Innovator Edp ETF 1 YR JulyZJULETF

13F holders, Q2 2026 (June 30)
85holders −3
10new positions
11sold out
$29.97avg. 13F price*

At the end of Q2 2026, 85 institutions reported holding Innovator Edp ETF 1 YR July (ZJUL) in their 13F filings, down 3 from Q1 2026. 10 opened new positions and 11 sold out. The largest holders were Commonwealth Equity Services, LLC ($6.8M), Osaic Holdings, Inc. ($4.2M) and Canandaigua National Bank & Trust Co. ($3.4M).

Company
Innovator Edp ETF 1 YR July
CUSIP
45783Y251
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080100 Q3 2024: 65Q3 2024Q4 2024: 70Q4 2024Q1 2025: 68Q1 2025Q2 2025: 74Q2 2025Q3 2025: 92Q3 2025Q4 2025: 91Q4 2025Q1 2026: 88Q1 2026Q2 2026: 85Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions10$3.7M
Exits11$3.1M

All 13F filers, Q1 2026 → Q2 2026: 228,555 shares bought and 253,922 shares sold, net −25,367 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 85 holders

Commonwealth Equity Services, LLC 0.01% Reduce -14.3% 227,129 $6.8M
Osaic Holdings, Inc. 0.00% Reduce -1.4% 140,089 $4.2M
Canandaigua National Bank & Trust Co. 0.29% — 115,087 $3.4M
HighTower Advisors, LLC 0.00% Reduce -1.5% 111,165 $3.3M
Cetera Investment Advisers 0.00% Add +1.7% 108,846 $3.3M
Centaurus Financial, Inc. 0.13% Reduce -23.3% 107,150 $3.2M
Raymond James Financial Inc. 0.00% Add +33.7% 73,189 $2.2M
Susquehanna International Group, LLP 0.00% Add +82.5% 70,177 $2.1M
Captrust Financial Advisors 0.00% No change 65,482 $2.0M
Stratos Wealth Advisors, LLC 0.09% Reduce -1.0% 51,777 $1.6M
LPL Financial LLC 0.00% Add +46.4% 43,985 $1.3M
Trek Financial, LLC 0.06% Reduce -2.1% 43,511 $1.3M
KFG Wealth Management, LLC 0.15% Reduce -2.4% 43,009 $1.3M
Diligent Investors, LLC 0.28% Reduce -12.8% 42,137 $1.3M
Kestra Advisory Services, LLC 0.00% Reduce -36.7% 41,790 $1.3M
Triad Wealth Partners, LLC 0.07% New 40,953 $1.2M
Archer Investment Corp 0.23% Reduce -12.9% 39,869 $1.2M
Cambridge Investment Research Advisors, Inc. 0.00% Add +86.7% 32,857 $985K
IMG Wealth Management, Inc. 0.48% Reduce -3.7% 29,043 $870K
Cypress Wealth Services, LLC 0.11% Reduce -22.5% 28,623 $858K
Carmel Capital Partners, LLC 0.25% New 25,700 $770K
Central Valley Advisors, LLC 0.19% Add +11.3% 24,677 $740K
Truist Financial Corp. 0.00% Add +42.5% 24,087 $722K
AdvisorNet Financial, Inc 0.03% No change 23,891 $716K
Continuum Advisory, LLC 0.05% Reduce -0.4% 20,860 $625K
Waverly Advisors, LLC 0.00% Reduce -2.1% 20,537 $615K
NewEdge Advisors, LLC 0.00% No change 20,376 $611K
Brown Wealth Management, LLC 0.13% Reduce -5.5% 20,012 $600K
Main Street Financial Solutions, LLC 0.04% No change 19,490 $584K
Lineweaver Wealth Advisors, LLC 0.07% No change 18,820 $564K
Geneos Wealth Management Inc. 0.01% No change 18,650 $559K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.03% Reduce -7.6% 17,952 $538K
FC Advisory LLC 0.14% Reduce -4.6% 17,376 $521K
Kingsview Wealth Management, LLC 0.01% Add +12.2% 17,328 $519K
Farther Finance Advisors, LLC 0.00% Add +0.8% 17,163 $514K
Mutual Advisors, LLC 0.01% Reduce -14.6% 15,584 $467K
Envestnet Asset Management Inc. 0.00% Add +77.4% 15,220 $456K
Brookstone Capital Management 0.00% Reduce -19.2% 15,197 $455K
Allworth Financial LP 0.00% Reduce -1.3% 14,985 $449K
Collaborative Wealth Managment Inc. 0.19% No change 14,723 $441K
Jim Saulnier & Associates, LLC 0.17% No change 14,495 $434K
Reliant Wealth Planning 0.12% No change 14,366 $431K
Tradition Wealth Management, LLC 0.03% Reduce -4.5% 14,283 $428K
Advisory Services Network, LLC 0.00% No change 12,628 $378K
AssuredPartners Investment Advisors, LLC 0.04% No change 12,521 $375K
Glen Eagle Advisors, LLC 0.05% No change 12,485 $374K
NorthRock Partners, LLC 0.01% Reduce -0.0% 12,187 $365K
Riverchase Wealth Management, LLC 0.17% New 11,916 $357K
Souders Financial Advisors 0.04% No change 11,694 $350K
Harbour Investments, Inc. 0.00% Reduce -22.5% 11,623 $348K
Integrity Alliance, Llc. 0.01% No change 11,348 $340K
Beck Capital Management, LLC 0.06% Reduce -1.4% 10,314 $309K
CreativeOne Wealth, LLC 0.01% Reduce -9.9% 10,307 $309K
Cerity Partners LLC 0.00% New 10,234 $307K
Three Seasons Wealth, LLC 0.03% No change 10,116 $303K
GWN Securities Inc. 0.05% Reduce -0.1% 10,089 $302K
Caliber Wealth Management, LLC / KS 0.03% Add +40.8% 9,813 $294K
Syon Capital LLC 0.01% No change 9,700 $291K
Chicago Partners Investment Group LLC 0.01% New 9,580 $287K
Soltis Investment Advisors LLC 0.02% Add +6.2% 8,858 $265K
Aegis Wealth Management, Inc. 0.17% Add +14.9% 8,823 $264K
Independent Financial Group, LLC 0.00% Add +3.4% 8,771 $263K
Creative Planning 0.00% Add +0.9% 8,658 $259K
SageView Advisory Group, LLC 0.01% No change 8,580 $257K
Evolution Wealth Management Inc. 0.15% No change 8,450 $253K
Code Waechter LLC 0.13% New 8,386 $251K
MML Investors Services, LLC 0.00% Add +2.8% 7,996 $240K
Steward Partners Investment Advisory, LLC 0.00% No change 7,804 $234K
Allegiance Financial Group Advisory Services LLC 0.04% No change 7,682 $230K
CoreCap Advisors, LLC 0.01% Reduce -14.2% 7,455 $223K
Kelly Financial Group LLC 0.05% No change 7,239 $217K
Prasad Wealth Partners, LLC 0.05% New 6,875 $206K
J.W. Cole Advisors, Inc. 0.00% New 6,733 $202K
Red Reef Advisors LLC 0.17% Reduce -52.4% 6,179 $185K
Creative Financial Designs Inc. 0.00% No change 3,000 $90K
IFP Advisors, Inc 0.00% No change 2,427 $73K
DHJJ Financial Advisors, Ltd. 0.02% No change 2,310 $69K
AE Wealth Management LLC 0.00% Add +18.8% 1,810 $54K
Wells Fargo & Company 0.00% New 1,700 $51K
Barclays PLC 0.00% New 1,603 $48K
IFG Advisory, LLC 0.00% No change 1,000 $30K
Financial Network Wealth Advisors LLC 0.03% No change 961 $29K
Lanark Financial, Inc. 0.00% No change 770 $23K
Morgan Stanley 0.00% No change 161 $5K
Pinnacle Wealth Planning Services, Inc. 0.00% No change 38 $1K

"% of holder's portfolio" is ZJUL's weight in each manager's 13F, not the share of Innovator Edp ETF 1 YR July the manager owns.