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

Overview Fund Activity

77 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, 32 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
-5
Holders Change %
-6.1%
% of All Funds
1.03%
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
32
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OMC
Old Mission Capital
Illinois
+$1.71M
2
Jane Street
Jane Street
New York
+$663K
3
KAS
Kestra Advisory Services
Texas
+$444K
4
UBS Group
UBS Group
Switzerland
+$307K
5
IA
IFG Advisory
Georgia
+$291K

Top Sellers

1
SB
Strategic Blueprint
Georgia
-$4.52M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.65M
3
CF
Centaurus Financial
California
-$1.13M
4
Osaic Holdings
Osaic Holdings
Arizona
-$645K
5
FIA
Foundations Investment Advisors
Arizona
-$570K
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
1
Gradient Investments
Minnesota
$26.8M -$297K -10,368 -1%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$19.6M -$290K -10,106 -1%
VBFG
3
Vishria Bird Financial Group
Tennessee
$11M -$212K -7,396 -2%
BIM
4
Bullseye Investment Management
Ohio
$5.52M – – –
MFS
5
Mattson Financial Services
Michigan
$3.07M -$11.1K -388 -0.4%
BFA
6
Brown Financial Advisors
Ohio
$2.89M -$92.1K -3,209 -3%
KWM
7
KFG Wealth Management
Indiana
$2.81M -$162K -5,651 -5%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$2.75M +$20.5K +715 +0.8%
KAS
9
Kestra Advisory Services
Texas
$2.59M +$444K +15,490 +21%
BCM
10
Brookstone Capital Management
Illinois
$2.57M -$9.35K -326 -0.4%
Osaic Holdings
11
Osaic Holdings
Arizona
$2.28M -$645K -22,526 -22%
MOS
12
MGO One Seven
Ohio
$1.84M -$57.4K -2,000 -3%
SPWG
13
Syntegra Private Wealth Group
Missouri
$1.76M – – –
OMC
14
Old Mission Capital
Illinois
$1.71M +$1.71M +59,697 New
LPL Financial
15
LPL Financial
California
$1.7M +$203K +7,063 +14%
DI
16
Diligent Investors
California
$1.65M – – –
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$1.27M -$78K -2,717 -6%
HighTower Advisors
18
HighTower Advisors
Illinois
$1.02M -$6.66K -232 -0.6%
KWA
19
Kingswood Wealth Advisors
California
$1.02M -$13K -453 -1%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$993K +$9.93K +346 +1%
BTWM
21
Brass Tax Wealth Management
Ohio
$944K -$574 -20 -0.1%
AA
22
Armis Advisers
Georgia
$941K +$18.4K +641 +2%
LSPW
23
Lake Street Private Wealth
Illinois
$933K -$109K -3,790 -10%
UBS Group
24
UBS Group
Switzerland
$872K +$307K +10,700 +54%
FFA
25
Farther Finance Advisors
California
$843K -$86 -3 -0%
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