ZDEK

Innovator Equity Defined Protection ETF - 1 Yr December
ZDEK

Overview Fund Activity

64 hedge funds and large institutions have $78.6M invested in Innovator Equity Defined Protection ETF - 1 Yr December in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
+2
Holders Change %
+3.23%
% of All Funds
0.86%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
15
Increased
13
Reduced
14
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LC
Legacy CG
Texas
+$6.77M
2
CSP
Cary Street Partners
Virginia
+$5.25M
3
HI
Harbour Investments
Wisconsin
+$5.25M
4
CAG
Csenge Advisory Group
Florida
+$2.18M
5
MML Investors Services
MML Investors Services
Massachusetts
+$1.23M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$16.1M
2
BCM
Brookstone Capital Management
Illinois
-$3.48M
3
FFS
Founders Financial Securities
Maryland
-$3M
4
NA
NewEdge Advisors
Louisiana
-$2.56M
5
DIM
Delta Investment Management
California
-$2.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
BTWM
26
Brass Tax Wealth Management
Ohio
$755K – – –
CAL
27
Capital Analysts LLC
Pennsylvania
$751K – – –
MFGM
28
Marshall Financial Group (Maryland)
Maryland
$725K – – –
AIA
29
AssuredPartners Investment Advisors
Florida
$572K -$123K -5,006 -18%
AFGAS
30
Allegiance Financial Group Advisory Services
Virginia
$556K – – –
FPAS
31
Focus Partners Advisor Solutions
Missouri
$556K +$556K +22,652 New
IWS
32
Integrity Wealth Solutions
Colorado
$514K – – –
HF
33
HRT Financial
New York
$470K +$470K +19,190 New
ABWM
34
Alpine Bank Wealth Management
Colorado
$460K +$460K +18,750 New
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$459K -$30.8K -1,254 -6%
VFPW
36
Vantage Financial Partners (Wisconsin)
Wisconsin
$448K – – –
LWA
37
Lineweaver Wealth Advisors
Ohio
$419K – – –
IA
38
IFG Advisors
Missouri
$410K – – –
RIL
39
Rothschild Investment LLC
Illinois
$373K – – –
WS
40
Wedbush Securities
California
$359K +$64.4K +2,625 +22%
TWM
41
Tradition Wealth Management
Minnesota
$351K +$5.15K +210 +1%
GS
42
GWN Securities
Florida
$349K -$502K -20,458 -59%
SAW
43
Signal Advisors Wealth
Michigan
$326K +$326K +13,279 New
AF
44
Advisornet Financial
Minnesota
$318K – – –
FI
45
FWG Investments
Kentucky
$318K -$25 -1 -0%
FWM
46
FSR Wealth Management
Illinois
$304K -$16K -653 -5%
WIA
47
World Investment Advisors
California
$282K – – –
FCFC
48
First Commonwealth Financial Corp
Pennsylvania
$255K – – –
SWP
49
Sagespring Wealth Partners
Tennessee
$247K – – –
SPIA
50
Steward Partners Investment Advisory
New York
$225K – – –
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