Go Pro
→ BlackRock and Vanguard already own THIS (From Monument Traders Alliance) (Ad)tc pixel Free ZSEP Stock Alerts

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

$27.82 -0.03 (-0.11%)
Closing price 04:10 PM Eastern
Extended Trading
$27.80 -0.02 (-0.07%)
As of 04:15 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
58
Total
Institutional Inflows
(last 12 months)
$58.57M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$6.76M
Get ZSEP Insider Trade Alerts

Want to know when executives and insiders are buying or selling Innovator Equity Defined Protection ETF1 Yr September stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
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

ZSEP Institutional Buying and Selling by Quarter

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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/11/2026 Bullseye Investment Management LLC44,874$1.24M0.6%N/A1.521%
9/9/2026 NewEdge Advisors LLC235,114$6.48M0.0%N/A7.970%
9/9/2026 IFP Advisors Inc22,380$617K0.0%+1,991.6%0.759%
9/2/2026 Citadel Advisors LLC8,512$235K0.0%N/A0.289%
8/26/2026 Schulz Wealth LTD.36,262$999K0.5%N/A1.229%
8/26/2026 Brown Financial Advisors25,341$698K0.2%N/A0.859%
8/23/2026 Kraematon Investment Advisors Inc.13,350$368K0.3%N/A0.453%
8/21/2026 KFG Wealth Management LLC125,026$3.36M0.4%+8.7%4.238%
8/21/2026 Continuum Advisory LLC5,310$146K0.0%N/A0.180%
7/1/2026 Noble Wealth Management PBC41,587$1.15M0.5%-42.9%1.410%
5/13/2026 Cetera Investment Advisers79,755$2.13M0.0%-1.5%2.704%
5/6/2026 FSA Advisors Inc.31,292$836K0.6%-2.7%1.061%
5/4/2026 Archer 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%
2/19/2026 Axxcess Wealth Management LLC7,497$201K0.0%N/A0.150%
2/18/2026 OLD Mission Capital LLC38,421$1.03M0.0%+154.9%0.768%
2/17/2026 Cetera Investment Advisers80,968$2.17M0.0%-4.3%1.619%
2/17/2026 Osaic Holdings Inc.42,842$1.15M0.0%+3.7%0.857%
2/16/2026 MML Investors Services LLC29,721$796K0.0%+17.0%0.594%
2/13/2026 Kestra Advisory Services LLC170,758$4.57M0.0%-1.6%3.415%
2/13/2026 WPWealth LLP9,645$258K0.0%-17.4%0.193%
2/12/2026 TopTier Wealth Management LLC30,500$817K0.6%N/A0.610%
2/12/2026 Commonwealth Equity Services LLC159,572$4.27M0.0%-12.4%3.191%
2/11/2026 Howard Bailey Securities LLC73,828$1.98M0.8%N/A1.477%
2/11/2026 LPL Financial LLC37,247$997K0.0%+2.8%0.745%
2/9/2026 Integrity Advisory Solutions LLC37,574$1.01M0.1%+19.1%0.751%
2/9/2026 Harbour Investments Inc.15,175$406K0.0%-21.9%0.304%
2/6/2026 Lloyd Advisory Services LLC.12,952$347K0.1%N/A0.259%
2/6/2026 Axxcess 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%
2/6/2026 Csenge Advisory Group87,690$2.35M0.1%+3.9%1.754%
2/6/2026 HighTower Advisors LLC118,160$3.16M0.0%-19.8%2.363%
2/5/2026 Aegis Wealth Management Inc.7,878$211K0.2%N/A0.158%
2/5/2026 Soltis Investment Advisors LLC9,821$263K0.0%-7.7%0.196%
2/4/2026 Trek Financial LLC12,231$328K0.0%-7.4%0.245%
2/2/2026 FSA Advisors Inc.32,155$861K0.1%-10.0%0.643%
1/30/2026 Archer Investment Corp11,880$318K0.1%-30.4%0.238%
“This is the Perfect Tech Stock” (Ad)

Jeff Brown, the tech investor who identified Nvidia in 2016 before its 37,000% run, has flagged a new AI company holding 150 patents for technology that processes information up to 1,000 times faster than standard AI. Wall Street projects the company's sales to more than triple in the coming year, and Brown notes it's roughly the same size Nvidia was a decade ago, with a key catalyst set for November 11.tc pixel

See Jeff Brown's full research on this AI opportunity now.
1/26/2026 Legacy CG LLC271,749$7.28M2.0%+0.9%5.435%
1/26/2026 AE Wealth Management LLC176,722$4.73M0.0%-1.6%3.534%
1/26/2026 Key Capital Management INC25,234$676K0.7%N/A0.505%
1/26/2026 WorthPointe LLC14,681$393K0.1%-10.4%0.294%
1/22/2026 Networth Advisors LLC1,659$44K0.0%N/A0.033%
1/22/2026 Centennial Advisors LLC24,368$653K0.8%N/A0.483%
1/21/2026 KFG Wealth Management LLC115,070$3.08M0.4%-1.1%2.279%
1/16/2026 CRA Financial Services LLC34,835$933K0.1%-2.4%0.690%
1/15/2026 Brookstone Capital Management52,836$1.42M0.0%+1.7%1.046%
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%
12/2/2025 Allworth Financial LP4,758$126K0.0%N/A0.085%
12/2/2025 IFP Advisors Inc1,070$28K0.0%+149.4%0.019%
11/20/2025 Centaurus Financial Inc.61,888$1.64M0.1%-42.7%1.111%
11/18/2025 Advisory Services Network LLC29,732$788K0.0%+104.2%0.534%
11/17/2025 Triumph Capital Management1,000$26K0.0%N/A0.018%
11/17/2025 Citadel Advisors LLC12,432$329K0.0%-33.5%0.223%
11/17/2025Brass Tax Wealth Management Inc.14,230$377K0.1%N/A0.255%
11/14/2025 Raymond James Financial Inc.43,167$1.14M0.0%+409.2%0.775%
11/13/2025 CreativeOne Wealth LLC10,029$266K0.0%N/A0.180%
11/12/2025 Integrity Advisory Solutions LLC31,537$835K0.1%N/A0.566%
11/12/2025 Advisory Alpha LLC7,820$208K0.0%-24.0%0.140%
11/12/2025 FSA Advisors Inc.35,734$947K0.7%+111.8%0.642%
11/10/2025 Sound View Wealth Advisors Group LLC9,254$245K0.0%+14.4%0.166%
11/7/2025 Syon Capital LLC81,569$2.16M0.1%N/A1.464%
11/7/2025 HighTower Advisors LLC147,344$3.90M0.0%+50.8%2.645%
11/5/2025 Authentikos Wealth Advisory LLC166,758$4.42M2.9%+9.3%2.994%
11/5/2025 MMA Asset Management LLC1,377$36K0.0%N/A0.025%
11/5/2025Vantage Financial Partners LLC55,261$1.46M0.3%+10.4%0.992%
11/5/2025 Envestnet Asset Management Inc.490,636$13.00M0.0%+19.7%8.809%
11/4/2025 Mutual Advisors LLC13,855$368K0.0%+41.9%0.249%
11/3/2025 AE Wealth Management LLC179,535$4.76M0.0%+3,246.4%3.223%
11/3/2025 Archer Investment Corp17,074$452K0.1%+59.2%0.307%
11/3/2025 Truist Financial Corp129,600$3.43M0.0%N/A2.327%
10/28/2025 Csenge 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%
10/22/2025 Alpine 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%
10/21/2025 Signaturefd LLC282,800$7.49M0.1%N/A5.077%
10/20/2025 DHJJ Financial Advisors Ltd.950$25K0.0%N/A0.017%
10/20/2025 Chris Bulman Inc14,815$392K0.2%N/A0.266%
10/17/2025 Three Seasons Wealth LLC33,056$876K0.1%N/A0.582%
10/16/2025 CRA 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%
A new kind of civil war is coming after election day? (Ad)

Across America, AI-driven backlash is fueling protests, lawsuits, and moratoria that could reshape the political and investment landscape. Whitney Tilson believes tensions may come to a head at midnight on November 4th, the day after the midterm elections, with major implications for your portfolio.tc pixel

Read Whitney Tilson's free analysis on what could happen next.
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%
9/4/2025 Osaic Holdings Inc.14,979$388K0.0%-12.8%0.520%
8/29/2025 Evolution Wealth Management Inc.2,172$56K0.1%N/A0.075%
8/14/2025 Raymond James Financial Inc.8,478$219K0.0%N/A0.294%
8/8/2025 Cetera Investment Advisers36,043$933K0.0%-2.7%1.251%
8/6/2025 AE Wealth Management LLC5,365$139K0.0%-43.6%0.186%
8/1/2025 Advisory Alpha LLC10,285$266K0.0%-83.6%0.357%
8/1/2025 Envestnet Asset Management Inc.409,994$10.61M0.0%+2.8%14.236%


ZSEP Institutional Ownership - Frequently Asked Questions

During the previous two years, 98 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), NewEdge Advisors LLC ($6.48M), VanWeelden Wealth Management LLC ($4.90M), AE Wealth Management LLC ($4.73M), and Kestra Advisory Services LLC ($4.57M).Learn more on Innovator Equity Defined Protection ETF1 Yr September's institutional investors.

Of the 90 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), NewEdge Advisors LLC ($235.11K), VanWeelden Wealth Management LLC ($195.48K), AE Wealth Management LLC ($174.17K), and HighTower Advisors LLC ($164.21K).

Institutional investors have bought a total of 2,194,032 shares in the last 24 months. This purchase volume represents approximately $58.57M in transactions.

Of the 21 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), Centaurus Financial Inc. ($46.05K), HighTower Advisors LLC ($29.18K), Commonwealth Equity Services LLC ($22.62K), Brookstone Capital Management ($10.35K), FC Advisory LLC ($8.25K), and Archer Investment Corp ($7.69K).

Institutional investors have sold a total of 252,171 shares in the last 24 months. This volume of shares sold represents approximately $6.76M in transactions.


Related Companies

Institutional ownership data for BATS:ZSEP is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/11/2026. New 13F filings are added each quarter as they're published.
From Our Partners
U.S. Government Exposes Elon Musk’s Crazy Plan
Two government documents have reportedly confirmed a major move by Elon Musk, according to Brownstone Research...
Brownstone Research | Sponsoredtc pixel
BlackRock and Vanguard already own THIS
Institutions own roughly 88 percent of an overlooked American oil and natural gas company. BlackRock holds 32 ...
Monument Traders Alliance | Sponsoredtc pixel
Why major institutions are piling into this digital asset now
BlackRock, JPMorgan, Goldman Sachs, and Fidelity are reportedly accumulating a scarce blockchain asset - one t...
Awesomely | Sponsoredtc pixel
Gold majors have a big problem
Newmont spent 15 billion dollars acquiring Newcrest in 2023, the largest deal in gold mining history. Yet prod...
Golden Portfolio | Sponsoredtc pixel
The trade I’ve been waiting for since 2011
Ross Givens, Director of Research at Traders Agency, is calling for gold to reach $10,000 an ounce this superc...
Traders Agency | Sponsoredtc pixel
Trump's New Dollar
Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. doll...
Porter & Company | Sponsoredtc pixel
Jon Najarian's #1 Energy Trade for 2026
Jon Najarian says he's never been more excited about an energy opportunity. SpaceX just went public at over $2...
Banyan Hill Publishing | Sponsoredtc pixel
My next big call (under $1)
17,556% on KDA. Here's what I'm buying now. It's a coin under $1.00 that most investors have never heard of...
Crypto 101 Media | Sponsoredtc pixel