Innovator Edp ETF 1 YR JulyZJULETF
13F holders, Q2 2025 (June 30)74holders +6
17new positions
10sold out
1famous investor
$28.18avg. 13F price*
At the end of Q2 2025, 74 institutions reported holding Innovator Edp ETF 1 YR July (ZJUL) in their 13F filings, up 6 from Q1 2025. 17 opened new positions and 10 sold out. The largest holders were Sovran Advisors, LLC ($9.4M), Commonwealth Equity Services, LLC ($8.4M) and Canandaigua National Bank & Trust Co. ($3.4M). 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $17.9M |
| Exits | 10 | $3.7M |
All 13F filers, Q1 2025 → Q2 2025: 805,396 shares bought and 186,644 shares sold, net +618,752 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 74 holders
| Sovran Advisors, LLC | 0.99% | New | 333,909 | $9.4M |
| Commonwealth Equity Services, LLC | 0.01% | Add +1.8% | 296,486 | $8.4M |
| Canandaigua National Bank & Trust Co. | 0.31% | No change | 120,106 | $3.4M |
| Centaurus Financial, Inc. | 0.18% | Reduce -10.7% | 112,073 | $3.2M |
| HighTower Advisors, LLC | 0.00% | No change | 95,050 | $2.7M |
| AE Wealth Management LLC | 0.02% | Add +4124.7% | 90,282 | $2.5M |
| Principal Securities, Inc. | 0.04% | Reduce -18.7% | 83,164 | $2.3M |
| Osaic Holdings, Inc. | 0.00% | Add +13.7% | 67,496 | $1.9M |
| Harbour Investments, Inc. | 0.04% | Add +0.3% | 62,132 | $1.8M |
| Archer Investment Corp | 0.40% | Add +8.3% | 59,544 | $1.7M |
| Goldman Sachs Group Inc. | 0.00% | New | 59,047 | $1.7M |
| Stratos Wealth Advisors, LLC | 0.08% | Add +19.8% | 52,762 | $1.5M |
| Optima Capital LLC | 0.77% | New | 50,550 | $1.4M |
| Diligent Investors, LLC | 0.32% | Reduce -1.9% | 48,337 | $1.4M |
| Cypress Wealth Services, LLC | 0.23% | Reduce -14.1% | 46,006 | $1.3M |
| KFG Wealth Management, LLC | 0.20% | Add +15.0% | 43,916 | $1.2M |
| Trek Financial, LLC | 0.07% | Reduce -3.3% | 39,326 | $1.1M |
| Howard Bailey Securities, LLC | 0.34% | New | 38,864 | $1.1M |
| Brown Wealth Management, LLC | 0.33% | Reduce -0.0% | 38,084 | $1.1M |
| Cetera Investment Advisers | 0.00% | Add +14.1% | 36,389 | $1.0M |
| Investment Management Corp. /Va/ | 0.91% | Reduce -1.5% | 35,718 | $1.0M |
| Susquehanna International Group, LLP | 0.00% | Add +32.4% | 33,617 | $947K |
| Csenge Advisory Group | 0.05% | New | 31,702 | $875K |
| IMG Wealth Management, Inc. | 0.66% | Reduce -3.6% | 30,455 | $858K |
| Continuum Advisory, LLC | 0.10% | Add +4.5% | 29,972 | $845K |
| NewEdge Advisors, LLC | 0.00% | No change | 28,876 | $814K |
| Kestra Advisory Services, LLC | 0.00% | Add +13.5% | 28,269 | $797K |
| Brookstone Capital Management | 0.01% | Add +164.5% | 25,654 | $723K |
| FC Advisory LLC | 0.19% | Add +6.0% | 21,412 | $603K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +32.0% | 20,388 | $575K |
| AdvisorNet Financial, Inc | 0.04% | No change | 20,341 | $573K |
| Main Street Financial Solutions, LLC | 0.04% | No change | 18,900 | $533K |
| Citadel Advisors | 0.00% | New | 18,882 | $532K |
| Geneos Wealth Management Inc. | 0.01% | Add +20.7% | 18,650 | $526K |
| Brass Tax Wealth Management, Inc. | 0.09% | Reduce -2.6% | 17,257 | $486K |
| Tradition Wealth Management, LLC | 0.04% | No change | 16,098 | $454K |
| Allegiance Financial Group Advisory Services LLC | 0.12% | No change | 15,488 | $436K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 15,488 | $436K |
| Allworth Financial LP | 0.00% | No change | 15,394 | $434K |
| Maia Wealth LLC | 0.08% | Add +0.2% | 15,220 | $429K |
| Jim Saulnier & Associates, LLC | 0.28% | No change | 14,495 | $408K |
| Kingsview Wealth Management, LLC | 0.01% | No change | 13,871 | $391K |
| LPL Financial LLC | 0.00% | New | 13,478 | $380K |
| Beck Capital Management, LLC | 0.09% | Reduce -0.9% | 13,136 | $370K |
| FSA Advisors, Inc. | 0.29% | New | 12,615 | $355K |
| Glen Eagle Advisors, LLC | 0.05% | No change | 12,485 | $352K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +10.5% | 11,878 | $335K |
| Advisory Services Network, LLC | 0.01% | New | 11,659 | $331K |
| Souders Financial Advisors | 0.04% | New | 11,694 | $330K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -13.7% | 10,847 | $306K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Add +22.0% | 10,524 | $297K |
| GeoWealth Management, LLC | 0.01% | New | 10,311 | $291K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -0.8% | 10,109 | $285K |
| Soltis Investment Advisors LLC | 0.02% | New | 10,094 | $284K |
| GWN Securities Inc. | 0.05% | Add +2.4% | 9,982 | $281K |
| PFG Advisors | 0.01% | No change | 9,403 | $265K |
| SageView Advisory Group, LLC | 0.01% | No change | 8,580 | $244K |
| Three Seasons Wealth, LLC | 0.03% | No change | 8,565 | $241K |
| Claro Advisors Inc. | 0.04% | Add +9.9% | 8,436 | $238K |
| Chris Bulman Inc | 0.13% | No change | 8,235 | $232K |
| CoreCap Advisors, LLC | 0.01% | No change | 7,972 | $225K |
| Integrity Alliance, Llc. | 0.01% | Reduce -2.5% | 7,734 | $218K |
| UBS Group AG | 0.00% | New | 6,317 | $178K |
| Alaska Permanent Capital Management, LLC | 0.01% | New | 5,915 | $167K |
| Raymond James Financial Inc. | 0.00% | New | 4,727 | $133K |
| IFP Advisors, Inc | 0.00% | Add +172.4% | 4,195 | $118K |
| Creative Financial Designs Inc. | 0.01% | No change | 3,000 | $85K |
| DHJJ Financial Advisors, Ltd. | 0.02% | No change | 2,310 | $65K |
| Cwm, LLC | 0.00% | No change | 1,894 | $53K |
| Financial Network Wealth Advisors LLC | 0.03% | No change | 961 | $27K |
| Lanark Financial, Inc. | 0.00% | No change | 770 | $21K |
| Compass Financial Services Inc | 0.01% | No change | 625 | $18K |
| Park Square Financial Group, LLC | 0.00% | New | 128 | $4K |
| NewSquare Capital LLC | 0.00% | Reduce -85.0% | 60 | $2K |
"% 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.