Innovator Edp ETF 1 YR JulyZJULETF
13F holders, Q3 2025 (September 30)92holders +18
26new positions
9sold out
$28.74avg. 13F price*
At the end of Q3 2025, 92 institutions reported holding Innovator Edp ETF 1 YR July (ZJUL) in their 13F filings, up 18 from Q2 2025. 26 opened new positions and 9 sold out. The largest holders were Sovran Advisors, LLC ($10.4M), Commonwealth Equity Services, LLC ($8.1M) and Osaic Holdings, Inc. ($4.4M).
- Company
- Innovator Edp ETF 1 YR July
- CUSIP
- 45783Y251
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $9.4M |
| Exits | 9 | $4.2M |
All 13F filers, Q2 2025 → Q3 2025: 824,792 shares bought and 320,853 shares sold, net +503,939 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 92 holders
| Sovran Advisors, LLC | 0.92% | Add +8.4% | 361,973 | $10.4M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -4.4% | 283,341 | $8.1M |
| Osaic Holdings, Inc. | 0.01% | Add +127.7% | 153,693 | $4.4M |
| Centaurus Financial, Inc. | 0.20% | Add +34.0% | 150,201 | $4.3M |
| HighTower Advisors, LLC | 0.00% | Add +35.7% | 128,962 | $3.7M |
| Canandaigua National Bank & Trust Co. | 0.31% | Add +3.4% | 124,204 | $3.6M |
| Cetera Investment Advisers | 0.00% | Add +220.3% | 116,543 | $3.3M |
| AE Wealth Management LLC | 0.02% | Reduce -5.8% | 85,030 | $2.4M |
| Kestra Advisory Services, LLC | 0.01% | Add +161.9% | 74,049 | $2.1M |
| Archer Investment Corp | 0.42% | Add +9.1% | 64,980 | $1.9M |
| Captrust Financial Advisors | 0.00% | New | 57,452 | $1.7M |
| Stratos Wealth Advisors, LLC | 0.08% | Add +4.6% | 55,197 | $1.6M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.09% | Add +389.6% | 51,529 | $1.5M |
| Diligent Investors, LLC | 0.35% | No change | 48,337 | $1.4M |
| KFG Wealth Management, LLC | 0.20% | Add +7.8% | 47,342 | $1.4M |
| Cypress Wealth Services, LLC | 0.22% | No change | 46,006 | $1.3M |
| Raymond James Financial Inc. | 0.00% | Add +862.2% | 45,485 | $1.3M |
| Howard Bailey Securities, LLC | 0.37% | Add +16.2% | 45,153 | $1.3M |
| Trek Financial, LLC | 0.08% | Add +14.3% | 44,940 | $1.3M |
| Optima Capital LLC | 0.58% | Reduce -18.3% | 41,297 | $1.2M |
| Csenge Advisory Group | 0.06% | Add +29.6% | 41,079 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Add +18.9% | 39,967 | $1.1M |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +100.0% | 30,976 | $894K |
| IMG Wealth Management, Inc. | 0.59% | No change | 30,455 | $875K |
| Sigma Planning Corp | 0.02% | New | 30,414 | $874K |
| LPL Financial LLC | 0.00% | Add +118.2% | 29,412 | $845K |
| NewEdge Advisors, LLC | 0.00% | No change | 28,876 | $830K |
| Brookstone Capital Management | 0.01% | Add +7.5% | 27,565 | $792K |
| Continuum Advisory, LLC | 0.08% | Reduce -11.6% | 26,511 | $762K |
| Mutual Advisors, LLC | 0.02% | New | 26,426 | $761K |
| Harbour Investments, Inc. | 0.02% | Reduce -58.6% | 25,750 | $740K |
| Brown Wealth Management, LLC | 0.21% | Reduce -32.9% | 25,568 | $735K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +20.1% | 24,475 | $703K |
| AdvisorNet Financial, Inc | 0.04% | Add +17.4% | 23,891 | $686K |
| Central Valley Advisors, LLC | 0.20% | New | 22,222 | $638K |
| Brass Tax Wealth Management, Inc. | 0.10% | Add +21.7% | 21,007 | $604K |
| Maia Wealth LLC | 0.10% | Add +34.6% | 20,492 | $591K |
| Main Street Financial Solutions, LLC | 0.04% | Add +8.4% | 20,490 | $589K |
| Truist Financial Corp. | 0.00% | New | 19,794 | $569K |
| FC Advisory LLC | 0.16% | Reduce -11.5% | 18,949 | $544K |
| Lineweaver Wealth Advisors, LLC | 0.08% | New | 18,820 | $541K |
| Geneos Wealth Management Inc. | 0.01% | No change | 18,650 | $536K |
| Collaborative Wealth Managment Inc. | 0.18% | New | 15,684 | $451K |
| Soltis Investment Advisors LLC | 0.03% | Add +53.9% | 15,534 | $446K |
| Allegiance Financial Group Advisory Services LLC | 0.10% | No change | 15,488 | $445K |
| Allworth Financial LP | 0.00% | No change | 15,394 | $442K |
| Tradition Wealth Management, LLC | 0.03% | Reduce -6.5% | 15,054 | $433K |
| Jim Saulnier & Associates, LLC | 0.23% | No change | 14,495 | $416K |
| Reliant Wealth Planning | 0.13% | New | 14,366 | $413K |
| Kingsview Wealth Management, LLC | 0.01% | Add +2.3% | 14,184 | $408K |
| Beck Capital Management, LLC | 0.09% | Reduce -1.9% | 12,884 | $370K |
| Glen Eagle Advisors, LLC | 0.05% | No change | 12,485 | $359K |
| CreativeOne Wealth, LLC | 0.01% | Add +12.4% | 12,188 | $350K |
| Visionary Wealth Advisors | 0.02% | New | 11,738 | $337K |
| Souders Financial Advisors | 0.04% | No change | 11,694 | $336K |
| Advisory Services Network, LLC | 0.00% | Reduce -0.1% | 11,642 | $334K |
| Old Mission Capital LLC | 0.01% | New | 11,550 | $332K |
| Evolution Wealth Management Inc. | 0.32% | New | 10,929 | $314K |
| Three Seasons Wealth, LLC | 0.03% | Add +24.7% | 10,681 | $307K |
| Envestnet Asset Management Inc. | 0.00% | New | 10,426 | $300K |
| GWN Securities Inc. | 0.07% | Add +1.8% | 10,166 | $292K |
| Orion Porfolio Solutions, LLC | 0.00% | No change | 10,109 | $290K |
| Syon Capital LLC | 0.01% | New | 9,700 | $279K |
| FSA Advisors, Inc. | 0.22% | Reduce -24.2% | 9,567 | $275K |
| Chris Bulman Inc | 0.12% | Add +4.2% | 8,581 | $247K |
| SageView Advisory Group, LLC | 0.01% | No change | 8,580 | $247K |
| Independent Financial Group, LLC | 0.01% | New | 8,486 | $244K |
| CoreCap Advisors, LLC | 0.01% | No change | 7,972 | $229K |
| Prasad Wealth Partners, LLC | 0.06% | New | 7,875 | $226K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -33.9% | 7,851 | $226K |
| Integrity Alliance, Llc. | 0.01% | No change | 7,734 | $222K |
| MML Investors Services, LLC | 0.00% | New | 7,616 | $219K |
| Kelly Financial Group LLC | 0.06% | New | 7,239 | $208K |
| Farther Finance Advisors, LLC | 0.00% | New | 7,238 | $208K |
| SeaCrest Wealth Management, LLC | 0.02% | New | 7,072 | $203K |
| Mach-1 Financial Group, LLC | 0.03% | New | 7,054 | $203K |
| Integrity Advisory Solutions, LLC | 0.03% | — | 7,054 | $203K |
| Caliber Wealth Management, LLC / KS | 0.02% | New | 6,968 | $200K |
| Alaska Permanent Capital Management, LLC | 0.01% | No change | 5,915 | $170K |
| IFP Advisors, Inc | 0.00% | Add +4.0% | 4,362 | $125K |
| JPMorgan Chase & Co. | 0.00% | New | 4,341 | $125K |
| Creative Financial Designs Inc. | 0.01% | No change | 3,000 | $86K |
| DHJJ Financial Advisors, Ltd. | 0.02% | No change | 2,310 | $66K |
| Cwm, LLC | 0.00% | No change | 1,894 | $54K |
| Principal Securities, Inc. | 0.00% | Reduce -98.2% | 1,473 | $42K |
| Barclays PLC | 0.00% | New | 1,364 | $39K |
| Bank of America Corp. | 0.00% | New | 1,000 | $29K |
| Financial Network Wealth Advisors LLC | 0.03% | No change | 961 | $28K |
| Lanark Financial, Inc. | 0.00% | No change | 770 | $22K |
| Compass Financial Services Inc | 0.01% | No change | 625 | $18K |
| Mma Asset Management LLC | 0.00% | New | 345 | $10K |
| Morgan Stanley | 0.00% | New | 161 | $5K |
"% 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.