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TJAN

Innovator Equity Defined Protection ETF - 2 Yr to January 2027
TJAN

29 hedge funds and large institutions have $18.5M invested in Innovator Equity Defined Protection ETF - 2 Yr to January 2027 in 2025 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

1.97% less ownership

Funds ownership: 56.12% → 54.15% (-2%)

6% less funds holding

Funds holding: 31 → 29 (-2)

11% less capital invested

Capital invested by funds: $20.8M → $18.5M (-$2.33M)

80% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 10

Holders
29
Holders Change
-2
Holders Change %
-6.45%
% of All Funds
0.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
2
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OMC
Old Mission Capital
Illinois
+$438K
2
MFG
MTM Financial Group
Pennsylvania
+$418K
3
CW
CreativeOne Wealth
Kansas
+$200K
4
KAS
Kestra Advisory Services
Texas
+$164K
5
SAG
SageView Advisory Group
California
+$106K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.1M
2
WCP
Wick Capital Partners
Pennsylvania
-$924K
3
HI
Harbour Investments
Wisconsin
-$575K
4
Goldman Sachs
Goldman Sachs
New York
-$220K
5
Raymond James Financial
Raymond James Financial
Florida
-$66.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1
Brookstone Capital Management
Illinois
$4.62M -$11.3K -416 -0.2%
HighTower Advisors
2
HighTower Advisors
Illinois
$1.73M -$40.3K -1,485 -2%
OMC
3
Old Mission Capital
Illinois
$1.29M +$438K +16,130 +52%
VFPW
4
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.12M -$4.01K -148 -0.4%
Raymond James Financial
5
Raymond James Financial
Florida
$991K -$66.6K -2,456 -6%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$955K – – –
TWM
7
Tradition Wealth Management
Minnesota
$895K – – –
CWS
8
Cypress Wealth Services
California
$836K – – –
GCP
9
Gill Capital Partners
Colorado
$772K – – –
SAS
10
SMI Advisory Services
Indiana
$728K – – –
MA
11
Mutual Advisors
Nebraska
$684K – – –
APW
12
Atlantic Private Wealth
North Carolina
$670K – – –
MFG
13
MTM Financial Group
Pennsylvania
$421K +$418K +15,411 New
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$387K -$26.6K -981 -6%
TWP
15
Triad Wealth Partners
Kansas
$363K – – –
MML Investors Services
16
MML Investors Services
Massachusetts
$354K +$3.47K +128 +1%
LPL Financial
17
LPL Financial
California
$234K – – –
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$233K -$28.5K -1,049 -11%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$205K -$1.1M -40,621 -84%
CW
20
CreativeOne Wealth
Kansas
$202K +$200K +7,380 New
KAS
21
Kestra Advisory Services
Texas
$165K +$164K +6,050 New
Osaic Holdings
22
Osaic Holdings
Arizona
$144K – – –
SAG
23
SageView Advisory Group
California
$107K +$106K +3,903 New
FFA
24
Farther Finance Advisors
California
$88.8K – – –
IA
25
IFP Advisors
Florida
$84.7K – – –
1
2

TJAN Hedge Fund Activity: Q4 2025 in Review

29 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Innovator Equity Defined Protection ETF - 2 Yr to January 2027 (TJAN) for Q4 2025, worth a combined $18.5M — down 11% from $20.8M a quarter earlier.

Fund positioning in TJAN was balanced in Q4 2025: 4 funds opened new positions, 4 closed out, 2 added to existing stakes and 10 trimmed.

The largest buyer was Old Mission Capital, adding an estimated $438K. The largest seller was Susquehanna International Group, cutting an estimated $1.1M.

  • 29 institutional investors held Innovator Equity Defined Protection ETF - 2 Yr to January 2027 (TJAN) as of Q4 2025, down from 31 in Q3 2025.
  • Funds reported $18.5M of Innovator Equity Defined Protection ETF - 2 Yr to January 2027 stock for Q4 2025, down 11% quarter-over-quarter.
  • 4 funds opened new Innovator Equity Defined Protection ETF - 2 Yr to January 2027 positions in Q4 2025 and 4 closed out, a net change of 0 holders.
  • The largest Innovator Equity Defined Protection ETF - 2 Yr to January 2027 buyer in Q4 2025 was Old Mission Capital, an estimated $438K added.
  • The largest Innovator Equity Defined Protection ETF - 2 Yr to January 2027 seller in Q4 2025 was Susquehanna International Group, an estimated $1.1M sold.

Based on aggregated 13F filings for Q4 2025.