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

$27.37 +0.39 (+1.44%)
As of 02/21/2025 03:25 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)
47
Total
Institutional Inflows
(last 12 months)
$40.08M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$3.23M
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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
2/18/2025 Investment Management Corp VA ADV37,638$1.02M0.9%N/A0.000%
2/18/2025 Continuum Advisory LLC29,783$806K0.1%+1.8%0.000%
2/17/2025 Wolverine Trading LLC9,043$245K0.0%N/A0.000%
2/17/2025 Visionary Wealth Advisors7,915$214K0.0%-5.9%0.000%
2/17/2025 Diligent Investors LLC56,150$1.52M0.3%-4.3%0.000%
2/17/2025 CoreCap Advisors LLC8,092$219K0.0%N/A0.000%
2/17/2025 Cetera Investment Advisers45,861$1.24M0.0%+36.2%0.000%
2/17/2025 Citadel Advisors LLC21,596$584K0.0%N/A0.000%
2/17/2025 Brown Wealth Management LLC38,271$1.04M0.4%N/A0.000%
2/14/2025 Jane Street Group LLC25,642$694K0.0%+127.3%0.000%
2/14/2025 Three Seasons Wealth LLC8,565$232K0.1%N/A0.000%
2/14/2025 Tradition Wealth Management LLC18,816$509K0.0%-6.3%0.000%
2/13/2025 NewEdge Advisors LLC31,376$849K0.0%-9.3%0.000%
2/13/2025 CreativeOne Wealth LLC12,847$347K0.0%-24.5%0.000%
2/13/2025 Barclays PLC5,443$147K0.0%N/A0.000%
2/13/2025 Townsquare Capital LLC39,232$1.06M0.0%-59.7%0.000%
2/13/2025 Trek Financial LLC41,602$1.13M0.1%-14.3%0.000%
2/12/2025 OLD Mission Capital LLC38,703$1.05M0.0%-12.6%0.000%
2/12/2025 Orion Portfolio Solutions LLC10,195$276K0.0%-44.0%0.000%
2/10/2025 Creative Financial Designs Inc. ADV3,000$81K0.0%N/A0.000%
2/10/2025 IMG Wealth Management Inc.31,588$854K0.8%N/A0.000%
2/10/2025 Harbour Investments Inc.63,399$1.72M0.0%-1.8%0.000%
2/10/2025 Commonwealth Equity Services LLC273,238$7.39M0.0%-2.0%0.000%
1/31/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors8,625$233K0.0%-45.4%0.000%
1/30/2025 Allworth Financial LP15,394$421K0.0%+75.6%0.000%
1/30/2025 Principal Securities Inc.102,294$2.77M0.1%+1.2%0.000%
1/30/2025 Bright Futures Wealth Management LLC.7,836$214K0.2%-43.1%0.000%
1/28/2025 Kingsview Wealth Management LLC12,002$325K0.0%-9.0%0.000%
1/28/2025 Archer Investment Corp59,093$1.60M0.4%-4.6%0.000%
1/21/2025 Geneos Wealth Management Inc.15,448$418K0.0%N/A0.000%
1/21/2025 RFG 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%
11/15/2024 Continuum Advisory LLC29,246$789K0.1%N/A0.000%
11/15/2024 Orion Portfolio Solutions LLC18,198$487K0.0%N/A0.000%
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11/15/2024 Glen Eagle Advisors LLC12,485$334K0.1%N/A0.000%
11/15/2024 Jane Street Group LLC11,281$302K0.0%N/A0.000%
11/15/2024 SageView Advisory Group LLC8,762$235K0.0%N/A0.000%
11/15/2024 HighTower Advisors LLC95,050$2.55M0.0%N/A0.000%
11/15/2024 Beck Capital Management LLC13,462$361K0.1%N/A0.000%
11/14/2024 Tradition Wealth Management LLC20,091$538K0.0%N/A0.000%
11/14/2024 CreativeOne Wealth LLC17,021$456K0.0%N/A0.000%
11/13/2024 Townsquare Capital LLC97,425$2.61M0.0%N/A0.000%
11/12/2024Centaurus Financial Inc.135,000$3.62M0.2%N/A0.000%
11/12/2024 Jim Saulnier & Associates LLC14,495$388K0.4%N/A0.000%
11/12/2024 Kingsview Wealth Management LLC13,190$353K0.0%N/A0.000%
11/7/2024 Claro Advisors LLC7,676$206K0.0%N/A0.000%
11/6/2024 Archer Investment Corp61,952$1.66M0.4%N/A0.000%
11/6/2024 Main Street Financial Solutions LLC18,900$506K0.0%N/A0.000%
11/5/2024 Souders Financial Advisors8,825$236K0.0%N/A0.000%
11/5/2024 Harbour Investments Inc.64,539$1.73M0.1%N/A0.000%
10/30/2024 Maia Wealth LLC20,749$557K0.1%N/A0.000%
10/28/2024 Principal Securities Inc.101,039$2.71M0.1%N/A0.000%
10/23/2024 Allworth Financial LP8,769$235K0.0%N/A0.000%
10/22/2024 DHJJ Financial Advisors Ltd.2,310$62K0.0%N/A0.000%
10/22/2024 Chris Bulman Inc8,235$221K0.2%N/A0.000%
10/18/2024 Stratos Wealth Advisors LLC46,501$1.25M0.1%N/A0.000%
10/17/2024 Claro Advisors LLC2,232$60K0.0%N/A0.000%
10/17/2024 RFG Advisory LLC156,408$4.19M0.1%N/A0.000%
10/10/2024 Concourse Financial Group Securities Inc.965$26K0.0%N/A0.000%
10/9/2024 Cypress Wealth Services LLC72,587$1.94M0.4%N/A0.000%
10/8/2024 C2P 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%
10/8/2024 Dynamic Advisor Solutions LLC10,776$289K0.0%N/A0.000%
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, 54 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. ($3.62M), Canandaigua National Bank & Trust Co. ($3.25M), Principal Securities Inc. ($2.77M), 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 47 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. ($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 1,492,344 shares in the last 24 months. This purchase volume represents approximately $40.08M in transactions.

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

Of the 18 institutional investors that sold Innovator Equity Defined Protection ETF - 1 Yr July stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Townsquare Capital LLC ($58.19K), Orion Portfolio Solutions LLC ($8.00K), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($7.16K), Trek Financial LLC ($6.93K), Bright Futures Wealth Management LLC. ($5.93K), OLD Mission Capital LLC ($5.60K), and Commonwealth Equity Services LLC ($5.57K).

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

Institutional investors have sold a total of 119,269 shares in the last 24 months. This volume of shares sold represents approximately $3.23M in transactions.



This page (BATS:ZJUL) was last updated on 2/23/2025 by MarketBeat.com Staff
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