ZJUL Institutional Ownership
Innovator ETFs Trust - Innovator Equity Defined Protection ETF - 1 Yr July
1W: -0.1%
1M: +0.2%
YTD: +0.2%
$30.29
-0.03 (-0.10%)
Weekly Expected Move ±0.4%
$30
$30
$30
$30
$31
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — ZJUL
96
Institutional Holders
-3 vs prior quarter
0.0%
Ownership
+0.00pp
66M
Total Invested
11
New Positions
17
Increased
39
Reduced
11
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (108 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | COMMONWEALTH EQUITY SERVICES, LLC | 227,129 | $7M | -38,058 | -14.4% | 8Q | SEC ↗ |
| 2 | OSAIC HOLDINGS, INC. | 140,089 | $4M | -1,914 | -1.3% | 8Q | SEC ↗ |
| 3 | CANANDAIGUA NATIONAL CORP NEW | 115,441 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 4 | CANANDAIGUA NATIONAL BANK & TRUST CO NEW | 115,087 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 5 | HighTower Advisors, LLC | 111,165 | $3M | -1,673 | -1.5% | 8Q | SEC ↗ |
| 6 | Cetera Investment Advisers | 108,846 | $3M | +1,795 | +1.7% | 8Q | SEC ↗ |
| 7 | CENTAURUS FINANCIAL, INC. | 107,150 | $3M | -32,553 | -23.3% | 8Q | SEC ↗ |
| 8 | RAYMOND JAMES FINANCIAL INC | 73,189 | $2M | +18,443 | +33.7% | 5Q | SEC ↗ |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 70,177 | $2M | +31,725 | +82.5% | 8Q | SEC ↗ |
| 10 | CAPTRUST FINANCIAL ADVISORS | 65,482 | $2M | — | +0.0% | 4Q | SEC ↗ |
| 11 | Stratos Wealth Advisors, LLC | 51,777 | $2M | -546 | -1.0% | 8Q | SEC ↗ |
| 12 | LPL Financial LLC | 43,985 | $1M | +13,931 | +46.4% | 5Q | SEC ↗ |
| 13 | Trek Financial, LLC | 43,511 | $1M | -943 | -2.1% | 8Q | SEC ↗ |
| 14 | KFG WEALTH MANAGEMENT, LLC | 43,009 | $1M | -1,053 | -2.4% | 8Q | SEC ↗ |
| 15 | Diligent Investors, LLC | 42,137 | $1M | -6,200 | -12.8% | 8Q | SEC ↗ |
| 16 | Kestra Advisory Services, LLC | 41,790 | $1M | -24,198 | -36.7% | 8Q | SEC ↗ |
| 17 | Triad Wealth Partners, LLC NEW | 40,953 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 18 | Archer Investment Corp | 39,869 | $1M | -5,932 | -13.0% | 8Q | SEC ↗ |
| 19 | Cambridge Investment Research Advisors | 32,857 | $995K | +15,258 | +86.7% | 8Q | SEC ↗ |
| 20 | IMG Wealth Management, Inc. | 29,043 | $880K | -1,123 | -3.7% | 7Q | SEC ↗ |
| 21 | Cypress Wealth Services, LLC | 28,623 | $867K | -8,316 | -22.5% | 8Q | SEC ↗ |
| 22 | Carmel Capital Partners, LLC NEW | 25,700 | $778K | — | +0.0% | 1Q | SEC ↗ |
| 23 | CENTRAL VALLEY ADVISORS, LLC | 24,677 | $747K | +2,510 | +11.3% | 4Q | SEC ↗ |
| 24 | TRUIST FINANCIAL CORP | 24,087 | $730K | +7,178 | +42.5% | 4Q | SEC ↗ |
| 25 | AdvisorNet Financial, Inc | 23,891 | $724K | — | +0.0% | 8Q | SEC ↗ |
| 26 | Continuum Advisory, LLC | 20,860 | $632K | -86 | -0.4% | 8Q | SEC ↗ |
| 27 | Waverly Advisors, LLC | 20,537 | $622K | -450 | -2.1% | 3Q | SEC ↗ |
| 28 | NewEdge Advisors, LLC | 20,376 | $617K | — | +0.0% | 8Q | SEC ↗ |
| 29 | BROWN WEALTH MANAGEMENT, LLC | 20,012 | $606K | -1,153 | -5.4% | 7Q | SEC ↗ |
| 30 | Main Street Financial Solutions, LLC | 19,490 | $590K | — | +0.0% | 8Q | SEC ↗ |
| 31 | Lineweaver Wealth Advisors, LLC | 18,820 | $570K | — | +0.0% | 4Q | SEC ↗ |
| 32 | Geneos Wealth Management Inc. | 18,650 | $565K | — | +0.0% | 7Q | SEC ↗ |
| 33 | C2P Capital Advisory Group, LLC d.b.a. | 17,952 | $544K | -1,483 | -7.6% | 8Q | SEC ↗ |
| 34 | FC Advisory LLC | 17,376 | $526K | -845 | -4.6% | 8Q | SEC ↗ |
| 35 | Kingsview Wealth Management, LLC | 17,328 | $525K | +1,882 | +12.2% | 8Q | SEC ↗ |
| 36 | Farther Finance Advisors, LLC | 17,163 | $520K | +132 | +0.8% | 4Q | SEC ↗ |
| 37 | Mutual Advisors, LLC | 15,584 | $472K | -2,659 | -14.6% | 4Q | SEC ↗ |
| 38 | ENVESTNET ASSET MANAGEMENT INC | 15,220 | $461K | +6,642 | +77.4% | 2Q | SEC ↗ |
| 39 | Brookstone Capital Management | 15,197 | $460K | -3,614 | -19.2% | 8Q | SEC ↗ |
| 40 | Allworth Financial LP | 14,985 | $454K | -203 | -1.3% | 8Q | SEC ↗ |
| 41 | Collaborative Wealth Managment Inc. | 14,723 | $446K | — | +0.0% | 4Q | SEC ↗ |
| 42 | JIM SAULNIER & ASSOCIATES, LLC | 14,495 | $439K | — | +0.0% | 8Q | SEC ↗ |
| 43 | Reliant Wealth Planning | 14,366 | $435K | — | +0.0% | 4Q | SEC ↗ |
| 44 | Tradition Wealth Management, LLC | 14,283 | $433K | -667 | -4.5% | 8Q | SEC ↗ |
| 45 | Spectrum Advisors, Inc. NEW | 12,697 | $385K | — | +0.0% | 1Q | SEC ↗ |
| 46 | Advisory Services Network, LLC | 12,628 | $383K | — | +0.0% | 5Q | SEC ↗ |
| 47 | AssuredPartners Investment Advisors, L | 12,521 | $379K | — | +0.0% | 3Q | SEC ↗ |
| 48 | Glen Eagle Advisors, LLC | 12,485 | $378K | — | +0.0% | 8Q | SEC ↗ |
| 49 | NorthRock Partners, LLC | 12,187 | $369K | -4 | -0.0% | 2Q | SEC ↗ |
| 50 | RIVERCHASE WEALTH MANAGEMENT, LLC NEW | 11,916 | $361K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (13)
| Holder | Shares | Value |
|---|---|---|
| CANANDAIGUA NATIONAL CORP | 115,441 | $3M |
| CANANDAIGUA NATIONAL BANK & TRUST C | 115,087 | $3M |
| Triad Wealth Partners, LLC | 40,953 | $1M |
| Carmel Capital Partners, LLC | 25,700 | $778K |
| Spectrum Advisors, Inc. | 12,697 | $385K |
| RIVERCHASE WEALTH MANAGEMENT, LLC | 11,916 | $361K |
| Cerity Partners LLC | 10,234 | $310K |
| Chicago Partners Investment Group L | 9,580 | $290K |
| Code Waechter LLC | 8,386 | $254K |
| Prasad Wealth Partners, LLC | 6,875 | $208K |
| J.W. COLE ADVISORS, INC. | 6,733 | $204K |
| WELLS FARGO & COMPANY/MN | 1,700 | $51K |
| BARCLAYS PLC | 1,603 | $49K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Sovran Advisors, LLC | 267,418 | $8M |
| CITADEL ADVISORS LLC | 29,260 | $886K |
| OLD MISSION CAPITAL LLC | 26,938 | $816K |
| Visionary Wealth Advisors | 10,240 | $310K |
| Orion Porfolio Solutions, LLC | 9,956 | $302K |
| Chris Bulman Inc | 8,644 | $262K |
| Sigma Planning Corp | 8,373 | $254K |
| AMERIPRISE FINANCIAL INC | 8,105 | $246K |
| Maia Wealth LLC | 7,764 | $235K |
| Merit Financial Group, LLC | 7,120 | $216K |
| SeaCrest Wealth Management, LLC | 7,072 | $214K |
| Integrity Advisory Solutions, LLC | 7,054 | $214K |
| Alaska Permanent Capital Management | 5,915 | $179K |
| Root Financial Partners, LLC | 2,814 | $85K |
| BANK OF AMERICA CORP /DE | 1,310 | $40K |
| OPTIMA CAPITAL LLC | 882 | $27K |
| UBS Group AG | 795 | $24K |
| Compass Financial Services Inc | 625 | $19K |
| JPMORGAN CHASE & CO | 404 | $12K |
| Mosley Wealth Management | 364 | $11K |
Biggest Increases (17)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +31,725 | +82.5% | 70,177 |
| RAYMOND JAMES FINANCIAL INC | +18,443 | +33.7% | 73,189 |
| Cambridge Investment Research Advis | +15,258 | +86.7% | 32,857 |
| LPL Financial LLC | +13,931 | +46.4% | 43,985 |
| TRUIST FINANCIAL CORP | +7,178 | +42.5% | 24,087 |
| ENVESTNET ASSET MANAGEMENT INC | +6,642 | +77.4% | 15,220 |
| Caliber Wealth Management, LLC / KS | +2,845 | +40.8% | 9,813 |
| CENTRAL VALLEY ADVISORS, LLC | +2,510 | +11.3% | 24,677 |
| Kingsview Wealth Management, LLC | +1,882 | +12.2% | 17,328 |
| Cetera Investment Advisers | +1,795 | +1.7% | 108,846 |
| Aegis Wealth Management, Inc. | +1,144 | +14.9% | 8,823 |
| Soltis Investment Advisors LLC | +519 | +6.2% | 8,858 |
| AE Wealth Management LLC | +287 | +18.8% | 1,810 |
| INDEPENDENT FINANCIAL GROUP, LLC | +285 | +3.4% | 8,771 |
| MML INVESTORS SERVICES, LLC | +221 | +2.8% | 7,996 |
| Farther Finance Advisors, LLC | +132 | +0.8% | 17,163 |
| Creative Planning | +78 | +0.9% | 8,658 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | -38,058 | -14.4% | 227,129 |
| CENTAURUS FINANCIAL, INC. | -32,553 | -23.3% | 107,150 |
| Kestra Advisory Services, LLC | -24,198 | -36.7% | 41,790 |
| Cypress Wealth Services, LLC | -8,316 | -22.5% | 28,623 |
| RED REEF ADVISORS LLC | -6,806 | -52.4% | 6,179 |
| Diligent Investors, LLC | -6,200 | -12.8% | 42,137 |
| Archer Investment Corp | -5,932 | -13.0% | 39,869 |
| Brookstone Capital Management | -3,614 | -19.2% | 15,197 |
| HARBOUR INVESTMENTS, INC. | -3,378 | -22.5% | 11,623 |
| Mutual Advisors, LLC | -2,659 | -14.6% | 15,584 |
| OSAIC HOLDINGS, INC. | -1,914 | -1.3% | 140,089 |
| HighTower Advisors, LLC | -1,673 | -1.5% | 111,165 |
| C2P Capital Advisory Group, LLC d.b | -1,483 | -7.6% | 17,952 |
| CoreCap Advisors, LLC | -1,238 | -14.2% | 7,455 |
| BROWN WEALTH MANAGEMENT, LLC | -1,153 | -5.4% | 20,012 |
| CreativeOne Wealth, LLC | -1,128 | -9.9% | 10,307 |
| IMG Wealth Management, Inc. | -1,123 | -3.7% | 29,043 |
| KFG WEALTH MANAGEMENT, LLC | -1,053 | -2.4% | 43,009 |
| Trek Financial, LLC | -943 | -2.1% | 43,511 |
| FC Advisory LLC | -845 | -4.6% | 17,376 |