ZJAN

Innovator Equity Defined Protection ETF - 1 Yr January

43 hedge funds and large institutions have $21.4M invested in Innovator Equity Defined Protection ETF - 1 Yr January in 2025 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
43
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
1
Kestra Advisory Services
Texas
$2.05M
Raymond James Financial
2
Raymond James Financial
Florida
$1.53M
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$1.31M
MA
4
Mutual Advisors
Nebraska
$1.23M
HighTower Advisors
5
HighTower Advisors
Illinois
$1.14M
Cerity Partners
6
Cerity Partners
New York
$1.06M
CWMK
7
Caliber Wealth Management (Kansas)
Kansas
$1M
Osaic Holdings
8
Osaic Holdings
Arizona
$925K
KWM
9
KFG Wealth Management
Indiana
$689K
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$664K
LWA
11
Lineweaver Wealth Advisors
Ohio
$653K
CVA
12
Central Valley Advisors
California
$634K
FFA
13
Farther Finance Advisors
California
$530K
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$522K
TWM
15
Tradition Wealth Management
Minnesota
$501K
AWM
16
AE Wealth Management
Kansas
$473K
OMC
17
Old Mission Capital
Illinois
$446K
SAG
18
SageView Advisory Group
California
$437K
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$436K
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$426K
VFPW
21
Vantage Financial Partners (Wisconsin)
Wisconsin
$407K
CWG
22
Cornerstone Wealth Group
North Carolina
$373K
PCA
23
Prosperity Capital Advisors
Ohio
$323K
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$319K
AIC
25
Archer Investment Corporation
Indiana
$295K