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 %
CB
51
Chris Bulman
California
$311K 11,036 – –
IA
52
IFG Advisors
Missouri
$310K 10,995 – –
IA
53
Integrity Alliance
Iowa
$303K 10,764 – –
WS
54
Wedbush Securities
California
$294K 10,420 – –
VWA
55
Visionary Wealth Advisors
Illinois
$270K 9,574 -1,200 -11%
OIA
56
OneDigital Investment Advisors
Kansas
$254K 9,000 – –
TCM
57
Triumph Capital Management
Colorado
$242K 8,588 – –
WCAMG
58
Woodard & Company Asset Management Group
North Carolina
$235K 8,355 +3,455 +71%
W
59
WorthPointe
California
$234K 8,300 -534 -6%
AIA
60
AssuredPartners Investment Advisors
Florida
$226K 8,009 -15,106 -65%
HS
61
Horan Securities
United States
$225K 8,000 – –
BTWM
62
Brass Tax Wealth Management
Ohio
$223K 7,914 – –
TF
63
Trek Financial
Arizona
$214K 7,601 -20,581 -73%
WFS
64
WealthGarden F.S.
California
$209K 7,379 -598 -7%
AIM
65
Advyzon Investment Management
Illinois
$202K 7,186 +7,186 New
IA
66
IFP Advisors
Florida
$186K 6,599 +3,665 +125%
CA
67
CoreCap Advisors
Michigan
$149K 5,279 +1,457 +38%
EWM
68
Evolution Wealth Management
Florida
$80.3K 2,851 +2,851 New
AF
69
Allworth Financial
California
$73.1K 2,595 – –
SS
70
Sunbelt Securities
Texas
$72.3K 2,650 +1,150 +77%
PS
71
Principal Securities
Iowa
$72K 2,557 +2,557 New
PWA
72
Physician Wealth Advisors
Utah
$51.6K 1,830 – –
GRP
73
Global Retirement Partners
California
$42.3K 1,500 +1,500 New
Barclays
74
Barclays
United Kingdom
$34K 1,201 +1,201 New
AIC
75
Archer Investment Corporation
Indiana
$33.2K 1,180 +1,180 New
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