ZSEP

Innovator Equity Defined Protection ETF - 1 Yr September

55 hedge funds and large institutions have $45.6M invested in Innovator Equity Defined Protection ETF - 1 Yr September in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 17 reducing their positions, and 3 closing their positions.

Holders
55
Holders Change
+2
Holders Change %
+3.77%
% of All Funds
0.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
5
Reduced
17
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$10.6M 409,994 +11,265 +3%
AWA
2
Authentikos Wealth Advisory
California
$3.95M 152,509 +152,509 New
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$3.28M 126,865 -841 -0.7%
CF
4
Centaurus Financial
California
$2.79M 107,935
HighTower Advisors
5
HighTower Advisors
Illinois
$2.53M 97,699 -587 -0.6%
KWM
6
KFG Wealth Management
Indiana
$2.32M 89,564 -242 -0.3%
KAS
7
Kestra Advisory Services
Texas
$1.34M 51,757 +537 +1%
VFPW
8
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.3M 50,040
OMC
9
Old Mission Capital
Illinois
$1.18M 45,762 +45,762 New
MCC
10
Money Concepts Capital
Florida
$1.09M 42,023
CFS
11
CRA Financial Services
New Jersey
$975K 37,685 -2,500 -6%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$933K 36,043 -1,000 -3%
AWS
13
Atria Wealth Solutions
New York
$838K 32,380 -1,300 -4%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$807K 31,171 -2,741 -8%
AWA
15
Arete Wealth Advisors
Illinois
$680K 26,262
BCM
16
Brookstone Capital Management
Illinois
$636K 24,585 +1,572 +7%
FA
17
FC Advisory
Pennsylvania
$577K 22,301
CWS
18
Cypress Wealth Services
California
$544K 21,028 -8,122 -28%
PWA
19
Physician Wealth Advisors
Utah
$540K 20,850
Citadel Advisors
20
Citadel Advisors
Florida
$484K 18,694 +18,694 New
GEA
21
Glen Eagle Advisors
New Jersey
$478K 18,450 -1,225 -6%
CFS
22
Commonwealth Financial Services
West Virginia
$468K 18,074
FA
23
FSA Advisors
Michigan
$437K 16,868 -81 -0.5%
W
24
WorthPointe
California
$424K 16,381
MML Investors Services
25
MML Investors Services
Massachusetts
$414K 16,012 -1 -0%