Innovator Edp ETF 1 YR JulyZJULETF
13F holders, Q4 2024 (December 31)70holders +5
9new positions
7sold out
1famous investor
$27.05avg. 13F price*
At the end of Q4 2024, 70 institutions reported holding Innovator Edp ETF 1 YR July (ZJUL) in their 13F filings, up 5 from Q3 2024. 9 opened new positions and 7 sold out. The largest holders were Commonwealth Equity Services, LLC ($7.4M), RFG Advisory, LLC ($4.2M) and Centaurus Financial, Inc. ($3.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Innovator Edp ETF 1 YR July
- CUSIP
- 45783Y251
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $6.1M |
| Exits | 7 | $5.4M |
All 13F filers, Q3 2024 → Q4 2024: 266,397 shares bought and 449,275 shares sold, net −182,878 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 70 holders
| Commonwealth Equity Services, LLC | 0.01% | Reduce -2.0% | 273,238 | $7.4M |
| RFG Advisory, LLC | 0.12% | Reduce -0.4% | 155,756 | $4.2M |
| Centaurus Financial, Inc. | 0.22% | Reduce -1.1% | 133,515 | $3.6M |
| Canandaigua National Bank & Trust Co. | 0.32% | New | 120,106 | $3.2M |
| Principal Securities, Inc. | 0.06% | Add +1.2% | 102,294 | $2.8M |
| HighTower Advisors, LLC | 0.00% | No change | 95,050 | $2.6M |
| Cypress Wealth Services, LLC | 0.39% | No change | 72,587 | $2.0M |
| Harbour Investments, Inc. | 0.05% | Reduce -1.8% | 63,399 | $1.7M |
| Archer Investment Corp | 0.43% | Reduce -4.6% | 59,093 | $1.6M |
| Diligent Investors, LLC | 0.35% | Reduce -4.3% | 56,150 | $1.5M |
| Stratos Wealth Advisors, LLC | 0.06% | Reduce -0.1% | 46,432 | $1.3M |
| Cetera Investment Advisers | 0.00% | Add +36.2% | 45,861 | $1.2M |
| Trek Financial, LLC | 0.08% | Reduce -14.3% | 41,602 | $1.1M |
| Townsquare Capital LLC | 0.01% | Reduce -59.7% | 39,232 | $1.1M |
| Old Mission Capital LLC | 0.02% | Reduce -12.6% | 38,703 | $1.0M |
| Brown Wealth Management, LLC | 0.37% | New | 38,271 | $1.0M |
| KFG Wealth Management, LLC | 0.19% | No change | 38,176 | $1.0M |
| Investment Management Corp. /Va/ | 0.91% | — | 37,638 | $1.0M |
| IMG Wealth Management, Inc. | 0.79% | — | 31,588 | $854K |
| NewEdge Advisors, LLC | 0.01% | Reduce -9.3% | 31,376 | $849K |
| Continuum Advisory, LLC | 0.10% | Add +1.8% | 29,783 | $806K |
| Jane Street Group, LLC | 0.00% | Add +127.3% | 25,642 | $694K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.0% | 23,884 | $646K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -11.0% | 23,069 | $624K |
| HBW Advisory Services LLC | 0.06% | Add +2.6% | 22,504 | $609K |
| Citadel Advisors | 0.00% | New | 21,596 | $584K |
| FC Advisory LLC | 0.20% | Reduce -10.5% | 21,574 | $583K |
| Osaic Holdings, Inc. | 0.00% | Reduce -23.1% | 21,391 | $579K |
| Maia Wealth LLC | 0.12% | No change | 20,749 | $566K |
| AdvisorNet Financial, Inc | 0.05% | Add +22.5% | 20,341 | $550K |
| Main Street Financial Solutions, LLC | 0.05% | No change | 18,900 | $511K |
| Tradition Wealth Management, LLC | 0.04% | Reduce -6.3% | 18,816 | $509K |
| Brass Tax Wealth Management, Inc. | 0.10% | No change | 17,817 | $482K |
| Susquehanna International Group, LLP | 0.00% | Reduce -64.9% | 15,756 | $426K |
| Allworth Financial LP | 0.00% | Add +75.5% | 15,394 | $421K |
| Allegiance Financial Group Advisory Services LLC | 0.14% | Reduce -0.6% | 15,488 | $419K |
| Geneos Wealth Management Inc. | 0.01% | New | 15,448 | $418K |
| Jim Saulnier & Associates, LLC | 0.34% | No change | 14,495 | $392K |
| Signal Advisors Wealth, LLC | 0.04% | No change | 13,533 | $366K |
| Beck Capital Management, LLC | 0.10% | Reduce -1.3% | 13,281 | $359K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -24.5% | 12,847 | $347K |
| Glen Eagle Advisors, LLC | 0.06% | No change | 12,485 | $338K |
| AE Wealth Management LLC | 0.00% | Reduce -86.7% | 12,317 | $333K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -9.0% | 12,002 | $325K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -0.1% | 11,888 | $322K |
| Brookstone Capital Management | 0.00% | Reduce -14.9% | 10,539 | $285K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -44.0% | 10,195 | $276K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -44.0% | 10,195 | $276K |
| PFG Advisors | 0.02% | No change | 9,403 | $254K |
| Wolverine Trading, LLC | 0.01% | New | 9,043 | $245K |
| Souders Financial Advisors | 0.03% | No change | 8,825 | $239K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Reduce -45.4% | 8,625 | $233K |
| SageView Advisory Group, LLC | 0.01% | Reduce -2.0% | 8,587 | $232K |
| Three Seasons Wealth, LLC | 0.11% | No change | 8,565 | $232K |
| Chris Bulman Inc | 0.14% | No change | 8,235 | $223K |
| Applied Capital LLC | 0.11% | No change | 8,158 | $221K |
| Atria Wealth Solutions, Inc. | 0.00% | No change | 8,102 | $219K |
| CoreCap Advisors, LLC | 0.01% | New | 8,092 | $219K |
| Visionary Wealth Advisors | 0.01% | Reduce -5.9% | 7,915 | $214K |
| Bright Futures Wealth Management, LLC. | 0.19% | Reduce -43.1% | 7,836 | $214K |
| Core Wealth Advisors, Inc. | 0.07% | No change | 7,758 | $210K |
| Claro Advisors Inc. | 0.03% | No change | 7,676 | $208K |
| Sugarloaf Wealth Management, LLC | 0.03% | New | 6,000 | $162K |
| Barclays PLC | 0.00% | New | 5,443 | $147K |
| Creative Financial Designs Inc. | 0.01% | New | 3,000 | $81K |
| DHJJ Financial Advisors, Ltd. | 0.02% | No change | 2,310 | $62K |
| Cwm, LLC | 0.00% | Reduce -2.0% | 1,894 | $51K |
| IFP Advisors, Inc | 0.00% | No change | 1,540 | $42K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +11.5% | 1,076 | $29K |
| Innovative Advisory Group, LLC | 0.01% | — | 270 | $7K |
"% 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.