INNOVA EQTY DEF PROT 1YR JUN (ZJUN) Institutional Ownership Changes & 13F Activity
INNOVA EQTY DEF PROT 1YR JUN (ZJUN). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Newedge Advisors, Llc, Raymond James Financial Inc, Sykon Capital Llc, Howard Bailey Securities, Llc, and Csenge Advisory Group.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +27,634 | +43.8% | 90,662 | $2.48M | Q2 2026 | Sep 23, 2026 |
| Archer Investment Corp | Buy | +3,852 | +34.9% | 14,901 | $408.21K | Q2 2026 | Aug 19, 2026 |
| Fsa Advisors, Inc. | Buy | +29,635 | — | 29,635 | $811.85K | Q2 2026 | Aug 17, 2026 |
| Centaurus Financial, Inc. | Buy | +14,002 | +117.7% | 25,899 | $710.00K | Q2 2026 | Aug 17, 2026 |
| Raymond James Financial Inc | Buy | +221,441 | +1879.8% | 233,221 | $6.39M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +51,588 | +216.5% | 75,416 | $2.07M | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Buy | +36,363 | — | 36,363 | $996.16K | Q2 2026 | Aug 14, 2026 |
| Old Mission Capital Llc | Sell | -18,060 | -49.4% | 18,521 | $507.38K | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Sell | -14,377 | -56.6% | 11,010 | $301.62K | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, Llc | Buy | +13,687 | — | 13,687 | $374.95K | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, Llc | Buy | +9,420 | — | 9,420 | $258.06K | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +8,451 | — | 8,451 | $231.51K | Q2 2026 | Aug 14, 2026 |
| Ausdal Financial Partners, Inc. | Buy | +7,694 | +102.2% | 15,222 | $417.01K | Q2 2026 | Aug 14, 2026 |
| Gallagher Fiduciary Advisors, Llc | Buy | +2,025 | +26.8% | 9,594 | $262.83K | Q2 2026 | Aug 14, 2026 |
| Trek Financial, Llc | Buy | +15,406 | — | 15,406 | $422.05K | Q2 2026 | Aug 13, 2026 |
| Creativeone Wealth, Llc | Buy | +7,535 | +62.4% | 19,609 | $537.19K | Q2 2026 | Aug 13, 2026 |
| Newedge Advisors, Llc | Buy | +542,788 | — | 542,788 | $14.87M | Q2 2026 | Aug 12, 2026 |
| Sykon Capital Llc | Buy | +146,979 | — | 146,979 | $4.03M | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Buy | +20,362 | +71.5% | 48,833 | $1.34M | Q2 2026 | Aug 12, 2026 |
| Harbour Investments, Inc. | Buy | +11,420 | +1490.9% | 12,186 | $333.83K | Q2 2026 | Aug 12, 2026 |
| Advisory Services Network, Llc | Buy | +3,900 | +58.3% | 10,590 | $290.11K | Q2 2026 | Aug 12, 2026 |
| Integrated Wealth Management | Buy | +50,102 | — | 50,102 | $1.37M | Q2 2026 | Aug 11, 2026 |
| Jessup Wealth Management, Inc | Buy | +39,746 | — | 39,746 | $1.09M | Q2 2026 | Aug 11, 2026 |
| Atlantic Private Wealth, Llc | Buy | +13,650 | — | 13,650 | $373.94K | Q2 2026 | Aug 11, 2026 |
| Tradition Wealth Management, Llc | Buy | +9,905 | — | 9,905 | $271.35K | Q2 2026 | Aug 11, 2026 |
| Allworth Financial Lp | Buy | +5,107 | — | 5,107 | $139.91K | Q2 2026 | Aug 11, 2026 |
| Howard Bailey Securities, Llc | Buy | +128,131 | — | 128,131 | $3.51M | Q2 2026 | Aug 10, 2026 |
| Csenge Advisory Group | Buy | +112,092 | — | 112,092 | $3.07M | Q2 2026 | Aug 10, 2026 |
| Assuredpartners Investment Advisors, Llc | Buy | +40,222 | — | 40,222 | $1.10M | Q2 2026 | Aug 10, 2026 |
| Lloyd Advisory Services, Llc. | Buy | +18,776 | — | 18,776 | $514.37K | Q2 2026 | Aug 07, 2026 |
Frequently asked questions about ZJUN activity
Which institutional owners are buying ZJUN?
Institutional owners buying ZJUN 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 ZJUN activity?
"Buy" means an investor increased their reported position in ZJUN compared to the prior reporting period. This reflects growing exposure to INNOVA EQTY DEF PROT 1YR JUN (ZJUN) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in ZJUN increasing?
Institutional interest in ZJUN 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.