ZAUG

Innovator Equity Defined Protection ETF - 1 Yr August

74 hedge funds and large institutions have $62M 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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

15% less capital invested

Capital invested by funds: $73.3M → $62M (-$11.3M)

70% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 20

Holders
74
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DI
51
Diligent Investors
California
$240K
CPIG
52
Chicago Partners Investment Group
Illinois
$231K
FFA
53
Farther Finance Advisors
California
$222K
IA
54
IFP Advisors
Florida
$218K
JP Morgan Chase
55
JP Morgan Chase
New York
$214K
TWM
56
TopTier Wealth Management
Wisconsin
$212K
Barclays
57
Barclays
United Kingdom
$148K
FNWA
58
Financial Network Wealth Advisors
Utah
$126K
KCM
59
Key Capital Management
Tennessee
$119K
EWM
60
Evermay Wealth Management
Virginia
$79.9K
AF
61
Allworth Financial
California
$61.3K
HI
62
Harbour Investments
Wisconsin
$51.4K
IWS
63
Intentional Wealth Strategies
Colorado
$27.6K
CAL
64
Capital Analysts LLC
Pennsylvania
$27K
Carson Wealth (CWM LLC)
65
Carson Wealth (CWM LLC)
Nebraska
$27K
NWMP
66
Noble Wealth Management PBC
Colorado
$26.6K
DFA
67
DHJJ Financial Advisors
Illinois
$14.3K
CA
68
CoreCap Advisors
Michigan
$13.8K
LAS
69
Lloyd Advisory Services
Georgia
$6.9K
KFG
70
Kingdom Financial Group
Arizona
$6.9K
NA
71
Networth Advisors
Pennsylvania
$6.71K
BBPWM
72
Blue Bell Private Wealth Management
Pennsylvania
$5.33K
ACA
73
Aptus Capital Advisors
Alabama
$5.06K
GWANC
74
Guardian Wealth Advisors (North Carolina)
North Carolina
$5.06K
LC
75
Legacy CG
Texas