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Innovator Equity Defined Protection ETF - 1 Yr July

91 hedge funds and large institutions have $76.8M invested in Innovator Equity Defined Protection ETF - 1 Yr July in 2025 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 38 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

0.35% less ownership

Funds ownership: 54.22%53.87% (-0.35%)

1% less funds holding

Funds holding: 9291 (-1)

11% less capital invested

Capital invested by funds: $86.5M → $76.8M (-$9.75M)

61% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 38

Holders
91
Holders Change
-1
Holders Change %
-1.09%
% of All Funds
1.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
15
Reduced
38
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$7.99M -$244K -8,436 -3%
SA
2
Sovran Advisors
California
$7.8M -$2.73M -94,555 -26%
Osaic Holdings
3
Osaic Holdings
Arizona
$4.36M -$107K -3,714 -2%
CF
4
Centaurus Financial
California
$4.22M -$145K -5,022 -3%
HighTower Advisors
5
HighTower Advisors
Illinois
$3.75M
CNBT
6
Canandaigua National Bank & Trust
New York
$3.44M -$173K -6,000 -5%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$3.1M -$281K -9,739 -8%
Raymond James Financial
8
Raymond James Financial
Florida
$2M +$677K +23,432 +52%
KAS
9
Kestra Advisory Services
Texas
$1.94M -$210K -7,272 -10%
CAPTRUST Financial Advisors
10
CAPTRUST Financial Advisors
North Carolina
$1.9M +$232K +8,030 +14%
SWA
11
Stratos Wealth Advisors
Ohio
$1.58M -$19.2K -666 -1%
AIC
12
Archer Investment Corporation
Indiana
$1.44M -$446K -15,451 -24%
DI
13
Diligent Investors
California
$1.4M
KWM
14
KFG Wealth Management
Indiana
$1.36M -$20K -692 -1%
CWS
15
Cypress Wealth Services
California
$1.34M
OMC
16
Old Mission Capital
Illinois
$1.32M +$977K +33,823 +293%
TF
17
Trek Financial
Arizona
$1.29M -$14K -486 -1%
RRA
18
Red Reef Advisors
Florida
$1.19M +$1.18M +40,985 New
IWM
19
IMG Wealth Management
Florida
$885K
LPL Financial
20
LPL Financial
California
$849K -$5.51K -191 -0.6%
BCM
21
Brookstone Capital Management
Illinois
$780K -$21.2K -734 -3%
MA
22
Mutual Advisors
Nebraska
$779K +$11K +380 +1%
SPC
23
Sigma Planning Corp
Michigan
$764K -$120K -4,142 -14%
NA
24
NewEdge Advisors
Louisiana
$738K -$101K -3,500 -12%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$732K +$20.3K +702 +3%