ZSEP

Innovator Equity Defined Protection ETF - 1 Yr September

56 hedge funds and large institutions have $45.8M 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, 18 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
+3
Holders Change %
+5.66%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
5
Reduced
18
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SPIA
26
Steward Partners Investment Advisory
New York
$403K
Osaic Holdings
27
Osaic Holdings
Arizona
$388K -$56.7K -2,191 -13%
SFA
28
Souders Financial Advisors
Ohio
$381K
ASN
29
Advisory Services Network
Georgia
$380K
HI
30
Harbour Investments
Wisconsin
$358K -$9.14K -353 -2%
TF
31
Trek Financial
Arizona
$342K
SIA
32
Soltis Investment Advisors
Utah
$324K -$1.01K -39 -0.3%
W
33
WPWealth
Texas
$302K
AIC
34
Archer Investment Corporation
Indiana
$278K
AA
35
Advisory Alpha
Michigan
$266K -$1.36M -52,360 -84%
MA
36
Mutual Advisors
Nebraska
$255K
TWM
37
Tradition Wealth Management
Minnesota
$241K
CA
38
Continuum Advisory
Idaho
$238K
CA
39
Clearstead Advisors
Ohio
$220K
Raymond James Financial
40
Raymond James Financial
Florida
$219K +$219K +8,478 New
HWM
41
HFG Wealth Management
Texas
$216K +$14.2K +570 +7%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$213K -$768K -29,667 -78%
VWA
43
Visionary Wealth Advisors
Illinois
$210K
MFGM
44
Marshall Financial Group (Maryland)
Maryland
$210K
SVWAG
45
Sound View Wealth Advisors Group
Georgia
$209K
AWM
46
AE Wealth Management
Kansas
$139K -$107K -4,140 -44%
ABWM
47
Alpine Bank Wealth Management
Colorado
$116K
PS
48
Principal Securities
Iowa
$84.1K
EWM
49
Evolution Wealth Management
Florida
$56.2K +$56.2K +2,172 New
FNWA
50
Financial Network Wealth Advisors
Utah
$37.4K