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JAJL

Innovator Equity Defined Protection ETF - 6mo Jan/Jul

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: 8179 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
1
Kingsview Wealth Management
Oregon
$44.7M -$348K -12,257 -0.8%
Osaic Holdings
2
Osaic Holdings
Arizona
$12.4M -$5.02M -176,619 -29%
SIA
3
Soltis Investment Advisors
Utah
$10.5M +$277K +9,759 +3%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$8.56M -$3.8M -133,903 -31%
AWM
5
AE Wealth Management
Kansas
$8.04M -$365K -12,849 -4%
HighTower Advisors
6
HighTower Advisors
Illinois
$7.21M -$217K -7,635 -3%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$4.94M +$1.95M +68,782 +66%
BCI
8
Brinker Capital Investments
Pennsylvania
$2.8M +$347K +12,231 +14%
BCM
9
Brookstone Capital Management
Illinois
$2.72M -$201K -7,067 -7%
MCC
10
Money Concepts Capital
Florida
$2.05M +$107K +3,779 +6%
CF
11
Centaurus Financial
California
$2.01M +$122K +4,284 +7%
KFGG
12
Keystone Financial Group (Georgia)
Georgia
$1.91M -$781K -27,482 -29%
ATPW
13
Ashton Thomas Private Wealth
Arizona
$1.91M +$1.31M +46,046 +222%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.78M +$566K +19,915 +47%
AFP
15
Ausdal Financial Partners
Iowa
$1.54M +$383K +13,466 +33%
TWP
16
Triad Wealth Partners
Kansas
$1.45M +$667K +23,469 +87%
KAS
17
Kestra Advisory Services
Texas
$1.43M +$157K +5,536 +12%
EMAM
18
Encompass More Asset Management
California
$1.3M +$346K +12,182 +37%
NA
19
NewEdge Advisors
Louisiana
$1.28M -$142K -5,000 -10%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$1.16M -$1.64M -57,714 -59%
WCM
21
Weaver Capital Management
Georgia
$1.11M -$23.5K -828 -2%
PCA
22
Prosperity Capital Advisors
Ohio
$1.08M +$392K +13,799 +58%
CWS
23
Cypress Wealth Services
California
$1.02M +$1.01M +35,448 New
FFA
24
Farther Finance Advisors
California
$1M +$92.1K +3,241 +10%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$863K +$207K +7,288 +32%

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.