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ZAUG

Innovator Equity Defined Protection ETF - 1 Yr August

75 hedge funds and large institutions have $62.3M invested in Innovator Equity Defined Protection ETF - 1 Yr August in 2026 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 6 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

4% more funds holding

Funds holding: 7275 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.46% less ownership

Funds ownership: 62.97%61.51% (-1.5%)

15% less capital invested

Capital invested by funds: $73.6M → $62.3M (-$11.3M)

70% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 20

Holders
75
Holders Change
+3
Holders Change %
+4.17%
% of All Funds
0.92%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
14
Increased
6
Reduced
20
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WA
26
Waverly Advisors
Alabama
$579K
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$558K -$2.01K -75 -0.4%
IAS
28
Integrity Advisory Solutions
Texas
$521K -$1.53M -56,946 -74%
RIS
29
Retirement Income Solutions
Michigan
$501K
AF
30
Advisornet Financial
Minnesota
$496K -$224K -8,366 -31%
CIA
31
Concurrent Investment Advisors
Florida
$493K +$496K +18,519 New
LPL Financial
32
LPL Financial
California
$465K -$26.8K -1,000 -5%
CAG
33
Csenge Advisory Group
Florida
$457K +$460K +17,160 New
PWMG
34
Pinnacle Wealth Management Group
Michigan
$443K
FA
35
FC Advisory
Pennsylvania
$395K +$2.25K +84 +0.6%
AWMI
36
Aegis Wealth Management (Iowa)
Iowa
$392K +$395K +14,728 New
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$392K -$40.7K -1,518 -9%
EWM
38
Evolution Wealth Management
Florida
$358K
CA
39
COFG Advisors
Illinois
$357K
FA
40
FSA Advisors
Michigan
$354K +$71.5K +2,669 +25%
SWP
41
Summit Wealth Partners
Florida
$321K
HBS
42
Howard Bailey Securities
Indiana
$317K +$319K +11,896 New
MA
43
Mutual Advisors
Nebraska
$314K
FHC
44
First Heartland Consultants
Missouri
$296K
MFG
45
MTM Financial Group
Pennsylvania
$287K
SIA
46
Soltis Investment Advisors
Utah
$280K
BWM
47
Brown Wealth Management
Illinois
$274K
SWA
48
Stratos Wealth Advisors
Ohio
$259K
FCFC
49
First Commonwealth Financial Corp
Pennsylvania
$256K
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$249K +$251K +9,354 New