ZJUL

Innovator Edp ETF 1 Yr July

-$13.6M

Net Activity

Institutions Holding

85

Popularity Rank

#4818

Avg Weight

0.06%

Total Value

$63.2M

Ownership Trend

85 institutions currently hold ZJUL, with 15 net buyers and 48 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Significantly Decreased

Based on recent trading activity

Net Selling Institutions

48

Net Buying Institutions

15

Key Holders

Key Holders

Top 5 by Value

CE
Commonwealth Equity Services, LLC
$7.7M
OH
Osaic Holdings, INC.
$4.1M
CF
Centaurus Financial, INC.
$4.1M
CN
Canandaigua National CORP
$3.4M
HA
HighTower Advisors, LLC
$3.3M

Top 5 by Conviction

IW
IMG Wealth Management, Inc.
0.56%
RR
Red Reef Advisors LLC
0.40%
DI
Diligent Investors, LLC
0.35%
CN
Canandaigua National CORP
0.30%
AI
Archer Investment Corp
0.28%
View all 85 holding institutions

Quarterly Activity

Recent Activity

+$11.7M

Total Buy Value

$54.6M

Total Sell Value

New buy8
Trim37
Add7
Sold out11

15

Net Buyers

48

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding INNOVATOR EDP ETF 1 YR JULY (ZJUL)?
Major stakeholders currently include Commonwealth Equity Services, LLC ($7.7M), Osaic Holdings, INC. ($4.1M), Centaurus Financial, INC. ($4.1M). Based on the latest 13F filings, there are a total of 85 tracked investment funds and institutions maintaining positions in ZJUL.
What is the overall institutional sentiment toward ZJUL recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $13.6M, driven by 15 managers accumulating shares while 48 reduced their exposure.
Which institutions have been selling or reducing their ZJUL positions?
In the latest period, 37 funds trimmed their holdings, and 11 managers completely exited their positions. The aggregate reported sell value was $54.6M.
Are there any notable investors adding ZJUL to their portfolios?
Yes, buying activity remains notable. 8 institutions opened new positions in {ticker}, and 7 existing holders added to their shares. The total reported buy value for the quarter amounted to $11.7M.

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