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Innovator Equity Defined Protection ETF - 1 Yr June (ZJUN) Institutional Ownership

$27.77 -0.09 (-0.31%)
As of 01:12 PM Eastern
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Institutional Ownership Changes (13F Filings) for Innovator Equity Defined Protection ETF - 1 Yr June (BATS:ZJUN)

Number of
Institutional Buyers
(last 12 months)
24
Total
Institutional Inflows
(last 12 months)
$41.71M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$2.35M
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ZJUN Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/7/2026Canandaigua National Bank & Trust Co.80,702$2.24M0.2%N/A4.534%
9/23/2026Envestnet Asset Management Inc.90,662$2.48M0.0%+43.8%5.093%
9/9/2026NewEdge Advisors LLC542,788$14.87M0.0%N/A30.494%
9/8/2026Allworth Financial LP5,107$140K0.0%N/A0.287%
9/8/2026Waverly Advisors LLC9,420$258K0.0%N/A0.529%
8/23/2026Atlantic Private Wealth LLC13,650$374K0.2%N/A0.767%
8/23/2026Ameritas Advisory Services LLC36,363$996K0.0%N/A2.043%
8/22/2026Concurrent Investment Advisors LLC52,621$1.44M0.0%N/A2.956%
8/21/2026KFG Wealth Management LLC20,815$570K0.1%+94.5%1.169%
8/21/2026Continuum Advisory LLC4,038$111K0.0%N/A0.227%
8/21/2026Triumph Capital Management4,900$134K0.0%+600.0%0.275%
7/7/2026Canandaigua National Bank & Trust Co.80,702$2.21M0.2%N/A4.534%
7/7/2026CoreCap Advisors LLC1,006$28K0.0%N/A0.057%
5/19/2026Centaurus Financial Inc.11,897$320K0.0%-3.2%0.668%
4/30/2026Kestra Advisory Services LLC40,788$1.10M0.0%-1.9%2.291%
4/17/2026Brookstone Capital Management8,805$237K0.0%-30.2%0.495%
2/18/2026OLD Mission Capital LLC16,578$445K0.0%-39.1%0.931%
2/17/2026Osaic Holdings Inc.24,268$651K0.0%-4.8%1.363%
2/16/2026Barclays PLC2,601$70K0.0%-54.2%0.146%
2/13/2026Kestra Advisory Services LLC41,558$1.12M0.0%-2.0%2.335%
2/13/2026CreativeOne Wealth LLC48,158$1.29M0.0%-1.2%2.706%
2/13/2026Ausdal Financial Partners Inc.7,528$202K0.0%-34.0%0.423%
2/12/2026Commonwealth Equity Services LLC42,007$1.13M0.0%-21.9%2.360%
2/9/2026Integrity Advisory Solutions LLC30,643$822K0.1%-11.1%1.722%
2/9/2026Harbour Investments Inc.4,990$134K0.0%-76.0%0.280%
2/6/2026Brown Wealth Management LLC39,181$1.05M0.3%N/A2.201%
2/2/2026VanWeelden Wealth Management LLC526,129$14.12M11.1%+3.1%29.558%
1/21/2026KFG Wealth Management LLC10,348$278K0.0%N/A0.581%
1/1/2026JPMorgan Chase & Co.947$25K0.0%N/A0.053%
12/2/2025IFP Advisors Inc1,000$26K0.0%N/A0.056%
11/18/2025Advisory Services Network LLC6,690$177K0.0%N/A0.376%
11/17/2025Susquehanna International Group LLP33,612$890K0.0%-46.7%1.888%
11/17/2025Citadel Advisors LLC24,068$637K0.0%+42.9%1.352%
11/14/2025Raymond James Financial Inc.11,829$313K0.0%+4.0%0.665%
11/13/2025CreativeOne Wealth LLC48,726$1.29M0.0%+3.9%2.737%
11/12/2025Integrity Advisory Solutions LLC34,468$913K0.1%N/A1.936%
11/7/2025JPMorgan Chase & Co.947$25K0.0%N/A0.053%
11/5/2025Envestnet Asset Management Inc.578,035$15.31M0.0%+6.2%32.474%
11/3/2025VanWeelden Wealth Management LLC510,237$13.51M11.1%N/A28.665%
10/30/2025Allegiance Financial Group Advisory Services LLC14,475$383K0.1%-11.2%0.813%
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10/23/2025Evolution Wealth Management Inc.1,937$51K0.1%N/A0.109%
10/23/2025Kingswood Wealth Advisors LLC9,233$245K0.0%N/A0.519%
10/14/2025Farther Finance Advisors LLC39,729$1.05M0.0%N/A2.232%
10/7/2025Family Legacy Financial Solutions LLC9,000$238K0.2%N/A0.506%
9/26/2025Corient Private Wealth LLC12,000$313K0.0%N/A0.674%
9/4/2025Osaic Holdings Inc.12,394$323K0.0%N/A0.696%
8/29/2025Centaurus Financial Inc.12,284$320K0.0%N/A0.690%
8/15/2025Corient Private Wealth LLC12,000$314K0.0%N/A0.674%
8/14/2025Jane Street Group LLC15,275$398K0.0%N/A0.858%
8/14/2025Ausdal Financial Partners Inc.11,444$298K0.0%N/A0.643%
8/14/2025Raymond James Financial Inc.11,369$296K0.0%N/A0.639%
8/14/2025Main Street Financial Solutions LLC7,860$205K0.0%N/A0.442%
8/12/2025Steward Partners Investment Advisory LLC969$25K0.0%N/A0.054%
8/12/2025CreativeOne Wealth LLC46,907$1.22M0.0%N/A2.635%
8/12/2025Archer Investment Corp11,049$288K0.1%N/A0.621%
8/8/2025Cetera Investment Advisers28,859$752K0.0%N/A1.621%
8/1/2025Envestnet Asset Management Inc.544,498$14.20M0.0%N/A30.590%
7/31/2025Focus Partners Advisor Solutions LLC16,300$425K0.0%N/A0.916%
7/30/2025Brookstone Capital Management12,465$325K0.0%N/A0.700%
7/29/2025AssuredPartners Investment Advisors LLC20,792$542K0.1%N/A1.168%
7/28/2025Harbour Investments Inc.20,784$542K0.0%N/A1.168%
7/28/2025Cornerstone Wealth Group LLC17,955$468K0.0%N/A1.009%
7/23/2025Allegiance Financial Group Advisory Services LLC16,300$425K0.1%N/A0.916%
7/21/2025DHJJ Financial Advisors Ltd.2,320$60K0.0%N/A0.130%
7/11/2025SeaCrest Wealth Management LLC13,523$353K0.0%N/A0.760%


ZJUN Institutional Ownership - Frequently Asked Questions

During the previous two years, 47 institutional investors and hedge funds held shares of Innovator Equity Defined Protection ETF - 1 Yr June. The most heavily invested institutionals were NewEdge Advisors LLC ($14.87M), VanWeelden Wealth Management LLC ($14.12M), Envestnet Asset Management Inc. ($2.48M), Canandaigua National Bank & Trust Co. ($2.24M), Concurrent Investment Advisors LLC ($1.44M), CreativeOne Wealth LLC ($1.29M), and Commonwealth Equity Services LLC ($1.13M).Learn more on Innovator Equity Defined Protection ETF - 1 Yr June's institutional investors.

Of the 42 institutional investors that purchased Innovator Equity Defined Protection ETF - 1 Yr June's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($605.67K), NewEdge Advisors LLC ($542.79K), VanWeelden Wealth Management LLC ($526.13K), Canandaigua National Bank & Trust Co. ($161.40K), Concurrent Investment Advisors LLC ($52.62K), CreativeOne Wealth LLC ($48.73K), and Farther Finance Advisors LLC ($39.73K).

Institutional investors have bought a total of 1,542,271 shares in the last 24 months. This purchase volume represents approximately $41.71M in transactions.

Of the 13 institutional investors that sold Innovator Equity Defined Protection ETF - 1 Yr June's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Susquehanna International Group LLP ($29.50K), Harbour Investments Inc. ($15.79K), Commonwealth Equity Services LLC ($11.80K), OLD Mission Capital LLC ($10.63K), Ausdal Financial Partners Inc. ($3.88K), Integrity Advisory Solutions LLC ($3.83K), and Brookstone Capital Management ($3.81K).

Institutional investors have sold a total of 87,934 shares in the last 24 months. This volume of shares sold represents approximately $2.35M in transactions.


Related Companies

Institutional ownership data for BATS:ZJUN is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/7/2026. New 13F filings are added each quarter as they're published.
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