Innovator Edp ETF 1 YR JulyZJULETF
13F holders, Q1 2025 (March 31)68holders −2
5new positions
6sold out
$26.78avg. 13F price*
At the end of Q1 2025, 68 institutions reported holding Innovator Edp ETF 1 YR July (ZJUL) in their 13F filings, down 2 from Q4 2024. 5 opened new positions and 6 sold out. The largest holders were Commonwealth Equity Services, LLC ($7.8M), Centaurus Financial, Inc. ($3.4M) and Canandaigua National Bank & Trust Co. ($3.2M).
- Company
- Innovator Edp ETF 1 YR July
- CUSIP
- 45783Y251
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $526K |
| Exits | 6 | $6.0M |
All 13F filers, Q4 2024 → Q1 2025: 90,852 shares bought and 335,143 shares sold, net −244,291 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 68 holders
| Commonwealth Equity Services, LLC | 0.01% | Add +6.6% | 291,323 | $7.8M |
| Centaurus Financial, Inc. | 0.20% | Reduce -6.1% | 125,425 | $3.4M |
| Canandaigua National Bank & Trust Co. | 0.32% | No change | 120,106 | $3.2M |
| Principal Securities, Inc. | 0.06% | No change | 102,294 | $2.8M |
| HighTower Advisors, LLC | 0.00% | No change | 95,050 | $2.5M |
| Harbour Investments, Inc. | 0.05% | Reduce -2.3% | 61,969 | $1.7M |
| Osaic Holdings, Inc. | 0.00% | Add +177.6% | 59,391 | $1.6M |
| Archer Investment Corp | 0.38% | Reduce -7.0% | 54,957 | $1.5M |
| Cypress Wealth Services, LLC | 0.29% | Reduce -26.3% | 53,527 | $1.4M |
| Diligent Investors, LLC | 0.32% | Reduce -12.2% | 49,275 | $1.3M |
| Stratos Wealth Advisors, LLC | 0.06% | Reduce -5.1% | 44,046 | $1.2M |
| Trek Financial, LLC | 0.08% | Reduce -2.3% | 40,646 | $1.1M |
| Townsquare Capital LLC | 0.01% | Reduce -0.5% | 39,049 | $1.0M |
| KFG Wealth Management, LLC | 0.19% | No change | 38,176 | $1.0M |
| Brown Wealth Management, LLC | 0.35% | Reduce -0.5% | 38,088 | $1.0M |
| Investment Management Corp. /Va/ | 0.88% | Reduce -3.6% | 36,263 | $971K |
| Cetera Investment Advisers | 0.00% | Reduce -30.5% | 31,893 | $854K |
| IMG Wealth Management, Inc. | 0.76% | No change | 31,588 | $846K |
| NewEdge Advisors, LLC | 0.00% | Reduce -8.0% | 28,876 | $773K |
| Continuum Advisory, LLC | 0.10% | Reduce -3.7% | 28,676 | $768K |
| Susquehanna International Group, LLP | 0.00% | Add +61.2% | 25,392 | $680K |
| Kestra Advisory Services, LLC | 0.00% | Add +8.0% | 24,915 | $667K |
| HBW Advisory Services LLC | 0.08% | Reduce -6.8% | 20,968 | $561K |
| AdvisorNet Financial, Inc | 0.04% | No change | 20,341 | $545K |
| FC Advisory LLC | 0.18% | Reduce -6.4% | 20,202 | $541K |
| Old Mission Capital LLC | 0.01% | Reduce -48.2% | 20,060 | $537K |
| Main Street Financial Solutions, LLC | 0.04% | No change | 18,900 | $506K |
| Brass Tax Wealth Management, Inc. | 0.10% | Reduce -0.6% | 17,717 | $474K |
| Tradition Wealth Management, LLC | 0.04% | Reduce -14.4% | 16,098 | $431K |
| Allegiance Financial Group Advisory Services LLC | 0.13% | No change | 15,488 | $415K |
| Geneos Wealth Management Inc. | 0.01% | Add +0.0% | 15,450 | $414K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -35.4% | 15,440 | $413K |
| Allworth Financial LP | 0.00% | No change | 15,394 | $409K |
| Maia Wealth LLC | 0.09% | Reduce -26.8% | 15,185 | $403K |
| Jim Saulnier & Associates, LLC | 0.30% | No change | 14,495 | $388K |
| Kingsview Wealth Management, LLC | 0.01% | Add +15.6% | 13,871 | $371K |
| Beck Capital Management, LLC | 0.10% | Reduce -0.2% | 13,259 | $355K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -2.2% | 12,570 | $337K |
| Glen Eagle Advisors, LLC | 0.06% | No change | 12,485 | $334K |
| Signal Advisors Wealth, LLC | 0.03% | Reduce -14.8% | 11,525 | $309K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -9.6% | 10,750 | $288K |
| Wolverine Trading, LLC | 0.01% | Add +19.0% | 10,759 | $288K |
| Orion Porfolio Solutions, LLC | 0.00% | No change | 10,195 | $273K |
| Orion Portfolio Solutions, LLC | 0.00% | No change | 10,195 | $273K |
| GWN Securities Inc. | 0.01% | New | 9,746 | $261K |
| Brookstone Capital Management | 0.00% | Reduce -8.0% | 9,700 | $260K |
| PFG Advisors | 0.01% | No change | 9,403 | $252K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Reduce -0.0% | 8,624 | $231K |
| SageView Advisory Group, LLC | 0.01% | Reduce -0.1% | 8,580 | $230K |
| Three Seasons Wealth, LLC | 0.11% | No change | 8,565 | $229K |
| Chris Bulman Inc | 0.14% | No change | 8,235 | $220K |
| Applied Capital LLC | 0.11% | No change | 8,158 | $218K |
| Atria Wealth Solutions, Inc. | 0.00% | No change | 8,102 | $217K |
| CoreCap Advisors, LLC | 0.01% | Reduce -1.5% | 7,972 | $213K |
| Integrity Alliance, Llc. | 0.01% | New | 7,934 | $212K |
| Visionary Wealth Advisors | 0.01% | No change | 7,915 | $212K |
| Core Wealth Advisors, Inc. | 0.07% | No change | 7,758 | $208K |
| Claro Advisors Inc. | 0.03% | No change | 7,676 | $205K |
| Barclays PLC | 0.00% | Add +0.6% | 5,475 | $147K |
| Creative Financial Designs Inc. | 0.01% | No change | 3,000 | $80K |
| DHJJ Financial Advisors, Ltd. | 0.02% | No change | 2,310 | $62K |
| AE Wealth Management LLC | 0.00% | Reduce -82.7% | 2,137 | $57K |
| Cwm, LLC | 0.00% | No change | 1,894 | $51K |
| IFP Advisors, Inc | 0.00% | No change | 1,540 | $41K |
| Financial Network Wealth Advisors LLC | 0.03% | New | 961 | $26K |
| Lanark Financial, Inc. | 0.00% | — | 770 | $20K |
| Compass Financial Services Inc | 0.01% | New | 625 | $17K |
| NewSquare Capital LLC | 0.00% | New | 400 | $11K |
"% 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.