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ZSEP

Innovator Equity Defined Protection ETF - 1 Yr September

81 hedge funds and large institutions have $84.6M invested in Innovator Equity Defined Protection ETF - 1 Yr September in 2026 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 32 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

6.01% more ownership

Funds ownership: 57.97%63.98% (+6%)

2% more capital invested

Capital invested by funds: $82.7M → $84.6M (+$1.96M)

0% more funds holding

Funds holding: 8181 (0)

75% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 32

Holders
81
Holders Change
Holders Change %
0%
% of All Funds
1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
8
Reduced
32
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FA
26
FSA Advisors
Michigan
$836K -$23.2K -863 -3%
TWM
27
TopTier Wealth Management
Wisconsin
$815K
MML Investors Services
28
MML Investors Services
Massachusetts
$782K -$11.8K -439 -1%
KCM
29
Key Capital Management
Tennessee
$768K +$94.3K +3,513 +14%
ASN
30
Advisory Services Network
Georgia
$744K -$50.3K -1,875 -6%
LWA
31
Lineweaver Wealth Advisors
Ohio
$713K
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$701K -$33.8K -1,260 -5%
CVA
33
Central Valley Advisors
California
$636K
CA
34
Centennial Advisors
Texas
$609K -$42.2K -1,572 -6%
Morgan Stanley
35
Morgan Stanley
New York
$599K -$162K -6,042 -21%
BPA
36
Beacon Pointe Advisors
California
$573K
Goldman Sachs
37
Goldman Sachs
New York
$566K +$569K +21,181 New
CWS
38
Cypress Wealth Services
California
$562K
GEA
39
Glen Eagle Advisors
New Jersey
$483K -$4.51K -168 -0.9%
JP Morgan Chase
40
JP Morgan Chase
New York
$459K -$54.4K -2,028 -10%
SPIA
41
Steward Partners Investment Advisory
New York
$416K
CFS
42
Commonwealth Financial Services
West Virginia
$402K
W
43
WorthPointe
California
$392K
SFA
44
Souders Financial Advisors
Ohio
$390K
CB
45
Chris Bulman
California
$386K -$1.26K -47 -0.3%
MA
46
Mutual Advisors
Nebraska
$360K -$10.4K -386 -3%
WA
47
Waverly Advisors
Alabama
$356K
AF
48
Advisornet Financial
Minnesota
$342K
MFG
49
MTM Financial Group
Pennsylvania
$341K
TF
50
Trek Financial
Arizona
$327K