IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Innovator EDP ETF 1 YR July (ZJUL)

CUSIP: 45783Y251 | NYSE | 156 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Commonwealth Equity Services, LLC203,260
0.0% of portfolio›$6.1M
Innovative Advisory Group, LLC177,278
3.9% of portfolio›$5.4M
Canandaigua National Bank & Trust Co129,266
0.3% of portfolio›$3.9M
Spectrum Advisors, Inc.125,437
2.7% of portfolio›$3.8M
Cambridge Investment Research Advisors, Inc.85,970
0.0% of portfolio›$2.6M
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors80,048
0.1% of portfolio›$2.4M
Kestra Advisory Services, LLC70,329
0.0% of portfolio›$2.1M
Signal Advisors Wealth, LLC51,899
0.1% of portfolio›$1.6M
Concurrent Investment Advisors, LLC50,138
0.0% of portfolio›$1.5M
Trek Financial, LLC49,035
0.1% of portfolio›$1.5M
Triad Wealth Partners, LLC43,492
0.1% of portfolio›$1.3M
Brookstone Capital Management43,023
0.0% of portfolio›$1.3M
Diligent Investors, LLC41,137
0.3% of portfolio›$1.2M
Lord & Richards Wealth Management, LLC40,803
0.9% of portfolio›$1.2M
Archer Investment Corp40,086
0.2% of portfolio›$1.2M
Cypress Wealth Services, LLC39,867
0.1% of portfolio›$1.2M
KFG Wealth Management, LLC39,122
0.1% of portfolio›$1.2M
Carmel Capital Partners, LLC35,980
0.4% of portfolio›$1.1M
Optima Capital LLC35,298
0.4% of portfolio›$1.1M
Wealth Enhancement Advisory Services, LLC34,079
0.0% of portfolio›$1.0M
Gill Capital Partners, LLC34,016
0.3% of portfolio›$1.0M
AdvisorNet Financial, Inc32,123
0.0% of portfolio›$975.6K
IMG Wealth Management, Inc.30,046
0.5% of portfolio›$909.0K
Truist Financial Corp27,958
0.0% of portfolio›$845.8K
Virtue Capital Management, LLC25,956
0.1% of portfolio›$785.3K
Central Valley Advisors, LLC24,253
0.2% of portfolio›$733.7K
Lineweaver Wealth Advisors, LLC22,892
0.1% of portfolio›$692.6K
Kelly Financial Group LLC21,154
0.1% of portfolio›$640.0K
Brown Wealth Management, LLC20,012
0.1% of portfolio›$605.4K
Farther Finance Advisors, LLC19,935
0.0% of portfolio›$603.1K
Encompass More Asset Management18,580
0.1% of portfolio›$562.1K
FC Advisory LLC17,872
0.1% of portfolio›$540.7K
Aegis Wealth Management, Inc.15,901
0.3% of portfolio›$481.1K
J.W. Cole Advisors, Inc.14,401
0.0% of portfolio›$435.7K
Independent Financial Group, LLC12,796
0.0% of portfolio›$387.1K
Riverchase Wealth Management, LLC11,916
0.2% of portfolio›$360.5K
Souders Financial Advisors11,694
0.0% of portfolio›$353.8K
Blue Water Asset Management11,690
0.1% of portfolio›$353.7K
Chicago Partners Investment Group LLC11,418
0.0% of portfolio›$346.5K
Integrity Alliance, Llc.11,348
0.0% of portfolio›$343.3K
Evolution Wealth Management Inc.10,843
0.2% of portfolio›$328.0K
Spire Wealth Management10,337
0.0% of portfolio›$312.7K
Caliber Wealth Management, LLC / KS9,813
0.0% of portfolio›$296.9K
Creative Planning9,261
0.0% of portfolio›$280.2K
JIM Saulnier & Associates, LLC9,066
0.1% of portfolio›$274.3K
Insight Wealth Partners, LLC8,974
0.0% of portfolio›$271.5K
Jessup Wealth Management, Inc8,893
0.1% of portfolio›$269.0K
Soltis Investment Advisors LLC8,765
0.0% of portfolio›$265.2K
Victory Financial Group, LLC8,576
0.0% of portfolio›$259.5K
Code Waechter LLC8,386
0.1% of portfolio›$253.7K
Ashton Thomas Private Wealth, LLC8,220
0.0% of portfolio›$248.7K
Maia Wealth LLC8,100
0.0% of portfolio›$245.1K
Three Seasons Wealth, LLC8,000
0.0% of portfolio›$242.0K
CoreCap Advisors, LLC7,730
0.0% of portfolio›$233.9K
Allegiance Financial Group Advisory Services LLC7,682
0.0% of portfolio›$232.4K
Dynamic Advisor Solutions LLC7,569
0.0% of portfolio›$229.0K
Creative Financial Designs Inc6,051
0.0% of portfolio›$183.1K
IFP Advisors, Inc2,752
0.0% of portfolio›$83.3K
Dhjj Financial Advisors, Ltd.2,345
0.0% of portfolio›$70.9K
Triumph Capital Management1,000
0.0% of portfolio›$30.3K
Financial Network Wealth Advisors LLC961
0.0% of portfolio›$29.1K
Lanark Financial, Inc.770
0.0% of portfolio›$23.3K
EverSource Wealth Advisors, LLC267
0.0% of portfolio›$8.1K
Capital Investment Advisory Services, LLC83
0.0% of portfolio›$2.5K
Pinnacle Wealth Planning Services, Inc.38
0.0% of portfolio›$1.2K
StyleTurnoverLocationFiled
Commonwealth Equity Services, LLC
203,260$6.1M0.0%ETFLowWaltham, MA2026-11-02
Innovative Advisory Group, LLC
177,278$5.4M3.9%ETFHighLexington, MA2026-10-13
Canandaigua National Bank & Trust Co
129,266$3.9M0.3%CoreVery LowCanandaigua, NY2026-10-07
Spectrum Advisors, Inc.
125,437$3.8M2.7%N/AN/APlano, TX2026-11-03
Cambridge Investment Research Advisors, Inc.
85,970$2.6M0.0%ETFLowFairfield, IA2026-11-02
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
80,048$2.4M0.1%ETFMediumWestlake, OH2026-10-14
Kestra Advisory Services, LLC
70,329$2.1M0.0%CoreLowAustin, TX2026-11-02
Signal Advisors Wealth, LLC
51,899$1.6M0.1%ETFLowDetroit, MI2026-10-13
Concurrent Investment Advisors, LLC
50,138$1.5M0.0%GrowthMediumTampa, FL2026-10-16
Trek Financial, LLC
49,035$1.5M0.1%ETFHighScottsdale, AZ2026-10-29
Triad Wealth Partners, LLC
43,492$1.3M0.1%ETFMediumLawrence, KS2026-10-26
Brookstone Capital Management
43,023$1.3M0.0%ETFMediumWheaton, IL2026-10-22
Diligent Investors, LLC
41,137$1.2M0.3%CoreLowRedlands, CA2026-10-21
Lord & Richards Wealth Management, LLC
40,803$1.2M0.9%ETFMediumHighlands Ranch, CO2026-10-14
Archer Investment Corp
40,086$1.2M0.2%CoreMediumCarmel, IN2026-11-05
Cypress Wealth Services, LLC
39,867$1.2M0.1%ETFLowPalm Desert, CA2026-10-21
KFG Wealth Management, LLC
39,122$1.2M0.1%ETFMediumGranger, IN2026-10-16
Carmel Capital Partners, LLC
35,980$1.1M0.4%ValueMediumSan Diego, CA2026-11-03
Optima Capital LLC
35,298$1.1M0.4%ETFHighPortland, OR2026-10-29
Wealth Enhancement Advisory Services, LLC
34,079$1.0M0.0%CoreLowPlymouth, MN2026-10-13
Gill Capital Partners, LLC
34,016$1.0M0.3%ETFLowDenver, CO2026-10-13
AdvisorNet Financial, Inc
32,123$975.6K0.0%ETFLowMinnetonka, MN2026-10-15
IMG Wealth Management, Inc.
30,046$909.0K0.5%ETFMediumJacksonville, FL2026-10-27
Truist Financial Corp
27,958$845.8K0.0%CoreLowCharlotte, NC2026-10-30
Virtue Capital Management, LLC
25,956$785.3K0.1%GrowthHighBrentwood, TN2026-10-29
Central Valley Advisors, LLC
24,253$733.7K0.2%CoreLowSacramento, CA2026-10-27
Lineweaver Wealth Advisors, LLC
22,892$692.6K0.1%ETFLowValley View, OH2026-10-13
Kelly Financial Group LLC
21,154$640.0K0.1%ETFLowWethersfield, CT2026-10-16
Brown Wealth Management, LLC
20,012$605.4K0.1%ETFMediumNaperville, IL2026-10-20
Farther Finance Advisors, LLC
19,935$603.1K0.0%IndexLowSan Francisco, CA2026-10-08
Encompass More Asset Management
18,580$562.1K0.1%ETFHighDanville, CA2026-10-16
FC Advisory LLC
17,872$540.7K0.1%ETFVery LowWest Chester, PA2026-10-05
Aegis Wealth Management, Inc.
15,901$481.1K0.3%ETFMediumGuthrie Center, IA2026-10-26
J.W. Cole Advisors, Inc.
14,401$435.7K0.0%IndexLowTampa, FL2026-11-05
Independent Financial Group, LLC
12,796$387.1K0.0%GrowthLowSan Diego, CA2026-10-13
Riverchase Wealth Management, LLC
11,916$360.5K0.2%ETFMediumFlower Mound, TX2026-10-28
Souders Financial Advisors
11,694$353.8K0.0%ETFLowCincinnati, OH2026-11-03
Blue Water Asset Management
11,690$353.7K0.1%ETFLowGrand Rapids, MI2026-11-04
Chicago Partners Investment Group LLC
11,418$346.5K0.0%GARPLowChicago, IL2026-10-27
Integrity Alliance, Llc.
11,348$343.3K0.0%ETFMediumUrbandale, IA2026-10-29
Evolution Wealth Management Inc.
10,843$328.0K0.2%ETFMediumFort Myers, FL2026-10-28
Spire Wealth Management
10,337$312.7K0.0%GrowthMediumMclean, VA2026-10-30
Caliber Wealth Management, LLC / KS
9,813$296.9K0.0%ETFLowOverland Park, KS2026-11-04
Creative Planning
9,261$280.2K0.0%IndexVery LowOverland Park, KS2026-11-02
JIM Saulnier & Associates, LLC
9,066$274.3K0.1%ETFLowFort Collins, CO2026-11-04
Insight Wealth Partners, LLC
8,974$271.5K0.0%ETFLowPlano, TX2026-10-26
Jessup Wealth Management, Inc
8,893$269.0K0.1%GrowthMediumDayton, OH2026-10-20
Soltis Investment Advisors LLC
8,765$265.2K0.0%CoreMediumSt. George, UT2026-10-28
Victory Financial Group, LLC
8,576$259.5K0.0%ETFLowAustin, TX2026-10-27
Code Waechter LLC
8,386$253.7K0.1%ETFLowTampa, FL2026-10-23
Ashton Thomas Private Wealth, LLC
8,220$248.7K0.0%CoreMediumScottsdale, AZ2026-11-03
Maia Wealth LLC
8,100$245.1K0.0%ETFMediumDenver, CO2026-10-19
Three Seasons Wealth, LLC
8,000$242.0K0.0%GrowthMediumSalt Lake City, UT2026-11-03
CoreCap Advisors, LLC
7,730$233.9K0.0%ETFMediumSouthfield, MI2026-10-08
Allegiance Financial Group Advisory Services LLC
7,682$232.4K0.0%ETFLowVienna, VA2026-11-02
Dynamic Advisor Solutions LLC
7,569$229.0K0.0%ETFLowPhoenix, AZ2026-10-13
Creative Financial Designs Inc
6,051$183.1K0.0%ETFMediumKokomo, IN2026-11-04
IFP Advisors, Inc
2,752$83.3K0.0%GrowthLowTampa, FL2026-10-16
Dhjj Financial Advisors, Ltd.
2,345$70.9K0.0%ETFVery LowNaperville, IL2026-10-23
Triumph Capital Management
1,000$30.3K0.0%ETFMediumDenver, CO2026-10-14
Financial Network Wealth Advisors LLC
961$29.1K0.0%ETFLowMurray, UT2026-10-28
Lanark Financial, Inc.
770$23.3K0.0%CoreMediumBirmingham, AL2026-10-26
EverSource Wealth Advisors, LLC
267$8.1K0.0%CoreMediumBirmingham, AL2026-11-04
Capital Investment Advisory Services, LLC
83$2.5K0.0%CoreMediumRaleigh, NC2026-10-30
Pinnacle Wealth Planning Services, Inc.
38$1.2K0.0%GARPLowMansfield, OH2026-10-27