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ZAUG

Innovator Equity Defined Protection ETF - 1 Yr August

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: 11 (0)

3.41% less ownership

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

6% less funds holding

Funds holding: 7772 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
FCFC
51
First Commonwealth Financial Corp
Pennsylvania
$257K
IWM
52
IMG Wealth Management
Florida
$248K
DI
53
Diligent Investors
California
$240K
CPIG
54
Chicago Partners Investment Group
Illinois
$228K
MSFS
55
Main Street Financial Solutions
Pennsylvania
$219K
IA
56
IFP Advisors
Florida
$218K -$27.7K -1,045 -11%
FIA
57
Foundations Investment Advisors
Arizona
$213K +$8.73K +329 +4%
TWM
58
TopTier Wealth Management
Wisconsin
$212K +$211K +7,945 New
TF
59
Trek Financial
Arizona
$210K -$11.4K -428 -5%
SAG
60
SageView Advisory Group
California
$142K +$141K +5,320 New
FNWA
61
Financial Network Wealth Advisors
Utah
$127K
OC
62
Optima Capital
Oregon
$106K +$106K +3,986 New
EWM
63
Evermay Wealth Management
Virginia
$80.1K
Barclays
64
Barclays
United Kingdom
$74.4K
AF
65
Allworth Financial
California
$61.5K
CAL
66
Capital Analysts LLC
Pennsylvania
$27K
NWMP
67
Noble Wealth Management PBC
Colorado
$26.7K
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$26K +$22.8K +859 +754%
DFA
69
DHJJ Financial Advisors
Illinois
$14.4K
CA
70
CoreCap Advisors
Michigan
$13.9K
BBPWM
71
Blue Bell Private Wealth Management
Pennsylvania
$5.34K
ACA
72
Aptus Capital Advisors
Alabama
$5.08K
M1FG
73
Mach-1 Financial Group
Arkansas
-$2.03M -76,810 Closed
Citadel Advisors
74
Citadel Advisors
Florida
-$653K -24,675 Closed
CC
75
Commons Capital
Massachusetts
-$470K -17,773 Closed