JAJL

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

Overview Fund Activity

81 hedge funds and large institutions have $144M invested in Innovator Equity Defined Protection ETF - 6mo Jan/Jul in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
+4
Holders Change %
+5.19%
% of All Funds
1.09%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
15
Increased
25
Reduced
21
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

Top Sellers

1
Raymond James Financial
Raymond James Financial
Florida
$680K
2
SIA
Soltis Investment Advisors
Utah
$10M
3
RIL
Rothschild Investment LLC
Illinois
$6.23M
4
UBS Group
UBS Group
Switzerland
$0
5
KFGG
Keystone Financial Group (Georgia)
Georgia
$2.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
1
Kingsview Wealth Management
Oregon
$44.3M +$6.1M +216,679 +16%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$12.2M +$1.12M +39,905 +10%
SIA
3
Soltis Investment Advisors
Utah
$10M -$3.62M -128,673 -27%
AWM
4
AE Wealth Management
Kansas
$8.27M -$568K -20,163 -6%
Osaic Holdings
5
Osaic Holdings
Arizona
$7.77M -$852K -30,249 -10%
HighTower Advisors
6
HighTower Advisors
Illinois
$7.31M -$8.23K -292 -0.1%
RIL
7
Rothschild Investment LLC
Illinois
$6.23M -$2.03M -72,050 -25%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$2.92M +$2.92M +103,682 New
BCM
9
Brookstone Capital Management
Illinois
$2.87M +$138K +4,894 +5%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$2.77M -$105K -3,734 -4%
KFGG
11
Keystone Financial Group (Georgia)
Georgia
$2.66M -$1.06M -37,336 -28%
BCI
12
Brinker Capital Investments
Pennsylvania
$2.41M +$1.05M +37,198 +77%
HAS
13
HBW Advisory Services
California
$2.17M +$241K +8,547 +12%
MCC
14
Money Concepts Capital
Florida
$1.91M +$230K +8,166 +14%
CF
15
Centaurus Financial
California
$1.85M -$377K -13,387 -17%
NA
16
NewEdge Advisors
Louisiana
$1.4M – – –
KAS
17
Kestra Advisory Services
Texas
$1.25M +$16.9K +600 +1%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$1.19M +$86.3K +3,064 +8%
AFP
19
Ausdal Financial Partners
Iowa
$1.14M +$7.1K +252 +0.6%
WCM
20
Weaver Capital Management
Georgia
$1.11M +$3.89K +138 +0.3%
EMAM
21
Encompass More Asset Management
California
$935K +$359K +12,740 +62%
FFA
22
Farther Finance Advisors
California
$895K – – –
TWP
23
Triad Wealth Partners
Kansas
$762K +$252K +8,929 +49%
HI
24
Harbour Investments
Wisconsin
$761K +$284K +10,064 +59%
VFPW
25
Vantage Financial Partners (Wisconsin)
Wisconsin
$749K +$186K +6,616 +33%
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