INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR JANUARY

ZJAN (INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR JANUARY) is held by 22 institutional investors as of Q2 2026. Largest holders: NewEdge Advisors, LLC ($8.7M), OSAIC HOLDINGS, INC. ($2.1M), RAYMOND JAMES FINANCIAL INC ($1.7M). Net institutional sentiment: Mixed.

22

Holders

(5 Elite)

$26.2M

Total Value

33% (18)

Consensus

6 buying - 12 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

ZJ

Smart Money Verdict

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Institutional (13F)66

Insider (Form 4)54

Activist (13D/13G)60

Congressional (STOCK Act)34

Holder Quality

28

★★★★★

Elite

82

★★★★

Strong

36

★★★

Solid

74

★★

Below

51

★

Weak

Held by 22 funds

5 elite

Who's Trading

Source dates: Price Aug 27, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for ZJAN.

Top Holders

Top Holders (22)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
NewEdge Advisors, LLC	Increased	311,842(+14.3%)	$8.7M	0.0%	+3.01%	31
OSAIC HOLDINGS, INC.	Decreased	76,671(-0.6%)	$2.1M	0.0%	+4.18%	0
RAYMOND JAMES FINANCIAL INC	Increased	62,385(+24.8%)	$1.7M	0.0%	+8.03%	31
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	60,398(-11.9%)	$1.7M	0.0%	+8.04%	0
HighTower Advisors, LLC	Unchanged	50,853	$1.4M	0.0%	+9.54%	0
Cetera Investment Advisers	Decreased	48,082(-0.2%)	$1.3M	0.0%	+5.97%	0
ENVESTNET ASSET MANAGEMENT INC	Decreased	45,532(-5.0%)	$1.3M	0.0%	+3.90%	0
LPL Financial LLC	New	43,212	$1.2M	0.0%	+1.05%	35
Cerity Partners LLC	Unchanged	38,801	$1.1M	0.0%	+7.65%	0
Kestra Advisory Services, LLC	Decreased	37,296(-60.6%)	$1M	0.0%	+8.78%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	28,670(+260.2%)	$802,605	0.0%	+1.59%	40
MML INVESTORS SERVICES, LLC	Decreased	20,648(-1.2%)	$578,033	0.0%	+3.02%	0
AE Wealth Management LLC	Decreased	20,040(-24.9%)	$561,012	0.0%	+8.02%	0
Farther Finance Advisors, LLC	Decreased	16,628(-11.5%)	$465,486	0.0%	+7.65%	0
Creative Planning	Increased	16,106(+0.8%)	$450,881	0.0%	+3.01%	24
TRUIST FINANCIAL CORP	Unchanged	13,030	$364,770	0.0%	+3.33%	0
CAPTRUST FINANCIAL ADVISORS	Unchanged	11,677	$326,893	0.0%	+11.07%	0
JPMORGAN CHASE & CO	Decreased	9,779(-40.1%)	$273,568	0.0%	+3.02%	0
Sequoia Financial Advisors, LLC	Unchanged	9,726	$272,281	0.0%	+7.65%	0
MFMerit Financial Group, LLC	Unchanged	8,478	$237,338	0.0%	+3.02%	0

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ZJZJANINNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR JANUARY

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Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer