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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Red Reef Advisors Llc | Buy | +40,985 | — | 40,985 | $1.19M | Q4 2025 | Apr 08, 2026 |
| Compass Financial Services Inc | Buy | +625 | — | 625 | $18.17K | Q4 2025 | Feb 27, 2026 |
| Raymond James Financial Inc | Buy | +68,917 | — | 68,917 | $2.00M | Q4 2025 | Feb 18, 2026 |
| Newedge Advisors, Llc | Buy | +25,376 | — | 25,376 | $737.55K | Q4 2025 | Feb 18, 2026 |
| Osaic Holdings, Inc. | Buy | +149,979 | — | 149,979 | $4.36M | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | Buy | +106,804 | — | 106,804 | $3.10M | Q4 2025 | Feb 17, 2026 |
| Captrust Financial Advisors | Buy | +65,482 | — | 65,482 | $1.90M | Q4 2025 | Feb 17, 2026 |
| Old Mission Capital Llc | Buy | +45,373 | — | 45,373 | $1.32M | Q4 2025 | Feb 17, 2026 |
| Waverly Advisors, Llc | Buy | +21,007 | — | 21,007 | $610.56K | Q4 2025 | Feb 17, 2026 |
| Susquehanna International Group, Llp | Buy | +16,463 | — | 16,463 | $478.49K | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, Llc | Buy | +12,807 | — | 12,807 | $372.23K | Q4 2025 | Feb 17, 2026 |
| Ameriprise Financial Inc | Buy | +8,105 | — | 8,105 | $235.57K | Q4 2025 | Feb 17, 2026 |
| Maia Wealth Llc | Buy | +7,764 | — | 7,764 | $226.63K | Q4 2025 | Feb 17, 2026 |
| Bank Of America Corp | Buy | +1,310 | — | 1,310 | $38.07K | Q4 2025 | Feb 17, 2026 |
| Centaurus Financial, Inc. | Buy | +145,179 | — | 145,179 | $4.22M | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, Llc | Buy | +66,777 | — | 66,777 | $1.94M | Q4 2025 | Feb 13, 2026 |
| Glen Eagle Advisors, Llc | Buy | +12,485 | — | 12,485 | $362.87K | Q4 2025 | Feb 13, 2026 |
| Creativeone Wealth, Llc | Buy | +11,905 | — | 11,905 | $346.02K | Q4 2025 | Feb 13, 2026 |
| Visionary Wealth Advisors | Buy | +10,972 | — | 10,972 | $318.90K | Q4 2025 | Feb 13, 2026 |
| Beck Capital Management, Llc | Buy | +10,946 | — | 10,946 | $318.16K | Q4 2025 | Feb 13, 2026 |
| Mml Investors Services, Llc | Buy | +7,775 | — | 7,775 | $225.98K | Q4 2025 | Feb 13, 2026 |
| Alaska Permanent Capital Management, Llc | Buy | +5,915 | — | 5,915 | $172.14K | Q4 2025 | Feb 13, 2026 |
| Barclays Plc | Buy | +4,516 | — | 4,516 | $131.26K | Q4 2025 | Feb 13, 2026 |
| Financial Network Wealth Advisors Llc | Buy | +961 | — | 961 | $27.93K | Q4 2025 | Feb 13, 2026 |
| Morgan Stanley | Buy | +161 | — | 161 | $4.68K | Q4 2025 | Feb 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | Buy | +38 | — | 38 | $1.10K | Q4 2025 | Feb 13, 2026 |
| Commonwealth Equity Services, Llc | Buy | +274,905 | — | 274,905 | $7.99M | Q4 2025 | Feb 12, 2026 |
| Reliant Wealth Planning | Buy | +14,366 | — | 14,366 | $417.55K | Q4 2025 | Feb 12, 2026 |
| Orion Porfolio Solutions, Llc | Buy | +9,956 | — | 9,956 | $289.37K | Q4 2025 | Feb 12, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +7,813 | — | 7,813 | $227.08K | Q4 2025 | Feb 12, 2026 |
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.