ZDEK

Innovator Equity Defined Protection ETF - 1 Yr December
ZDEK

Overview Fund Activity

62 hedge funds and large institutions have $98.7M invested in Innovator Equity Defined Protection ETF - 1 Yr December in 2025 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 19 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
+24
Holders Change %
+63.16%
% of All Funds
0.84%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
27
Increased
19
Reduced
3
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VWM
VanWeelden Wealth Management
Ohio
+$16.3M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$16.1M
3
Raymond James Financial
Raymond James Financial
Florida
+$5.71M
4
BCM
Brookstone Capital Management
Illinois
+$4.3M
5
FFS
Founders Financial Securities
Maryland
+$3M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$565K
2
SIA
Soltis Investment Advisors
Utah
-$218K
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$158K
4
CP
Castleview Partners
Texas
-$99.8K
5
TWM
Tradition Wealth Management
Minnesota
-$68.6K
Name Holding Trade Value Shares
Change 		Shares
Change %
BTWM
26
Brass Tax Wealth Management
Ohio
$728K +$247K +10,445 +51%
CAL
27
Capital Analysts LLC
Pennsylvania
$725K +$93.5K +3,946 +15%
MFGM
28
Marshall Financial Group (Maryland)
Maryland
$699K +$699K +29,520 New
AIA
29
AssuredPartners Investment Advisors
Florida
$670K +$297K +12,537 +79%
IA
30
Integrity Alliance
Iowa
$647K +$647K +27,336 New
AFGAS
31
Allegiance Financial Group Advisory Services
Virginia
$536K – – –
FA
32
FSA Advisors
Michigan
$535K +$535K +22,593 New
IWS
33
Integrity Wealth Solutions
Colorado
$496K +$496K +20,940 New
CAG
34
Csenge Advisory Group
Florida
$475K +$158K +6,741 +50%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$472K -$158K -6,676 -25%
VFPW
36
Vantage Financial Partners (Wisconsin)
Wisconsin
$432K – – –
LWA
37
Lineweaver Wealth Advisors
Ohio
$405K – – –
IA
38
IFG Advisors
Missouri
$395K – – –
CPIG
39
Chicago Partners Investment Group
Illinois
$368K +$368K +15,433 New
RIL
40
Rothschild Investment LLC
Illinois
$360K – – –
TWM
41
Tradition Wealth Management
Minnesota
$334K -$68.6K -2,899 -17%
HCA
42
Heck Capital Advisors
Wisconsin
$315K +$315K +13,300 New
AWA
43
Authentikos Wealth Advisory
California
$314K +$314K +13,252 New
FWM
44
FSR Wealth Management
Illinois
$309K – – –
AF
45
Advisornet Financial
Minnesota
$307K +$307K +12,966 New
FI
46
FWG Investments
Kentucky
$307K -$13.2K -558 -4%
CSP
47
Cary Street Partners
Virginia
$289K +$289K +12,200 New
WS
48
Wedbush Securities
California
$284K +$23.7K +1,000 +9%
FA
49
Fermata Advisors
California
$276K +$276K +11,650 New
WIA
50
World Investment Advisors
California
$273K – – –
1
2
3