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Innovator Equity Defined Protection ETF - 1 Yr September (ZSEP) Institutional Ownership

$26.02 -0.08 (-0.31%)
As of 08/1/2025 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Innovator Equity Defined Protection ETF - 1 Yr September (NYSEARCA:ZSEP)

Number of
Institutional Buyers
(last 12 months)
44
Total
Institutional Inflows
(last 12 months)
$34.87M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$13.88M
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ZSEP Institutional Buying and Selling by Quarter

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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
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%
7/25/2025 Atria 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%
5/8/2025 Harbour 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%
5/8/2025 FSA Advisors Inc.16,949$422K0.3%+75.7%0.517%
5/6/2025Cetera Investment Advisers37,043$923K0.0%-41.7%1.129%
4/30/2025Trek Financial LLC13,205$329K0.0%-96.1%0.433%
4/29/2025 Envestnet Asset Management Inc.398,729$9.94M0.0%+2.2%13.073%
4/23/2025 Alpine Bank Wealth Management4,500$112K0.0%N/A0.148%
4/22/2025 Cambridge Investment Research Advisors Inc.33,912$845K0.0%-71.8%1.112%
4/16/2025 Marshall Financial Group LLC8,119$202K0.0%N/A0.266%
3/12/2025Centaurus Financial Inc.107,935$2.71M0.2%-16.1%3.373%
2/18/2025Glen Eagle Advisors LLC20,490$514K0.1%+64.9%0.000%
2/18/2025 Delta Investment Management LLC95,913$2.41M0.5%+5.9%0.000%
2/17/2025Cetera Investment Advisers63,532$1.59M0.0%+53.3%0.000%
2/13/2025Barclays PLC5,880$147K0.0%N/A0.000%
2/13/2025Legacy Investment Solutions LLC19,057$482K0.3%N/A0.000%
2/13/2025Advisory Services Network LLC14,560$365K0.0%N/A0.000%
2/13/2025Trek Financial LLC336,325$8.44M0.6%-0.6%0.000%
2/13/2025 Envestnet Asset Management Inc.389,967$9.78M0.0%+193.2%0.000%
2/12/2025OLD Mission Capital LLC44,987$1.13M0.0%N/A0.000%
2/11/2025WorthPointe LLC16,381$411K0.2%N/A0.000%
2/10/2025 Harbour Investments Inc.13,777$346K0.0%+7.7%0.000%
2/10/2025Commonwealth Equity Services LLC135,325$3.39M0.0%+6.2%0.000%
2/10/2025VanWeelden Wealth Management LLC195,484$4.90M4.4%N/A0.000%
2/7/2025Sound View Wealth Advisors Group LLC11,429$287K0.0%+30.7%0.000%
1/30/2025Principal Securities Inc.3,248$81K0.0%+43.0%0.000%
1/28/2025Kingsview Wealth Management LLC12,584$316K0.0%-20.8%0.000%
1/28/2025Archer Investment Corp10,817$271K0.1%+18.7%0.000%
1/24/2025Spire Wealth Management11,600$291K0.0%N/A0.000%
1/21/2025 KFG Wealth Management LLC89,806$2.25M0.4%+2.3%0.000%
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1/17/2025 Mutual Advisors LLC9,765$246K0.0%N/A0.000%
1/17/2025 Advisory Alpha LLC62,935$1.58M0.1%-3.9%0.000%
1/13/2025 HFG Wealth Management LLC8,097$201K0.1%N/A0.000%
1/13/2025 Brookstone Capital Management22,357$561K0.0%+14.1%0.000%
11/18/2024Soltis Investment Advisors LLC12,562$312K0.0%N/A0.000%
11/18/2024Arete Wealth Advisors LLC26,262$653K0.1%N/A0.000%
11/15/2024Continuum Advisory LLC9,189$230K0.0%N/A0.000%
11/15/2024MML Investors Services LLC16,551$412K0.0%N/A0.000%
11/15/2024Glen Eagle Advisors LLC12,425$309K0.1%N/A0.000%
11/15/2024Jane Street Group LLC110,426$2.75M0.0%N/A0.000%
11/15/2024HighTower Advisors LLC114,566$2.85M0.0%N/A0.000%
11/14/2024Tradition Wealth Management LLC9,324$232K0.0%N/A0.000%
11/12/2024Centaurus Financial Inc.128,615$3.20M0.2%N/A0.000%
11/12/2024Kingsview Wealth Management LLC15,886$395K0.0%N/A0.000%
11/6/2024Archer Investment Corp9,112$227K0.1%N/A0.000%
11/5/2024Souders Financial Advisors14,713$366K0.1%N/A0.000%
11/5/2024 WealthPlan Investment Management LLC16,906$420K0.0%N/A0.000%
11/5/2024 WealthPLAN Partners LLC36,126$898K0.1%N/A0.000%
11/5/2024 Harbour Investments Inc.12,787$318K0.0%N/A0.000%
10/24/2024 FSA Advisors Inc.9,340$232K0.2%N/A0.000%
10/23/2024 Commonwealth Financial Services LLC18,074$449K0.1%N/A0.000%
10/18/2024 Stratos Wealth Advisors LLC10,145$252K0.0%N/A0.000%
10/16/2024 Marshall Financial Group LLC8,119$202K0.0%N/A0.000%
10/16/2024 Physician Wealth Advisors Inc.20,850$519K0.1%N/A0.000%
10/10/2024 CRA Financial Services LLC39,185$975K0.2%N/A0.000%
10/9/2024 Cypress Wealth Services LLC29,150$725K0.1%N/A0.000%
10/8/2024 Brookstone Capital Management19,599$487K0.0%N/A0.000%
10/8/2024Sugarloaf Wealth Management LLC2,327$58K0.0%N/A0.000%
10/8/2024 Dynamic Advisor Solutions LLC11,664$290K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

ZSEP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ZSEP shares?

During the previous two years, 49 institutional investors and hedge funds held shares of Innovator Equity Defined Protection ETF - 1 Yr September. The most heavily invested institutionals were Envestnet Asset Management Inc. ($10.61M), VanWeelden Wealth Management LLC ($4.90M), Commonwealth Equity Services LLC ($3.39M), Jane Street Group LLC ($2.75M), Centaurus Financial Inc. ($2.71M), HighTower Advisors LLC ($2.45M), and Delta Investment Management LLC ($2.41M).Learn more on Innovator Equity Defined Protection ETF - 1 Yr September's institutional investors.

Which institutional investors have been buying Innovator Equity Defined Protection ETF - 1 Yr September's stock?

Of the 44 institutional investors that purchased Innovator Equity Defined Protection ETF - 1 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. ($277.01K), VanWeelden Wealth Management LLC ($195.48K), Centaurus Financial Inc. ($128.62K), HighTower Advisors LLC ($114.57K), Jane Street Group LLC ($110.43K), OLD Mission Capital LLC ($44.99K), and CRA Financial Services LLC ($39.19K).

How much institutional buying is happening at Innovator Equity Defined Protection ETF - 1 Yr September?

Institutional investors have bought a total of 1,396,196 shares in the last 24 months. This purchase volume represents approximately $34.87M in transactions.

Which of Innovator Equity Defined Protection ETF - 1 Yr September's major shareholders have been selling company stock?

Of the 12 institutional investors that sold Innovator Equity Defined Protection ETF - 1 Yr September's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Trek Financial LLC ($325.10K), Cambridge Investment Research Advisors Inc. ($86.21K), Advisory Alpha LLC ($54.93K), Cetera Investment Advisers ($26.49K), Centaurus Financial Inc. ($20.68K), HighTower Advisors LLC ($16.28K), and Cypress Wealth Services LLC ($8.12K).

How much institutional selling is happening at Innovator Equity Defined Protection ETF - 1 Yr September?

Institutional investors have sold a total of 554,244 shares in the last 24 months. This volume of shares sold represents approximately $13.88M in transactions.


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This page (NYSEARCA:ZSEP) was last updated on 8/4/2025 by MarketBeat.com Staff
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