Innovator Edp ETF 1 YR JulyZJULETF

13F holders, Q3 2024 (September 30)
65holders
$26.78avg. 13F price*

At the end of Q3 2024, 65 institutions reported holding Innovator Edp ETF 1 YR July (ZJUL) in their 13F filings. The largest holders were Commonwealth Equity Services, LLC ($7.5M), Envestnet Asset Management Inc. ($4.4M) and RFG Advisory, LLC ($4.2M).

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 Q3 2024

InstitutionsTotal Value
New Positions62$60.0M
Exits0$0

Ownership 65 holders

Commonwealth Equity Services, LLC 0.01% New 278,803 $7.5M
Envestnet Asset Management Inc. 0.00% New 164,905 $4.4M
RFG Advisory, LLC 0.13% New 156,408 $4.2M
Centaurus Financial, Inc. 0.23% New 135,000 $3.6M
Principal Securities, Inc. 0.07% New 101,039 $2.7M
Townsquare Capital LLC 0.03% New 97,425 $2.6M
HighTower Advisors, LLC 0.00% New 95,050 $2.5M
AE Wealth Management LLC 0.02% New 92,514 $2.5M
Cypress Wealth Services, LLC 0.40% New 72,587 $1.9M
Harbour Investments, Inc. 0.05% New 64,539 $1.7M
Archer Investment Corp 0.45% New 61,952 $1.7M
Diligent Investors, LLC 0.36% New 58,650 $1.6M
Trek Financial, LLC 0.10% New 48,527 $1.3M
Stratos Wealth Advisors, LLC 0.06% New 46,501 $1.2M
Susquehanna International Group, LLP 0.00% New 44,925 $1.2M
Old Mission Capital LLC 0.03% New 44,302 $1.2M
KFG Wealth Management, LLC 0.22% New 38,176 $1.0M
NewEdge Advisors, LLC 0.01% New 34,595 $926K
Cetera Investment Advisers 0.00% New 33,661 $901K
Continuum Advisory, LLC 0.10% New 29,246 $789K
Osaic Holdings, Inc. 0.00% New 27,836 $745K
Kestra Advisory Services, LLC 0.00% New 25,919 $694K
Cambridge Investment Research Advisors, Inc. 0.00% New 24,134 $646K
FC Advisory LLC 0.22% New 24,110 $646K
HBW Advisory Services LLC 0.09% New 21,928 $587K
Maia Wealth LLC 0.14% New 20,749 $557K
Kellett Wealth Advisors, LLC 0.40% New 20,647 $553K
Tradition Wealth Management, LLC 0.05% New 20,091 $538K
Main Street Financial Solutions, LLC 0.05% New 18,900 $506K
Orion Porfolio Solutions, LLC 0.00% New 18,198 $487K
Orion Portfolio Solutions, LLC 0.00% New 18,198 $487K
Brass Tax Wealth Management, Inc. 0.10% New 17,817 $477K
CreativeOne Wealth, LLC 0.02% New 17,021 $456K
AdvisorNet Financial, Inc 0.03% New 16,608 $445K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.04% New 15,783 $423K
Allegiance Financial Group Advisory Services LLC 0.15% New 15,581 $417K
Jim Saulnier & Associates, LLC 0.38% — 14,495 $388K
Bright Futures Wealth Management, LLC. 0.18% New 13,770 $370K
Signal Advisors Wealth, LLC 0.05% New 13,533 $362K
Beck Capital Management, LLC 0.10% New 13,462 $361K
Kingsview Wealth Management, LLC 0.01% New 13,190 $353K
Glen Eagle Advisors, LLC 0.06% New 12,485 $334K
Brookstone Capital Management 0.00% New 12,388 $332K
Steward Partners Investment Advisory, LLC 0.00% New 11,894 $319K
Jane Street Group, LLC 0.00% New 11,281 $302K
Dynamic Advisor Solutions LLC 0.01% New 10,776 $289K
PFG Advisors 0.02% New 9,403 $252K
Souders Financial Advisors 0.03% New 8,825 $236K
Allworth Financial LP 0.00% New 8,769 $235K
SageView Advisory Group, LLC 0.01% New 8,762 $235K
Three Seasons Wealth, LLC 0.12% New 8,565 $229K
Visionary Wealth Advisors 0.01% New 8,415 $225K
Chris Bulman Inc 0.15% New 8,235 $221K
Applied Capital LLC 0.11% New 8,158 $218K
Atria Wealth Solutions, Inc. 0.00% New 8,102 $217K
Core Wealth Advisors, Inc. 0.07% New 7,758 $208K
Claro Advisors Inc. 0.03% New 7,676 $206K
GeoWealth Management, LLC 0.00% New 4,590 $123K
DHJJ Financial Advisors, Ltd. 0.02% New 2,310 $62K
Cwm, LLC 0.00% New 1,932 $52K
IFP Advisors, Inc 0.00% New 1,540 $41K
Concourse Financial Group Securities, Inc. 0.00% New 965 $26K
Legacy Investment Solutions, LLC 0.00% — 47 $1K
Legacy Wealth Managment, LLC 0.00% — 47 $1K
Bank of America Corp. 0.00% New 33 $884

"% 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.