ZJAN institutional holders

Innovator Equity Defined Protection ETF - 1 Yr January · 64 reporting institutions · $50.1M reported value

Funds that can replace ZJAN · ZJAN return decomposition

Institutional holdings

Institutions reporting ZJAN, largest first
InstitutionReported positionAdvisors at firmReport period
Newedge Advisors$8.7M6012026-06-30
Archer Investment Corp$6.6M782026-06-30
Mutual Advisors, LLC$2.3M1532026-06-30
Osaic Holdings, Inc.$2.1M02026-06-30
Raymond James Financial Inc$1.7M02026-06-30
Commonwealth Equity Services, LLC$1.7M2,8632026-06-30
C2p Capital Advisory Group, LLC D.b.a. Prosperity Capital Advisors$1.5M1032026-06-30
Hightower Advisors, LLC$1.4M1,0462026-06-30
Cetera Investment Advisers$1.3M10,3702026-06-30
Envestnet Pmc$1.3M602026-06-30
Lpl Financial LLC$1.2M23,4582026-06-30
Lineweaver Wealth Advisors, LLC$1.2M92026-06-30
Cerity Partners LLC$1.1M7772026-06-30
Kestra Advisory Services, LLC$1M1,4792026-06-30
Caliber Wealth Management, LLC / Ks$1M142026-06-30
Cypress Wealth Services, LLC$991K142026-06-30
Insight Wealth Partners, LLC$975.2K152026-06-30
Kfg Wealth Management, LLC$974.2K492026-06-30
Susquehanna International Group, LLP$802.6K02026-06-30
The Salvetti Group$628.2K62026-06-30
MML Investors Services, LLC$578K5,1202026-06-30
Ae Wealth Management LLC$561K4712026-06-30
Kelly Financial Group LLC$546.5K02026-06-30
Tradition Wealth Management, LLC$540.9K232026-06-30
Farther Finance Advisors, LLC$465.5K3342026-06-30
Creative Planning$450.9K1,1712026-06-30
Sageview Advisory Group, LLC$446.8K942026-06-30
Vantage Financial Partners, LLC$406.8K02025-12-31
Cornerstone Wealth Group, LLC$382.1K302026-06-30
Strategic Blueprint, LLC$368.1K552026-06-30
Truist Financial Corp$364.8K02026-06-30
Comprehensive Financial Consultants Institutional, Inc.$347.1K112026-06-30
Advisory Services Network$345.5K2532026-06-30
Concurrent Investment Advisors, LLC$338.5K3492026-06-30
Integrity Advisory Solutions, LLC$332.4K1272026-06-30
Captrust Financial Advisors$326.9K9622026-06-30
Independent Financial Group, LLC$312.9K4812026-06-30
Arax Advisory Partners$306.7K2322026-06-30
Kingsview Wealth Management, LLC$296.6K1152026-06-30
Cgn Advisors LLC$284.8K362026-06-30
Mtm Financial Group, LLC$278.7K82026-06-30
Jpmorgan Chase & Co$273.6K02026-06-30
Sequoia Financial Group, LLC$272.3K2582026-06-30
Clear Creek Financial Management, LLC$268.4K442026-06-30
Corecap Advisors, LLC$259.8K1182026-06-30
Advisornet Wealth Partners$255.4K582026-06-30
Merit Financial Group, LLC$237.3K2952026-06-30
Applied Capital LLC$233.7K02026-06-30
Canandaigua National Bank & Trust Co$226.8K02026-06-30
Integral Wealth Management$219.8K52026-06-30
Foundations Investment Advisors, LLC$215.8K3022026-06-30
Allworth Financial, LP$163.7K3172026-06-30
Harbour Investments, Inc.$108.2K2472026-06-30
Continuum Advisory, LLC$87.1K402026-06-30
Noble Wealth Management Pbc.$73.3K42026-06-30
Ifp Advisors, Inc$66K3182026-06-30
Gill Capital Partners$47.8K102026-06-30
Keating Financial Advisory Services, Inc.$42K252026-06-30
Ashton Thomas Private Wealth, LLC$32.9K962026-06-30
Ggm Financial LLC$21.7K62026-06-30
Img Wealth Management, Inc.$19K72026-06-30
Capital Investment Advisory Services, LLC$2.6K1032026-06-30
Cambridge Investment Research Advisors, Inc.$6163,9402026-03-31
Hrt Financial LP$22302026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-12-31 to 2026-06-30