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Innovator Equity Defined Protection ETF - 1 Yr February (ZFEB) Institutional Ownership

$24.71 -0.01 (-0.05%)
As of 08/25/2025

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

Number of
Institutional Buyers
(last 12 months)
56
Total
Institutional Inflows
(last 12 months)
$59.18M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$3.30M
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ZFEB Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/15/2025 MML Investors Services LLC68,268$1.66M0.0%+73.4%1.181%
8/14/2025 Raymond James Financial Inc.141,881$3.46M0.0%+37.5%2.455%
8/13/2025 Trek Financial LLC334,516$8.16M0.5%-1.0%5.787%
8/12/2025 Steward Partners Investment Advisory LLC4,671$114K0.0%+1,020.1%0.081%
8/12/2025 Reliant Wealth Planning39,381$960K0.4%N/A0.681%
8/12/2025 Archer Investment Corp55,793$1.36M0.3%-52.7%0.965%
8/8/2025 Cetera Investment Advisers58,571$1.43M0.0%+18.7%1.013%
8/6/2025 AE Wealth Management LLC165,967$4.05M0.0%-25.3%2.871%
8/1/2025 FSA Advisors Inc.11,819$288K0.2%N/A0.204%
8/1/2025 Envestnet Asset Management Inc.98,759$2.41M0.0%-2.3%1.709%
7/30/2025 Strategic Blueprint LLC39,863$972K0.0%+45.3%0.690%
7/30/2025 Brookstone Capital Management42,574$1.04M0.0%+39.0%0.737%
7/30/2025 IMG Wealth Management Inc.24,260$591K0.5%+2.8%0.420%
7/29/2025 Chicago Partners Investment Group LLC9,094$223K0.0%-41.8%0.157%
7/29/2025 AssuredPartners Investment Advisors LLC13,220$322K0.1%N/A0.229%
7/29/2025 Stratos Wealth Advisors LLC11,396$278K0.0%N/A0.197%
7/28/2025 Harbour Investments Inc.138,582$3.38M0.1%+27.5%2.398%
7/28/2025 Cypress Wealth Services LLC13,574$331K0.1%N/A0.235%
7/28/2025 Sagespring Wealth Partners LLC14,924$364K0.0%N/A0.258%
7/25/2025 Prostatis Group LLC106,258$2.59M0.7%+872.0%1.838%
7/23/2025 Clear Creek Financial Management LLC19,401$473K0.0%N/A0.336%
7/22/2025 DAVENPORT & Co LLC17,734$432K0.0%N/A0.307%
7/17/2025 Alpine Bank Wealth Management18,750$457K0.1%N/A0.324%
7/16/2025 NovaPoint Capital LLC184,796$4.51M1.4%+0.4%3.197%
7/15/2025 Optima Capital LLC40,258$982K0.5%-10.9%0.697%
7/14/2025 AdvisorNet Financial Inc2,088$51K0.0%N/A0.036%
7/14/2025 Chris Bulman Inc35,043$854K0.5%+53.9%0.606%
7/14/2025 KFG Wealth Management LLC18,837$459K0.1%+6.1%0.326%
7/11/2025 Farther Finance Advisors LLC1,045$25K0.0%N/A0.018%
7/9/2025 Central Valley Advisors LLC19,892$485K0.2%N/A0.344%
7/8/2025 Canandaigua National Bank & Trust Co.41,543$1.01M0.1%+33.9%0.719%
7/2/2025 HBW Advisory Services LLC70,902$1.73M0.2%N/A1.227%
7/1/2025 Harbor Investment Advisory LLC4,190$102K0.0%N/A0.072%
6/13/2025 Optima Capital LLC45,201$1.07M0.7%N/A0.782%
5/19/2025 Jane Street Group LLC17,265$408K0.0%N/A0.298%
5/16/2025 Prostatis Group LLC10,932$259K0.1%N/A0.188%
5/16/2025 Ashton Thomas Private Wealth LLC60,774$1.44M0.1%N/A1.048%
5/16/2025 NewEdge Advisors LLC43,966$1.04M0.0%N/A0.758%
5/14/2025 Truvestments Capital LLC14,589$345K0.1%N/A0.252%
5/14/2025 Kestra Advisory Services LLC90,675$2.15M0.0%N/A1.563%
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5/14/2025 Capital Analysts LLC1,045$25K0.0%N/A0.018%
5/13/2025 HighTower Advisors LLC46,940$1.11M0.0%N/A0.809%
5/9/2025 Chicago Partners Investment Group LLC15,621$371K0.0%N/A0.276%
5/9/2025 Atlantic Private Wealth LLC27,670$655K0.5%N/A0.490%
5/9/2025 Atria Wealth Solutions Inc.15,876$376K0.0%N/A0.281%
5/8/2025 Harbour Investments Inc.108,721$2.57M0.1%N/A1.924%
5/7/2025 Evermay Wealth Management LLC1,130$27K0.0%N/A0.020%
5/7/2025 PTM Wealth Management LLC10,000$234K0.2%N/A0.177%
5/7/2025 Vantage Financial Partners LLC12,095$286K0.1%N/A0.214%
5/6/2025 Cetera Investment Advisers49,358$1.17M0.0%N/A0.874%
5/6/2025 AE Wealth Management LLC222,080$5.25M0.0%N/A3.931%
5/6/2025 Summit Wealth Partners LLC23,813$563K0.1%N/A0.421%
5/6/2025 Triumph Capital Management105,765$2.50M0.8%N/A1.872%
5/6/2025 WorthPointe LLC10,048$238K0.1%N/A0.178%
5/5/2025 IFP Advisors Inc5,742$136K0.0%N/A0.102%
5/5/2025 Archer Investment Corp117,947$2.79M0.7%N/A2.088%
5/2/2025 Kingsview Wealth Management LLC42,485$1.01M0.0%N/A0.752%
5/2/2025 Lineweaver Wealth Advisors LLC40,928$968K0.2%N/A0.724%
5/1/2025 Crosspoint Financial LLC13,127$311K0.9%N/A0.232%
4/30/2025 Trek Financial LLC337,948$8.00M0.6%N/A5.981%
4/29/2025 Brass Tax Wealth Management Inc.10,836$256K0.1%N/A0.192%
4/29/2025 Envestnet Asset Management Inc.101,099$2.39M0.0%N/A1.789%
4/29/2025 Strategic Blueprint LLC27,438$649K0.0%N/A0.486%
4/28/2025 NovaPoint Capital LLC183,973$4.35M1.3%N/A3.256%
4/25/2025 Canandaigua National Bank & Trust Co.31,035$734K0.1%N/A0.549%
4/23/2025 IMG Wealth Management Inc.23,596$558K0.5%N/A0.418%
4/23/2025 Continuum Advisory LLC7,638$181K0.0%N/A0.135%
4/22/2025 Cambridge Investment Research Advisors Inc.48,087$1.14M0.0%N/A0.851%
4/16/2025 Wealth Enhancement Advisory Services LLC10,477$248K0.0%N/A0.212%
4/15/2025 Chris Bulman Inc22,773$539K0.3%N/A0.460%
4/11/2025 KFG Wealth Management LLC17,752$420K0.1%N/A0.359%
(Data available from 1/1/2016 forward)

ZFEB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ZFEB shares?

During the previous two years, 56 institutional investors and hedge funds held shares of Innovator Equity Defined Protection ETF - 1 Yr February. The most heavily invested institutionals were Trek Financial LLC ($8.16M), NovaPoint Capital LLC ($4.51M), AE Wealth Management LLC ($4.05M), Raymond James Financial Inc. ($3.46M), Harbour Investments Inc. ($3.38M), Prostatis Group LLC ($2.59M), and Triumph Capital Management ($2.50M).Learn more on Innovator Equity Defined Protection ETF - 1 Yr February's institutional investors.

Which institutional investors have been buying Innovator Equity Defined Protection ETF - 1 Yr February's stock?

Of the 56 institutional investors that purchased Innovator Equity Defined Protection ETF - 1 Yr February's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Trek Financial LLC ($337.95K), AE Wealth Management LLC ($222.08K), NovaPoint Capital LLC ($184.80K), Harbour Investments Inc. ($138.58K), Archer Investment Corp ($117.95K), Prostatis Group LLC ($106.26K), and Triumph Capital Management ($105.77K).

How much institutional buying is happening at Innovator Equity Defined Protection ETF - 1 Yr February?

Institutional investors have bought a total of 2,490,719 shares in the last 24 months. This purchase volume represents approximately $59.18M in transactions.

Which of Innovator Equity Defined Protection ETF - 1 Yr February's major shareholders have been selling company stock?

The following institutional investors have sold Innovator Equity Defined Protection ETF - 1 Yr February stock in the last 24 months: Archer Investment Corp ($62.15K), AE Wealth Management LLC ($56.11K), Chicago Partners Investment Group LLC ($6.53K), Optima Capital LLC ($4.94K), Trek Financial LLC ($3.43K), and Envestnet Asset Management Inc. ($2.34K).

How much institutional selling is happening at Innovator Equity Defined Protection ETF - 1 Yr February?

Institutional investors have sold a total of 135,509 shares in the last 24 months. This volume of shares sold represents approximately $3.30M in transactions.



This page (BATS:ZFEB) was last updated on 8/25/2025 by MarketBeat.com Staff
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