ZJAN

Innovator Equity Defined Protection ETF - 1 Yr January

39 hedge funds and large institutions have $20.8M invested in Innovator Equity Defined Protection ETF - 1 Yr January in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 4 closing their positions.

Holders
39
Holders Change
+8
Holders Change %
+25.81%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
5
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$2.06M 78,320 -11,611 -13%
KAS
2
Kestra Advisory Services
Texas
$1.83M 69,459 -1,758 -2%
Raymond James Financial
3
Raymond James Financial
Florida
$1.73M 65,825 +4,120 +7%
CA
4
CoreCap Advisors
Michigan
$1.29M 49,110 +7,855 +19%
HighTower Advisors
5
HighTower Advisors
Illinois
$1.15M 43,621 -4,283 -9%
GCP
6
Gill Capital Partners
Colorado
$1.05M 39,719
Cerity Partners
7
Cerity Partners
New York
$1.02M 38,801 +38,801 New
MA
8
Mutual Advisors
Nebraska
$983K 37,060
KWM
9
KFG Wealth Management
Indiana
$672K 25,511
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$670K 25,444 +8,740 +52%
LWA
11
Lineweaver Wealth Advisors
Ohio
$628K 23,860
CWG
12
Cornerstone Wealth Group
North Carolina
$564K 21,435
FFA
13
Farther Finance Advisors
California
$510K 19,365 +19,365 New
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$488K 18,529 +886 +5%
TWM
15
Tradition Wealth Management
Minnesota
$482K 18,323
AWM
16
AE Wealth Management
Kansas
$455K 17,272 -227 -1%
VFPW
17
Vantage Financial Partners (Wisconsin)
Wisconsin
$420K 15,955
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$410K 15,530
SAG
19
SageView Advisory Group
California
$395K 14,895
AIC
20
Archer Investment Corporation
Indiana
$339K 12,875 +78 +0.6%
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$307K 11,677
CVA
22
Central Valley Advisors
California
$277K 10,513 +10,513 New
BCM
23
Brookstone Capital Management
Illinois
$270K 10,266 +10,266 New
IWN
24
Independent Wealth Network
Iowa
$263K 9,983 +9,983 New
NA
25
NewEdge Advisors
Louisiana
$261K 9,921