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ZMAY

Innovator Equity Defined Protection ETF - 1 Yr May

24 hedge funds and large institutions have $17.1M invested in Innovator Equity Defined Protection ETF - 1 Yr May in 2026 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 2424 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

0.33% less ownership

Funds ownership: 51.67%51.34% (-0.33%)

7% less capital invested

Capital invested by funds: $18.3M → $17.1M (-$1.21M)

83% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 12

Holders
24
Holders Change
Holders Change %
0%
% of All Funds
0.3%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
2
Increased
2
Reduced
12
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
1
WealthCare Asset Management
Missouri
$6.43M -$554K -21,726 -8%
Raymond James Financial
2
Raymond James Financial
Florida
$1.36M -$318K -12,457 -19%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$1.11M -$206K -8,088 -16%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$974K -$69.5K -2,722 -7%
Osaic Holdings
5
Osaic Holdings
Arizona
$927K -$7.14K -280 -0.8%
LWA
6
Lineweaver Wealth Advisors
Ohio
$892K
KWA
7
Kingswood Wealth Advisors
California
$800K -$5.03K -197 -0.6%
KAS
8
Kestra Advisory Services
Texas
$743K
CVA
9
Central Valley Advisors
California
$658K -$2.22K -87 -0.3%
FFA
10
Farther Finance Advisors
California
$631K
ASN
11
Advisory Services Network
Georgia
$543K -$15K -587 -3%
BCM
12
Brookstone Capital Management
Illinois
$423K -$91.5K -3,585 -18%
DFA
13
DHJJ Financial Advisors
Illinois
$299K -$5.23K -205 -2%
EWM
14
Evolution Wealth Management
Florida
$243K -$25.4K -994 -9%
CIA
15
Concurrent Investment Advisors
Florida
$237K +$236K +9,242 New
HI
16
Harbour Investments
Wisconsin
$231K +$4.18K +164 +2%
KWM
17
KFG Wealth Management
Indiana
$218K -$23.2K -910 -10%
WP
18
WealthShield Partners
North Carolina
$211K
AWM
19
AE Wealth Management
Kansas
$50.2K
UBS Group
20
UBS Group
Switzerland
$49.9K +$49.7K +1,948 +97,400%
CA
21
CoreCap Advisors
Michigan
$26.4K
IA
22
IFP Advisors
Florida
$26.3K
JFG
23
JDM Financial Group
Texas
$6.2K
GWM
24
Gilpin Wealth Management
Colorado
$5.12K +$5.1K +200 New
OMC
25
Old Mission Capital
Illinois
-$390K -15,329 Closed