INNOVATOR EDP ETF 1 YR JULY (ZJUL) Institutional Ownership Changes & 13F Activity

INNOVATOR EDP ETF 1 YR JULY (ZJUL). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Commonwealth Equity Services, Llc, Osaic Holdings, Inc., Centaurus Financial, Inc., Cetera Investment Advisers, and Raymond James Financial Inc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Red Reef Advisors LlcBuy+40,985—40,985$1.19MQ4 2025Apr 08, 2026
Compass Financial Services IncBuy+625—625$18.17KQ4 2025Feb 27, 2026
Raymond James Financial IncBuy+68,917—68,917$2.00MQ4 2025Feb 18, 2026
Newedge Advisors, LlcBuy+25,376—25,376$737.55KQ4 2025Feb 18, 2026
Osaic Holdings, Inc.Buy+149,979—149,979$4.36MQ4 2025Feb 17, 2026
Cetera Investment AdvisersBuy+106,804—106,804$3.10MQ4 2025Feb 17, 2026
Captrust Financial AdvisorsBuy+65,482—65,482$1.90MQ4 2025Feb 17, 2026
Old Mission Capital LlcBuy+45,373—45,373$1.32MQ4 2025Feb 17, 2026
Waverly Advisors, LlcBuy+21,007—21,007$610.56KQ4 2025Feb 17, 2026
Susquehanna International Group, LlpBuy+16,463—16,463$478.49KQ4 2025Feb 17, 2026
Advisory Services Network, LlcBuy+12,807—12,807$372.23KQ4 2025Feb 17, 2026
Ameriprise Financial IncBuy+8,105—8,105$235.57KQ4 2025Feb 17, 2026
Maia Wealth LlcBuy+7,764—7,764$226.63KQ4 2025Feb 17, 2026
Bank Of America CorpBuy+1,310—1,310$38.07KQ4 2025Feb 17, 2026
Centaurus Financial, Inc.Buy+145,179—145,179$4.22MQ4 2025Feb 13, 2026
Kestra Advisory Services, LlcBuy+66,777—66,777$1.94MQ4 2025Feb 13, 2026
Glen Eagle Advisors, LlcBuy+12,485—12,485$362.87KQ4 2025Feb 13, 2026
Creativeone Wealth, LlcBuy+11,905—11,905$346.02KQ4 2025Feb 13, 2026
Visionary Wealth AdvisorsBuy+10,972—10,972$318.90KQ4 2025Feb 13, 2026
Beck Capital Management, LlcBuy+10,946—10,946$318.16KQ4 2025Feb 13, 2026
Mml Investors Services, LlcBuy+7,775—7,775$225.98KQ4 2025Feb 13, 2026
Alaska Permanent Capital Management, LlcBuy+5,915—5,915$172.14KQ4 2025Feb 13, 2026
Barclays PlcBuy+4,516—4,516$131.26KQ4 2025Feb 13, 2026
Financial Network Wealth Advisors LlcBuy+961—961$27.93KQ4 2025Feb 13, 2026
Morgan StanleyBuy+161—161$4.68KQ4 2025Feb 13, 2026
Pinnacle Wealth Planning Services, Inc.Buy+38—38$1.10KQ4 2025Feb 13, 2026
Commonwealth Equity Services, LlcBuy+274,905—274,905$7.99MQ4 2025Feb 12, 2026
Reliant Wealth PlanningBuy+14,366—14,366$417.55KQ4 2025Feb 12, 2026
Orion Porfolio Solutions, LlcBuy+9,956—9,956$289.37KQ4 2025Feb 12, 2026
Steward Partners Investment Advisory, LlcBuy+7,813—7,813$227.08KQ4 2025Feb 12, 2026
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Frequently asked questions about ZJUL activity

  • Which institutional owners are buying ZJUL?

    Institutional owners buying ZJUL include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in ZJUL activity?

    "Buy" means an investor increased their reported position in ZJUL compared to the prior reporting period. This reflects growing exposure to INNOVATOR EDP ETF 1 YR JULY (ZJUL) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in ZJUL increasing?

    Institutional interest in ZJUL can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.