%N/A0.027%
11/17/2025Brass Tax Wealth Management Inc.21,007$604K0.1%+21.7%0.560%
11/14/2025Raymond James Financial Inc.45,485$1.31M0.0%+862.2%1.213%
11/14/2025Maia Wealth LLC20,492$591K0.1%+34.6%0.546%
11/13/2025SeaCrest Wealth Management LLC7,072$203K0.0%N/A0.189%
11/13/2025CreativeOne Wealth LLC12,188$350K0.0%+12.4%0.325%
11/12/2025Integrity Advisory Solutions LLC7,054$203K0.0%N/A0.188%
11/12/2025FSA Advisors Inc.9,567$275K0.2%-24.2%0.255%
11/12/2025Focus Partners Advisor Solutions LLC30,976$894K0.0%+100.0%0.826%
11/7/2025Collaborative Wealth Managment Inc.15,684$451K0.2%N/A0.418%
11/7/2025Syon Capital LLC9,700$279K0.0%N/A0.259%
11/7/2025JPMorgan Chase & Co.4,341$125K0.0%N/A0.116%
11/7/2025HighTower Advisors LLC128,962$3.71M0.0%+35.7%3.439%
11/6/2025Stratos Wealth Advisors LLC55,197$1.59M0.1%+4.6%1.472%
11/5/2025Caliber Wealth Management LLC KS6,968$200K0.0%N/A0.186%
11/5/2025Prasad Wealth Partners LLC7,875$226K0.1%N/A0.210%
11/5/2025Envestnet Asset Management Inc.10,426$300K0.0%N/A0.278%
11/4/2025Brown Wealth Management LLC25,568$735K0.2%-32.9%0.682%
11/4/2025Mutual Advisors LLC26,426$761K0.0%N/A0.705%
11/3/2025AE Wealth Management LLC85,030$2.44M0.0%-5.8%2.267%
11/3/2025Archer Investment Corp64,980$1.87M0.4%+9.1%1.733%
11/3/2025Truist Financial Corp19,794$569K0.0%N/A0.528%
10/31/2025Sovran Advisors LLC361,973$10.44M0.9%+8.4%9.653%
10/31/2025Trek Financial LLC44,940$1.29M0.1%+14.3%1.198%
10/28/2025Csenge Advisory Group41,079$1.18M0.1%+29.6%1.095%
10/27/2025Optima Capital LLC41,297$1.19M0.6%-18.3%1.101%
10/23/2025Evolution Wealth Management Inc.10,929$314K0.3%N/A0.291%
10/22/2025Kelly Financial Group LLC7,239$208K0.0%N/A0.193%
10/22/2025Commonwealth Equity Services LLC283,341$8.14M0.0%-4.4%7.556%
10/21/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors51,529$1.48M0.1%+389.6%1.374%
10/20/2025Continuum Advisory LLC26,511$762K0.1%-11.5%0.707%
10/17/2025Three Seasons Wealth LLC10,681$307K0.0%+24.7%0.285%
10/15/2025Brookstone Capital Management27,565$792K0.0%+7.4%0.735%
10/14/2025Farther Finance Advisors LLC7,238$208K0.0%N/A0.193%
10/10/2025Lineweaver Wealth Advisors LLC18,820$541K0.1%N/A0.502%
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10/10/2025FC Advisory LLC18,949$544K0.2%-11.5%0.505%
10/9/2025AdvisorNet Financial Inc23,891$686K0.0%+17.5%0.637%
10/9/2025Central Valley Advisors LLC22,222$638K0.2%N/A0.593%
10/7/2025Canandaigua National Bank & Trust Co.124,204$3.57M0.3%+3.4%3.312%
10/7/2025KFG Wealth Management LLC47,342$1.36M0.2%+7.8%1.262%
9/4/2025Osaic Holdings Inc.67,496$1.90M0.0%+13.6%1.800%
8/29/2025Centaurus Financial Inc.112,073$3.16M0.2%-10.6%2.989%
8/18/2025Geneos Wealth Management Inc.18,650$526K0.0%+20.7%0.497%
8/14/2025Raymond James Financial Inc.4,727$133K0.0%N/A0.126%
8/13/2025Trek Financial LLC39,326$1.11M0.1%-3.2%1.049%


ZJUL Institutional Ownership - Frequently Asked Questions

During the previous two years, 99 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 ($7.99M), Sovran Advisors LLC ($7.80M), Osaic Holdings Inc. ($4.36M), RFG Advisory LLC ($4.21M), Centaurus Financial Inc. ($4.06M), HighTower Advisors LLC ($3.71M), and Canandaigua National Bank & Trust Co. ($3.44M).Learn more on Innovator Equity Defined Protection ETF - 1 Yr July's institutional investors.

Of the 89 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 ($361.97K), Centaurus Financial Inc. ($173.13K), RFG Advisory LLC ($156.41K), HighTower Advisors LLC ($128.96K), Canandaigua National Bank & Trust Co. ($124.20K), Principal Securities Inc. ($102.29K), and Townsquare Capital LLC ($97.43K).

Institutional investors have bought a total of 1,207,848 shares in the last 24 months. This purchase volume represents approximately $34.45M in transactions.

Of the 36 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: Sovran Advisors LLC ($94.56K), Optima Capital LLC ($49.67K), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($31.72K), Sigma Planning Corp ($22.04K), Commonwealth Equity Services LLC ($21.58K), Archer Investment Corp ($19.18K), and Centaurus Financial Inc. ($18.83K).

Institutional investors have sold a total of 401,075 shares in the last 24 months. This volume of shares sold represents approximately $11.62M in transactions.


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This page (BATS:ZJUL) was last updated on 7/5/2026 by MarketBeat.com Staff.
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