ZJUL

Innovtor Equity Defined Protection ETF - 1 Yr July

73 hedge funds and large institutions have $69.3M invested in Innovtor Equity Defined Protection ETF - 1 Yr July in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
+5
Holders Change %
+7.35%
% of All Funds
0.98%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
20
Reduced
15
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SA
1
Sovran Advisors
California
$9.43M +$9.43M +333,909 New
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$8.36M +$145K +5,163 +2%
CNBT
3
Canandaigua National Bank & Trust
New York
$3.38M
CF
4
Centaurus Financial
California
$3.16M -$376K -13,352 -11%
HighTower Advisors
5
HighTower Advisors
Illinois
$2.68M
AWM
6
AE Wealth Management
Kansas
$2.54M +$2.48M +88,145 +4,125%
PS
7
Principal Securities
Iowa
$2.34M -$539K -19,130 -19%
Osaic Holdings
8
Osaic Holdings
Arizona
$1.88M +$210K +7,457 +13%
HI
9
Harbour Investments
Wisconsin
$1.75M +$4.59K +163 +0.3%
AIC
10
Archer Investment Corporation
Indiana
$1.68M +$129K +4,587 +8%
Goldman Sachs
11
Goldman Sachs
New York
$1.66M +$1.66M +59,047 New
SWA
12
Stratos Wealth Advisors
Ohio
$1.49M +$246K +8,716 +20%
OC
13
Optima Capital
Oregon
$1.42M +$1.42M +50,550 New
DI
14
Diligent Investors
California
$1.36M -$26.4K -938 -2%
CWS
15
Cypress Wealth Services
California
$1.3M -$212K -7,521 -14%
KWM
16
KFG Wealth Management
Indiana
$1.24M +$162K +5,740 +15%
TF
17
Trek Financial
Arizona
$1.11M -$37.2K -1,320 -3%
BWM
18
Brown Wealth Management
Illinois
$1.07M -$113 -4 -0%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$1.03M +$127K +4,496 +14%
IMC
20
Investment Management Corporation
Virginia
$1.01M -$15.4K -545 -2%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$947K +$232K +8,225 +32%
CAG
22
Csenge Advisory Group
Florida
$875K +$875K +31,702 New
IWM
23
IMG Wealth Management
Florida
$858K -$31.9K -1,133 -4%
CA
24
Continuum Advisory
Idaho
$845K +$36.5K +1,296 +5%
NA
25
NewEdge Advisors
Louisiana
$814K