ZJUN

Innovator Equity Defined Protection ETF - 1 Yr June

39 hedge funds and large institutions have $43.3M 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, 2 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

86% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 14

Holders
39
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VWM
1
VanWeelden Wealth Management
Ohio
$14.1M
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$13.9M
CW
3
CreativeOne Wealth
Kansas
$1.29M
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.13M
KAS
5
Kestra Advisory Services
Texas
$1.12M
FFA
6
Farther Finance Advisors
California
$1.07M
BWM
7
Brown Wealth Management
Illinois
$1.05M
LWA
8
Lineweaver Wealth Advisors
Ohio
$1.04M
IAS
9
Integrity Advisory Solutions
Texas
$822K
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$769K
CVA
11
Central Valley Advisors
California
$652K
Osaic Holdings
12
Osaic Holdings
Arizona
$651K
AIA
13
AssuredPartners Investment Advisors
Florida
$558K
CWG
14
Cornerstone Wealth Group
North Carolina
$482K
OMC
15
Old Mission Capital
Illinois
$445K
LPL Financial
16
LPL Financial
California
$393K
Raymond James Financial
17
Raymond James Financial
Florida
$360K
BCM
18
Brookstone Capital Management
Illinois
$339K
CF
19
Centaurus Financial
California
$330K
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$325K
Corient Private Wealth
21
Corient Private Wealth
Florida
$322K
AIC
22
Archer Investment Corporation
Indiana
$297K
KWM
23
KFG Wealth Management
Indiana
$278K
KWA
24
Kingswood Wealth Advisors
California
$248K
FLFS
25
Family Legacy Financial Solutions
North Carolina
$242K