ZAUG

Innovator Equity Defined Protection ETF - 1 Yr August

45 hedge funds and large institutions have $42.7M invested in Innovator Equity Defined Protection ETF - 1 Yr August in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
45
Holders Change
-3
Holders Change %
-6.25%
% of All Funds
0.61%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
4
Increased
9
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BWM
26
Brown Wealth Management
Illinois
$286K
AAS
27
Avantax Advisory Services
Texas
$269K
CFS
28
Commonwealth Financial Services
West Virginia
$256K
OMC
29
Old Mission Capital
Illinois
$244K -$350K -14,193 -59%
FCFC
30
First Commonwealth Financial Corp
Pennsylvania
$237K
DI
31
Diligent Investors
California
$222K
IWM
32
IMG Wealth Management
Florida
$180K
Osaic Holdings
33
Osaic Holdings
Arizona
$167K +$49.1K +1,988 +42%
Barclays
34
Barclays
United Kingdom
$146K +$141K +5,706 +2,679%
IA
35
IFP Advisors
Florida
$113K +$25.8K +1,045 +29%
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$104K
CA
37
Continuum Advisory
Idaho
$102K
FNWA
38
Financial Network Wealth Advisors
Utah
$96.8K +$63.9K +2,589 +195%
HI
39
Harbour Investments
Wisconsin
$95.9K
EWM
40
Evermay Wealth Management
Virginia
$74.1K
PS
41
Principal Securities
Iowa
$46.6K
UBS Group
42
UBS Group
Switzerland
$34.5K +$34.5K +1,398 New
CAL
43
Capital Analysts LLC
Pennsylvania
$25K +$25K +1,027 New
NWMP
44
Noble Wealth Management PBC
Colorado
$24.7K
Fifth Third Bancorp
45
Fifth Third Bancorp
Ohio
$13K +$13K +527 New
OIA
46
OneDigital Investment Advisors
Kansas
-$214K -8,591 Closed
TF
47
Trek Financial
Arizona
-$210K -8,436 Closed
AA
48
Armis Advisers
Georgia
-$206K -8,261 Closed
SS
49
Sunbelt Securities
Texas
-$73.5K -2,950 Closed
SPIA
50
Steward Partners Investment Advisory
New York
-$3.11K -125 Closed