Innovator Edp ETF 1 YR JulyZJULETF
13F holders, Q4 2025 (December 31)91holders −1
6new positions
8sold out
$29.08avg. 13F price*
At the end of Q4 2025, 91 institutions reported holding Innovator Edp ETF 1 YR July (ZJUL) in their 13F filings, down 1 from Q3 2025. 6 opened new positions and 8 sold out. The largest holders were Commonwealth Equity Services, LLC ($8.0M), Sovran Advisors, LLC ($7.8M) 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $1.6M |
| Exits | 8 | $4.2M |
All 13F filers, Q3 2025 → Q4 2025: 141,454 shares bought and 538,921 shares sold, net −397,467 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 91 holders
| Commonwealth Equity Services, LLC | 0.01% | Reduce -3.0% | 274,905 | $8.0M |
| Sovran Advisors, LLC | 0.66% | Reduce -26.1% | 267,418 | $7.8M |
| Osaic Holdings, Inc. | 0.01% | Reduce -2.4% | 149,979 | $4.4M |
| Centaurus Financial, Inc. | 0.19% | Reduce -3.3% | 145,179 | $4.2M |
| HighTower Advisors, LLC | 0.00% | No change | 128,962 | $3.7M |
| Canandaigua National Bank & Trust Co. | 0.31% | Reduce -4.8% | 118,204 | $3.4M |
| Cetera Investment Advisers | 0.00% | Reduce -8.4% | 106,804 | $3.1M |
| Raymond James Financial Inc. | 0.00% | Add +51.5% | 68,917 | $2.0M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -9.8% | 66,777 | $1.9M |
| Captrust Financial Advisors | 0.00% | Add +14.0% | 65,482 | $1.9M |
| Stratos Wealth Advisors, LLC | 0.08% | Reduce -1.2% | 54,531 | $1.6M |
| Archer Investment Corp | 0.33% | Reduce -23.8% | 49,529 | $1.4M |
| Diligent Investors, LLC | 0.35% | No change | 48,337 | $1.4M |
| KFG Wealth Management, LLC | 0.18% | Reduce -1.5% | 46,650 | $1.4M |
| Cypress Wealth Services, LLC | 0.18% | No change | 46,006 | $1.3M |
| Old Mission Capital LLC | 0.05% | Add +292.8% | 45,373 | $1.3M |
| Trek Financial, LLC | 0.07% | Reduce -1.1% | 44,454 | $1.3M |
| Red Reef Advisors LLC | 1.21% | — | 40,985 | $1.2M |
| IMG Wealth Management, Inc. | 0.56% | No change | 30,455 | $885K |
| LPL Financial LLC | 0.00% | Reduce -0.7% | 29,221 | $849K |
| Brookstone Capital Management | 0.01% | Reduce -2.7% | 26,831 | $780K |
| Mutual Advisors, LLC | 0.02% | Add +1.4% | 26,806 | $779K |
| Sigma Planning Corp | 0.02% | Reduce -13.6% | 26,272 | $764K |
| NewEdge Advisors, LLC | 0.00% | Reduce -12.1% | 25,376 | $738K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +2.9% | 25,177 | $732K |
| Harbour Investments, Inc. | 0.01% | Reduce -7.2% | 23,908 | $695K |
| AdvisorNet Financial, Inc | 0.04% | No change | 23,891 | $694K |
| Brown Wealth Management, LLC | 0.17% | Reduce -12.6% | 22,346 | $649K |
| Central Valley Advisors, LLC | 0.19% | No change | 22,222 | $646K |
| Waverly Advisors, LLC | 0.00% | New | 21,007 | $611K |
| Continuum Advisory, LLC | 0.06% | Reduce -21.2% | 20,902 | $608K |
| FC Advisory LLC | 0.17% | Add +9.9% | 20,824 | $605K |
| Main Street Financial Solutions, LLC | 0.04% | No change | 20,490 | $596K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | Reduce -61.5% | 19,812 | $576K |
| Lineweaver Wealth Advisors, LLC | 0.07% | No change | 18,820 | $547K |
| Geneos Wealth Management Inc. | 0.01% | Add +0.0% | 18,653 | $542K |
| AssuredPartners Investment Advisors, LLC | 0.08% | New | 18,595 | $540K |
| Truist Financial Corp. | 0.00% | Reduce -14.6% | 16,909 | $491K |
| Susquehanna International Group, LLP | 0.00% | Reduce -58.8% | 16,463 | $478K |
| Collaborative Wealth Managment Inc. | 0.16% | No change | 15,684 | $456K |
| Farther Finance Advisors, LLC | 0.00% | Add +114.9% | 15,556 | $452K |
| Kingsview Wealth Management, LLC | 0.01% | Add +9.7% | 15,555 | $452K |
| Allworth Financial LP | 0.00% | Reduce -1.3% | 15,188 | $441K |
| Tradition Wealth Management, LLC | 0.03% | Reduce -0.7% | 14,950 | $435K |
| Jim Saulnier & Associates, LLC | 0.22% | No change | 14,495 | $421K |
| Reliant Wealth Planning | 0.13% | No change | 14,366 | $418K |
| Advisory Services Network, LLC | 0.01% | Add +10.0% | 12,807 | $372K |
| Glen Eagle Advisors, LLC | 0.05% | No change | 12,485 | $363K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -2.3% | 11,905 | $346K |
| Souders Financial Advisors | 0.04% | No change | 11,694 | $340K |
| Integrity Alliance, Llc. | 0.01% | Add +46.7% | 11,348 | $330K |
| Visionary Wealth Advisors | 0.01% | Reduce -6.5% | 10,972 | $319K |
| Beck Capital Management, LLC | 0.08% | Reduce -15.0% | 10,946 | $318K |
| Three Seasons Wealth, LLC | 0.03% | No change | 10,681 | $310K |
| GWN Securities Inc. | 0.06% | Reduce -0.3% | 10,133 | $295K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -1.5% | 9,956 | $289K |
| Syon Capital LLC | 0.01% | No change | 9,700 | $282K |
| Chris Bulman Inc | 0.11% | Add +0.7% | 8,644 | $251K |
| SageView Advisory Group, LLC | 0.01% | No change | 8,580 | $249K |
| Independent Financial Group, LLC | 0.01% | No change | 8,486 | $247K |
| Evolution Wealth Management Inc. | 0.20% | Reduce -22.7% | 8,450 | $246K |
| Soltis Investment Advisors LLC | 0.02% | Reduce -46.3% | 8,339 | $242K |
| Ameriprise Financial Inc. | 0.00% | New | 8,105 | $236K |
| CoreCap Advisors, LLC | 0.01% | No change | 7,972 | $232K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -0.5% | 7,813 | $227K |
| Maia Wealth LLC | 0.04% | Reduce -62.1% | 7,764 | $227K |
| MML Investors Services, LLC | 0.00% | Add +2.1% | 7,775 | $226K |
| Aegis Wealth Management, Inc. | 0.18% | — | 7,749 | $225K |
| Prasad Wealth Partners, LLC | 0.06% | Reduce -1.9% | 7,725 | $225K |
| Allegiance Financial Group Advisory Services LLC | 0.05% | Reduce -50.4% | 7,682 | $223K |
| Kelly Financial Group LLC | 0.05% | No change | 7,239 | $210K |
| Merit Financial Group, LLC | 0.00% | New | 7,120 | $207K |
| SeaCrest Wealth Management, LLC | 0.02% | No change | 7,072 | $206K |
| Integrity Advisory Solutions, LLC | 0.03% | No change | 7,054 | $205K |
| Caliber Wealth Management, LLC / KS | 0.02% | No change | 6,968 | $203K |
| Alaska Permanent Capital Management, LLC | 0.01% | No change | 5,915 | $172K |
| Barclays PLC | 0.00% | Add +231.1% | 4,516 | $131K |
| Creative Financial Designs Inc. | 0.01% | No change | 3,000 | $87K |
| IFP Advisors, Inc | 0.00% | Reduce -44.4% | 2,427 | $71K |
| DHJJ Financial Advisors, Ltd. | 0.02% | No change | 2,310 | $67K |
| Cwm, LLC | 0.00% | No change | 1,894 | $55K |
| AE Wealth Management LLC | 0.00% | Reduce -98.0% | 1,727 | $50K |
| Bank of America Corp. | 0.00% | Add +31.0% | 1,310 | $38K |
| Financial Network Wealth Advisors LLC | 0.03% | No change | 961 | $28K |
| Optima Capital LLC | 0.01% | Reduce -97.9% | 882 | $26K |
| Lanark Financial, Inc. | 0.00% | No change | 770 | $22K |
| Compass Financial Services Inc | 0.01% | No change | 625 | $18K |
| JPMorgan Chase & Co. | 0.00% | Reduce -90.7% | 404 | $12K |
| UBS Group AG | 0.00% | New | 192 | $6K |
| Morgan Stanley | 0.00% | No change | 161 | $5K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 38 | $1K |
"% 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.