ZJUL Institutional Ownership & Shareholders
INNOVATOR EDP ETF 1 YR JULY (ZJUL) is currently held by 98 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $75.94M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Commonwealth Equity Services, Llc is currently the largest disclosed institutional shareholder of ZJUL tracked by InsiderSet, reporting ownership valued at approximately $6.81M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $6.88M, representing an estimated gain of +1.02% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 41% of the total disclosed ZJUL value among the investors covered in this analysis. Major shareholders include Commonwealth Equity Services, Llc, Osaic Holdings, Inc., Canandaigua National Corp, and several other long-term asset managers with concentrated positions in INNOVATOR EDP ETF 1 YR JULY (ZJUL).
This page ranks the largest institutional ZJUL shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
98
Total Reported Value
$75.94M
Largest Holder
Commonwealth Equity Services, Llc
Largest Position
$6.81M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
119
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Commonwealth Equity Services, Llc | 0.01% | 227,129 | $6,807,060 | $6,876,194 | +$69,134 | +1.02% | |
| Osaic Holdings, Inc. | 0.00% | 140,089 | $4,198,442 | $4,241,110 | +$42,668 | +1.02% | |
| Canandaigua National Corp | 0.30% | 115,441 | $3,355,847 | $3,494,907 | +$139,060 | +4.14% | |
| Cetera Investment Advisers | 0.00% | 108,846 | $3,262,115 | $3,295,247 | +$33,132 | +1.02% | |
| Centaurus Financial, Inc. | 0.12% | 107,150 | $3,211,000 | $3,243,902 | +$32,902 | +1.02% | |
| C2P Capital Advisory Group, Llc D.B.A. Prosperity Capital Advisors | 0.12% | 80,048 | $2,421,764 | $2,423,405 | +$1,641 | +0.07% | |
| Raymond James Financial Inc | 0.00% | 73,189 | $2,193,475 | $2,215,753 | +$22,278 | +1.02% | |
| Susquehanna International Group, Llp | 0.00% | 70,177 | $2,103,205 | $2,124,567 | +$21,362 | +1.02% | |
| Captrust Financial Advisors | 0.00% | 65,482 | $1,962,496 | $1,982,428 | +$19,932 | +1.02% | |
| Signal Advisors Wealth, Llc | 0.07% | 51,899 | $1,570,147 | $1,571,211 | +$1,064 | +0.07% | |
| Stratos Wealth Advisors, Llc | 0.09% | 51,777 | $1,551,757 | $1,567,518 | +$15,761 | +1.02% | |
| Concurrent Investment Advisors, Llc | 0.01% | 50,138 | $1,516,884 | $1,517,898 | +$1,014 | +0.07% | |
| Trek Financial, Llc | 0.07% | 49,035 | $1,483,500 | $1,484,505 | +$1,005 | +0.07% | |
| Lpl Financial Llc | 0.00% | 43,985 | $1,318,230 | $1,331,619 | +$13,389 | +1.02% | |
| Triad Wealth Partners, Llc | 0.07% | 43,492 | $1,315,810 | $1,316,694 | +$884 | +0.07% | |
| Brookstone Capital Management | 0.01% | 43,023 | $1,301,614 | $1,302,496 | +$882 | +0.07% | |
| Kestra Advisory Services, Llc | 0.00% | 41,790 | $1,252,446 | $1,265,167 | +$12,721 | +1.02% | |
| Diligent Investors, Llc | 0.27% | 41,137 | $1,244,555 | $1,245,398 | +$843 | +0.07% | |
| Lord & Richards Wealth Management, Llc | 0.94% | 40,803 | $1,234,451 | $1,235,286 | +$835 | +0.07% | |
| Cypress Wealth Services, Llc | 0.14% | 39,867 | $1,212,754 | $1,206,950 | -$5,804 | -0.48% | |
| Archer Investment Corp | 0.23% | 39,869 | $1,194,870 | $1,207,010 | +$12,140 | +1.02% | |
| Kfg Wealth Management, Llc | 0.13% | 39,122 | $1,183,593 | $1,184,395 | +$802 | +0.07% | |
| Optima Capital Llc | 0.42% | 35,298 | $1,067,902 | $1,068,626 | +$724 | +0.07% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 34,079 | $1,035,703 | $1,031,721 | -$3,982 | -0.38% | |
| Gill Capital Partners, Llc | 0.28% | 34,016 | $1,029,117 | $1,029,814 | +$697 | +0.07% | |
| Advisornet Financial, Inc | 0.04% | 32,123 | $975,576 | $972,505 | -$3,071 | -0.31% | |
| Img Wealth Management, Inc. | 0.47% | 30,046 | $909,009 | $909,625 | +$616 | +0.07% | |
| Truist Financial Corp | 0.00% | 27,958 | $845,841 | $846,412 | +$571 | +0.07% | |
| Virtue Capital Management, Llc | 0.10% | 25,956 | $785,270 | $785,802 | +$532 | +0.07% | |
| Carmel Capital Partners, Llc | 0.25% | 25,700 | $770,229 | $778,052 | +$7,823 | +1.02% | |
| Central Valley Advisors, Llc | 0.20% | 24,253 | $733,748 | $734,245 | +$497 | +0.07% | |
| Lineweaver Wealth Advisors, Llc | 0.08% | 22,892 | $692,572 | $693,042 | +$470 | +0.07% | |
| Kelly Financial Group Llc | 0.15% | 21,154 | $639,991 | $640,425 | +$434 | +0.07% | |
| Continuum Advisory, Llc | 0.05% | 20,860 | $625,174 | $631,524 | +$6,350 | +1.02% | |
| Waverly Advisors, Llc | 0.00% | 20,537 | $615,494 | $621,745 | +$6,251 | +1.02% | |
| Newedge Advisors, Llc | 0.00% | 20,376 | $610,669 | $616,871 | +$6,202 | +1.02% | |
| Brown Wealth Management, Llc | 0.13% | 20,012 | $605,441 | $605,851 | +$410 | +0.07% | |
| Farther Finance Advisors, Llc | 0.00% | 19,935 | $603,111 | $603,520 | +$409 | +0.07% | |
| Encompass More Asset Management | 0.08% | 18,580 | $562,117 | $562,498 | +$381 | +0.07% | |
| Geneos Wealth Management Inc. | 0.01% | 18,650 | $558,941 | $564,618 | +$5,677 | +1.02% | |
| Fc Advisory Llc | 0.14% | 17,872 | $540,704 | $541,064 | +$360 | +0.07% | |
| Kingsview Wealth Management, Llc | 0.01% | 17,328 | $519,320 | $524,595 | +$5,275 | +1.02% | |
| Aegis Wealth Management, Inc. | 0.28% | 15,901 | $481,067 | $481,393 | +$326 | +0.07% | |
| Mutual Advisors, Llc | 0.01% | 15,584 | $467,052 | $471,796 | +$4,744 | +1.02% | |
| Envestnet Asset Management Inc | 0.00% | 15,220 | $456,143 | $460,776 | +$4,633 | +1.02% | |
| Allworth Financial Lp | 0.00% | 14,985 | $449,101 | $453,662 | +$4,561 | +1.02% | |
| Collaborative Wealth Managment Inc. | 0.19% | 14,723 | $441,248 | $445,730 | +$4,482 | +1.02% | |
| Jim Saulnier & Associates, Llc | 0.17% | 14,495 | $434,415 | $438,827 | +$4,412 | +1.02% | |
| Reliant Wealth Planning | 0.12% | 14,366 | $430,549 | $434,922 | +$4,373 | +1.02% | |
| Tradition Wealth Management, Llc | 0.03% | 14,283 | $428,062 | $432,409 | +$4,347 | +1.02% |
Frequently asked questions about ZJUL
Who are the largest institutional holders of ZJUL?
The largest institutional holders of ZJUL reported in the latest SEC Form 13F filings include Commonwealth Equity Services, Llc, Osaic Holdings, Inc., Canandaigua National Corp, Cetera Investment Advisers, and Centaurus Financial, Inc.. InsiderSet ranks institutional holders by their latest reported ZJUL position.
What is ZJUL institutional ownership?
This page tracks ZJUL positions reported by institutional investment managers through SEC Form 13F. INNOVATOR EDP ETF 1 YR JULY (ZJUL) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own ZJUL?
InsiderSet currently tracks 98 institutional managers reporting ZJUL holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of ZJUL shareholders.
How much ZJUL stock do institutions own?
Institutional investment managers disclosed approximately $75.94M in ZJUL holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was ZJUL institutional ownership last updated?
The latest ZJUL institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional ZJUL holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its ZJUL position after the reporting date.
Are institutions buying or selling ZJUL?
Institutional buying and selling can be analyzed by comparing ZJUL positions across consecutive 13F reporting periods. InsiderSet's ZJUL Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View ZJUL ownership changes.
How has ZJUL institutional ownership changed over time?
InsiderSet tracks ZJUL institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.