Innovator Edp ETF 1 YR JulyZJULETF

13F holders, Q1 2026 (March 31)
88holders −3
7new positions
11sold out
1famous investor
$29.07avg. 13F price*

At the end of Q1 2026, 88 institutions reported holding Innovator Edp ETF 1 YR July (ZJUL) in their 13F filings, down 3 from Q4 2025. 7 opened new positions and 11 sold out. The largest holders were Commonwealth Equity Services, LLC ($7.7M), Osaic Holdings, Inc. ($4.1M) and Centaurus Financial, Inc. ($4.1M). 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

020406080100 Q3 2024: 65Q3 2024Q4 2024: 70Q4 2024Q1 2025: 68Q1 2025Q2 2025: 74Q2 2025Q3 2025: 92Q3 2025Q4 2025: 91Q4 2025Q1 2026: 88Q1 2026Q2 2026: 85Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions7$1.8M
Exits11$9.2M

All 13F filers, Q4 2025 → Q1 2026: 88,699 shares bought and 505,419 shares sold, net −416,720 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 88 holders

Commonwealth Equity Services, LLC 0.01% Reduce -3.5% 265,187 $7.7M
Osaic Holdings, Inc. 0.01% Reduce -5.3% 142,003 $4.1M
Centaurus Financial, Inc. 0.19% Reduce -3.8% 139,703 $4.1M
Canandaigua National Corp. 0.30% — 115,441 $3.4M
HighTower Advisors, LLC 0.00% Reduce -12.5% 112,838 $3.3M
Cetera Investment Advisers 0.00% Add +0.2% 107,051 $3.1M
Kestra Advisory Services, LLC 0.01% Reduce -1.2% 65,988 $1.9M
Captrust Financial Advisors 0.00% No change 65,482 $1.9M
Raymond James Financial Inc. 0.00% Reduce -20.6% 54,746 $1.6M
Stratos Wealth Advisors, LLC 0.09% Reduce -4.0% 52,323 $1.5M
Diligent Investors, LLC 0.35% No change 48,337 $1.4M
Archer Investment Corp 0.28% Reduce -7.5% 45,801 $1.3M
Trek Financial, LLC 0.07% No change 44,454 $1.3M
KFG Wealth Management, LLC 0.17% Reduce -5.5% 44,062 $1.3M
Susquehanna International Group, LLP 0.00% Add +133.6% 38,452 $1.1M
Cypress Wealth Services, LLC 0.15% Reduce -19.7% 36,939 $1.1M
IMG Wealth Management, Inc. 0.56% Reduce -0.9% 30,166 $877K
LPL Financial LLC 0.00% Add +2.9% 30,054 $874K
Citadel Advisors 0.00% New 29,260 $851K
Old Mission Capital LLC 0.02% Reduce -40.6% 26,938 $783K
AdvisorNet Financial, Inc 0.04% No change 23,891 $695K
Central Valley Advisors, LLC 0.18% Reduce -0.3% 22,167 $644K
Brown Wealth Management, LLC 0.16% Reduce -5.3% 21,165 $615K
Waverly Advisors, LLC 0.00% Reduce -0.1% 20,987 $610K
Continuum Advisory, LLC 0.06% Add +0.2% 20,946 $609K
NewEdge Advisors, LLC 0.00% Reduce -19.7% 20,376 $592K
Main Street Financial Solutions, LLC 0.04% Reduce -4.9% 19,490 $567K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.03% Reduce -1.9% 19,435 $565K
Lineweaver Wealth Advisors, LLC 0.07% No change 18,820 $547K
Brookstone Capital Management 0.01% Reduce -29.9% 18,811 $547K
Geneos Wealth Management Inc. 0.01% Reduce -0.0% 18,650 $542K
Mutual Advisors, LLC 0.01% Reduce -31.9% 18,243 $530K
FC Advisory LLC 0.15% Reduce -12.5% 18,221 $530K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -30.1% 17,599 $512K
Farther Finance Advisors, LLC 0.00% Add +9.5% 17,031 $495K
Truist Financial Corp. 0.00% No change 16,909 $492K
Kingsview Wealth Management, LLC 0.01% Reduce -0.7% 15,446 $449K
Allworth Financial LP 0.00% No change 15,188 $442K
Harbour Investments, Inc. 0.01% Reduce -37.3% 15,001 $436K
Tradition Wealth Management, LLC 0.03% No change 14,950 $435K
Collaborative Wealth Managment Inc. 0.20% Reduce -6.1% 14,723 $428K
Jim Saulnier & Associates, LLC 0.21% No change 14,495 $421K
Reliant Wealth Planning 0.13% No change 14,366 $418K
Red Reef Advisors LLC 0.40% Reduce -68.3% 12,985 $377K
Spectrum Advisors, Inc. 0.29% — 12,697 $369K
Advisory Services Network, LLC 0.00% Reduce -1.4% 12,628 $367K
AssuredPartners Investment Advisors, LLC 0.04% Reduce -32.7% 12,521 $365K
Glen Eagle Advisors, LLC 0.05% No change 12,485 $363K
NorthRock Partners, LLC 0.01% New 12,191 $354K
Souders Financial Advisors 0.04% No change 11,694 $340K
CreativeOne Wealth, LLC 0.01% Reduce -4.0% 11,435 $332K
Integrity Alliance, Llc. 0.01% No change 11,348 $330K
Beck Capital Management, LLC 0.07% Reduce -4.4% 10,466 $304K
Visionary Wealth Advisors 0.01% Reduce -6.7% 10,240 $298K
Three Seasons Wealth, LLC 0.11% Reduce -5.3% 10,116 $294K
GWN Securities Inc. 0.06% Reduce -0.3% 10,101 $294K
Syon Capital LLC 0.01% No change 9,700 $282K
CoreCap Advisors, LLC 0.01% Add +9.0% 8,693 $253K
Chris Bulman Inc 0.11% No change 8,644 $251K
SageView Advisory Group, LLC 0.01% No change 8,580 $249K
Creative Planning 0.00% New 8,580 $249K
Envestnet Asset Management Inc. 0.00% New 8,578 $249K
Independent Financial Group, LLC 0.01% No change 8,486 $247K
Evolution Wealth Management Inc. 0.18% No change 8,450 $246K
Sigma Planning Corp 0.01% Reduce -68.1% 8,373 $243K
Soltis Investment Advisors LLC 0.02% No change 8,339 $242K
Steward Partners Investment Advisory, LLC 0.00% Reduce -0.1% 7,804 $227K
MML Investors Services, LLC 0.00% No change 7,775 $226K
Allegiance Financial Group Advisory Services LLC 0.04% No change 7,682 $223K
Aegis Wealth Management, Inc. 0.18% Reduce -0.9% 7,679 $223K
Kelly Financial Group LLC 0.05% No change 7,239 $210K
Merit Financial Group, LLC 0.00% No change 7,120 $207K
SeaCrest Wealth Management, LLC 0.02% No change 7,072 $206K
Caliber Wealth Management, LLC / KS 0.02% No change 6,968 $203K
Alaska Permanent Capital Management, LLC 0.01% No change 5,915 $172K
Creative Financial Designs Inc. 0.01% No change 3,000 $87K
Root Financial Partners, LLC 0.00% New 2,814 $82K
IFP Advisors, Inc 0.00% No change 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 -11.8% 1,523 $44K
IFG Advisory, LLC 0.08% New 1,000 $29K
Financial Network Wealth Advisors LLC 0.03% No change 961 $28K
UBS Group AG 0.00% Add +314.1% 795 $23K
Lanark Financial, Inc. 0.00% No change 770 $22K
Mosley Wealth Management 0.00% New 364 $10K
Morgan Stanley 0.00% No change 161 $5K
Pinnacle Wealth Planning Services, Inc. 0.00% No change 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.