I
Innovtor Equity Defined Protection ETF
ZJUL • BATS
Innovtor Equity Defined Protection ETF is a publicly traded company on BATS. As of Q3 2025, 84 institutional investors hold shares in this company, with total holdings valued at $70.2M. Sovran Advisors, LLC is the largest holder with a position valued at $10.4M.
Overview
Overview of institutional ownership in ZJUL as of Q3 2025
All Institutions
- Institutions
- 84
- Value Held
- $70.2M
- Shares Held
- 2.4M
- Avg Position
- $836.2K
- Median Position
- $424.5K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in ZJUL as of Q3 2025
| Institution | Position Value |
|---|---|
 Sovran Advisors, LLC RIA/Wealth | $10.4M 0.93% of portfolio |
A Advisor Group Holdings, Inc. Institution | $4.4M 0.01% of portfolio |
 HighTower Advisors, LLC RIA/Wealth | $3.7M 0.00% of portfolio |
C CANANDAIGUA NATIONAL BANK & TRUST CO Institution | $3.6M 0.32% of portfolio |
 Cetera Investment Advisers RIA/Wealth | $3.3M 0.00% of portfolio |
 AE Wealth Management LLC RIA/Wealth | $2.4M 0.02% of portfolio |
 Kestra Advisory Services, LLC RIA/Wealth | $2.1M 0.01% of portfolio |
 Archer Investment Corp RIA/Wealth | $1.9M 0.43% of portfolio |
 CAPTRUST FINANCIAL ADVISORS RIA/Wealth | $1.7M 0.00% of portfolio |
 Stratos Wealth Advisors, LLC RIA/Wealth | $1.6M 0.08% of portfolio |
Net Capital Flow
Institutional buying and selling activity for ZJUL in Q3 2025
- Net Flow
- +$5.1M
- Buyers
- 31
- Sellers
- 20
- Total Bought
- +$13.6M
- Total Sold
- −$8.5M
- Avg Position
- $884.4K
Biggest Buyers
| Institution | Net Bought |
|---|---|
A Advisor Group Holdings, Inc. Institution | +$2.5M +86.2K shares |
Cetera Investment Advisers RIA/Wealth | +$2.3M +80.2K shares |
Kestra Advisory Services, LLC RIA/Wealth | +$1.3M +45.8K shares |
+$1.2M +41.0K shares | |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$1.2M +40.8K shares |
HighTower Advisors, LLC RIA/Wealth | +$974.3K +33.9K shares |
Sovran Advisors, LLC RIA/Wealth | +$809.3K +28.1K shares |
L LPL Financial LLC Institution | +$457.8K +15.9K shares |
 Buckingham Strategic Partners RIA/Wealth | +$446.8K +15.5K shares |
 Visionary Wealth Advisors RIA/Wealth | +$337.2K +11.7K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 PRINCIPAL SECURITIES, INC. RIA/Wealth | −$2.3M −81.7K shares |
 GOLDMAN SACHS GROUP INC Institution | −$1.7M −59.0K shares |
 HARBOUR INVESTMENTS, INC. RIA/Wealth | −$1.0M −36.4K shares |
 INVESTMENT MANAGEMENT CORP /VA/ /ADV RIA/Wealth | −$1.0M −35.7K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$532.1K −18.9K shares |
 BROWN WEALTH MANAGEMENT, LLC RIA/Wealth | −$359.6K −12.5K shares |
 GeoWealth Management, LLC RIA/Wealth | −$290.6K −10.3K shares |
 PFG Advisors RIA/Wealth | −$265.0K −9.4K shares |
 Claro Advisors LLC RIA/Wealth | −$237.7K −8.4K shares |
 UBS Group AG Institution | −$178.0K −6.3K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited ZJUL in Q3 2025
- New Positions
- 21
- New Value
- $8.0M
- Exited Positions
- 9
- Exited Value
- $4.2M
New Positions
| Institution | Position Value |
|---|---|
CAPTRUST FINANCIAL ADVISORS RIA/Wealth | $1.7M 57.5K shares |
 Sigma Planning Corp RIA/Wealth | $873.8K 30.4K shares |
 Mutual Advisors, LLC RIA/Wealth | $761.3K 26.4K shares |
C CENTRAL VALLEY ADVISORS, LLC Institution | $638.4K 22.2K shares |
 BB&T CORP Institution | $568.7K 19.8K shares |
 Lineweaver Wealth Advisors, LLC RIA/Wealth | $540.7K 18.8K shares |
 Collaborative Wealth Managment Inc. RIA/Wealth | $450.6K 15.7K shares |
 Reliant Wealth Planning RIA/Wealth | $412.7K 14.4K shares |
 SYON CAPITAL LLC RIA/Wealth | $278.7K 9.7K shares |
 Prasad Wealth Partners, LLC RIA/Wealth | $226.2K 7.9K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
GOLDMAN SACHS GROUP INC Institution | $1.7M 59.0K shares |
INVESTMENT MANAGEMENT CORP /VA/ /ADV RIA/Wealth | $1.0M 35.7K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $532.1K 18.9K shares |
GeoWealth Management, LLC RIA/Wealth | $290.6K 10.3K shares |
PFG Advisors RIA/Wealth | $265.0K 9.4K shares |
Claro Advisors LLC RIA/Wealth | $237.7K 8.4K shares |
UBS Group AG Institution | $178.0K 6.3K shares |
 Park Square Financial Group, LLC RIA/Wealth | $3.6K 128.0 shares |
 CFG Asset Management LLC RIA/Wealth | $1.7K 60.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in ZJUL as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with ZJUL as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Sovran Advisors, LLC RIA/Wealth | 0.93% $10.4M |
 IMG Wealth Management, Inc. RIA/Wealth | 0.60% $875.0K |
Archer Investment Corp RIA/Wealth | 0.43% $1.9M |
D Diligent Investors, LLC RIA/Wealth | 0.36% $1.4M |
C CANANDAIGUA NATIONAL BANK & TRUST CO Institution | 0.32% $3.6M |
 JIM SAULNIER & ASSOCIATES, LLC RIA/Wealth | 0.27% $416.4K |
F FSA Advisors, Inc. Institution | 0.23% $274.9K |
 Cypress Wealth Services, LLC RIA/Wealth | 0.22% $1.3M |
BROWN WEALTH MANAGEMENT, LLC RIA/Wealth | 0.21% $734.6K |
C CENTRAL VALLEY ADVISORS, LLC Institution | 0.20% $638.4K |