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ZJUN

Innovator Equity Defined Protection ETF - 1 Yr June

39 hedge funds and large institutions have $43.6M invested in Innovator Equity Defined Protection ETF - 1 Yr June in 2025 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.82% more ownership

Funds ownership: 84.9%86.72% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less funds holding

Funds holding: 4039 (-1)

6% less capital invested

Capital invested by funds: $46.7M → $43.6M (-$3.02M)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

79% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 14

Holders
39
Holders Change
-1
Holders Change %
-2.5%
% of All Funds
0.47%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
4
Increased
3
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VWM
1
VanWeelden Wealth Management
Ohio
$14.1M +$423K +15,892 +3%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$13.9M -$1.64M -61,480 -11%
CW
3
CreativeOne Wealth
Kansas
$1.29M -$15.1K -568 -1%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.13M -$314K -11,796 -22%
KAS
5
Kestra Advisory Services
Texas
$1.12M -$22.3K -836 -2%
FFA
6
Farther Finance Advisors
California
$1.07M
BWM
7
Brown Wealth Management
Illinois
$1.05M +$1.04M +39,181 New
LWA
8
Lineweaver Wealth Advisors
Ohio
$1.04M
IAS
9
Integrity Advisory Solutions
Texas
$822K -$102K -3,825 -11%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$769K
CVA
11
Central Valley Advisors
California
$652K
Osaic Holdings
12
Osaic Holdings
Arizona
$651K -$32.9K -1,236 -5%
Corient Private Wealth
13
Corient Private Wealth
Florida
$644K +$320K +12,000 +100%
AIA
14
AssuredPartners Investment Advisors
Florida
$558K
CWG
15
Cornerstone Wealth Group
North Carolina
$482K
OMC
16
Old Mission Capital
Illinois
$445K -$283K -10,628 -39%
LPL Financial
17
LPL Financial
California
$393K
Raymond James Financial
18
Raymond James Financial
Florida
$360K +$42.6K +1,600 +14%
BCM
19
Brookstone Capital Management
Illinois
$339K -$80 -3 -0%
CF
20
Centaurus Financial
California
$330K
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$325K -$572K -21,486 -64%
AIC
22
Archer Investment Corporation
Indiana
$297K
KWM
23
KFG Wealth Management
Indiana
$278K +$276K +10,348 New
KWA
24
Kingswood Wealth Advisors
California
$248K
FLFS
25
Family Legacy Financial Solutions
North Carolina
$242K

ZJUN Hedge Fund Activity: Q4 2025 in Review

39 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Innovator Equity Defined Protection ETF - 1 Yr June (ZJUN) for Q4 2025, worth a combined $43.6M — down 6.5% from $46.7M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of ZJUN and 4 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 3 added.

The largest buyer was Brown Wealth Management, opening a new position worth an estimated $1.04M. The largest seller was Envestnet Asset Management, cutting an estimated $1.64M.

  • 39 institutional investors held Innovator Equity Defined Protection ETF - 1 Yr June (ZJUN) as of Q4 2025, down from 40 in Q3 2025.
  • Funds reported $43.6M of Innovator Equity Defined Protection ETF - 1 Yr June stock for Q4 2025, down 6.5% quarter-over-quarter.
  • 4 funds opened new Innovator Equity Defined Protection ETF - 1 Yr June positions in Q4 2025 and 5 closed out, a net change of -1 holder.
  • The largest Innovator Equity Defined Protection ETF - 1 Yr June buyer in Q4 2025 was Brown Wealth Management, an estimated $1.04M added.
  • The largest Innovator Equity Defined Protection ETF - 1 Yr June seller in Q4 2025 was Envestnet Asset Management, an estimated $1.64M sold.

Based on aggregated 13F filings for Q4 2025.