Who owns ZJUL?
Innovator Equity Defined Protection ETF - 1 Yr July · Innovator
85 institutions reported holding ZJUL, worth $67.9M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of ZJUL
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Commonwealth Equity Services, LLC | Waltham, MA | $6.8M | 227,129 | −38,058 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $4.2M | 140,089 | −1,914 shares |
| Canandaigua National Bank & Trust Co | Canandaigua, NY | $3.4M | 115,087 | New position |
| HighTower Advisors, LLC | Chicago, IL | $3.3M | 111,165 | −1,673 shares |
| Cetera Investment Advisers | Schaumburg, IL | $3.3M | 108,846 | +1,795 shares |
| Centaurus Financial, Inc. | Anaheim, CA | $3.2M | 107,150 | −32,553 shares |
| Archer Investment Corp | Carmel, IN | $2.4M | 79,738 | +33,937 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $2.2M | 73,189 | +18,443 shares |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $2.1M | 70,177 | +31,725 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $2.0M | 65,714 | +48,115 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns ZJUL?
85 institutional managers reported holding ZJUL in Form 13F filings for June 30, 2026, worth $67.9M in total. The largest reported position was held by Commonwealth Equity Services, LLC, at $6.8M.
Did institutions buy or sell ZJUL last quarter?
Reported 13F value rose 13.6% from March 31, 2026, which includes price moves as well as buying and selling. 13 firms reported a new position and 11 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is ZJUL ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.