AJUL

Innovator Equity Defined Protection ETF - 2 Yr to July 2026

46 hedge funds and large institutions have $31.8M invested in Innovator Equity Defined Protection ETF - 2 Yr to July 2026 in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
+9
Holders Change %
+24.32%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
9
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LIS
26
Legacy Investment Solutions
Idaho
$329K
LWMI
27
Legacy Wealth Management (Idaho)
Idaho
$329K
VWA
28
Visionary Wealth Advisors
Illinois
$312K
KWM
29
KFG Wealth Management
Indiana
$308K +$308K +11,417 New
TSW
30
Three Seasons Wealth
Utah
$284K
WIA
31
World Investment Advisors
California
$282K
CFCI
32
Comprehensive Financial Consultants Institutional
Indiana
$254K -$17.6K -652 -6%
AWM
33
Able Wealth Management
New Jersey
$210K
Citadel Advisors
34
Citadel Advisors
Florida
$210K +$210K +7,760 New
CA
35
Continuum Advisory
Idaho
$139K
CA
36
CoreCap Advisors
Michigan
$133K +$133K +4,927 New
Barclays
37
Barclays
United Kingdom
$122K +$122K +4,535 New
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$121K -$1.7K -63 -1%
AWM
39
AE Wealth Management
Kansas
$101K +$101K +3,750 New
HIA
40
Harbor Investment Advisory
Maryland
$57.5K +$57.5K +2,128 New
SPIA
41
Steward Partners Investment Advisory
New York
$51.8K
PS
42
Principal Securities
Iowa
$47.3K -$47.3K -1,750 -50%
SWM
43
Spire Wealth Management
Virginia
$26K +$26K +962 New
Osaic Holdings
44
Osaic Holdings
Arizona
$24.3K +$24.3K +900 New
CFGS
45
Concourse Financial Group Securities
Alabama
$22.9K +$3.03K +111 +15%
HI
46
Harbour Investments
Wisconsin
$2.19K
PCA
47
Prosperity Capital Advisors
Ohio
-$2.21M -82,014 Closed
DAS
48
Dynamic Advisor Solutions
Arizona
-$293K -10,885 Closed
JPMorgan Chase & Co
49
JPMorgan Chase & Co
New York
-$4.47K -166 Closed