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

$27.34 +0.36 (+1.33%)
As of 10:43 AM 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)
37
Total
Institutional Inflows
(last 12 months)
$34.71M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$136.57K
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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
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%
1/13/2025 AdvisorNet Financial Inc20,341$550K0.0%+22.5%0.000%
1/13/2025 Brookstone Capital Management10,539$285K0.0%-14.9%0.000%
1/10/2025 Sugarloaf Wealth Management LLC6,000$162K0.0%N/A0.000%
1/10/2025 HBW Advisory Services LLC22,504$609K0.1%+2.6%0.000%
1/7/2025 FC 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%
11/7/2024 Claro 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%
10/17/2024 Claro 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%
10/9/2024 Cypress 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%
10/8/2024 Brookstone Capital Management12,388$332K0.0%N/A0.000%
10/8/2024Dynamic Advisor Solutions LLC10,776$289K0.0%N/A0.000%
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10/7/2024 FC 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, 37 institutional investors and hedge funds held shares of Innovator Equity Defined Protection ETF - 1 Yr July. The most heavily invested institutionals were RFG Advisory LLC ($4.21M), Centaurus Financial Inc. ($3.62M), Canandaigua National Bank & Trust Co. ($3.25M), Principal Securities Inc. ($2.71M), Townsquare Capital LLC ($2.61M), HighTower Advisors LLC ($2.55M), and Cypress Wealth Services LLC ($1.94M).Learn more on ZJUL's institutional investors.

Which institutional investors have been buying Innovator Equity Defined Protection ETF - 1 Yr July stock?

Of the 37 institutional investors that purchased Innovator Equity Defined Protection ETF - 1 Yr July 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. ($101.04K), 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 1,294,130 shares in the last 24 months. This purchase volume represents approximately $34.71M in transactions.

Which Innovator Equity Defined Protection ETF - 1 Yr July major shareholders have been selling company stock?

The following institutional investors have sold Innovator Equity Defined Protection ETF - 1 Yr July stock in the last 24 months: FC Advisory LLC ($2.54K), Brookstone Capital Management ($1.85K), and RFG Advisory LLC ($652.00).

How much institutional selling is happening at Innovator Equity Defined Protection ETF - 1 Yr July?

Institutional investors have sold a total of 5,037 shares in the last 24 months. This volume of shares sold represents approximately $136.57K in transactions.



This page (BATS:ZJUL) was last updated on 1/22/2025 by MarketBeat.com Staff
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