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ZSEP

Innovator Equity Defined Protection ETF - 1 Yr September

81 hedge funds and large institutions have $82.7M invested in Innovator Equity Defined Protection ETF - 1 Yr September in 2025 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 10 increasing their positions, 29 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

5% more funds holding

Funds holding: 7781 (+4)

12.12% less ownership

Funds ownership: 70.08%57.97% (-12%)

18% less capital invested

Capital invested by funds: $100M → $82.7M (-$17.6M)

66% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 29

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
81
Holders Change
+4
Holders Change %
+5.19%
% of All Funds
0.99%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
16
Increased
10
Reduced
29
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TSW
26
Three Seasons Wealth
Utah
$885K
FA
27
FSA Advisors
Michigan
$861K -$95.3K -3,579 -10%
TWM
28
TopTier Wealth Management
Wisconsin
$817K +$812K +30,500 New
ASN
29
Advisory Services Network
Georgia
$796K
MML Investors Services
30
MML Investors Services
Massachusetts
$796K +$115K +4,317 +17%
Morgan Stanley
31
Morgan Stanley
New York
$762K +$757K +28,454 New
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$736K -$14.1K -530 -2%
LWA
33
Lineweaver Wealth Advisors
Ohio
$714K
KCM
34
Key Capital Management
Tennessee
$676K +$672K +25,234 New
CA
35
Centennial Advisors
Texas
$653K +$649K +24,368 New
CVA
36
Central Valley Advisors
California
$638K
BPA
37
Beacon Pointe Advisors
California
$575K
CWS
38
Cypress Wealth Services
California
$563K
JP Morgan Chase
39
JP Morgan Chase
New York
$517K +$514K +19,317 New
GEA
40
Glen Eagle Advisors
New Jersey
$489K -$5.32K -200 -1%
SPIA
41
Steward Partners Investment Advisory
New York
$417K
MSFS
42
Main Street Financial Solutions
Pennsylvania
$414K
HI
43
Harbour Investments
Wisconsin
$406K -$113K -4,263 -22%
CFS
44
Commonwealth Financial Services
West Virginia
$403K -$43.4K -1,631 -10%
W
45
WorthPointe
California
$393K -$45.2K -1,700 -10%
SFA
46
Souders Financial Advisors
Ohio
$391K -$3.01K -113 -0.8%
CB
47
Chris Bulman
California
$388K -$8.28K -311 -2%
FA
48
FC Advisory
Pennsylvania
$376K
MA
49
Mutual Advisors
Nebraska
$371K
WA
50
Waverly Advisors
Alabama
$357K +$355K +13,330 New