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
S
1
SignatureFD
Georgia
$7.57M
LC
2
Legacy CG
Texas
$7.28M
AWM
3
AE Wealth Management
Kansas
$4.73M
KAS
4
Kestra Advisory Services
Texas
$4.57M
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$4.27M
Truist Financial
6
Truist Financial
North Carolina
$3.47M
HighTower Advisors
7
HighTower Advisors
Illinois
$3.16M
KWM
8
KFG Wealth Management
Indiana
$3.08M
NWMP
9
Noble Wealth Management PBC
Colorado
$2.95M
CAG
10
Csenge Advisory Group
Florida
$2.35M
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$2.17M
HBS
12
Howard Bailey Securities
Indiana
$1.98M
Raymond James Financial
13
Raymond James Financial
Florida
$1.92M
CF
14
Centaurus Financial
California
$1.5M
VFPW
15
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.48M
BCM
16
Brookstone Capital Management
Illinois
$1.41M
Osaic Holdings
17
Osaic Holdings
Arizona
$1.15M
MCC
18
Money Concepts Capital
Florida
$1.13M
BWM
19
Brown Wealth Management
Illinois
$1.06M
IWMO
20
Integrated Wealth Management (Ohio)
Ohio
$1.04M
OMC
21
Old Mission Capital
Illinois
$1.03M
IAS
22
Integrity Advisory Solutions
Texas
$1.01M
LPL Financial
23
LPL Financial
California
$997K
CFS
24
CRA Financial Services
New Jersey
$933K
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$901K