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

$27.52 +0.02 (+0.07%)
As of 07/24/2026 04:10 PM Eastern
Compare

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)
$60.99M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$3.98M
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ZNOV Institutional Buying and Selling by Quarter

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

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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%
6/3/2026NewEdge Advisors LLC480,680$12.76M0.0%+89.2%27.467%
5/19/2026NewEdge Advisors LLC480,680$12.76M0.2%+89.2%27.467%
5/19/2026Cassady Wealth & Retirement Planning LLC13,466$366K0.2%+4.2%0.769%
5/13/2026Cetera Investment Advisers32,443$861K0.0%-35.9%1.854%
5/6/2026FSA Advisors Inc.19,307$513K0.3%+2.9%1.103%
5/4/2026Archer Investment Corp12,693$337K0.1%-23.1%0.725%
4/30/2026Kestra 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%
4/17/2026Summit Wealth Partners LLC31,938$848K0.1%-3.0%1.825%
4/17/2026 Brookstone Capital Management37,159$987K0.0%-16.1%2.123%
4/16/2026Triad Wealth Partners LLC110,527$2.93M0.2%+45.8%6.316%
2/19/2026Axxcess Wealth Management LLC56,516$1.51M0.0%N/A1.215%
2/18/2026NewEdge 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%
2/17/2026Cetera Investment Advisers50,579$1.35M0.0%+258.0%1.088%
2/17/2026Osaic Holdings Inc.35,939$959K0.0%+223.9%0.773%
2/17/2026Advisory Services Network LLC7,999$213K0.0%+301.6%0.172%
2/17/2026Blair William & Co. IL81,675$2.18M0.0%-4.7%1.756%
2/17/2026Nicholas Wealth LLC.11,122$297K0.2%N/A0.239%
2/16/2026MML Investors Services LLC10,291$275K0.0%N/A0.221%
2/13/2026CreativeOne Wealth LLC8,398$224K0.0%N/A0.181%
2/13/2026Kestra 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%
2/12/2026Commonwealth Equity Services LLC125,951$3.36M0.0%+125.5%2.709%
2/12/2026Sykon Capital LLC10,500$280K0.1%N/A0.226%
2/12/2026Steward Partners Investment Advisory LLC2,794$75K0.0%N/A0.060%
2/11/2026GWN Securities Inc.8,130$217K0.0%N/A0.175%
2/11/2026Capital Analysts LLC2,004$53K0.0%-33.3%0.043%
2/11/2026Howard Bailey Securities LLC39,031$1.04M0.4%N/A0.839%
2/11/2026Syon Capital LLC114,589$3.06M0.2%N/A2.464%
2/11/2026Tradition Wealth Management LLC7,731$206K0.0%N/A0.166%
2/11/2026Wealthgarden F.S. LLC7,825$210K0.1%N/A0.168%
2/11/2026 Lifestyle Asset Management Inc.8,089$216K0.1%N/A0.174%
2/9/2026Harbour Investments Inc.89,182$2.38M0.0%N/A1.918%
2/6/2026EverSource Wealth Advisors LLC3,000$80K0.0%N/A0.065%
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2/6/2026Lloyd Advisory Services LLC.6,849$183K0.1%N/A0.147%
2/6/2026Axxcess Wealth Management LLC56,516$1.51M0.0%N/A1.215%
2/6/2026Global 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%
2/6/2026Csenge Advisory Group46,230$1.23M0.1%N/A0.994%
2/5/2026Rossmore Private Capital7,680$205K0.0%N/A0.165%
2/5/2026Allworth Financial LP3,764$100K0.0%N/A0.081%
2/4/2026Trek 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%
2/2/2026Truist Financial Corp121,884$3.25M0.0%N/A2.621%
2/2/2026FSA Advisors Inc.18,761$500K0.1%+137.6%0.403%
2/2/2026Woodard & 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%
1/30/2026Archer Investment Corp16,512$440K0.1%-9.8%0.355%
1/29/2026Ashton Thomas Private Wealth LLC48,275$1.29M0.0%-13.5%1.038%
1/29/2026Concurrent Investment Advisors LLC11,905$318K0.0%N/A0.256%
1/27/2026Summit Wealth Partners LLC32,940$879K0.2%N/A0.708%
1/26/2026AE Wealth Management LLC90,601$2.42M0.0%+5,696.6%1.936%
1/26/2026Key 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%
1/23/2026Optima Capital LLC6,391$170K0.1%N/A0.135%
1/22/2026Triad Wealth Partners LLC75,800$2.02M0.2%+77.8%1.606%
1/22/2026Phoenix Wealth Advisors7,540$201K0.1%N/A0.160%
1/22/2026Centennial Advisors LLC12,852$343K0.4%N/A0.272%
1/21/2026 KFG Wealth Management LLC27,363$730K0.1%N/A0.580%
1/16/2026BridgePort Financial Solutions LLC10,341$276K0.1%N/A0.219%
1/16/2026Legacy 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%
11/18/2025Advisory Services Network LLC1,992$53K0.0%N/A0.117%
11/17/2025NewEdge 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%
11/13/2025Blair 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%
11/5/2025Envestnet Asset Management Inc.14,510$383K0.0%N/A0.839%
11/4/2025Ashton Thomas Private Wealth LLC55,801$1.47M0.0%+204.3%3.225%
10/30/2025Triad Wealth Partners LLC42,634$1.13M0.1%+87.1%2.508%
10/21/2025Global 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%
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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%
8/14/2025NewEdge Advisors LLC134,695$3.49M0.0%+12.2%7.281%
8/12/2025Archer Investment Corp18,505$480K0.1%-2.4%1.000%
8/6/2025AE Wealth Management LLC1,456$38K0.0%+73.3%0.079%
8/1/2025FSA 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 2,290,042 shares in the last 24 months. This purchase volume represents approximately $60.99M 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), Brookstone Capital Management ($20.12K), Cetera Investment Advisers ($18.14K), OLD Mission Capital LLC ($16.19K), Orion Porfolio Solutions LLC ($11.11K), CWM LLC ($10.89K), and Encompass More Asset Management ($9.95K).

Institutional investors have sold a total of 150,015 shares in the last 24 months. This volume of shares sold represents approximately $3.98M in transactions.


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This page (BATS:ZNOV) was last updated on 7/25/2026 by MarketBeat.com Staff.
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