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JAJL

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

79 hedge funds and large institutions have $143M invested in Innovator Equity Defined Protection ETF - 6mo Jan/Jul in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 22 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 22

0% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 14

2% less funds holding

Funds holding: 81 → 79 (-2)

5.09% less ownership

Funds ownership: 64.48% → 59.39% (-5.1%)

6% less capital invested

Capital invested by funds: $153M → $143M (-$9.74M)

Holders
79
Holders Change
-2
Holders Change %
-2.47%
% of All Funds
1.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
28
Reduced
22
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$1.95M
2
ATPW
Ashton Thomas Private Wealth
Arizona
+$1.31M
3
CWS
Cypress Wealth Services
California
+$1.01M
4
AAS
Ameritas Advisory Services
Nebraska
+$710K
5
TWP
Triad Wealth Partners
Kansas
+$667K

Top Sellers

Rank Fund Capital Flow
1
RIL
Rothschild Investment LLC
Illinois
-$6.23M
2
Osaic Holdings
Osaic Holdings
Arizona
-$5.02M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$3.8M
4
HAS
HBW Advisory Services
California
-$2.17M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$1.64M
Name Holding Trade Value Shares
Change 		Change in
Stake
VFPW
26
Vantage Financial Partners (Wisconsin)
Wisconsin
$803K +$40.2K +1,416 +5%
HI
27
Harbour Investments
Wisconsin
$726K -$47K -1,654 -6%
AAS
28
Ameritas Advisory Services
Nebraska
$716K +$710K +25,000 New
SB
29
Strategic Blueprint
Georgia
$714K -$34.2K -1,204 -5%
Raymond James Financial
30
Raymond James Financial
Florida
$707K +$14.8K +522 +2%
WIA
31
World Investment Advisors
California
$703K -$2.84K -100 -0.4%
BSCCG
32
Blue Sky Capital Consultants Group
California
$670K -$11.7K -412 -2%
KWM
33
KFG Wealth Management
Indiana
$632K +$312K +10,980 +99%
SA
34
Sonoma Allocations
California
$630K +$624K +21,966 New
LAM
35
Lifestyle Asset Management
Texas
$595K +$42.1K +1,483 +8%
MFG
36
Merit Financial Group
Georgia
$564K +$31.9K +1,123 +6%
LPL Financial
37
LPL Financial
California
$544K +$539K +18,987 New
FCFC
38
First Commonwealth Financial Corp
Pennsylvania
$541K – – –
OMC
39
Old Mission Capital
Illinois
$539K -$187K -6,575 -26%
GS
40
GWN Securities
Florida
$531K +$7.33K +258 +1%
GFA
41
Gallagher Fiduciary Advisors
Illinois
$490K – – –
MML Investors Services
42
MML Investors Services
Massachusetts
$467K – – –
SC
43
Syon Capital
California
$462K +$458K +16,111 New
SC
44
Sykon Capital
New York
$447K +$24.2K +853 +6%
AWM
45
Accurate Wealth Management
Florida
$408K +$795 +28 +0.2%
KWA
46
Kingswood Wealth Advisors
California
$406K +$403K +14,186 New
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$403K +$76.3K +2,686 +24%
MA
48
Mutual Advisors
Nebraska
$400K +$395K +13,908 New
GI
49
Gradient Investments
Minnesota
$324K -$54.3K -1,913 -14%
WW
50
Winnow Wealth
Texas
$324K +$317K +11,175 New
1
2
3 4

JAJL Hedge Fund Activity: Q3 2025 in Review

79 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Innovator Equity Defined Protection ETF - 6mo Jan/Jul (JAJL) for Q3 2025, worth a combined $143M — down 6.4% from $153M a quarter earlier.

Fund positioning in JAJL was balanced in Q3 2025: 14 funds opened new positions, 14 closed out, 28 added to existing stakes and 22 trimmed.

The largest buyer was Carson Wealth (CWM LLC), adding an estimated $1.95M. The largest seller was Rothschild Investment LLC, exiting entirely with an estimated $6.23M sold.

  • 79 institutional investors held Innovator Equity Defined Protection ETF - 6mo Jan/Jul (JAJL) as of Q3 2025, down from 81 in Q2 2025.
  • Funds reported $143M of Innovator Equity Defined Protection ETF - 6mo Jan/Jul stock for Q3 2025, down 6.4% quarter-over-quarter.
  • 14 funds opened new Innovator Equity Defined Protection ETF - 6mo Jan/Jul positions in Q3 2025 and 14 closed out, a net change of 0 holders.
  • The largest Innovator Equity Defined Protection ETF - 6mo Jan/Jul buyer in Q3 2025 was Carson Wealth (CWM LLC), an estimated $1.95M added.
  • The largest Innovator Equity Defined Protection ETF - 6mo Jan/Jul seller in Q3 2025 was Rothschild Investment LLC, an estimated $6.23M sold.

Based on aggregated 13F filings for Q3 2025.