JAJL

Innovator Equity Defined Protection ETF - 6mo Jan/Jul
JAJL

Overview Fund Activity

80 hedge funds and large institutions have $143M invested in Innovator Equity Defined Protection ETF - 6mo Jan/Jul in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 9 closing their positions.

Holders
80
Holders Change
+3
Holders Change %
+3.9%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
14
Increased
25
Reduced
21
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KWM
1
Kingsview Wealth Management
Oregon
$44.3M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$2.92M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$12.2M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$2.41M
5
OMC
5
Old Mission Capital
Illinois
$716K

Top Sellers

1
Raymond James Financial
1
Raymond James Financial
Florida
$680K
2
SIA
2
Soltis Investment Advisors
Utah
$10M
3
RIL
3
Rothschild Investment LLC
Illinois
$6.23M
4
UBS Group
4
UBS Group
Switzerland
$0
5
KFGG
5
Keystone Financial Group (Georgia)
Georgia
$2.66M
Name Market Value Shares Shares
Change 		Shares
Change %
KWM
1
Kingsview Wealth Management
Oregon
$44.3M 1,572,987 +216,679 +16%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$12.2M 432,562 +39,905 +10%
SIA
3
Soltis Investment Advisors
Utah
$10M 355,235 -128,673 -27%
AWM
4
AE Wealth Management
Kansas
$8.27M 293,498 -20,163 -6%
Osaic Holdings
5
Osaic Holdings
Arizona
$7.77M 275,844 -30,249 -10%
HighTower Advisors
6
HighTower Advisors
Illinois
$7.31M 259,457 -292 -0.1%
RIL
7
Rothschild Investment LLC
Illinois
$6.23M 221,200 -72,050 -25%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$2.92M 103,682 +103,682 New
BCM
9
Brookstone Capital Management
Illinois
$2.87M 101,949 +4,894 +5%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$2.77M 98,348 -3,734 -4%
KFGG
11
Keystone Financial Group (Georgia)
Georgia
$2.66M 94,267 -37,336 -28%
BCI
12
Brinker Capital Investments
Pennsylvania
$2.41M 85,491 +37,198 +77%
HAS
13
HBW Advisory Services
California
$2.17M 76,994 +8,547 +12%
MCC
14
Money Concepts Capital
Florida
$1.91M 67,654 +8,166 +14%
CF
15
Centaurus Financial
California
$1.85M 65,790 -13,387 -17%
NA
16
NewEdge Advisors
Louisiana
$1.4M 49,600 – –
KAS
17
Kestra Advisory Services
Texas
$1.25M 44,393 +600 +1%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$1.19M 42,285 +3,064 +8%
AFP
19
Ausdal Financial Partners
Iowa
$1.14M 40,388 +252 +0.6%
WCM
20
Weaver Capital Management
Georgia
$1.11M 39,581 +138 +0.3%
EMAM
21
Encompass More Asset Management
California
$935K 33,203 +12,740 +62%
FFA
22
Farther Finance Advisors
California
$895K 31,756 – –
TWP
23
Triad Wealth Partners
Kansas
$762K 27,049 +8,929 +49%
HI
24
Harbour Investments
Wisconsin
$761K 27,008 +10,064 +59%
VFPW
25
Vantage Financial Partners (Wisconsin)
Wisconsin
$749K 26,595 +6,616 +33%
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