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ZAUG

Innovator Equity Defined Protection ETF - 1 Yr August
ZAUG

72 hedge funds and large institutions have $73.6M invested in Innovator Equity Defined Protection ETF - 1 Yr August in 2025 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 24 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3.41% less ownership

Funds ownership: 66.37% → 62.97% (-3.4%)

6% less funds holding

Funds holding: 77 → 72 (-5)

7% less capital invested

Capital invested by funds: $79.5M → $73.6M (-$5.87M)

40% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 10

67% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 24

Holders
72
Holders Change
-5
Holders Change %
-6.49%
% of All Funds
0.88%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
6
Increased
8
Reduced
24
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AIA
AssuredPartners Investment Advisors
Florida
+$1.28M
2
WA
Waverly Advisors
Alabama
+$577K
3
Raymond James Financial
Raymond James Financial
Florida
+$295K
4
AWM
Axxcess Wealth Management
California
+$220K
5
SAG
SageView Advisory Group
California
+$141K

Top Sellers

1
AIC
Archer Investment Corporation
Indiana
-$2.06M
2
M1FG
Mach-1 Financial Group
Arkansas
-$2.03M
3
CF
Centaurus Financial
California
-$707K
4
Citadel Advisors
Citadel Advisors
Florida
-$653K
5
CC
Commons Capital
Massachusetts
-$470K
Name Holding Trade Value Shares
Change 		Change in
Stake
CVA
26
Central Valley Advisors
California
$644K – – –
CWG
27
Cornerstone Wealth Group
North Carolina
$621K – – –
CFCI
28
Comprehensive Financial Consultants Institutional
Indiana
$588K – – –
WA
29
Waverly Advisors
Alabama
$581K +$577K +21,730 New
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$562K +$20.5K +774 +4%
FFWA
31
Forthright Family Wealth Advisory
Texas
$534K – – –
RIS
32
Retirement Income Solutions
Michigan
$503K – – –
LPL Financial
33
LPL Financial
California
$493K – – –
VFPW
34
Vantage Financial Partners (Wisconsin)
Wisconsin
$469K – – –
PWM
35
PTM Wealth Management
United States
$462K – – –
PWMG
36
Pinnacle Wealth Management Group
Michigan
$444K – – –
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$434K – – –
FA
38
FC Advisory
Pennsylvania
$394K +$2.81K +106 +0.7%
EWM
39
Evolution Wealth Management
Florida
$359K – – –
CA
40
COFG Advisors
Illinois
$359K +$356K +13,425 New
OMC
41
Old Mission Capital
Illinois
$344K -$438K -16,520 -56%
HI
42
Harbour Investments
Wisconsin
$341K -$45.5K -1,716 -12%
SWP
43
Summit Wealth Partners
Florida
$322K -$10.8K -405 -3%
MA
44
Mutual Advisors
Nebraska
$315K -$101K -3,816 -24%
FHC
45
First Heartland Consultants
Missouri
$297K -$25.1K -947 -8%
MFG
46
MTM Financial Group
Pennsylvania
$288K – – –
FA
47
FSA Advisors
Michigan
$283K -$11.1K -417 -4%
SIA
48
Soltis Investment Advisors
Utah
$281K – – –
BWM
49
Brown Wealth Management
Illinois
$275K – – –
SWA
50
Stratos Wealth Advisors
Ohio
$259K – – –
1
2
3 4

ZAUG Hedge Fund Activity: Q4 2025 in Review

72 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Innovator Equity Defined Protection ETF - 1 Yr August (ZAUG) for Q4 2025, worth a combined $73.6M — down 7.4% from $79.5M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of ZAUG and 6 opened new positions — a net loss of 4 holders — while 24 trimmed existing stakes and 8 added.

The largest buyer was AssuredPartners Investment Advisors, opening a new position worth an estimated $1.28M. The largest seller was Archer Investment Corporation, cutting an estimated $2.06M.

  • 72 institutional investors held Innovator Equity Defined Protection ETF - 1 Yr August (ZAUG) as of Q4 2025, down from 77 in Q3 2025.
  • Funds reported $73.6M of Innovator Equity Defined Protection ETF - 1 Yr August stock for Q4 2025, down 7.4% quarter-over-quarter.
  • 6 funds opened new Innovator Equity Defined Protection ETF - 1 Yr August positions in Q4 2025 and 10 closed out, a net change of -4 holders.
  • The largest Innovator Equity Defined Protection ETF - 1 Yr August buyer in Q4 2025 was AssuredPartners Investment Advisors, an estimated $1.28M added.
  • The largest Innovator Equity Defined Protection ETF - 1 Yr August seller in Q4 2025 was Archer Investment Corporation, an estimated $2.06M sold.

Based on aggregated 13F filings for Q4 2025.