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 %
VWM
1
VanWeelden Wealth Management
Ohio
$16.3M +$16.3M +689,069 New
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$16.1M +$16.1M +679,660 New
AWM
3
AE Wealth Management
Kansas
$6.75M +$1.04M +43,971 +18%
Raymond James Financial
4
Raymond James Financial
Florida
$5.71M +$5.71M +241,173 New
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$4.35M +$509K +21,511 +13%
BCM
6
Brookstone Capital Management
Illinois
$4.3M +$4.3M +181,652 New
FFS
7
Founders Financial Securities
Maryland
$3M +$3M +126,517 New
KAS
8
Kestra Advisory Services
Texas
$2.99M +$391K +16,532 +15%
NA
9
NewEdge Advisors
Louisiana
$2.56M +$14.8K +625 +0.6%
DIM
10
Delta Investment Management
California
$2.53M +$2.53M +106,864 New
HI
11
Harbour Investments
Wisconsin
$2.36M +$188K +7,922 +9%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$2.17M +$851K +35,947 +64%
Osaic Holdings
13
Osaic Holdings
Arizona
$1.94M +$1.79M +75,779 +1,200%
KWM
14
KFG Wealth Management
Indiana
$1.87M +$41K +1,731 +2%
PWP
15
Prasad Wealth Partners
Ohio
$1.8M – – –
OL
16
Owen LaRue
Kentucky
$1.62M +$1.62M +68,501 New
CF
17
Centaurus Financial
California
$1.42M +$74.9K +3,161 +6%
KWM
18
Kingsview Wealth Management
Oregon
$1.38M +$707K +29,840 +104%
AIC
19
Archer Investment Corporation
Indiana
$1.33M +$291K +12,306 +28%
IWN
20
Independent Wealth Network
Iowa
$1.14M +$1.14M +48,158 New
FA
21
FC Advisory
Pennsylvania
$1.14M +$1.14M +47,981 New
GS
22
GWN Securities
Florida
$834K +$834K +34,660 New
BCI
23
Brinker Capital Investments
Pennsylvania
$830K +$830K +35,063 New
OPS
24
Orion Portfolio Solutions
Nebraska
$830K +$830K +35,063 New
TF
25
Trek Financial
Arizona
$812K +$382K +16,131 +89%
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