ZSEP

Innovator Equity Defined Protection ETF - 1 Yr September

53 hedge funds and large institutions have $43.2M invested in Innovator Equity Defined Protection ETF - 1 Yr September in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
-2
Holders Change %
-3.64%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
5
Increased
6
Reduced
16
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$399K -$897 -36 -0.2%
SPIA
27
Steward Partners Investment Advisory
New York
$388K
SFA
28
Souders Financial Advisors
Ohio
$367K
ASN
29
Advisory Services Network
Georgia
$363K
HI
30
Harbour Investments
Wisconsin
$354K +$10.5K +423 +3%
TF
31
Trek Financial
Arizona
$329K -$8.05M -323,120 -96%
SIA
32
Soltis Investment Advisors
Utah
$313K
W
33
WPWealth
Texas
$291K
SWM
34
Spire Wealth Management
Virginia
$289K -$50 -2 -0%
AIC
35
Archer Investment Corporation
Indiana
$267K -$2.37K -95 -0.9%
MA
36
Mutual Advisors
Nebraska
$243K
AWM
37
AE Wealth Management
Kansas
$237K -$125 -5 -0.1%
TWM
38
Tradition Wealth Management
Minnesota
$232K
CA
39
Continuum Advisory
Idaho
$229K
CA
40
Clearstead Advisors
Ohio
$212K
HWM
41
HFG Wealth Management
Texas
$203K
VWA
42
Visionary Wealth Advisors
Illinois
$203K
MFGM
43
Marshall Financial Group (Maryland)
Maryland
$202K +$202K +8,119 New
SVWAG
44
Sound View Wealth Advisors Group
Georgia
$202K -$83.3K -3,342 -29%
Barclays
45
Barclays
United Kingdom
$146K -$950 -38 -0.6%
ABWM
46
Alpine Bank Wealth Management
Colorado
$112K +$112K +4,500 New
PS
47
Principal Securities
Iowa
$81.5K
FNWA
48
Financial Network Wealth Advisors
Utah
$36K +$36K +1,444 New
JPMorgan Chase & Co
49
JPMorgan Chase & Co
New York
$25.3K +$25.3K +1,016 New
CAL
50
Capital Analysts LLC
Pennsylvania
$25K +$25K +996 New