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Innovator Equity Defined Protection ETF (ZFEB) Institutional Ownership

$23.78 -0.05 (-0.19%)
As of 05/5/2025

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

Number of
Institutional Buyers
(last 12 months)
17
Total
Institutional Inflows
(last 12 months)
$24.62M
Number of
Institutional Sellers
(last 12 months)
0
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ZFEB Institutional Buying and Selling by Quarter

Innovator Equity Defined Protection ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/5/2025IFP Advisors Inc5,742$136K0.0%N/A0.102%
5/5/2025Archer 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, 17 institutional investors and hedge funds held shares of Innovator Equity Defined Protection ETF. The most heavily invested institutionals were Trek Financial LLC ($8.00M), NovaPoint Capital LLC ($4.35M), Archer Investment Corp ($2.79M), Envestnet Asset Management Inc. ($2.39M), Cambridge Investment Research Advisors Inc. ($1.14M), Kingsview Wealth Management LLC ($1.01M), and Lineweaver Wealth Advisors LLC ($968K).Learn more on ZFEB's institutional investors.

Which institutional investors have been buying Innovator Equity Defined Protection ETF stock?

Of the 17 institutional investors that purchased Innovator Equity Defined Protection ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Trek Financial LLC ($337.95K), NovaPoint Capital LLC ($183.97K), Archer Investment Corp ($117.95K), Envestnet Asset Management Inc. ($101.10K), Cambridge Investment Research Advisors Inc. ($48.09K), Kingsview Wealth Management LLC ($42.49K), and Lineweaver Wealth Advisors LLC ($40.93K).

How much institutional buying is happening at Innovator Equity Defined Protection ETF?

Institutional investors have bought a total of 1,042,881 shares in the last 24 months. This purchase volume represents approximately $24.62M in transactions.



This page (BATS:ZFEB) was last updated on 5/6/2025 by MarketBeat.com Staff
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