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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+27,634+43.8%90,662$2.48MQ2 2026Sep 23, 2026
Archer Investment CorpBuy+3,852+34.9%14,901$408.21KQ2 2026Aug 19, 2026
Fsa Advisors, Inc.Buy+29,635—29,635$811.85KQ2 2026Aug 17, 2026
Centaurus Financial, Inc.Buy+14,002+117.7%25,899$710.00KQ2 2026Aug 17, 2026
Raymond James Financial IncBuy+221,441+1879.8%233,221$6.39MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+51,588+216.5%75,416$2.07MQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+36,363—36,363$996.16KQ2 2026Aug 14, 2026
Old Mission Capital LlcSell-18,060-49.4%18,521$507.38KQ2 2026Aug 14, 2026
Susquehanna International Group, LlpSell-14,377-56.6%11,010$301.62KQ2 2026Aug 14, 2026
Mutual Advisors, LlcBuy+13,687—13,687$374.95KQ2 2026Aug 14, 2026
Waverly Advisors, LlcBuy+9,420—9,420$258.06KQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+8,451—8,451$231.51KQ2 2026Aug 14, 2026
Ausdal Financial Partners, Inc.Buy+7,694+102.2%15,222$417.01KQ2 2026Aug 14, 2026
Gallagher Fiduciary Advisors, LlcBuy+2,025+26.8%9,594$262.83KQ2 2026Aug 14, 2026
Trek Financial, LlcBuy+15,406—15,406$422.05KQ2 2026Aug 13, 2026
Creativeone Wealth, LlcBuy+7,535+62.4%19,609$537.19KQ2 2026Aug 13, 2026
Newedge Advisors, LlcBuy+542,788—542,788$14.87MQ2 2026Aug 12, 2026
Sykon Capital LlcBuy+146,979—146,979$4.03MQ2 2026Aug 12, 2026
Cetera Investment AdvisersBuy+20,362+71.5%48,833$1.34MQ2 2026Aug 12, 2026
Harbour Investments, Inc.Buy+11,420+1490.9%12,186$333.83KQ2 2026Aug 12, 2026
Advisory Services Network, LlcBuy+3,900+58.3%10,590$290.11KQ2 2026Aug 12, 2026
Integrated Wealth ManagementBuy+50,102—50,102$1.37MQ2 2026Aug 11, 2026
Jessup Wealth Management, IncBuy+39,746—39,746$1.09MQ2 2026Aug 11, 2026
Atlantic Private Wealth, LlcBuy+13,650—13,650$373.94KQ2 2026Aug 11, 2026
Tradition Wealth Management, LlcBuy+9,905—9,905$271.35KQ2 2026Aug 11, 2026
Allworth Financial LpBuy+5,107—5,107$139.91KQ2 2026Aug 11, 2026
Howard Bailey Securities, LlcBuy+128,131—128,131$3.51MQ2 2026Aug 10, 2026
Csenge Advisory GroupBuy+112,092—112,092$3.07MQ2 2026Aug 10, 2026
Assuredpartners Investment Advisors, LlcBuy+40,222—40,222$1.10MQ2 2026Aug 10, 2026
Lloyd Advisory Services, Llc.Buy+18,776—18,776$514.37KQ2 2026Aug 07, 2026
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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.