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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 %
TF
26
Trek Financial
Arizona
$817K 28,469 -379 -1%
MSFS
27
Main Street Financial Solutions
Pennsylvania
$789K 27,508 – –
MML Investors Services
28
MML Investors Services
Massachusetts
$703K 24,490 -4,660 -16%
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$701K 24,400 – –
SWM
30
Spire Wealth Management
Virginia
$697K 24,283 -1,850 -7%
Jane Street
31
Jane Street
New York
$663K 23,117 +23,117 New
CVA
32
Central Valley Advisors
California
$621K 21,658 – –
VFPW
33
Vantage Financial Partners (Wisconsin)
Wisconsin
$592K 20,638 – –
PW
34
Paladin Wealth
Minnesota
$548K 19,100 -476 -2%
NA
35
NewEdge Advisors
Louisiana
$509K 17,753 -1,805 -9%
Focus Partners Wealth
36
Focus Partners Wealth
Massachusetts
$484K 16,866 – –
AWM
37
AE Wealth Management
Kansas
$446K 15,560 +501 +3%
GS
38
GWN Securities
Florida
$414K 14,435 -3 -0%
SS
39
Sunbelt Securities
Texas
$402K 14,490 +165 +1%
HI
40
Harbour Investments
Wisconsin
$397K 13,850 -10,599 -43%
MW
41
Maia Wealth
Colorado
$395K 13,763 -132 -0.9%
LSA
42
Lion Street Advisors
Texas
$385K 13,435 – –
BFA
43
Beacon Financial Advisory
Ohio
$342K 11,930 – –
SB
44
Strategic Blueprint
Georgia
$326K 11,350 -157,410 -93%
KWM
45
Kingsview Wealth Management
Oregon
$318K 11,089 – –
PFA
46
Plotkin Financial Advisors
Maryland
$315K 10,987 -3,169 -22%
CRWM
47
Castle Rock Wealth Management
California
$306K 10,625 – –
TSW
48
Three Seasons Wealth
Utah
$300K 10,452 – –
TCM
49
Triumph Capital Management
Colorado
$293K 10,214 +926 +10%
IA
50
IFG Advisory
Georgia
$291K 10,160 +10,160 New
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2
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