ZJUL

Innovtor Equity Defined Protection ETF - 1 Yr July
ZJUL

Overview Fund Activity

72 hedge funds and large institutions have $68.3M invested in Innovtor Equity Defined Protection ETF - 1 Yr July in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 10 closing their positions.

Holders
72
Holders Change
+4
Holders Change %
+5.88%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
19
Reduced
15
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SA
1
Sovran Advisors
California
$9.43M
2
AWM
2
AE Wealth Management
Kansas
$2.54M
3
Goldman Sachs
3
Goldman Sachs
New York
$1.66M
4
OC
4
Optima Capital
Oregon
$1.42M
5
CAG
5
Csenge Advisory Group
Florida
$875K

Top Sellers

1
TC
1
TownSquare Capital
Utah
$0
2
GWM
2
Geneos Wealth Management
Colorado
$526K
3
HAS
3
HBW Advisory Services
California
$0
4
PS
4
Principal Securities
Iowa
$2.34M
5
OMC
5
Old Mission Capital
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BCM
26
Brookstone Capital Management
Illinois
$723K 25,654 +15,954 +164%
FA
27
FC Advisory
Pennsylvania
$603K 21,412 +1,210 +6%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$575K 20,388 +4,948 +32%
AF
29
Advisornet Financial
Minnesota
$573K 20,341 – –
MSFS
30
Main Street Financial Solutions
Pennsylvania
$533K 18,900 – –
Citadel Advisors
31
Citadel Advisors
Florida
$532K 18,882 +18,882 New
GWM
32
Geneos Wealth Management
Colorado
$526K 18,650 -33,700 -64%
BTWM
33
Brass Tax Wealth Management
Ohio
$486K 17,257 -460 -3%
TWM
34
Tradition Wealth Management
Minnesota
$454K 16,098 – –
AFGAS
35
Allegiance Financial Group Advisory Services
Virginia
$436K 15,488 – –
FPAS
36
Focus Partners Advisor Solutions
Missouri
$436K 15,488 +15,488 New
AF
37
Allworth Financial
California
$434K 15,394 – –
MW
38
Maia Wealth
Colorado
$429K 15,220 +35 +0.2%
JSA
39
Jim Saulnier & Associates
Colorado
$408K 14,495 – –
KWM
40
Kingsview Wealth Management
Oregon
$391K 13,871 – –
LPL Financial
41
LPL Financial
California
$380K 13,478 +13,478 New
BCM
42
Beck Capital Management
Texas
$370K 13,136 -123 -0.9%
FA
43
FSA Advisors
Michigan
$355K 12,615 +12,615 New
GEA
44
Glen Eagle Advisors
New Jersey
$352K 12,485 – –
SPIA
45
Steward Partners Investment Advisory
New York
$335K 11,878 +1,128 +10%
ASN
46
Advisory Services Network
Georgia
$331K 11,659 +11,659 New
SFA
47
Souders Financial Advisors
Ohio
$330K 11,694 +11,694 New
CW
48
CreativeOne Wealth
Kansas
$306K 10,847 -1,723 -14%
PCA
49
Prosperity Capital Advisors
Ohio
$297K 10,524 +1,900 +22%
GM
50
GeoWealth Management
Illinois
$291K 10,311 +10,311 New
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