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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
KAS
1
Kestra Advisory Services
Texas
$2.05M +$164K +6,070 +9%
Raymond James Financial
2
Raymond James Financial
Florida
$1.53M +$180K +6,647 +14%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$1.31M +$110K +4,057 +9%
MA
4
Mutual Advisors
Nebraska
$1.23M -$207K -7,636 -15%
HighTower Advisors
5
HighTower Advisors
Illinois
$1.14M -$40.3K -1,489 -3%
Cerity Partners
6
Cerity Partners
New York
$1.06M – – –
CWMK
7
Caliber Wealth Management (Kansas)
Kansas
$1M +$992K +36,616 New
Osaic Holdings
8
Osaic Holdings
Arizona
$925K +$356K +13,134 +63%
KWM
9
KFG Wealth Management
Indiana
$689K -$5.01K -185 -0.7%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$664K +$156K +5,752 +31%
LWA
11
Lineweaver Wealth Advisors
Ohio
$653K – – –
CVA
12
Central Valley Advisors
California
$634K +$343K +12,646 +120%
FFA
13
Farther Finance Advisors
California
$530K – – –
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$522K -$182K -6,720 -26%
TWM
15
Tradition Wealth Management
Minnesota
$501K – – –
AWM
16
AE Wealth Management
Kansas
$473K -$8.43K -311 -2%
OMC
17
Old Mission Capital
Illinois
$446K -$69.5K -2,564 -14%
SAG
18
SageView Advisory Group
California
$437K +$29.3K +1,081 +7%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$436K +$187K +6,903 +76%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$426K – – –
VFPW
21
Vantage Financial Partners (Wisconsin)
Wisconsin
$407K -$29.5K -1,088 -7%
CWG
22
Cornerstone Wealth Group
North Carolina
$373K -$211K -7,785 -36%
PCA
23
Prosperity Capital Advisors
Ohio
$323K +$3.68K +136 +1%
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$319K – – –
AIC
25
Archer Investment Corporation
Indiana
$295K -$53K -1,956 -15%
1
2

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.