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Innovator Equity Defined Protection ETF - 1 Yr August (ZAUG) Institutional Ownership

$27.93 +0.10 (+0.36%)
As of 09/3/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Innovator Equity Defined Protection ETF - 1 Yr August (BATS:ZAUG)

Number of
Institutional Buyers
(last 12 months)
47
Total
Institutional Inflows
(last 12 months)
$37.81M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$8.03M
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ZAUG Institutional Buying and Selling by Quarter

Innovator Equity Defined Protection ETF - 1 Yr August Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/7/2026 Canandaigua National Bank & Trust Co.142,234$3.92M0.3%N/A5.622%
5/6/2026 FSA Advisors Inc.13,277$354K0.2%+25.2%0.525%
5/4/2026 Archer Investment Corp258,920$6.89M1.5%-17.5%10.234%
4/30/2026 Kestra Advisory Services LLC104,285$2.78M0.0%-3.4%4.122%
4/21/2026 Aegis Wealth Management Inc.14,728$392K0.3%N/A0.582%
4/17/2026 AdvisorNet Financial Inc18,623$496K0.0%-31.0%0.736%
4/17/2026 Brookstone Capital Management41,167$1.10M0.0%-20.5%1.627%
2/19/2026 Axxcess Wealth Management LLC25,474$681K0.0%+48.3%1.007%
2/18/2026 OLD Mission Capital LLC12,871$344K0.0%-56.2%0.509%
2/17/2026 Cetera Investment Advisers64,538$1.72M0.0%-10.5%2.551%
2/17/2026 Osaic Holdings Inc.51,270$1.37M0.0%-0.8%2.026%
2/13/2026 Kestra Advisory Services LLC107,914$2.88M0.0%-1.0%4.265%
2/12/2026 TopTier Wealth Management LLC7,945$212K0.1%N/A0.314%
2/12/2026 Commonwealth Equity Services LLC125,744$3.36M0.0%-3.7%4.970%
2/10/2026 COFG Advisors LLC13,425$359K0.1%N/A0.531%
2/9/2026 Harbour Investments Inc.12,759$341K0.0%-11.9%0.504%
2/6/2026 Axxcess Wealth Management LLC50,948$1.36M0.0%+196.6%2.014%
2/6/2026 IFP Advisors Inc8,170$218K0.0%-11.3%0.323%
2/6/2026 HighTower Advisors LLC349,385$9.33M0.0%-0.7%13.810%
2/4/2026 Trek Financial LLC7,873$210K0.0%-5.2%0.311%
2/3/2026 AssuredPartners Investment Advisors LLC48,286$1.29M0.2%N/A1.909%
2/2/2026 FSA Advisors Inc.10,608$283K0.0%-3.8%0.419%
2/2/2026 Mutual Advisors LLC11,798$315K0.0%-24.4%0.466%
1/30/2026 Archer Investment Corp313,842$8.38M1.9%-19.8%12.405%
1/30/2026 Strategic Blueprint LLC65,465$1.75M0.1%-6.9%2.588%
1/27/2026 Summit Wealth Partners LLC12,046$322K0.1%-3.3%0.476%
1/26/2026 Legacy CG LLC281,218$7.51M2.1%+0.2%11.115%
1/26/2026CWM LLC973$26K0.0%+753.5%0.038%
1/23/2026 Farther Finance Advisors LLC35,215$941K0.0%-30.4%1.392%
1/23/2026 Optima Capital LLC3,986$106K0.0%N/A0.158%
1/15/2026 Brookstone Capital Management51,805$1.38M0.0%-8.3%2.048%
1/9/2026 First Heartland Consultants Inc.11,111$297K0.0%-7.9%0.439%
12/2/2025 Allworth Financial LP2,303$61K0.0%N/A0.091%
12/2/2025 IFP Advisors Inc9,215$244K0.0%+113.6%0.364%
11/20/2025 Centaurus Financial Inc.75,804$2.01M0.1%+130.9%2.996%
11/18/2025 Advisory Services Network LLC27,902$738K0.0%+40.3%1.103%
11/17/2025 Susquehanna International Group LLP8,662$229K0.0%-29.8%0.342%
11/17/2025 Citadel Advisors LLC24,675$653K0.0%+64.6%0.975%
11/17/2025 Ausdal Financial Partners Inc.37,848$1.00M0.0%+3.9%1.496%
11/17/2025Brass Tax Wealth Management Inc.21,915$580K0.1%+41.6%0.866%
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11/14/2025 Raymond James Financial Inc.50,993$1.35M0.0%N/A2.016%
11/12/2025 Integrity Advisory Solutions LLC76,810$2.03M0.3%N/A3.036%
11/12/2025 FSA Advisors Inc.11,025$292K0.2%N/A0.436%
11/12/2025 Commons Capital LLC17,773$470K0.3%N/A0.702%
11/10/2025 First Heartland Consultants Inc.12,058$319K0.0%+51.0%0.477%
11/7/2025 Axxcess Wealth Management LLC17,176$454K0.0%N/A0.679%
11/7/2025 HighTower Advisors LLC351,940$9.31M0.0%-2.2%13.911%
11/6/2025 Stratos Wealth Advisors LLC9,709$257K0.0%N/A0.384%
11/5/2025Vantage Financial Partners LLC17,542$464K0.1%N/A0.693%
11/5/2025 IMG Wealth Management Inc.9,286$246K0.2%+27.3%0.367%
11/5/2025 Envestnet Asset Management Inc.9,354$248K0.0%N/A0.370%
11/4/2025 Forthright Family Wealth Advisory LLC20,000$529K0.3%N/A0.791%
11/4/2025 Mutual Advisors LLC15,614$414K0.0%N/A0.617%
11/3/2025 Foundations Investment Advisors LLC7,636$202K0.0%N/A0.302%
11/3/2025 AE Wealth Management LLC58,631$1.55M0.0%+1.0%2.317%
11/3/2025 Archer Investment Corp391,502$10.36M2.3%+5.8%15.474%
11/3/2025 Truist Financial Corp134,764$3.57M0.0%N/A5.327%
10/31/2025 Trek Financial LLC8,301$220K0.0%N/A0.328%
10/30/2025 Cornerstone Wealth Group LLC23,263$616K0.0%N/A0.919%
10/28/2025 PTM Wealth Management LLC17,294$458K0.3%N/A0.684%
10/27/2025 Financial Network Wealth Advisors LLC4,740$125K0.1%+20.9%0.187%
10/23/2025 Evolution Wealth Management Inc.13,435$355K0.4%+135.6%0.531%
10/23/2025 Legacy CG LLC280,717$7.43M2.1%N/A11.096%
10/23/2025 Strategic Blueprint LLC70,294$1.86M0.1%+14.9%2.778%
10/21/2025 Applied Capital LLC7,955$210K0.1%-38.1%0.314%
10/21/2025 Summit Wealth Partners LLC12,451$329K0.1%N/A0.492%
10/20/2025 Continuum Advisory LLC26,405$699K0.1%N/A1.044%
10/16/2025 Comprehensive Financial Consultants Institutional Inc.22,016$583K0.2%N/A0.870%
10/15/2025 Brookstone Capital Management56,469$1.49M0.0%+237.3%2.232%
10/15/2025 Cypress Wealth Services LLC29,725$787K0.1%+14.8%1.175%
10/14/2025 Farther Finance Advisors LLC50,586$1.34M0.0%-10.9%1.999%
10/14/2025 Retirement Income Solutions Inc.18,821$498K0.1%N/A0.744%
10/10/2025 Lineweaver Wealth Advisors LLC34,071$902K0.1%N/A1.347%
10/10/2025 FC Advisory LLC14,661$388K0.1%N/A0.579%
10/9/2025 AdvisorNet Financial Inc27,401$725K0.0%-67.6%1.083%
10/9/2025 Central Valley Advisors LLC24,093$638K0.2%N/A0.952%
10/7/2025 Canandaigua National Bank & Trust Co.142,234$3.76M0.3%+168.4%5.622%
10/7/2025 KFG Wealth Management LLC36,975$978K0.1%+119.3%1.461%
9/4/2025 Osaic Holdings Inc.4,865$125K0.0%-27.9%0.192%
8/29/2025 Evolution Wealth Management Inc.5,703$147K0.2%N/A0.225%
8/29/2025 Centaurus Financial Inc.32,834$846K0.0%-2.5%1.298%
8/12/2025 Archer Investment Corp370,206$9.54M2.3%-1.7%14.633%
8/11/2025 Brown Wealth Management LLC10,281$265K0.1%-11.3%0.406%
8/8/2025 Cetera Investment Advisers18,323$472K0.0%-6.6%0.724%
7/30/2025 Brookstone Capital Management16,743$431K0.0%-42.1%0.662%
7/28/2025 Cypress Wealth Services LLC25,898$667K0.1%-15.4%1.024%
7/11/2025 Farther Finance Advisors LLC56,756$1.46M0.0%-1.6%2.243%
5/15/2025OLD Mission Capital LLC9,869$244K0.0%-59.0%0.390%
5/14/2025Kestra Advisory Services LLC83,851$2.07M0.0%-1.8%3.314%
5/14/2025Capital Analysts LLC1,027$25K0.0%N/A0.041%
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5/13/2025Financial Network Wealth Advisors LLC3,920$97K0.1%+194.5%0.155%
5/13/2025HighTower Advisors LLC359,807$8.88M0.0%-5.8%14.222%
5/12/2025Townsquare Capital LLC17,296$427K0.0%-5.7%0.684%
5/6/2025Cetera Investment Advisers19,623$485K0.0%-11.1%0.677%
5/6/2025AE Wealth Management LLC58,077$1.43M0.0%-15.5%2.003%
5/5/2025IFP Advisors Inc4,590$113K0.0%+29.5%0.158%
5/5/2025Archer Investment Corp376,581$9.30M2.4%-3.9%12.986%
4/22/2025Cambridge Investment Research Advisors Inc.17,508$432K0.0%-75.4%0.604%
4/22/2025Applied Capital LLC12,856$317K0.2%-24.1%0.443%
4/14/2025Farther Finance Advisors LLC57,670$1.43M0.0%N/A2.176%


ZAUG Institutional Ownership - Frequently Asked Questions

During the previous two years, 76 institutional investors and hedge funds held shares of Innovator Equity Defined Protection ETF - 1 Yr August. The most heavily invested institutionals were HighTower Advisors LLC ($9.33M), Legacy CG LLC ($7.51M), Archer Investment Corp ($6.89M), Canandaigua National Bank & Trust Co. ($3.92M), Truist Financial Corp ($3.57M), Commonwealth Equity Services LLC ($3.36M), and Kestra Advisory Services LLC ($2.78M).Learn more on Innovator Equity Defined Protection ETF - 1 Yr August's institutional investors.

Of the 67 institutional investors that purchased Innovator Equity Defined Protection ETF - 1 Yr August's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Archer Investment Corp ($428.60K), HighTower Advisors LLC ($381.91K), Canandaigua National Bank & Trust Co. ($284.47K), Legacy CG LLC ($281.22K), Truist Financial Corp ($134.76K), Proficio Capital Partners LLC ($99.52K), and Integrity Advisory Solutions LLC ($76.81K).

Institutional investors have bought a total of 1,421,417 shares in the last 24 months. This purchase volume represents approximately $37.81M in transactions.

Of the 20 institutional investors that sold Innovator Equity Defined Protection ETF - 1 Yr August's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Archer Investment Corp ($132.58K), AdvisorNet Financial Inc ($65.48K), Farther Finance Advisors LLC ($21.54K), OLD Mission Capital LLC ($16.52K), Brookstone Capital Management ($15.30K), HighTower Advisors LLC ($10.42K), and Cetera Investment Advisers ($7.59K).

Institutional investors have sold a total of 301,526 shares in the last 24 months. This volume of shares sold represents approximately $8.03M in transactions.


Related Companies

Institutional ownership data for BATS:ZAUG is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/7/2026. New 13F filings are added each quarter as they're published.
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