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ZJUL

Innovator Equity Defined Protection ETF - 1 Yr July
ZJUL

92 hedge funds and large institutions have $86.5M invested in Innovator Equity Defined Protection ETF - 1 Yr July in 2025 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 31 increasing their positions, 13 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 9

138% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 13

24% more funds holding

Funds holding: 74 → 92 (+18)

23% more capital invested

Capital invested by funds: $70.4M → $86.5M (+$16.1M)

11.52% less ownership

Funds ownership: 65.74% → 54.22% (-12%)

Holders
92
Holders Change
+18
Holders Change %
+24.32%
% of All Funds
1.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
31
Reduced
13
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$2.45M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$2.28M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$1.64M
4
KAS
Kestra Advisory Services
Texas
+$1.3M
5
PCA
Prosperity Capital Advisors
Ohio
+$1.17M

Top Sellers

1
PS
Principal Securities
Iowa
-$2.33M
2
Goldman Sachs
Goldman Sachs
New York
-$1.66M
3
HI
Harbour Investments
Wisconsin
-$1.04M
4
IMC
Investment Management Corporation
Virginia
-$1.01M
5
Citadel Advisors
Citadel Advisors
Florida
-$532K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
26
LPL Financial
California
$845K +$454K +15,934 +118%
NA
27
NewEdge Advisors
Louisiana
$830K – – –
BCM
28
Brookstone Capital Management
Illinois
$792K +$54.4K +1,911 +7%
CA
29
Continuum Advisory
Idaho
$762K -$98.6K -3,461 -12%
MA
30
Mutual Advisors
Nebraska
$761K +$752K +26,426 New
HI
31
Harbour Investments
Wisconsin
$740K -$1.04M -36,382 -59%
BWM
32
Brown Wealth Management
Illinois
$735K -$356K -12,516 -33%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$703K +$116K +4,087 +20%
AF
34
Advisornet Financial
Minnesota
$686K +$101K +3,550 +17%
CVA
35
Central Valley Advisors
California
$638K +$633K +22,222 New
BTWM
36
Brass Tax Wealth Management
Ohio
$604K +$107K +3,750 +22%
MW
37
Maia Wealth
Colorado
$591K +$150K +5,272 +35%
MSFS
38
Main Street Financial Solutions
Pennsylvania
$589K +$45.3K +1,590 +8%
Truist Financial
39
Truist Financial
North Carolina
$569K +$564K +19,794 New
FA
40
FC Advisory
Pennsylvania
$544K -$70.1K -2,463 -12%
LWA
41
Lineweaver Wealth Advisors
Ohio
$541K +$536K +18,820 New
GWM
42
Geneos Wealth Management
Colorado
$536K – – –
CWM
43
Collaborative Wealth Management
Florida
$451K +$447K +15,684 New
SIA
44
Soltis Investment Advisors
Utah
$446K +$155K +5,440 +54%
AFGAS
45
Allegiance Financial Group Advisory Services
Virginia
$445K – – –
AF
46
Allworth Financial
California
$442K – – –
TWM
47
Tradition Wealth Management
Minnesota
$433K -$29.7K -1,044 -6%
JSA
48
Jim Saulnier & Associates
Colorado
$416K – – –
RWP
49
Reliant Wealth Planning
Kentucky
$413K +$409K +14,366 New
KWM
50
Kingsview Wealth Management
Oregon
$408K +$8.91K +313 +2%
1
2
3 4 5

ZJUL Hedge Fund Activity: Q3 2025 in Review

92 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Innovator Equity Defined Protection ETF - 1 Yr July (ZJUL) for Q3 2025, worth a combined $86.5M — up 23% from $70.4M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new ZJUL positions and 9 closed out — a net gain of 18 holders — while 31 added to existing stakes and 13 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $2.45M. The largest seller was Principal Securities, cutting an estimated $2.33M.

  • 92 institutional investors held Innovator Equity Defined Protection ETF - 1 Yr July (ZJUL) as of Q3 2025, up from 74 in Q2 2025.
  • Funds reported $86.5M of Innovator Equity Defined Protection ETF - 1 Yr July stock for Q3 2025, up 23% quarter-over-quarter.
  • 27 funds opened new Innovator Equity Defined Protection ETF - 1 Yr July positions in Q3 2025 and 9 closed out, a net change of +18 holders.
  • The largest Innovator Equity Defined Protection ETF - 1 Yr July buyer in Q3 2025 was Osaic Holdings, an estimated $2.45M added.
  • The largest Innovator Equity Defined Protection ETF - 1 Yr July seller in Q3 2025 was Principal Securities, an estimated $2.33M sold.

Based on aggregated 13F filings for Q3 2025.