Go Pro
→ Louis Navellier: My #1 AI stock for 2026 (name & ticker inside) (From InvestorPlace) (Ad)tc pixel Free ZJUL Stock Alerts

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

$30.28 -0.05 (-0.16%)
As of 09/4/2026 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)
48
Total
Institutional Inflows
(last 12 months)
$21.24M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$10.98M
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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/21/2026 KFG Wealth Management LLC43,009$1.29M0.1%-2.4%1.147%
7/10/2026 FC Advisory LLC17,376$521K0.1%-4.6%0.463%
7/7/2026 Canandaigua National Bank & Trust Co.115,087$3.45M0.3%N/A3.069%
7/7/2026 CoreCap Advisors LLC7,455$223K0.0%-14.2%0.199%
6/3/2026 NewEdge Advisors LLC20,376$592K0.0%-19.7%0.543%
5/19/2026 NewEdge Advisors LLC20,376$592K0.0%-19.7%0.543%
5/19/2026 Centaurus Financial Inc.139,703$4.06M0.2%-3.8%3.725%
5/6/2026 Independent Financial Group LLC8,486$247K0.0%N/A0.226%
5/5/2026 Three Seasons Wealth LLC10,116$294K0.1%-5.3%0.270%
5/5/2026 Collaborative Wealth Managment Inc.14,723$428K0.2%-6.1%0.393%
5/5/2026 Sigma Planning Corp8,373$243K0.0%-68.1%0.223%
5/4/2026 Archer Investment Corp45,801$1.33M0.3%-7.5%1.221%
4/30/2026 Kestra Advisory Services LLC65,988$1.92M0.0%-1.2%1.760%
4/24/2026 Root Financial Partners LLC2,814$82K0.0%N/A0.075%
4/21/2026 KFG Wealth Management LLC44,062$1.28M0.2%-5.5%1.175%
4/17/2026 Brookstone Capital Management18,811$547K0.0%-29.9%0.502%
2/18/2026 NewEdge Advisors LLC25,376$738K0.0%-12.1%0.677%
2/18/2026 OLD Mission Capital LLC45,373$1.32M0.0%+292.8%1.210%
2/18/2026 Maia Wealth LLC7,764$227K0.0%-62.1%0.207%
2/17/2026 Cetera Investment Advisers106,804$3.10M0.0%-8.4%2.848%
2/17/2026 Osaic Holdings Inc.149,979$4.36M0.0%-2.4%3.999%
2/17/2026 Advisory Services Network LLC12,807$372K0.0%+10.0%0.342%
2/17/2026 Captrust Financial Advisors65,482$1.90M0.0%+14.0%1.746%
2/16/2026 Barclays PLC4,516$131K0.0%+231.1%0.120%
2/13/2026 Kestra Advisory Services LLC66,777$1.94M0.0%-9.8%1.781%
2/13/2026 Visionary Wealth Advisors10,972$319K0.0%-6.5%0.293%
2/13/2026 Beck Capital Management LLC10,946$318K0.1%-15.0%0.292%
2/12/2026 Commonwealth Equity Services LLC274,905$7.99M0.0%-3.0%7.331%
2/11/2026 Continuum Advisory LLC20,902$608K0.1%-21.2%0.557%
2/10/2026 Evolution Wealth Management Inc.8,450$246K0.2%-22.7%0.225%
2/9/2026 Kingsview Wealth Management LLC15,555$452K0.0%+9.7%0.415%
2/9/2026 Integrity Alliance LLC.11,348$330K0.0%+46.7%0.303%
2/9/2026 Harbour Investments Inc.23,908$695K0.0%-7.2%0.638%
2/6/2026 IFP Advisors Inc2,427$71K0.0%-44.4%0.065%
2/6/2026 Brown Wealth Management LLC22,346$649K0.2%-12.6%0.596%
2/5/2026 Aegis Wealth Management Inc.7,749$225K0.2%N/A0.207%
2/5/2026 Soltis Investment Advisors LLC8,339$242K0.0%-46.3%0.222%
2/4/2026 Trek Financial LLC44,454$1.29M0.1%-1.1%1.185%
2/3/2026 Allegiance Financial Group Advisory Services LLC7,682$223K0.0%-50.4%0.205%
2/3/2026 AssuredPartners Investment Advisors LLC18,595$540K0.1%N/A0.496%
Earth's biggest energy source: near Grand Canyon (Ad)

The largest energy source on Earth contains 50,000 times every oil and gas reserve on the planet combined - and much of it sits beneath the desert near the Grand Canyon. A drilling crew just hit the DOE's 2035 targets twelve years early, with costs down 50% in 18 months. Google signed on, Gates invested, and the Pentagon made it a priority. One company has been quietly building this infrastructure for sixty years.tc pixel

See the company sitting on the biggest energy source on Earth
2/2/2026 Truist Financial Corp16,909$491K0.0%-14.6%0.451%
2/2/2026 Mutual Advisors LLC26,806$779K0.0%+1.4%0.715%
1/30/2026 Sigma Planning Corp26,272$764K0.0%-13.6%0.701%
1/30/2026 Canandaigua National Bank & Trust Co.118,204$3.44M0.3%-4.8%3.152%
1/30/2026 Archer Investment Corp49,529$1.44M0.3%-23.8%1.321%
1/26/2026 Merit Financial Group LLC7,120$207K0.0%N/A0.190%
1/23/2026 Farther Finance Advisors LLC15,556$452K0.0%+114.9%0.415%
1/23/2026 Optima Capital LLC882$26K0.0%-97.9%0.024%
1/21/2026 KFG Wealth Management LLC46,650$1.36M0.2%-1.5%1.244%
1/20/2026 Sovran Advisors LLC267,418$7.80M0.7%-26.1%7.131%
1/20/2026 Stratos Wealth Advisors LLC54,531$1.59M0.1%-1.2%1.454%
1/20/2026 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors19,812$576K0.0%-61.6%0.528%
1/15/2026 Brookstone Capital Management26,831$780K0.0%-2.7%0.715%
1/13/2026 FC Advisory LLC20,824$605K0.2%+9.9%0.555%
1/1/2026 JPMorgan Chase & Co.4,341$125K0.0%N/A0.116%
11/20/2025 Centaurus Financial Inc.150,201$4.32M0.2%+34.0%4.005%
11/19/2025 Captrust Financial Advisors57,452$1.65M0.0%N/A1.532%
11/18/2025 Reliant Wealth Planning14,366$413K0.1%N/A0.383%
11/17/2025 Susquehanna International Group LLP39,967$1.15M0.0%+18.9%1.066%
11/17/2025 Bank 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%
11/14/2025 Raymond James Financial Inc.45,485$1.31M0.0%+862.2%1.213%
11/14/2025 Maia Wealth LLC20,492$591K0.1%+34.6%0.546%
11/13/2025 SeaCrest Wealth Management LLC7,072$203K0.0%N/A0.189%
11/13/2025 CreativeOne Wealth LLC12,188$350K0.0%+12.4%0.325%
11/12/2025 Integrity Advisory Solutions LLC7,054$203K0.0%N/A0.188%
11/12/2025 FSA Advisors Inc.9,567$275K0.2%-24.2%0.255%
11/12/2025 Focus Partners Advisor Solutions LLC30,976$894K0.0%+100.0%0.826%
11/7/2025 Collaborative Wealth Managment Inc.15,684$451K0.2%N/A0.418%
11/7/2025 Syon Capital LLC9,700$279K0.0%N/A0.259%
11/7/2025 JPMorgan Chase & Co.4,341$125K0.0%N/A0.116%
11/7/2025 HighTower Advisors LLC128,962$3.71M0.0%+35.7%3.439%
11/6/2025 Stratos Wealth Advisors LLC55,197$1.59M0.1%+4.6%1.472%
11/5/2025 Caliber Wealth Management LLC KS6,968$200K0.0%N/A0.186%
11/5/2025 Prasad Wealth Partners LLC7,875$226K0.1%N/A0.210%
11/5/2025 Envestnet Asset Management Inc.10,426$300K0.0%N/A0.278%
11/4/2025 Brown Wealth Management LLC25,568$735K0.2%-32.9%0.682%
11/4/2025 Mutual Advisors LLC26,426$761K0.0%N/A0.705%
11/3/2025 AE Wealth Management LLC85,030$2.44M0.0%-5.8%2.267%
11/3/2025 Archer Investment Corp64,980$1.87M0.4%+9.1%1.733%
11/3/2025 Truist Financial Corp19,794$569K0.0%N/A0.528%
10/31/2025 Sovran Advisors LLC361,973$10.44M0.9%+8.4%9.653%
10/31/2025 Trek Financial LLC44,940$1.29M0.1%+14.3%1.198%
10/28/2025 Csenge Advisory Group41,079$1.18M0.1%+29.6%1.095%
10/27/2025 Optima Capital LLC41,297$1.19M0.6%-18.3%1.101%
10/23/2025 Evolution Wealth Management Inc.10,929$314K0.3%N/A0.291%
10/22/2025 Kelly Financial Group LLC7,239$208K0.0%N/A0.193%
10/22/2025 Commonwealth Equity Services LLC283,341$8.14M0.0%-4.4%7.556%
10/21/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors51,529$1.48M0.1%+389.6%1.374%
10/20/2025 Continuum Advisory LLC26,511$762K0.1%-11.5%0.707%
Elon Musk’s Hushed FCC Filing. Sept 25th. (Ad)

Elon Musk quietly filed a document with the federal government tied to artificial intelligence, one of the largest markets in the world. James Altucher, who previously flagged Nvidia in 2008 and Bitcoin in 2013, says the filing could rival Tesla, SpaceX and xAI combined. Few investors know this filing exists, but that is expected to change quickly.tc pixel

Click here to see details on Elon Musk's newest AI filing
10/17/2025 Three Seasons Wealth LLC10,681$307K0.0%+24.7%0.285%
10/15/2025 Brookstone Capital Management27,565$792K0.0%+7.4%0.735%
10/14/2025 Farther Finance Advisors LLC7,238$208K0.0%N/A0.193%
10/10/2025 Lineweaver Wealth Advisors LLC18,820$541K0.1%N/A0.502%
10/10/2025 FC Advisory LLC18,949$544K0.2%-11.5%0.505%
10/9/2025 AdvisorNet Financial Inc23,891$686K0.0%+17.5%0.637%
10/9/2025 Central Valley Advisors LLC22,222$638K0.2%N/A0.593%
10/7/2025 Canandaigua National Bank & Trust Co.124,204$3.57M0.3%+3.4%3.312%
10/7/2025 KFG Wealth Management LLC47,342$1.36M0.2%+7.8%1.262%
9/4/2025 Osaic Holdings Inc.67,496$1.90M0.0%+13.6%1.800%


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. ($3.45M).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), Canandaigua National Bank & Trust Co. ($239.29K), Centaurus Financial Inc. ($173.13K), RFG Advisory LLC ($156.41K), HighTower Advisors LLC ($128.96K), Principal Securities Inc. ($102.29K), and Townsquare Capital LLC ($97.43K).

Institutional investors have bought a total of 732,557 shares in the last 24 months. This purchase volume represents approximately $21.24M in transactions.

Of the 33 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 Brown Wealth Management LLC ($15.74K).

Institutional investors have sold a total of 378,224 shares in the last 24 months. This volume of shares sold represents approximately $10.98M in transactions.


Related Companies

Institutional ownership data for BATS:ZJUL is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/21/2026. New 13F filings are added each quarter as they're published.
From Our Partners
The end may be near for these iconic stocks
Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are ...
Chaikin Analytics | Sponsoredtc pixel
The trade I’ve been waiting for since 2011
Ross Givens, Director of Research at Traders Agency, is calling for gold to reach $10,000 an ounce this superc...
Traders Agency | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
This looks like plywood. It's not.
AI data centers have a power problem nobody likes to talk about. A single rack of computers can now use more e...
Eagle Publishing | Sponsoredtc pixel
A Simple Guide to Options Trading While It's Still Free
A free copy of Options Trading Made Simple is available now but wont stay that way for long. Chris Rowe cal...
True Market Insiders | Sponsoredtc pixel
Why the Treasury still prices gold at 42 dollars an ounce
The U.S. Treasury still values its gold reserves at 42.22 dollars an ounce, a price set in 1973. Gold trades n...
Golden Portfolio | Sponsoredtc pixel
Bank of America: 'Digital Dollar Inevitable'
Bank of America just revealed your expiration date. In their Bloomberg interview, they didn't just predict the...
Decentralized Masters | Sponsoredtc pixel
How to Think About a $500K Roth Conversion and the 35% Bracket
For 2026, the 35 percent federal tax bracket starts at 512,450 dollars in taxable income for joint filers and ...
SmartAsset | Sponsoredtc pixel