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.

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
1
Legacy CG
Texas
$6.77M
2
CSP
2
Cary Street Partners
Virginia
$5.55M
3
HI
3
Harbour Investments
Wisconsin
$7.69M
4
CAG
4
Csenge Advisory Group
Florida
$2.67M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$1.23M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$0
2
BCM
2
Brookstone Capital Management
Illinois
$980K
3
FFS
3
Founders Financial Securities
Maryland
$0
4
NA
4
NewEdge Advisors
Louisiana
$0
5
DIM
5
Delta Investment Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CPIG
51
Chicago Partners Investment Group
Illinois
$222K 8,958 -6,475 -42%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$220K 8,967 – –
Citadel Advisors
53
Citadel Advisors
Florida
$207K 8,416 +8,416 New
WFS
54
WealthGarden F.S.
California
$205K 8,292 +8,292 New
CB
55
Chris Bulman
California
$203K 8,284 +8,284 New
BSCCG
56
Blue Sky Capital Consultants Group
California
$202K 8,247 +8,247 New
IWM
57
IMG Wealth Management
Florida
$201K 8,206 – –
Barclays
58
Barclays
United Kingdom
$198K 8,060 +8,060 New
EWM
59
Evolution Wealth Management
Florida
$174K 7,092 +7,092 New
IA
60
IFP Advisors
Florida
$83.1K 3,388 +990 +41%
UBS Group
61
UBS Group
Switzerland
$73.7K 3,005 +778 +35%
HIA
62
Harbor Investment Advisory
Maryland
$25.7K 1,046 +1,046 New
FFA
63
Farther Finance Advisors
California
$15.4K 626 – –
PSFG
64
Park Square Financial Group
Georgia
$10.9K 444 – –
Envestnet Asset Management
65
Envestnet Asset Management
Illinois
– – -679,660 Closed
FFS
66
Founders Financial Securities
Maryland
– – -126,517 Closed
NA
67
NewEdge Advisors
Louisiana
– – -108,238 Closed
DIM
68
Delta Investment Management
California
– – -106,864 Closed
IA
69
Integrity Alliance
Iowa
– – -27,336 Closed
HCA
70
Heck Capital Advisors
Wisconsin
– – -13,300 Closed
AWA
71
Authentikos Wealth Advisory
California
– – -13,252 Closed
FA
72
Fermata Advisors
California
– – -11,650 Closed
ACM
73
AlphaStar Capital Management
North Carolina
– – -11,482 Closed
CA
74
Continuum Advisory
Idaho
– – -3,441 Closed
JPMorgan Chase & Co
75
JPMorgan Chase & Co
New York
– – -3,205 Closed
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