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

$26.27 -0.03 (-0.11%)
Closing price 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Innovator Equity Defined Protection ETF - 1 Yr February (BATS:ZFEB)

Number of
Institutional Buyers
(last 12 months)
25
Total
Institutional Inflows
(last 12 months)
$16.33M
Number of
Institutional Sellers
(last 12 months)
32
Total
Institutional Outflows
(last 12 months)
$12.04M
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Skip Chart & View Institutional Buying and Selling Data

ZFEB Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/23/2026 Atlantic Private Wealth LLC26,000$676K0.4%-17.2%0.450%
8/23/2026 Ameritas Advisory Services LLC99,771$2.59M0.1%+138.9%1.726%
8/21/2026 Continuum Advisory LLC14,442$375K0.0%-5.6%0.250%
7/7/2026 Canandaigua National Bank & Trust Co.58,836$1.53M0.1%N/A1.018%
5/16/2026 Glen Eagle Advisors LLC7,576$192K0.0%-29.2%0.131%
5/15/2026 Waverly Advisors LLC16,004$406K0.0%+30.5%0.277%
5/13/2026 Cetera Investment Advisers97,100$2.47M0.0%+66.3%1.680%
5/8/2026 Atlantic Private Wealth LLC31,394$797K0.5%+12.0%0.543%
5/6/2026 Independent Financial Group LLC44,504$1.13M0.0%N/A0.770%
5/4/2026 Archer Investment Corp34,743$882K0.2%-18.4%0.601%
5/1/2026 Sovran Advisors LLC7,837$202K0.0%N/A0.136%
4/30/2026 Kestra Advisory Services LLC114,787$2.91M0.0%+23.1%1.986%
4/28/2026 Evolution Wealth Management Inc.16,737$425K0.3%+15.3%0.290%
4/23/2026 Continuum Advisory LLC15,292$388K0.0%-4.2%0.265%
4/22/2026 Cornerstone Wealth Group LLC13,707$352K0.0%N/A0.237%
4/21/2026 KFG Wealth Management LLC24,646$626K0.1%+46.8%0.426%
4/17/2026 Summit Wealth Partners LLC37,726$958K0.2%N/A0.653%
4/17/2026 Five Pine Wealth Management16,107$409K0.3%N/A0.279%
3/4/2026 SHP Wealth Management1,043$26K0.0%N/A0.018%
2/18/2026 Prostatis Group LLC51,345$1.30M0.3%-43.0%0.888%
2/18/2026 OLD Mission Capital LLC29,619$752K0.0%-20.5%0.512%
2/17/2026 Cetera Investment Advisers58,374$1.48M0.0%+15.5%1.010%
2/16/2026 Glen Eagle Advisors LLC10,701$272K0.0%-3.8%0.185%
2/16/2026 Barclays PLC4,536$115K0.0%-43.6%0.078%
2/13/2026 Kestra Advisory Services LLC93,247$2.37M0.0%-8.9%1.613%
2/12/2026 Triumph Capital Management1,818$46K0.0%-65.1%0.031%
2/12/2026 Commonwealth Equity Services LLC136,257$3.46M0.0%-2.8%2.357%
2/11/2026 Fortune Financial Group Inc.14,390$399K0.4%N/A0.249%
2/11/2026 Atlantic Private Wealth LLC28,029$711K0.5%-6.3%0.485%
2/11/2026 Continuum Advisory LLC15,961$405K0.0%-14.0%0.276%
2/9/2026 Kingsview Wealth Management LLC39,366$999K0.0%-9.5%0.681%
2/9/2026 Integrity Advisory Solutions LLC62,297$1.58M0.2%-11.4%1.078%
2/9/2026 Harbour Investments Inc.119,765$3.04M0.1%-13.1%2.072%
2/5/2026 Crosspoint Financial LLC11,441$290K0.7%-12.8%0.198%
2/4/2026 Summit Wealth Group LLC Co.13,933$354K0.0%N/A0.241%
2/4/2026 Ameritas Advisory Services LLC41,771$1.06M0.0%-58.1%0.723%
2/4/2026 Trek Financial LLC319,993$8.12M0.5%-1.4%5.536%
2/4/2026 Peak Wealth Management LLC60,330$1.53M1.3%N/A1.044%
2/2/2026 FSA Advisors Inc.8,698$221K0.0%-10.0%0.150%
1/30/2026 Canandaigua National Bank & Trust Co.41,142$1.04M0.1%-1.0%0.712%
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1/30/2026 Archer Investment Corp42,586$1.08M0.2%-20.1%0.737%
1/29/2026 Ashton Thomas Private Wealth LLC58,439$1.48M0.0%-1.5%1.011%
1/21/2026 KFG Wealth Management LLC16,794$426K0.1%-10.8%0.291%
1/21/2026 NovaPoint Capital LLC161,245$4.09M1.1%-4.6%2.790%
1/15/2026 Brookstone Capital Management32,717$830K0.0%-12.7%0.566%
1/13/2026 Adamsbrown Wealth Consultants LLC10,665$271K0.1%N/A0.185%
1/1/2026 JPMorgan Chase & Co.3,966$99K0.0%N/A0.069%
12/23/2025 Triumph Capital Management5,209$130K0.0%N/A0.090%
11/17/2025 Triumph Capital Management5,209$130K0.0%N/A0.090%
11/17/2025 Susquehanna International Group LLP9,682$242K0.0%-83.5%0.168%
11/17/2025 Citadel Advisors LLC15,406$385K0.0%+8.9%0.267%
11/17/2025Brass Tax Wealth Management Inc.12,260$306K0.1%-14.5%0.212%
11/14/2025 Raymond James Financial Inc.103,427$2.58M0.0%-27.1%1.789%
11/12/2025 Integrity Advisory Solutions LLC70,342$1.76M0.3%N/A1.217%
11/12/2025 FSA Advisors Inc.9,666$241K0.2%-18.2%0.167%
11/12/2025 Kingsview Wealth Management LLC43,500$1.09M0.0%+2.4%0.753%
11/10/2025 Clear Creek Financial Management LLC17,704$442K0.0%-8.7%0.306%
11/7/2025 Axxcess Wealth Management LLC20,915$522K0.0%N/A0.362%
11/7/2025 JPMorgan Chase & Co.3,966$99K0.0%N/A0.069%
11/6/2025 Ameritas Advisory Services LLC99,771$2.49M0.2%N/A1.726%
11/4/2025 Ashton Thomas Private Wealth LLC59,349$1.48M0.0%-2.3%1.027%
11/4/2025 Prostatis Group LLC90,023$2.25M0.6%-15.3%1.557%
11/3/2025 AE Wealth Management LLC113,452$2.83M0.0%-31.6%1.963%
11/3/2025 Archer Investment Corp53,269$1.33M0.3%-4.5%0.922%
10/31/2025 Trek Financial LLC324,408$8.10M0.5%-3.0%5.613%
10/27/2025 Optima Capital LLC36,665$915K0.4%-8.9%0.634%
10/23/2025 Strategic Blueprint LLC14,717$367K0.0%-63.1%0.255%
10/21/2025 Summit Wealth Partners LLC12,272$306K0.1%-48.5%0.212%
10/20/2025 Chris Bulman Inc26,876$671K0.3%-23.3%0.465%
10/17/2025 NovaPoint Capital LLC169,053$4.22M1.0%-8.5%2.925%
10/16/2025 HBW Advisory Services LLC48,258$1.21M0.1%-31.9%0.835%
10/15/2025 Brookstone Capital Management37,463$935K0.0%-12.0%0.648%
10/14/2025 Farther Finance Advisors LLC11,656$291K0.0%+1,015.4%0.202%
9/4/2025 Osaic Holdings Inc.21,424$522K0.0%+25.4%0.371%
8/29/2025 Evolution Wealth Management Inc.14,519$354K0.4%N/A0.251%
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%
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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%


ZFEB Institutional Ownership - Frequently Asked Questions

During the previous two years, 78 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 ($8.12M), NovaPoint Capital LLC ($4.09M), Commonwealth Equity Services LLC ($3.46M), Harbour Investments Inc. ($3.04M), Kestra Advisory Services LLC ($2.91M), AE Wealth Management LLC ($2.83M), and Ameritas Advisory Services LLC ($2.59M).Learn more on Innovator Equity Defined Protection ETF - 1 Yr February's institutional investors.

Of the 73 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), Ameritas Advisory Services LLC ($157.77K), Harbour Investments Inc. ($138.58K), Archer Investment Corp ($117.95K), and Triumph Capital Management ($116.18K).

Institutional investors have bought a total of 644,600 shares in the last 24 months. This purchase volume represents approximately $16.33M in transactions.

Of the 32 institutional investors that sold Innovator Equity Defined Protection ETF - 1 Yr February's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Ameritas Advisory Services LLC ($58K), Prostatis Group LLC ($54.91K), AE Wealth Management LLC ($52.52K), Susquehanna International Group LLP ($49.08K), Raymond James Financial Inc. ($38.45K), Strategic Blueprint LLC ($25.15K), and NovaPoint Capital LLC ($23.55K).

Institutional investors have sold a total of 479,136 shares in the last 24 months. This volume of shares sold represents approximately $12.04M in transactions.


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Institutional ownership data for BATS:ZFEB is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/23/2026. New 13F filings are added each quarter as they're published.
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