ZSEP

Innovator Equity Defined Protection ETF - 1 Yr September

80 hedge funds and large institutions have $82.3M 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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

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
80
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$1.06M
2 +$757K
3 +$756K
4
OMC
Old Mission Capital
Illinois
+$621K
5
JP Morgan Chase
JP Morgan Chase
New York
+$514K

Top Sellers

1 -$12.2M
2 -$4.42M
3 -$2.16M
4
NWMP
Noble Wealth Management PBC
Colorado
-$1.49M
5
Jane Street
Jane Street
New York
-$1.28M
Name Holding Trade Value Shares
Change
Change in
Stake
LAS
51
Lloyd Advisory Services
Georgia
$347K
AF
52
Advisornet Financial
Minnesota
$343K
TF
53
Trek Financial
Arizona
$328K
AIC
54
Archer Investment Corporation
Indiana
$318K
IWP
55
Insight Wealth Partners
Texas
$281K
CW
56
CreativeOne Wealth
Kansas
$267K
SIA
57
Soltis Investment Advisors
Utah
$263K
W
58
WPWealth
Texas
$258K
SVWAG
59
Sound View Wealth Advisors Group
Georgia
$248K
HWM
60
HFG Wealth Management
Texas
$228K
CA
61
Clearstead Advisors
Ohio
$227K
MFGM
62
Marshall Financial Group (Maryland)
Maryland
$217K
AWMI
63
Aegis Wealth Management (Iowa)
Iowa
$211K
AA
64
Advisory Alpha
Michigan
$209K
AWM
65
Axxcess Wealth Management
California
$201K
SAG
66
SageView Advisory Group
California
$166K
AF
67
Allworth Financial
California
$127K
FFA
68
Farther Finance Advisors
California
$121K
HIA
69
Harbor Investment Advisory
Maryland
$107K
EWM
70
Evolution Wealth Management
Florida
$64K
NA
71
Networth Advisors
Pennsylvania
$44.4K
FNWA
72
Financial Network Wealth Advisors
Utah
$38.7K
CA
73
CoreCap Advisors
Michigan
$36.2K
IA
74
IFP Advisors
Florida
$28.7K
CAL
75
Capital Analysts LLC
Pennsylvania
$27K