ZJUN Institutional Ownership
Innovator ETFs Trust - Innovator Equity Defined Protection ETF - 1 Yr June
1W: +0.2%
1M: +0.5%
YTD: +0.5%
$27.80
+0.04 (+0.14%)
Weekly Expected Move ±0.4%
$28
$28
$28
$28
$28
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — ZJUN
86
Institutional Holders
+45 vs prior quarter
0.0%
Ownership
+0.00pp
94M
Total Invested
52
New Positions
25
Increased
5
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (89 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | NewEdge Advisors, LLC NEW | 542,788 | $15M | — | +0.0% | 1Q | SEC ↗ |
| 2 | AE Wealth Management LLC NEW | 354,439 | $10M | — | +0.0% | 1Q | SEC ↗ |
| 3 | RAYMOND JAMES FINANCIAL INC | 233,221 | $6M | +221,441 | +1879.8% | 5Q | SEC ↗ |
| 4 | Cambridge Investment Research Advisors NEW | 151,197 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 5 | SYKON CAPITAL LLC NEW | 146,979 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 6 | HOWARD BAILEY SECURITIES, LLC NEW | 128,131 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 7 | Csenge Advisory Group NEW | 112,092 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | 110,694 | $3M | +70,627 | +176.3% | 5Q | SEC ↗ |
| 9 | ENVESTNET ASSET MANAGEMENT INC | 90,662 | $3M | +27,634 | +43.8% | 5Q | SEC ↗ |
| 10 | CANANDAIGUA NATIONAL BANK & TRUST CO NEW | 80,702 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 11 | Kestra Advisory Services, LLC | 80,080 | $2M | +39,292 | +96.3% | 5Q | SEC ↗ |
| 12 | OSAIC HOLDINGS, INC. | 75,416 | $2M | +51,588 | +216.5% | 5Q | SEC ↗ |
| 13 | Farther Finance Advisors, LLC | 59,465 | $2M | +19,736 | +49.7% | 4Q | SEC ↗ |
| 14 | Concurrent Investment Advisors, LLC NEW | 52,621 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 15 | Integrated Wealth Management NEW | 50,102 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 16 | Cetera Investment Advisers | 48,833 | $1M | +20,362 | +71.5% | 5Q | SEC ↗ |
| 17 | Key Capital Management, INC NEW | 48,208 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 18 | Lineweaver Wealth Advisors, LLC | 44,743 | $1M | +5,957 | +15.4% | 5Q | SEC ↗ |
| 19 | OPTIMA CAPITAL LLC NEW | 44,696 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 20 | HighTower Advisors, LLC NEW | 40,969 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 21 | AssuredPartners Investment Advisors, L NEW | 40,222 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 22 | Jessup Wealth Management, Inc NEW | 39,746 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 23 | BROWN WEALTH MANAGEMENT, LLC | 38,638 | $1M | +5,056 | +15.1% | 3Q | SEC ↗ |
| 24 | Ameritas Advisory Services, LLC NEW | 36,363 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 25 | Centennial Advisors, LLC NEW | 35,418 | $985K | — | +0.0% | 1Q | SEC ↗ |
| 26 | Cornerstone Wealth Group, LLC | 32,548 | $905K | +14,593 | +81.3% | 5Q | SEC ↗ |
| 27 | TRUIST FINANCIAL CORP NEW | 31,710 | $882K | — | +0.0% | 1Q | SEC ↗ |
| 28 | FSA Advisors, Inc. NEW | 29,635 | $824K | — | +0.0% | 1Q | SEC ↗ |
| 29 | Independent Wealth Network Inc. NEW | 27,792 | $773K | — | +0.0% | 1Q | SEC ↗ |
| 30 | DAVENPORT & Co LLC NEW | 26,082 | $725K | — | +0.0% | 1Q | SEC ↗ |
| 31 | CENTAURUS FINANCIAL, INC. | 25,899 | $720K | +14,002 | +117.7% | 5Q | SEC ↗ |
| 32 | CENTRAL VALLEY ADVISORS, LLC | 25,134 | $699K | +918 | +3.8% | 5Q | SEC ↗ |
| 33 | Prasad Wealth Partners, LLC NEW | 23,555 | $655K | — | +0.0% | 1Q | SEC ↗ |
| 34 | KFG WEALTH MANAGEMENT, LLC | 20,815 | $579K | +10,115 | +94.5% | 3Q | SEC ↗ |
| 35 | Comprehensive Financial Consultants In NEW | 20,243 | $563K | — | +0.0% | 1Q | SEC ↗ |
| 36 | Integrity Advisory Solutions, LLC NEW | 19,673 | $547K | — | +0.0% | 1Q | SEC ↗ |
| 37 | CreativeOne Wealth, LLC | 19,609 | $545K | +7,535 | +62.4% | 5Q | SEC ↗ |
| 38 | Clear Creek Financial Management, LLC NEW | 19,537 | $543K | — | +0.0% | 1Q | SEC ↗ |
| 39 | LPL Financial LLC | 19,261 | $535K | +4,625 | +31.6% | 4Q | SEC ↗ |
| 40 | Lloyd Advisory Services, LLC. NEW | 18,776 | $522K | — | +0.0% | 1Q | SEC ↗ |
| 41 | OLD MISSION CAPITAL LLC | 18,521 | $515K | -18,060 | -49.4% | 4Q | SEC ↗ |
| 42 | Brookstone Capital Management | 17,459 | $485K | +8,654 | +98.3% | 5Q | SEC ↗ |
| 43 | Trek Financial, LLC NEW | 15,406 | $428K | — | +0.0% | 1Q | SEC ↗ |
| 44 | Virtue Capital Management, LLC NEW | 15,255 | $424K | — | +0.0% | 1Q | SEC ↗ |
| 45 | Ausdal Financial Partners, Inc. | 15,222 | $423K | +7,694 | +102.2% | 5Q | SEC ↗ |
| 46 | Archer Investment Corp | 14,901 | $414K | +3,852 | +34.9% | 5Q | SEC ↗ |
| 47 | Applied Capital LLC NEW | 14,621 | $406K | — | +0.0% | 1Q | SEC ↗ |
| 48 | Main Street Financial Solutions, LLC | 14,410 | $401K | +6,550 | +83.3% | 5Q | SEC ↗ |
| 49 | Mutual Advisors, LLC NEW | 13,687 | $380K | — | +0.0% | 1Q | SEC ↗ |
| 50 | Atlantic Private Wealth, LLC NEW | 13,650 | $379K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| NewEdge Advisors, LLC | 542,788 | $15M |
| AE Wealth Management LLC | 354,439 | $10M |
| Cambridge Investment Research Advis | 151,197 | $4M |
| SYKON CAPITAL LLC | 146,979 | $4M |
| HOWARD BAILEY SECURITIES, LLC | 128,131 | $4M |
| Csenge Advisory Group | 112,092 | $3M |
| CANANDAIGUA NATIONAL BANK & TRUST C | 80,702 | $2M |
| Concurrent Investment Advisors, LLC | 52,621 | $1M |
| Integrated Wealth Management | 50,102 | $1M |
| Key Capital Management, INC | 48,208 | $1M |
| OPTIMA CAPITAL LLC | 44,696 | $1M |
| HighTower Advisors, LLC | 40,969 | $1M |
| AssuredPartners Investment Advisors | 40,222 | $1M |
| Jessup Wealth Management, Inc | 39,746 | $1M |
| Ameritas Advisory Services, LLC | 36,363 | $1M |
| Centennial Advisors, LLC | 35,418 | $985K |
| TRUIST FINANCIAL CORP | 31,710 | $882K |
| FSA Advisors, Inc. | 29,635 | $824K |
| Independent Wealth Network Inc. | 27,792 | $773K |
| DAVENPORT & Co LLC | 26,082 | $725K |
Sold Out (6)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| VanWeelden Wealth Management, LLC | 526,129 | $15M |
| UBS Group AG | 1,270 | $35K |
| ROYAL BANK OF CANADA | 975 | $27K |
| Noble Wealth Management PBC | 600 | $17K |
| BARCLAYS PLC | 330 | $9K |
| JPMORGAN CHASE & CO | 155 | $4K |
Biggest Increases (20)
Biggest Decreases (2)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| OLD MISSION CAPITAL LLC | -18,060 | -49.4% | 18,521 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -14,377 | -56.6% | 11,010 |