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ZJAN

Innovator Equity Defined Protection ETF - 1 Yr January
ZJAN

45 hedge funds and large institutions have $22M invested in Innovator Equity Defined Protection ETF - 1 Yr January in 2025 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

2% more funds holding

Funds holding: 44 → 45 (+1)

1% more capital invested

Capital invested by funds: $21.8M → $22M (+$220K)

0.71% more ownership

Funds ownership: 40% → 40.71% (+0.71%)

15% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 13

Holders
45
Holders Change
+1
Holders Change %
+2.27%
% of All Funds
0.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
11
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWMK
Caliber Wealth Management (Kansas)
Kansas
+$992K
2
Osaic Holdings
Osaic Holdings
Arizona
+$356K
3
CVA
Central Valley Advisors
California
+$343K
4
Truist Financial
Truist Financial
North Carolina
+$265K
5
MFG
MTM Financial Group
Pennsylvania
+$262K

Top Sellers

1
GCP
Gill Capital Partners
Colorado
-$1.07M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$910K
3
Citadel Advisors
Citadel Advisors
Florida
-$492K
4
CWG
Cornerstone Wealth Group
North Carolina
-$211K
5
MA
Mutual Advisors
Nebraska
-$207K
Name Holding Trade Value Shares
Change 		Change in
Stake
IFG
26
Independent Financial Group
California
$282K – – –
NA
27
NewEdge Advisors
Louisiana
$271K – – –
Truist Financial
28
Truist Financial
North Carolina
$267K +$265K +9,773 New
CA
29
CoreCap Advisors
Michigan
$266K -$64.7K -2,387 -20%
SFA
30
Sequoia Financial Advisors
Ohio
$266K – – –
IWN
31
Independent Wealth Network
Iowa
$265K -$1.22K -45 -0.5%
MFG
32
MTM Financial Group
Pennsylvania
$265K +$262K +9,677 New
AF
33
Advisornet Financial
Minnesota
$251K – – –
CFCI
34
Comprehensive Financial Consultants Institutional
Indiana
$245K – – –
KWM
35
Kingsview Wealth Management
Oregon
$237K +$234K +8,653 New
ASN
36
Advisory Services Network
Georgia
$225K +$108K +4,000 +94%
IIA
37
Integral Investment Advisors
California
$215K – – –
EWM
38
Elmwood Wealth Management
California
$213K – – –
NWMP
39
Noble Wealth Management PBC
Colorado
$143K -$12.3K -455 -8%
IA
40
IFP Advisors
Florida
$64.5K -$2.09K -77 -3%
AF
41
Allworth Financial
California
$41K – – –
KFAS
42
Keating Financial Advisory Services
Kansas
$41K +$40.6K +1,500 New
HI
43
Harbour Investments
Wisconsin
$26K +$22.5K +832 +693%
GF
44
GGM Financials
Ohio
$21.2K – – –
IWM
45
IMG Wealth Management
Florida
$18.6K +$18.4K +680 New
GCP
46
Gill Capital Partners
Colorado
– -$1.07M -39,719 Closed
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
– -$910K -33,872 Closed
Citadel Advisors
48
Citadel Advisors
Florida
– -$492K -18,299 Closed
Barclays
49
Barclays
United Kingdom
– -$148K -5,513 Closed
CF
50
Centaurus Financial
California
– -$111K -4,128 Closed
1
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ZJAN Hedge Fund Activity: Q4 2025 in Review

45 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Innovator Equity Defined Protection ETF - 1 Yr January (ZJAN) for Q4 2025, worth a combined $22M — up 1% from $21.8M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new ZJAN positions and 5 closed out — a net gain of 1 holder — while 11 added to existing stakes and 13 trimmed.

The largest buyer was Caliber Wealth Management (Kansas), opening a new position worth an estimated $992K. The largest seller was Gill Capital Partners, exiting entirely with an estimated $1.07M sold.

  • 45 institutional investors held Innovator Equity Defined Protection ETF - 1 Yr January (ZJAN) as of Q4 2025, up from 44 in Q3 2025.
  • Funds reported $22M of Innovator Equity Defined Protection ETF - 1 Yr January stock for Q4 2025, up 1% quarter-over-quarter.
  • 6 funds opened new Innovator Equity Defined Protection ETF - 1 Yr January positions in Q4 2025 and 5 closed out, a net change of +1 holder.
  • The largest Innovator Equity Defined Protection ETF - 1 Yr January buyer in Q4 2025 was Caliber Wealth Management (Kansas), an estimated $992K added.
  • The largest Innovator Equity Defined Protection ETF - 1 Yr January seller in Q4 2025 was Gill Capital Partners, an estimated $1.07M sold.

Based on aggregated 13F filings for Q4 2025.