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Innovator Equity Defined Protection ETF - 1 Yr December (ZDEK) Institutional Ownership

$26.92 -0.05 (-0.19%)
As of 02:54 PM Eastern
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Institutional Ownership Changes (13F Filings) for Innovator Equity Defined Protection ETF - 1 Yr December (BATS:ZDEK)

Number of
Institutional Buyers
(last 12 months)
51
Total
Institutional Inflows
(last 12 months)
$26.48M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$13.79M
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ZDEK Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/13/2026Lineweaver Wealth Advisors LLC78,264$2.10M0.2%-1.6%1.217%
10/7/2026Canandaigua National Bank & Trust Co.8,723$234K0.0%N/A0.136%
9/23/2026Envestnet Asset Management Inc.33,663$889K0.0%-1.3%0.524%
9/8/2026Waverly Advisors LLC40,374$1.07M0.0%-16.7%0.628%
9/2/2026Citadel Advisors LLC19,421$513K0.0%+16.2%0.302%
8/21/2026KFG Wealth Management LLC95,635$2.53M0.3%-1.0%1.487%
7/8/2026Sonoma Allocations LLC13,185$349K0.1%+6.6%0.205%
7/7/2026Canandaigua National Bank & Trust Co.8,723$230K0.0%N/A0.136%
7/7/2026CoreCap Advisors LLC3,282$87K0.0%+39.1%0.051%
5/19/2026Sonoma Allocations LLC12,363$317K0.1%-15.7%0.192%
5/19/2026Centaurus Financial Inc.31,830$816K0.0%-6.7%0.495%
5/13/2026Cetera Investment Advisers83,985$2.15M0.0%-6.2%1.306%
5/6/2026Independent Financial Group LLC23,900$612K0.0%N/A0.372%
5/4/2026Archer Investment Corp40,442$1.04M0.2%-13.2%0.629%
4/27/2026Prasad Wealth Partners LLC46,261$1.19M0.3%-39.2%0.719%
4/21/2026Independent Wealth Network Inc.22,391$574K0.2%-64.9%0.348%
2/23/2026Sonoma Allocations LLC14,670$379K0.1%+36.1%0.228%
2/19/2026Axxcess Wealth Management LLC7,803$201K0.0%N/A0.121%
2/18/2026Virtue Capital Management LLC11,831$304K0.0%N/A0.184%
2/18/2026Beacon Pointe Advisors LLC8,710$224K0.0%-47.2%0.135%
2/18/2026OLD Mission Capital LLC32,030$824K0.0%+99.7%0.498%
2/17/2026Cetera Investment Advisers89,534$2.30M0.0%+28.2%1.392%
2/17/2026Kovack Advisors Inc.21,842$562K0.0%N/A0.340%
2/17/2026Osaic Holdings Inc.119,300$3.07M0.0%+80.2%1.855%
2/17/2026Advisory Services Network LLC13,096$337K0.0%+554.8%0.204%
2/16/2026MML Investors Services LLC23,913$615K0.0%N/A0.372%
2/16/2026Alaska Permanent Capital Management LLC3,830$99K0.0%N/A0.060%
2/13/2026CreativeOne Wealth LLC10,472$270K0.0%N/A0.163%
2/13/2026Kestra Advisory Services LLC134,193$3.45M0.0%+21.8%2.087%
2/12/2026Jane Street Group LLC135,741$3.49M0.0%N/A2.111%
2/12/2026Commonwealth Equity Services LLC202,182$5.20M0.0%+22.5%3.144%
2/12/2026Virtue Capital Management LLC11,831$304K0.0%N/A0.184%
2/12/2026Sykon Capital LLC10,390$267K0.1%N/A0.162%
2/12/2026Steward Partners Investment Advisory LLC8,398$216K0.0%-8.6%0.131%
2/12/2026Kovack Advisors Inc.21,843$562K0.0%N/A0.340%
2/11/2026GWN Securities Inc.31,013$798K0.2%+109.5%0.482%
2/11/2026Capital Analysts LLC23,472$604K0.0%-23.3%0.365%
2/11/2026LPL Financial LLC14,421$371K0.0%+23.2%0.224%
2/11/2026Tradition Wealth Management LLC16,373$421K0.0%+14.6%0.255%
2/11/2026Lifestyle Asset Management Inc.9,146$235K0.1%N/A0.142%
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2/11/2026Continuum Advisory LLC22,643$583K0.1%N/A0.352%
2/10/2026Rothschild Investment LLC14,200$365K0.0%-6.6%0.221%
2/9/2026Kingsview Wealth Management LLC25,577$658K0.0%-20.2%0.398%
2/9/2026Integrity Advisory Solutions LLC14,510$373K0.1%N/A0.226%
2/9/2026Cary Street Partners Financial LLC204,087$5.25M0.1%-6.1%3.174%
2/9/2026Harbour Investments Inc.196,686$5.06M0.1%+1.7%3.059%
2/6/2026Axxcess Wealth Management LLC7,803$201K0.0%N/A0.121%
2/6/2026IFP Advisors Inc4,208$108K0.0%+16.6%0.065%
2/6/2026RPS Advisory Solutions LLC13,626$351K0.2%+19.7%0.212%
2/6/2026Brown Wealth Management LLC78,394$2.02M0.5%N/A1.219%
2/5/2026IMG Wealth Management Inc.10,267$264K0.2%+25.1%0.160%
2/5/2026Allworth Financial LP4,679$120K0.0%N/A0.073%
2/4/2026Trek Financial LLC38,358$987K0.1%+11.9%0.597%
2/4/2026Peak Wealth Management LLC8,320$214K0.2%N/A0.129%
2/3/2026Vantage Financial Partners LLC31,028$799K0.2%+77.4%0.483%
2/3/2026Allegiance Financial Group Advisory Services LLC18,481$476K0.1%-18.4%0.287%
2/3/2026Plan Group Financial LLC9,738$251K0.1%N/A0.151%
2/3/2026AssuredPartners Investment Advisors LLC44,279$1.14M0.2%+130.3%0.689%
2/2/2026Truist Financial Corp18,240$469K0.0%N/A0.284%
2/2/2026FSA Advisors Inc.17,156$442K0.1%-37.9%0.267%
1/30/2026Canandaigua National Bank & Trust Co.8,723$225K0.0%N/A0.136%
1/30/2026Archer Investment Corp46,598$1.20M0.3%-10.5%0.725%
1/29/2026Concurrent Investment Advisors LLC15,026$387K0.0%N/A0.234%
1/23/2026Farther Finance Advisors LLC16,428$423K0.0%+147.9%0.255%
1/23/2026Optima Capital LLC7,458$192K0.1%N/A0.116%
1/23/2026Clear Creek Financial Management LLC21,516$554K0.0%+45.3%0.335%
1/23/2026Diligent Investors LLC40,000$1.03M0.3%N/A0.622%
1/21/2026KFG Wealth Management LLC96,587$2.49M0.3%+20.3%1.502%
1/20/2026Sovran Advisors LLC24,244$625K0.1%N/A0.377%
1/15/2026Brookstone Capital Management50,187$1.29M0.0%+33.0%0.781%
1/14/2026Lineweaver Wealth Advisors LLC79,702$2.05M0.3%+366.3%1.240%
1/13/2026CoreCap Advisors LLC2,359$61K0.0%N/A0.037%
1/13/2026FC Advisory LLC30,826$793K0.2%-35.1%0.479%
1/12/2026Central Valley Advisors LLC22,820$587K0.2%N/A0.355%
1/9/2026Marshall Financial Group LLC33,602$865K0.2%+13.8%0.523%
1/5/2026 Noble Wealth Management PBC1,286$33K0.0%-59.9%0.020%
11/20/2025Centaurus Financial Inc.57,685$1.46M0.1%-2.0%0.897%
11/18/2025Advisory Services Network LLC2,000$51K0.0%N/A0.031%
11/17/2025Susquehanna International Group LLP15,435$390K0.0%N/A0.240%
11/17/2025Citadel Advisors LLC10,350$261K0.0%+23.0%0.161%
11/14/2025Raymond James Financial Inc.155,834$3.94M0.0%-11.9%2.424%
11/12/2025FSA Advisors Inc.27,616$698K0.6%-29.5%0.429%
11/12/2025Focus Partners Advisor Solutions LLC36,962$943K0.0%+63.2%0.575%
11/12/2025Kingsview Wealth Management LLC32,067$810K0.0%-53.8%0.499%
11/10/2025Cary Street Partners Financial LLC217,254$5.49M0.1%-4.0%3.379%
11/10/2025Clear Creek Financial Management LLC14,813$374K0.0%N/A0.230%
11/6/2025PFG Private Wealth Management LLC20,940$529K0.2%N/A0.326%
11/5/2025Vantage Financial Partners LLC17,486$442K0.1%-4.1%0.272%
11/3/2025AE Wealth Management LLC116,029$2.93M0.0%-65.3%1.804%
11/3/2025Archer Investment Corp52,046$1.32M0.3%-4.4%0.809%
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10/31/2025Owen LaRue LLC67,781$1.71M0.7%-0.8%1.054%
10/28/2025Csenge Advisory Group46,957$1.19M0.1%-57.6%0.730%
10/27/2025GWN Securities Inc.14,800$374K0.1%+4.2%0.230%
10/24/2025Sonoma Allocations LLC10,776$272K0.1%N/A0.168%
10/23/2025Evolution Wealth Management Inc.6,086$154K0.2%-14.2%0.095%
10/15/2025Independent Wealth Network Inc.63,987$1.62M0.5%-1.3%0.995%
10/15/2025Brookstone Capital Management37,735$953K0.0%-5.5%0.587%
10/14/2025Farther Finance Advisors LLC6,626$167K0.0%+958.5%0.103%
10/10/2025FC Advisory LLC47,499$1.20M0.4%-1.0%0.739%
10/9/2025AdvisorNet Financial Inc7,753$196K0.0%-40.2%0.121%


ZDEK Institutional Ownership - Frequently Asked Questions

During the previous two years, 97 institutional investors and hedge funds held shares of Innovator Equity Defined Protection ETF - 1 Yr December. The most heavily invested institutionals were VanWeelden Wealth Management LLC ($16.32M), Cary Street Partners Financial LLC ($5.25M), Commonwealth Equity Services LLC ($5.20M), Harbour Investments Inc. ($5.06M), Raymond James Financial Inc. ($3.94M), Jane Street Group LLC ($3.49M), and Kestra Advisory Services LLC ($3.45M).Learn more on Innovator Equity Defined Protection ETF - 1 Yr December's institutional investors.

Of the 91 institutional investors that purchased Innovator Equity Defined Protection ETF - 1 Yr December's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: VanWeelden Wealth Management LLC ($689.07K), Envestnet Asset Management Inc. ($679.66K), Harbour Investments Inc. ($316.73K), Raymond James Financial Inc. ($241.17K), Cary Street Partners Financial LLC ($226.27K), Commonwealth Equity Services LLC ($199.18K), and Brookstone Capital Management ($194.10K).

Institutional investors have bought a total of 1,028,993 shares in the last 24 months. This purchase volume represents approximately $26.48M in transactions.

Of the 27 institutional investors that sold Innovator Equity Defined Protection ETF - 1 Yr December's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: AE Wealth Management LLC ($218.05K), Csenge Advisory Group ($63.72K), Kingsview Wealth Management LLC ($43.86K), Independent Wealth Network Inc. ($42.22K), Prasad Wealth Partners LLC ($29.87K), Cary Street Partners Financial LLC ($22.18K), and FSA Advisors Inc. ($21.99K).

Institutional investors have sold a total of 543,046 shares in the last 24 months. This volume of shares sold represents approximately $13.79M in transactions.


Related Companies

Institutional ownership data for BATS:ZDEK is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/13/2026. New 13F filings are added each quarter as they're published.
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