Free Trial
→ $30 stock to buy before Starlink goes public (WATCH NOW!) (From Paradigm Press) (Ad)tc pixel Free ZSEP Stock Alerts

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

$27.31 +0.04 (+0.15%)
Closing price 04:10 PM Eastern
Extended Trading
$27.31 0.00 (0.00%)
As of 04:12 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)
56
Total
Institutional Inflows
(last 12 months)
$48.42M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$8.99M
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
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%
2/18/2026OLD 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%
2/16/2026 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%
2/13/2026WPWealth LLP9,645$258K0.0%-17.4%0.193%
2/12/2026TopTier 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%
2/11/2026LPL 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%
2/6/2026 Axxcess Wealth Management LLC7,497$201K0.0%N/A0.150%
2/6/2026Commonwealth 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%
2/6/2026HighTower Advisors LLC118,160$3.16M0.0%-19.8%2.363%
2/5/2026 Aegis Wealth Management Inc.7,878$211K0.2%N/A0.158%
2/5/2026 Soltis 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%
1/30/2026 Archer Investment Corp11,880$318K0.1%-30.4%0.238%
1/26/2026Legacy 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%
1/22/2026 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%
12/23/2025Triumph 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%
11/17/2025Triumph 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%
11/5/2025 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%
11/3/2025AE 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%
10/23/2025Legacy 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%
10/21/2025Commonwealth 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%
10/17/2025Three 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%
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%
8/1/2025 Envestnet 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%
7/14/2025 CRA Financial Services LLC37,685$975K0.1%-6.2%1.277%
7/9/2025 HFG 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%
5/8/2025Harbour Investments Inc.14,200$354K0.0%+3.1%0.433%
5/8/2025Sound View Wealth Advisors Group LLC8,087$202K0.0%-29.2%0.247%
5/8/2025FSA Advisors Inc.16,949$422K0.3%+75.7%0.517%


ZSEP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ZSEP shares?

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.

Which institutional investors have been buying Innovator Equity Defined Protection ETF1 Yr September's stock?

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).

How much institutional buying is happening at Innovator Equity Defined Protection ETF1 Yr September?

Institutional investors have bought a total of 1,828,159 shares in the last 24 months. This purchase volume represents approximately $48.42M in transactions.

Which of Innovator Equity Defined Protection ETF1 Yr September's major shareholders have been selling company stock?

Of the 25 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 ($56.12K), Advisory Alpha LLC ($54.83K), Centaurus Financial Inc. ($46.05K), HighTower Advisors LLC ($45.46K), Cetera Investment Advisers ($31.11K), Commonwealth Equity Services LLC ($22.62K), and Brookstone Capital Management ($10.35K).

How much institutional selling is happening at Innovator Equity Defined Protection ETF1 Yr September?

Institutional investors have sold a total of 342,511 shares in the last 24 months. This volume of shares sold represents approximately $8.99M in transactions.


Related Companies

This page (BATS:ZSEP) was last updated on 5/5/2026 by MarketBeat.com Staff.
From Our Partners
Iran's New Leader Just Said Something That Should Terrify Every American
Iran's Supreme Leader has declared the Strait of Hormuz closed as leverage against the U.S. - and with 40% of ...
American Alternative | Sponsoredtc pixel
Your book attached
Your Download Link (Expiring) If you still haven't downloaded the free Simple Options Trading For Beginners...
Profits Run | Sponsoredtc pixel
My feud with Zohran Mamdani
Emmy-winning analyst releases his next big story Whitney Tilson shocked the nation on 60 Minutes when he ac...
Stansberry Research | Sponsoredtc pixel
The $1.75T "Backdoor" ticker (NOT Starlink)
When the SpaceX IPO launches, most investors will already be too late. The real opportunity isn't the IPO itse...
Behind the Markets | Sponsoredtc pixel
Sell 99% of Your Stocks, Do THIS Instead…
Millionaire Trader Exposes: "The Single Stock Income Plan" With over 6,000 stocks on the market to choose ...
The Oxford Club | Sponsoredtc pixel
Trade this between 9:30 and 10:45 am EST
The first 75 minutes of the trading day may be the most overlooked window for consistent opportunities.If you ...
Base Camp Trading | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
Elon Unveils AI Passive Income Stream for Millions of Americans
During Tesla's last earnings call, Elon Musk outlined a new AI-driven approach he says could generate $30,000-...
InvestorPlace | Sponsoredtc pixel