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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
LAS
51
Lloyd Advisory Services
Georgia
$347K +$345K +12,952 New
AF
52
Advisornet Financial
Minnesota
$343K
MFG
53
MTM Financial Group
Pennsylvania
$342K
TF
54
Trek Financial
Arizona
$328K -$25.9K -974 -7%
AIC
55
Archer Investment Corporation
Indiana
$318K -$138K -5,194 -30%
IWP
56
Insight Wealth Partners
Texas
$281K -$17.2K -648 -6%
CW
57
CreativeOne Wealth
Kansas
$267K -$1.57K -59 -0.6%
SIA
58
Soltis Investment Advisors
Utah
$263K -$21.9K -824 -8%
W
59
WPWealth
Texas
$258K -$54.2K -2,035 -17%
SVWAG
60
Sound View Wealth Advisors Group
Georgia
$248K
HWM
61
HFG Wealth Management
Texas
$228K -$745 -28 -0.3%
CA
62
Clearstead Advisors
Ohio
$227K
MFGM
63
Marshall Financial Group (Maryland)
Maryland
$217K
AWMI
64
Aegis Wealth Management (Iowa)
Iowa
$211K +$210K +7,878 New
AA
65
Advisory Alpha
Michigan
$209K
AWM
66
Axxcess Wealth Management
California
$201K +$200K +7,497 New
SAG
67
SageView Advisory Group
California
$166K +$165K +6,200 New
AF
68
Allworth Financial
California
$127K
FFA
69
Farther Finance Advisors
California
$121K
HIA
70
Harbor Investment Advisory
Maryland
$107K
EWM
71
Evolution Wealth Management
Florida
$64K -$2.42K -91 -4%
NA
72
Networth Advisors
Pennsylvania
$44.4K +$44.2K +1,659 New
FNWA
73
Financial Network Wealth Advisors
Utah
$38.7K
CA
74
CoreCap Advisors
Michigan
$36.2K +$5.93K +223 +20%
IA
75
IFP Advisors
Florida
$28.7K