ZNOV

Innovator Equity Defined Protection ETF - 1 Yr November

30 hedge funds and large institutions have $21.5M invested in Innovator Equity Defined Protection ETF - 1 Yr November in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
30
Holders Change
-2
Holders Change %
-6.25%
% of All Funds
0.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
7
Reduced
9
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NA
1
NewEdge Advisors
Louisiana
$3.49M +$379K +14,623 +12%
William Blair & Company
2
William Blair & Company
Illinois
$3.01M -$35.5K -1,370 -1%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$2.27M +$2.27M +87,471 New
CWS
4
Cypress Wealth Services
California
$1.66M
KAS
5
Kestra Advisory Services
Texas
$1.5M -$49.3K -1,900 -3%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$1.46M -$319K -12,298 -18%
BCI
7
Brinker Capital Investments
Pennsylvania
$1.14M +$105K +4,040 +10%
AF
8
Advisornet Financial
Minnesota
$895K -$104K -4,014 -10%
EMAM
9
Encompass More Asset Management
California
$719K +$290K +11,189 +68%
TWP
10
Triad Wealth Partners
Kansas
$591K +$195K +7,518 +49%
BCM
11
Brookstone Capital Management
Illinois
$487K -$314K -12,125 -39%
AIC
12
Archer Investment Corporation
Indiana
$480K -$11.8K -455 -2%
ATPW
13
Ashton Thomas Private Wealth
Arizona
$476K +$66.7K +2,571 +16%
IA
14
IFG Advisors
Missouri
$390K
LWA
15
Lineweaver Wealth Advisors
Ohio
$336K
Osaic Holdings
16
Osaic Holdings
Arizona
$324K -$41.5K -1,600 -11%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$288K
FA
18
FC Advisory
Pennsylvania
$269K +$5.03K +194 +2%
MFGM
19
Marshall Financial Group (Maryland)
Maryland
$259K
VFPW
20
Vantage Financial Partners (Wisconsin)
Wisconsin
$244K
IWM
21
IMG Wealth Management
Florida
$232K
SWM
22
Spire Wealth Management
Virginia
$208K -$52 -2 -0%
HAS
23
HBW Advisory Services
California
$207K +$207K +7,969 New
FA
24
FSA Advisors
Michigan
$205K +$205K +7,897 New
LPL Financial
25
LPL Financial
California
$203K +$203K +7,811 New