ZSEP

Innovator Equity Defined Protection ETF - 1 Yr September

56 hedge funds and large institutions have $45.8M invested in Innovator Equity Defined Protection ETF - 1 Yr September in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 18 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
+3
Holders Change %
+5.66%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
5
Reduced
18
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$10.6M +$292K +11,265 +3%
AWA
2
Authentikos Wealth Advisory
California
$3.95M +$3.95M +152,509 New
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$3.28M -$21.8K -841 -0.7%
CF
4
Centaurus Financial
California
$2.79M
HighTower Advisors
5
HighTower Advisors
Illinois
$2.53M -$15.2K -587 -0.6%
KWM
6
KFG Wealth Management
Indiana
$2.32M -$6.26K -242 -0.3%
KAS
7
Kestra Advisory Services
Texas
$1.34M +$13.9K +537 +1%
VFPW
8
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.3M
OMC
9
Old Mission Capital
Illinois
$1.18M +$1.18M +45,762 New
MCC
10
Money Concepts Capital
Florida
$1.09M
CFS
11
CRA Financial Services
New Jersey
$975K -$64.7K -2,500 -6%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$933K -$25.9K -1,000 -3%
AWS
13
Atria Wealth Solutions
New York
$838K -$33.7K -1,300 -4%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$807K -$71K -2,741 -8%
AWA
15
Arete Wealth Advisors
Illinois
$680K
BCM
16
Brookstone Capital Management
Illinois
$636K +$40.7K +1,572 +7%
FA
17
FC Advisory
Pennsylvania
$577K
CWS
18
Cypress Wealth Services
California
$544K -$210K -8,122 -28%
PWA
19
Physician Wealth Advisors
Utah
$540K
Citadel Advisors
20
Citadel Advisors
Florida
$484K +$484K +18,694 New
GEA
21
Glen Eagle Advisors
New Jersey
$478K -$31.7K -1,225 -6%
CFS
22
Commonwealth Financial Services
West Virginia
$468K
FA
23
FSA Advisors
Michigan
$437K -$2.1K -81 -0.5%
W
24
WorthPointe
California
$424K
MML Investors Services
25
MML Investors Services
Massachusetts
$414K -$26 -1 -0%