ZJUL

Innovtor Equity Defined Protection ETF - 1 Yr July

68 hedge funds and large institutions have $51.6M invested in Innovtor Equity Defined Protection ETF - 1 Yr July in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 29 reducing their positions, and 6 closing their positions.

Holders
68
Holders Change
-1
Holders Change %
-1.45%
% of All Funds
0.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
8
Reduced
29
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$7.8M 291,323 +18,085 +7%
CF
2
Centaurus Financial
California
$3.36M 125,425 -8,090 -6%
CNBT
3
Canandaigua National Bank & Trust
New York
$3.22M 120,106
PS
4
Principal Securities
Iowa
$2.77M 102,294
HighTower Advisors
5
HighTower Advisors
Illinois
$2.54M 95,050
HI
6
Harbour Investments
Wisconsin
$1.66M 61,969 -1,430 -2%
Osaic Holdings
7
Osaic Holdings
Arizona
$1.59M 59,391 +38,000 +178%
AIC
8
Archer Investment Corporation
Indiana
$1.47M 54,957 -4,136 -7%
CWS
9
Cypress Wealth Services
California
$1.43M 53,527 -19,060 -26%
GWM
10
Geneos Wealth Management
Colorado
$1.4M 52,350 +36,902 +239%
DI
11
Diligent Investors
California
$1.32M 49,275 -6,875 -12%
SWA
12
Stratos Wealth Advisors
Ohio
$1.18M 44,046 -2,386 -5%
TF
13
Trek Financial
Arizona
$1.09M 40,646 -956 -2%
TC
14
TownSquare Capital
Utah
$1.05M 39,049 -183 -0.5%
KWM
15
KFG Wealth Management
Indiana
$1.02M 38,176
BWM
16
Brown Wealth Management
Illinois
$1.02M 38,088 -183 -0.5%
IMC
17
Investment Management Corporation
Virginia
$971K 36,263 -1,375 -4%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$854K 31,893 -13,968 -30%
IWM
19
IMG Wealth Management
Florida
$846K 31,588
NA
20
NewEdge Advisors
Louisiana
$773K 28,876 -2,500 -8%
CA
21
Continuum Advisory
Idaho
$768K 28,676 -1,107 -4%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$680K 25,392 +9,636 +61%
KAS
23
Kestra Advisory Services
Texas
$667K 24,915 +1,846 +8%
HAS
24
HBW Advisory Services
California
$561K 20,968 -1,536 -7%
AF
25
Advisornet Financial
Minnesota
$545K 20,341