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Innovator Equity Defined Protection ETF1 Yr September (ZSEP) Institutional Ownership

$27.64 +0.02 (+0.07%)
As of 07/24/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Innovator Equity Defined Protection ETF1 Yr September (BATS:ZSEP)

Number of
Institutional Buyers
(last 12 months)
52
Total
Institutional Inflows
(last 12 months)
$48.16M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$8.51M
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ZSEP Institutional Buying and Selling by Quarter

Innovator Equity Defined Protection ETF1 Yr September Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/1/2026 Noble Wealth Management PBC41,587$1.15M0.5%-42.9%1.410%
5/13/2026Cetera Investment Advisers79,755$2.13M0.0%-1.5%2.704%
5/6/2026FSA Advisors Inc.31,292$836K0.6%-2.7%1.061%
5/4/2026Archer Investment Corp9,384$251K0.1%-21.0%0.318%
4/22/2026 Patriot Financial Group Insurance Agency LLC8,800$235K0.0%N/A0.298%
4/21/2026 GHP Investment Advisors Inc.1,076$29K0.0%N/A0.036%
4/17/2026 Brookstone Capital Management42,488$1.14M0.0%-19.6%1.440%
2/19/2026Axxcess Wealth Management LLC7,497$201K0.0%N/A0.150%
2/18/2026OLD Mission Capital LLC38,421$1.03M0.0%+154.9%0.768%
2/17/2026Cetera Investment Advisers80,968$2.17M0.0%-4.3%1.619%
2/17/2026Osaic Holdings Inc.42,842$1.15M0.0%+3.7%0.857%
2/16/2026MML Investors Services LLC29,721$796K0.0%+17.0%0.594%
2/13/2026Kestra Advisory Services LLC170,758$4.57M0.0%-1.6%3.415%
2/13/2026WPWealth LLP9,645$258K0.0%-17.4%0.193%
2/12/2026 TopTier Wealth Management LLC30,500$817K0.6%N/A0.610%
2/12/2026Commonwealth Equity Services LLC159,572$4.27M0.0%-12.4%3.191%
2/11/2026Howard Bailey Securities LLC73,828$1.98M0.8%N/A1.477%
2/11/2026LPL Financial LLC37,247$997K0.0%+2.8%0.745%
2/9/2026Integrity Advisory Solutions LLC37,574$1.01M0.1%+19.1%0.751%
2/9/2026Harbour Investments Inc.15,175$406K0.0%-21.9%0.304%
2/6/2026Lloyd Advisory Services LLC.12,952$347K0.1%N/A0.259%
2/6/2026Axxcess Wealth Management LLC7,497$201K0.0%N/A0.150%
2/6/2026 Commonwealth Financial Services LLC15,043$403K0.1%-9.8%0.301%
2/6/2026 Brown Wealth Management LLC39,654$1.06M0.3%N/A0.793%
2/6/2026Csenge Advisory Group87,690$2.35M0.1%+3.9%1.754%
2/6/2026HighTower Advisors LLC118,160$3.16M0.0%-19.8%2.363%
2/5/2026 Aegis Wealth Management Inc.7,878$211K0.2%N/A0.158%
2/5/2026Soltis Investment Advisors LLC9,821$263K0.0%-7.7%0.196%
2/4/2026Trek Financial LLC12,231$328K0.0%-7.4%0.245%
2/2/2026FSA Advisors Inc.32,155$861K0.1%-10.0%0.643%
1/30/2026Archer Investment Corp11,880$318K0.1%-30.4%0.238%
1/26/2026 Legacy CG LLC271,749$7.28M2.0%+0.9%5.435%
1/26/2026AE Wealth Management LLC176,722$4.73M0.0%-1.6%3.534%
1/26/2026Key Capital Management INC25,234$676K0.7%N/A0.505%
1/26/2026WorthPointe LLC14,681$393K0.1%-10.4%0.294%
1/22/2026 Networth Advisors LLC1,659$44K0.0%N/A0.033%
1/22/2026Centennial Advisors LLC24,368$653K0.8%N/A0.483%
1/21/2026 KFG Wealth Management LLC115,070$3.08M0.4%-1.1%2.279%
1/16/2026CRA Financial Services LLC34,835$933K0.1%-2.4%0.690%
1/15/2026 Brookstone Capital Management52,836$1.42M0.0%+1.7%1.046%
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1/5/2026 Noble Wealth Management PBC110,320$2.95M1.5%-33.7%2.074%
12/23/2025 Triumph Capital Management1,000$26K0.0%N/A0.018%
12/2/2025Allworth Financial LP4,758$126K0.0%N/A0.085%
12/2/2025 IFP Advisors Inc1,070$28K0.0%+149.4%0.019%
11/20/2025Centaurus Financial Inc.61,888$1.64M0.1%-42.7%1.111%
11/18/2025Advisory Services Network LLC29,732$788K0.0%+104.2%0.534%
11/17/2025 Triumph Capital Management1,000$26K0.0%N/A0.018%
11/17/2025Citadel Advisors LLC12,432$329K0.0%-33.5%0.223%
11/17/2025Brass Tax Wealth Management Inc.14,230$377K0.1%N/A0.255%
11/14/2025Raymond James Financial Inc.43,167$1.14M0.0%+409.2%0.775%
11/13/2025CreativeOne Wealth LLC10,029$266K0.0%N/A0.180%
11/12/2025Integrity Advisory Solutions LLC31,537$835K0.1%N/A0.566%
11/12/2025Advisory Alpha LLC7,820$208K0.0%-24.0%0.140%
11/12/2025FSA Advisors Inc.35,734$947K0.7%+111.8%0.642%
11/10/2025Sound View Wealth Advisors Group LLC9,254$245K0.0%+14.4%0.166%
11/7/2025Syon Capital LLC81,569$2.16M0.1%N/A1.464%
11/7/2025HighTower Advisors LLC147,344$3.90M0.0%+50.8%2.645%
11/5/2025Authentikos Wealth Advisory LLC166,758$4.42M2.9%+9.3%2.994%
11/5/2025MMA Asset Management LLC1,377$36K0.0%N/A0.025%
11/5/2025Vantage Financial Partners LLC55,261$1.46M0.3%+10.4%0.992%
11/5/2025Envestnet Asset Management Inc.490,636$13.00M0.0%+19.7%8.809%
11/4/2025Mutual Advisors LLC13,855$368K0.0%+41.9%0.249%
11/3/2025AE Wealth Management LLC179,535$4.76M0.0%+3,246.4%3.223%
11/3/2025Archer Investment Corp17,074$452K0.1%+59.2%0.307%
11/3/2025Truist Financial Corp129,600$3.43M0.0%N/A2.327%
10/28/2025Csenge Advisory Group84,408$2.24M0.1%N/A1.515%
10/27/2025 Harbor Investment Advisory LLC3,998$106K0.0%N/A0.072%
10/23/2025 Legacy CG LLC269,229$7.13M2.0%N/A4.834%
10/22/2025 CoreCap Advisors LLC1,127$30K0.0%+143.9%0.020%
10/22/2025Alpine Bank Wealth Management5,700$151K0.0%+26.7%0.102%
10/21/2025 Kellett Wealth Advisors LLC17,000$450K0.3%N/A0.305%
10/21/2025 Commonwealth Financial Services LLC16,674$442K0.1%-7.7%0.299%
10/21/2025Signaturefd LLC282,800$7.49M0.1%N/A5.077%
10/20/2025DHJJ Financial Advisors Ltd.950$25K0.0%N/A0.017%
10/20/2025 Chris Bulman Inc14,815$392K0.2%N/A0.266%
10/17/2025Three Seasons Wealth LLC33,056$876K0.1%N/A0.582%
10/16/2025CRA Financial Services LLC35,685$945K0.1%-5.3%0.628%
10/15/2025 Brookstone Capital Management51,977$1.38M0.0%+111.4%0.915%
10/14/2025 Farther Finance Advisors LLC4,512$120K0.0%N/A0.079%
10/10/2025 Lineweaver Wealth Advisors LLC26,677$707K0.1%N/A0.470%
10/10/2025 FC Advisory LLC14,054$372K0.1%-37.0%0.247%
10/9/2025 AdvisorNet Financial Inc12,792$339K0.0%N/A0.225%
10/9/2025 Central Valley Advisors LLC23,815$631K0.2%N/A0.422%
10/7/2025 KFG Wealth Management LLC116,356$3.08M0.4%+29.9%2.059%
9/4/2025Osaic Holdings Inc.14,979$388K0.0%-12.8%0.520%
8/29/2025 Evolution Wealth Management Inc.2,172$56K0.1%N/A0.075%
8/14/2025Raymond James Financial Inc.8,478$219K0.0%N/A0.294%
8/8/2025Cetera Investment Advisers36,043$933K0.0%-2.7%1.251%
8/6/2025AE Wealth Management LLC5,365$139K0.0%-43.6%0.186%
8/1/2025Advisory Alpha LLC10,285$266K0.0%-83.6%0.357%
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8/1/2025Envestnet Asset Management Inc.409,994$10.61M0.0%+2.8%14.236%
7/30/2025 Brookstone Capital Management24,585$636K0.0%+6.8%0.854%
7/28/2025 Cypress Wealth Services LLC21,028$544K0.1%-27.9%0.730%
7/25/2025Atria Wealth Solutions Inc.32,380$838K0.0%-3.9%1.124%
7/14/2025CRA Financial Services LLC37,685$975K0.1%-6.2%1.277%
7/9/2025HFG Wealth Management LLC8,667$216K0.1%+7.0%0.294%
5/14/2025Kestra Advisory Services LLC51,220$1.28M0.0%-10.5%1.562%
5/14/2025Capital Analysts LLC996$25K0.0%N/A0.030%
5/13/2025Financial Network Wealth Advisors LLC1,444$36K0.0%N/A0.044%
5/13/2025HighTower Advisors LLC98,286$2.45M0.0%-14.2%2.997%


ZSEP Institutional Ownership - Frequently Asked Questions

During the previous two years, 93 institutional investors and hedge funds held shares of Innovator Equity Defined Protection ETF1 Yr September. The most heavily invested institutionals were Envestnet Asset Management Inc. ($13.00M), Signaturefd LLC ($7.49M), Legacy CG LLC ($7.28M), VanWeelden Wealth Management LLC ($4.90M), AE Wealth Management LLC ($4.73M), Kestra Advisory Services LLC ($4.57M), and Authentikos Wealth Advisory LLC ($4.42M).Learn more on Innovator Equity Defined Protection ETF1 Yr September's institutional investors.

Of the 84 institutional investors that purchased Innovator Equity Defined Protection ETF1 Yr September's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($357.65K), Signaturefd LLC ($282.80K), Legacy CG LLC ($271.75K), VanWeelden Wealth Management LLC ($195.48K), AE Wealth Management LLC ($174.17K), HighTower Advisors LLC ($164.21K), and Truist Financial Corp ($129.60K).

Institutional investors have bought a total of 1,817,421 shares in the last 24 months. This purchase volume represents approximately $48.16M in transactions.

Of the 23 institutional investors that sold Innovator Equity Defined Protection ETF1 Yr September's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Noble Wealth Management PBC ($87.42K), Advisory Alpha LLC ($54.83K), Centaurus Financial Inc. ($46.05K), HighTower Advisors LLC ($29.18K), Commonwealth Equity Services LLC ($22.62K), Brookstone Capital Management ($10.35K), and FC Advisory LLC ($8.25K).

Institutional investors have sold a total of 319,984 shares in the last 24 months. This volume of shares sold represents approximately $8.51M in transactions.


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