AJAN icon

Innovator Equity Defined Protection ETF 2 Yr to January 2026

42 hedge funds and large institutions have $26.5M invested in Innovator Equity Defined Protection ETF 2 Yr to January 2026 in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
42
Holders Change
-5
Holders Change %
-10.64%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
3
Reduced
18
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$3.52M +$126K +4,777 +4%
SB
2
Strategic Blueprint
Georgia
$3.03M -$153K -5,807 -5%
LSPW
3
Lake Street Private Wealth
Illinois
$1.96M -$65.8K -2,500 -3%
Osaic Holdings
4
Osaic Holdings
Arizona
$1.66M +$1.16M +44,109 +233%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.23M +$250K +9,511 +26%
KWM
6
KFG Wealth Management
Indiana
$1.01M -$11.7K -444 -1%
AA
7
Armis Advisers
Georgia
$996K -$768K -29,186 -44%
KAS
8
Kestra Advisory Services
Texas
$944K -$5K -190 -0.5%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$937K
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$794K -$26.9K -1,022 -3%
Focus Partners Wealth
11
Focus Partners Wealth
Massachusetts
$710K -$79.2K -3,010 -10%
HI
12
Harbour Investments
Wisconsin
$704K -$39.2K -1,490 -5%
BW
13
Balance Wealth
Ohio
$691K +$691K +26,274 New
BWM
14
Bernard Wealth Management
Michigan
$691K -$33.9K -1,289 -5%
HighTower Advisors
15
HighTower Advisors
Illinois
$548K
CA
16
CoreCap Advisors
Michigan
$544K
SAG
17
SageView Advisory Group
California
$541K
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$541K
MOS
19
MGO One Seven
Ohio
$521K
VFPW
20
Vantage Financial Partners (Wisconsin)
Wisconsin
$477K
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$463K -$65.9K -2,506 -12%
BCM
22
Brookstone Capital Management
Illinois
$451K -$76.9K -2,925 -15%
Raymond James Financial
23
Raymond James Financial
Florida
$424K -$1.03M -39,083 -71%
MML Investors Services
24
MML Investors Services
Massachusetts
$379K -$65.2K -2,480 -15%
KWM
25
Kingsview Wealth Management
Oregon
$302K -$98.7K -3,751 -25%