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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
IWM
51
IMG Wealth Management
Florida
$247K
DI
52
Diligent Investors
California
$240K
CPIG
53
Chicago Partners Investment Group
Illinois
$231K
FFA
54
Farther Finance Advisors
California
$222K -$721K -26,923 -76%
IA
55
IFP Advisors
Florida
$218K
JP Morgan Chase
56
JP Morgan Chase
New York
$214K +$216K +8,082 New
TWM
57
TopTier Wealth Management
Wisconsin
$212K
Barclays
58
Barclays
United Kingdom
$148K +$74.5K +2,783 +100%
FNWA
59
Financial Network Wealth Advisors
Utah
$126K
KCM
60
Key Capital Management
Tennessee
$119K +$120K +4,467 New
EWM
61
Evermay Wealth Management
Virginia
$79.9K
AF
62
Allworth Financial
California
$61.3K
HI
63
Harbour Investments
Wisconsin
$51.4K -$290K -10,829 -85%
IWS
64
Intentional Wealth Strategies
Colorado
$27.6K +$27.8K +1,037 New
CAL
65
Capital Analysts LLC
Pennsylvania
$27K
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$27K +$1.07K +40 +4%
NWMP
67
Noble Wealth Management PBC
Colorado
$26.6K
DFA
68
DHJJ Financial Advisors
Illinois
$14.3K
CA
69
CoreCap Advisors
Michigan
$13.8K
KFG
70
Kingdom Financial Group
Arizona
$6.9K +$6.94K +259 New
LAS
71
Lloyd Advisory Services
Georgia
$6.9K +$6.94K +259 New
NA
72
Networth Advisors
Pennsylvania
$6.71K +$6.75K +252 New
BBPWM
73
Blue Bell Private Wealth Management
Pennsylvania
$5.33K
ACA
74
Aptus Capital Advisors
Alabama
$5.06K
GWANC
75
Guardian Wealth Advisors (North Carolina)
North Carolina
$5.06K +$5.09K +190 New