ZJUL

Innovtor Equity Defined Protection ETF - 1 Yr July
ZJUL

Overview Fund Activity

73 hedge funds and large institutions have $69.3M 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, 20 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
+5
Holders Change %
+7.35%
% of All Funds
0.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
20
Reduced
15
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

Top Sellers

1
TC
TownSquare Capital
Utah
$0
2
GWM
Geneos Wealth Management
Colorado
$526K
3
HAS
HBW Advisory Services
California
$0
4
PS
Principal Securities
Iowa
$2.34M
5
OMC
Old Mission Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
26
Kestra Advisory Services
Texas
$797K +$94.5K +3,354 +13%
BCM
27
Brookstone Capital Management
Illinois
$723K +$450K +15,954 +164%
FA
28
FC Advisory
Pennsylvania
$603K +$34.1K +1,210 +6%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$575K +$140K +4,948 +32%
AF
30
Advisornet Financial
Minnesota
$573K – – –
MSFS
31
Main Street Financial Solutions
Pennsylvania
$533K – – –
Citadel Advisors
32
Citadel Advisors
Florida
$532K +$532K +18,882 New
GWM
33
Geneos Wealth Management
Colorado
$526K -$950K -33,700 -64%
BTWM
34
Brass Tax Wealth Management
Ohio
$486K -$13K -460 -3%
TWM
35
Tradition Wealth Management
Minnesota
$454K – – –
AFGAS
36
Allegiance Financial Group Advisory Services
Virginia
$436K – – –
FPAS
37
Focus Partners Advisor Solutions
Missouri
$436K +$436K +15,488 New
AF
38
Allworth Financial
California
$434K – – –
MW
39
Maia Wealth
Colorado
$429K +$986 +35 +0.2%
JSA
40
Jim Saulnier & Associates
Colorado
$408K – – –
KWM
41
Kingsview Wealth Management
Oregon
$391K – – –
LPL Financial
42
LPL Financial
California
$380K +$380K +13,478 New
BCM
43
Beck Capital Management
Texas
$370K -$3.47K -123 -0.9%
FA
44
FSA Advisors
Michigan
$355K +$355K +12,615 New
GEA
45
Glen Eagle Advisors
New Jersey
$352K – – –
SPIA
46
Steward Partners Investment Advisory
New York
$335K +$31.8K +1,128 +10%
ASN
47
Advisory Services Network
Georgia
$331K +$331K +11,659 New
SFA
48
Souders Financial Advisors
Ohio
$330K +$330K +11,694 New
CW
49
CreativeOne Wealth
Kansas
$306K -$48.6K -1,723 -14%
PCA
50
Prosperity Capital Advisors
Ohio
$297K +$53.5K +1,900 +22%
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