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Innovator Equity Defined Protection ETF - 2 Yr to July 2027
TJUL

Overview Fund Activity

76 hedge funds and large institutions have $114M invested in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 31 reducing their positions, and 12 closing their positions.

Holders
76
Holders Change
-6
Holders Change %
-7.32%
% of All Funds
1.02%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
8
Increased
9
Reduced
31
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OMC
1
Old Mission Capital
Illinois
$1.71M
2
Jane Street
2
Jane Street
New York
$663K
3
KAS
3
Kestra Advisory Services
Texas
$2.59M
4
UBS Group
4
UBS Group
Switzerland
$872K
5
IA
5
IFG Advisory
Georgia
$291K

Top Sellers

1
SB
1
Strategic Blueprint
Georgia
$326K
2
CF
2
Centaurus Financial
California
$112K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$2.28M
4
FIA
4
Foundations Investment Advisors
Arizona
$0
5
FA
5
FSA Advisors
Michigan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GI
1
Gradient Investments
Minnesota
$26.8M 933,296 -10,368 -1%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$19.6M 683,501 -10,106 -1%
VBFG
3
Vishria Bird Financial Group
Tennessee
$11M 382,436 -7,396 -2%
BIM
4
Bullseye Investment Management
Ohio
$5.52M 196,880 – –
MFS
5
Mattson Financial Services
Michigan
$3.07M 107,093 -388 -0.4%
BFA
6
Brown Financial Advisors
Ohio
$2.89M 100,743 -3,209 -3%
KWM
7
KFG Wealth Management
Indiana
$2.81M 98,007 -5,651 -5%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$2.75M 95,760 +715 +0.8%
KAS
9
Kestra Advisory Services
Texas
$2.59M 90,177 +15,490 +21%
BCM
10
Brookstone Capital Management
Illinois
$2.57M 89,526 -326 -0.4%
Osaic Holdings
11
Osaic Holdings
Arizona
$2.28M 79,668 -22,526 -22%
MOS
12
MGO One Seven
Ohio
$1.84M 64,263 -2,000 -3%
SPWG
13
Syntegra Private Wealth Group
Missouri
$1.76M 61,311 – –
OMC
14
Old Mission Capital
Illinois
$1.71M 59,697 +59,697 New
LPL Financial
15
LPL Financial
California
$1.7M 59,119 +7,063 +14%
DI
16
Diligent Investors
California
$1.65M 57,415 – –
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$1.27M 44,128 -2,717 -6%
HighTower Advisors
18
HighTower Advisors
Illinois
$1.02M 35,672 -232 -0.6%
KWA
19
Kingswood Wealth Advisors
California
$1.02M 35,548 -453 -1%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$993K 34,617 +346 +1%
BTWM
21
Brass Tax Wealth Management
Ohio
$944K 32,900 -20 -0.1%
AA
22
Armis Advisers
Georgia
$941K 32,783 +641 +2%
LSPW
23
Lake Street Private Wealth
Illinois
$933K 32,515 -3,790 -10%
UBS Group
24
UBS Group
Switzerland
$872K 30,392 +10,700 +54%
FFA
25
Farther Finance Advisors
California
$843K 29,370 -3 -0%
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