Go Pro

Innovator Equity Defined Protection ETF - 1 Yr Nov (ZNOV) Institutional Ownership

$27.78 +0.01 (+0.04%)
As of 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
64
Total
Institutional Inflows
(last 12 months)
$60.32M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$3.65M
Get ZNOV Insider Trade Alerts

Want to know when executives and insiders are buying or selling Innovator Equity Defined Protection ETF - 1 Yr Nov stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

ZNOV Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/7/2026 Canandaigua National Bank & Trust Co.19,825$544K0.0%N/A1.133%
6/3/2026 NewEdge Advisors LLC480,680$12.76M0.0%+89.2%27.467%
5/19/2026 NewEdge Advisors LLC480,680$12.76M0.2%+89.2%27.467%
5/19/2026 Cassady Wealth & Retirement Planning LLC13,466$366K0.2%+4.2%0.769%
5/13/2026 Cetera Investment Advisers32,443$861K0.0%-35.9%1.854%
5/6/2026 FSA Advisors Inc.19,307$513K0.3%+2.9%1.103%
5/4/2026 Archer Investment Corp12,693$337K0.1%-23.1%0.725%
4/30/2026 Kestra Advisory Services LLC92,165$2.45M0.0%-5.1%5.267%
4/27/2026World Investment Advisors15,071$400K0.0%N/A0.861%
4/21/2026 KFG Wealth Management LLC28,915$768K0.1%+5.7%1.652%
4/17/2026 Summit Wealth Partners LLC31,938$848K0.1%-3.0%1.825%
4/17/2026 Brookstone Capital Management37,159$987K0.0%-16.1%2.123%
4/16/2026 Triad Wealth Partners LLC110,527$2.93M0.2%+45.8%6.316%
2/19/2026 Axxcess Wealth Management LLC56,516$1.51M0.0%N/A1.215%
2/18/2026 NewEdge Advisors LLC254,108$6.78M0.0%+49.0%5.465%
2/18/2026Prostatis Group LLC22,267$594K0.1%N/A0.479%
2/18/2026OLD Mission Capital LLC19,886$530K0.0%-44.9%0.428%
2/17/2026 Cetera Investment Advisers50,579$1.35M0.0%+258.0%1.088%
2/17/2026Osaic Holdings Inc.35,939$959K0.0%+223.9%0.773%
2/17/2026 Advisory Services Network LLC7,999$213K0.0%+301.6%0.172%
2/17/2026 Blair William & Co. IL81,675$2.18M0.0%-4.7%1.756%
2/17/2026 Nicholas Wealth LLC.11,122$297K0.2%N/A0.239%
2/16/2026 MML Investors Services LLC10,291$275K0.0%N/A0.221%
2/13/2026 CreativeOne Wealth LLC8,398$224K0.0%N/A0.181%
2/13/2026 Kestra Advisory Services LLC97,085$2.59M0.0%+78.1%2.088%
2/13/2026Ausdal Financial Partners Inc.9,864$263K0.0%-8.0%0.212%
2/12/2026Jane Street Group LLC9,875$263K0.0%N/A0.212%
2/12/2026Orion Porfolio Solutions LLC35,212$939K0.0%-24.0%0.757%
2/12/2026 Commonwealth Equity Services LLC125,951$3.36M0.0%+125.5%2.709%
2/12/2026 Sykon Capital LLC10,500$280K0.1%N/A0.226%
2/12/2026 Steward Partners Investment Advisory LLC2,794$75K0.0%N/A0.060%
2/11/2026 GWN Securities Inc.8,130$217K0.0%N/A0.175%
2/11/2026 Capital Analysts LLC2,004$53K0.0%-33.3%0.043%
2/11/2026 Howard Bailey Securities LLC39,031$1.04M0.4%N/A0.839%
2/11/2026Syon Capital LLC114,589$3.06M0.2%N/A2.464%
2/11/2026 Tradition Wealth Management LLC7,731$206K0.0%N/A0.166%
2/11/2026 Wealthgarden F.S. LLC7,825$210K0.1%N/A0.168%
2/11/2026 Lifestyle Asset Management Inc.8,089$216K0.1%N/A0.174%
2/9/2026 Harbour Investments Inc.89,182$2.38M0.0%N/A1.918%
2/6/2026 EverSource Wealth Advisors LLC3,000$80K0.0%N/A0.065%
Barricks gold output fell from 2 million ounces to 719000 (Ad)

Barrick's gold production has plunged from 2 million ounces to just 719,000, leaving the world's second-largest miner running on fumes. Newmont's $15 billion purchase of Newcrest, the largest mining deal in history, still couldn't keep output growing, proof that majors must keep buying to survive. With record cash flows and shrinking mines, gold majors are positioned to launch a wave of acquisitions targeting the best junior assets.tc pixel

See the top three gold buyout targets to watch now
2/6/2026 Lloyd Advisory Services LLC.6,849$183K0.1%N/A0.147%
2/6/2026 Axxcess Wealth Management LLC56,516$1.51M0.0%N/A1.215%
2/6/2026 Global Retirement Partners LLC1,615$43K0.0%-57.1%0.035%
2/6/2026Authentikos Wealth Advisory LLC36,151$964K0.6%N/A0.777%
2/6/2026 IFP Advisors Inc1,359$36K0.0%+73.3%0.029%
2/6/2026 Brown Wealth Management LLC60,150$1.60M0.4%N/A1.294%
2/6/2026 Csenge Advisory Group46,230$1.23M0.1%N/A0.994%
2/5/2026 Rossmore Private Capital7,680$205K0.0%N/A0.165%
2/5/2026 Allworth Financial LP3,764$100K0.0%N/A0.081%
2/4/2026 Trek Financial LLC17,393$464K0.0%N/A0.374%
2/3/2026Vantage Financial Partners LLC21,902$584K0.1%+132.5%0.471%
2/3/2026 Encompass More Asset Management27,923$745K0.1%-26.3%0.600%
2/2/2026 Truist Financial Corp121,884$3.25M0.0%N/A2.621%
2/2/2026 FSA Advisors Inc.18,761$500K0.1%+137.6%0.403%
2/2/2026 Woodard & Co. Asset Management Group Inc. ADV1,000$27K0.0%N/A0.022%
1/30/2026 Canandaigua National Bank & Trust Co.19,825$529K0.0%N/A0.426%
1/30/2026 Archer Investment Corp16,512$440K0.1%-9.8%0.355%
1/29/2026 Ashton Thomas Private Wealth LLC48,275$1.29M0.0%-13.5%1.038%
1/29/2026 Concurrent Investment Advisors LLC11,905$318K0.0%N/A0.256%
1/27/2026 Summit Wealth Partners LLC32,940$879K0.2%N/A0.708%
1/26/2026 AE Wealth Management LLC90,601$2.42M0.0%+5,696.6%1.936%
1/26/2026 Key Capital Management INC13,300$355K0.4%N/A0.284%
1/26/2026CWM LLC134,998$3.60M0.0%-7.5%2.885%
1/23/2026 Farther Finance Advisors LLC7,849$209K0.0%N/A0.166%
1/23/2026 Optima Capital LLC6,391$170K0.1%N/A0.135%
1/22/2026 Triad Wealth Partners LLC75,800$2.02M0.2%+77.8%1.606%
1/22/2026 Phoenix Wealth Advisors7,540$201K0.1%N/A0.160%
1/22/2026 Centennial Advisors LLC12,852$343K0.4%N/A0.272%
1/21/2026 KFG Wealth Management LLC27,363$730K0.1%N/A0.580%
1/16/2026 BridgePort Financial Solutions LLC10,341$276K0.1%N/A0.219%
1/16/2026 Legacy Capital Wealth Partners LLC10,392$277K0.1%N/A0.220%
1/15/2026 Brookstone Capital Management44,264$1.18M0.0%+147.6%0.938%
1/14/2026 Lineweaver Wealth Advisors LLC64,706$1.73M0.2%+399.2%1.392%
1/14/2026 Cypress Wealth Services LLC59,888$1.60M0.2%-6.3%1.288%
1/14/2026 Chris Bulman Inc14,248$380K0.2%+61.3%0.306%
1/13/2026 CoreCap Advisors LLC1,298$35K0.0%+198.4%0.028%
1/12/2026 Central Valley Advisors LLC23,633$630K0.2%N/A0.508%
1/8/2026 Wealth Enhancement Advisory Services LLC13,585$363K0.0%N/A0.300%
11/18/2025 Advisory Services Network LLC1,992$53K0.0%N/A0.117%
11/17/2025 NewEdge Advisors LLC170,523$4.50M0.0%+26.6%10.031%
11/17/2025Susquehanna International Group LLP65,396$1.73M0.0%N/A3.847%
11/17/2025Ausdal Financial Partners Inc.10,717$283K0.0%N/A0.630%
11/13/2025 Blair William & Co. IL85,675$2.26M0.0%-26.2%5.040%
11/12/2025Orion Porfolio Solutions LLC46,318$1.22M0.0%+5.4%2.725%
11/5/2025 Envestnet Asset Management Inc.14,510$383K0.0%N/A0.839%
11/4/2025 Ashton Thomas Private Wealth LLC55,801$1.47M0.0%+204.3%3.225%
10/30/2025 Triad Wealth Partners LLC42,634$1.13M0.1%+87.1%2.508%
10/21/2025 Global Retirement Partners LLC3,762$99K0.0%N/A0.225%
10/20/2025 Chris Bulman Inc8,832$233K0.1%N/A0.529%
10/17/2025 Encompass More Asset Management37,877$1M0.2%+36.7%2.268%
AI insiders stockpile guns, gold & gas masks (Ad)

Keith Kaplan, CEO of TradeSmith, has spent more than $17 million studying AI since 2022. He says a major shift in the AI market is approaching, and time is short to prepare. Kaplan points to August 31st as a key turning point for AI investing. He argues the next phase will separate winners from losers, and reveals what he's watching instead of big names like Nvidia.tc pixel

See Keith Kaplan's full AI market briefing before August 31st
10/15/2025CWM LLC145,890$3.85M0.0%+66.8%8.433%
10/15/2025 Brookstone Capital Management17,880$472K0.0%-4.8%1.034%
10/8/2025 Marshall Financial Group LLC12,582$332K0.1%+25.7%0.688%
9/4/2025Osaic Holdings Inc.12,494$324K0.0%-11.4%0.675%
8/27/2025Orion Porfolio Solutions LLC43,935$1.14M0.0%+10.1%2.375%
8/15/2025Orion Porfolio Solutions LLC43,935$1.14M0.0%+10.1%2.375%
8/14/2025 NewEdge Advisors LLC134,695$3.49M0.0%+12.2%7.281%
8/12/2025 Archer Investment Corp18,505$480K0.1%-2.4%1.000%
8/6/2025 AE Wealth Management LLC1,456$38K0.0%+73.3%0.079%
8/1/2025 FSA Advisors Inc.7,897$205K0.2%N/A0.427%


ZNOV Institutional Ownership - Frequently Asked Questions

During the previous two years, 79 institutional investors and hedge funds held shares of Innovator Equity Defined Protection ETF - 1 Yr Nov. The most heavily invested institutionals were NewEdge Advisors LLC ($12.76M), CWM LLC ($3.60M), Commonwealth Equity Services LLC ($3.36M), Truist Financial Corp ($3.25M), Syon Capital LLC ($3.06M), Triad Wealth Partners LLC ($2.93M), and Kestra Advisory Services LLC ($2.45M).Learn more on Innovator Equity Defined Protection ETF - 1 Yr Nov's institutional investors.

Of the 78 institutional investors that purchased Innovator Equity Defined Protection ETF - 1 Yr Nov's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: NewEdge Advisors LLC ($707.25K), Commonwealth Equity Services LLC ($146.17K), CWM LLC ($145.89K), Townsquare Capital LLC ($131.68K), Brown Wealth Management LLC ($129.83K), Truist Financial Corp ($121.88K), and Blair William & Co. IL ($117.53K).

Institutional investors have bought a total of 2,264,335 shares in the last 24 months. This purchase volume represents approximately $60.32M in transactions.

Of the 16 institutional investors that sold Innovator Equity Defined Protection ETF - 1 Yr Nov's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Blair William & Co. IL ($34.48K), Cetera Investment Advisers ($18.14K), OLD Mission Capital LLC ($16.19K), Orion Porfolio Solutions LLC ($11.11K), CWM LLC ($10.89K), Encompass More Asset Management ($9.95K), and Brookstone Capital Management ($8.00K).

Institutional investors have sold a total of 137,435 shares in the last 24 months. This volume of shares sold represents approximately $3.65M in transactions.



Institutional ownership data for BATS:ZNOV 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.
From Our Partners