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
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
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$10.6M
AWA
2
Authentikos Wealth Advisory
California
$3.95M
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$3.28M
CF
4
Centaurus Financial
California
$2.79M
HighTower Advisors
5
HighTower Advisors
Illinois
$2.53M
KWM
6
KFG Wealth Management
Indiana
$2.32M
KAS
7
Kestra Advisory Services
Texas
$1.34M
VFPW
8
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.3M
OMC
9
Old Mission Capital
Illinois
$1.18M
MCC
10
Money Concepts Capital
Florida
$1.09M
CFS
11
CRA Financial Services
New Jersey
$975K
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$933K
AWS
13
Atria Wealth Solutions
New York
$838K
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$807K
AWA
15
Arete Wealth Advisors
Illinois
$680K
BCM
16
Brookstone Capital Management
Illinois
$636K
FA
17
FC Advisory
Pennsylvania
$577K
CWS
18
Cypress Wealth Services
California
$544K
PWA
19
Physician Wealth Advisors
Utah
$540K
Citadel Advisors
20
Citadel Advisors
Florida
$484K
GEA
21
Glen Eagle Advisors
New Jersey
$478K
CFS
22
Commonwealth Financial Services
West Virginia
$468K
FA
23
FSA Advisors
Michigan
$437K
W
24
WorthPointe
California
$424K
MML Investors Services
25
MML Investors Services
Massachusetts
$414K