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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
IAS
76
Integrity Advisory Solutions
Texas
$203K +$201K +7,054 New
M1FG
77
Mach-1 Financial Group
Arkansas
$203K +$201K +7,054 New
CWMK
78
Caliber Wealth Management (Kansas)
Kansas
$200K +$198K +6,968 New
APCM
79
Alaska Permanent Capital Management
Alaska
$170K – – –
IA
80
IFP Advisors
Florida
$125K +$4.75K +167 +4%
JP Morgan Chase
81
JP Morgan Chase
New York
$125K +$124K +4,341 New
CFD
82
Creative Financial Designs
Indiana
$86.2K – – –
DFA
83
DHJJ Financial Advisors
Illinois
$66.4K – – –
Carson Wealth (CWM LLC)
84
Carson Wealth (CWM LLC)
Nebraska
$54K – – –
PS
85
Principal Securities
Iowa
$42.3K -$2.33M -81,691 -98%
Barclays
86
Barclays
United Kingdom
$39.2K +$38.8K +1,364 New
Bank of America
87
Bank of America
North Carolina
$28.7K +$28.5K +1,000 New
FNWA
88
Financial Network Wealth Advisors
Utah
$27.6K – – –
NS
89
NBC Securities
Alabama
$22.1K – – –
CFS
90
Compass Financial Services
Iowa
$18K – – –
MAM
91
MMA Asset Management
Pennsylvania
$9.91K +$9.82K +345 New
Morgan Stanley
92
Morgan Stanley
New York
$4.63K +$4.58K +161 New
Goldman Sachs
93
Goldman Sachs
New York
– -$1.66M -59,047 Closed
IMC
94
Investment Management Corporation
Virginia
– -$1.01M -35,718 Closed
Citadel Advisors
95
Citadel Advisors
Florida
– -$532K -18,882 Closed
GM
96
GeoWealth Management
Illinois
– -$291K -10,311 Closed
PA
97
PFG Advisors
Arizona
– -$265K -9,403 Closed
CA
98
Claro Advisors
Massachusetts
– -$238K -8,436 Closed
UBS Group
99
UBS Group
Switzerland
– -$178K -6,317 Closed
PSFG
100
Park Square Financial Group
Georgia
– -$3.61K -128 Closed
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