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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
HighTower Advisors
1
HighTower Advisors
Illinois
$9.33M -$67.8K -2,555 -0.7%
AIC
2
Archer Investment Corporation
Indiana
$8.38M -$2.06M -77,660 -20%
LC
3
Legacy CG
Texas
$7.51M +$13.3K +501 +0.2%
CNBT
4
Canandaigua National Bank & Trust
New York
$3.8M
Truist Financial
5
Truist Financial
North Carolina
$3.6M
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$3.36M -$127K -4,771 -4%
KAS
7
Kestra Advisory Services
Texas
$2.88M -$28.8K -1,084 -1%
IAS
8
Integrity Advisory Solutions
Texas
$2.04M -$8.12K -306 -0.4%
SB
9
Strategic Blueprint
Georgia
$1.75M -$128K -4,829 -7%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$1.72M -$201K -7,586 -11%
Raymond James Financial
11
Raymond James Financial
Florida
$1.66M +$295K +11,118 +22%
AWM
12
AE Wealth Management
Kansas
$1.5M -$67.8K -2,553 -4%
BCM
13
Brookstone Capital Management
Illinois
$1.38M -$124K -4,664 -8%
Osaic Holdings
14
Osaic Holdings
Arizona
$1.37M -$11.3K -426 -0.8%
CF
15
Centaurus Financial
California
$1.31M -$707K -26,653 -35%
AIA
16
AssuredPartners Investment Advisors
Florida
$1.29M +$1.28M +48,286 New
AFP
17
Ausdal Financial Partners
Iowa
$1.01M -$5.02K -189 -0.5%
KWM
18
KFG Wealth Management
Indiana
$980K -$7.94K -299 -0.8%
FFA
19
Farther Finance Advisors
California
$941K -$408K -15,371 -30%
LWA
20
Lineweaver Wealth Advisors
Ohio
$910K
CWS
21
Cypress Wealth Services
California
$794K
ASN
22
Advisory Services Network
Georgia
$743K -$2.65K -100 -0.4%
AF
23
Advisornet Financial
Minnesota
$721K -$10.9K -412 -2%
CA
24
Continuum Advisory
Idaho
$706K +$876 +33 +0.1%
AWM
25
Axxcess Wealth Management
California
$681K +$220K +8,298 +48%