Who Owns ZSEP?
Innovator Equity Defined Protection ETF - 1 Yr September — Institutional Ownership & 13F Holdings
$27.93
+0.01 (+0.05%)
Market Cap
$123.3M
Shares Outstanding
4,433,788
Institutional Holders
52
Total Inst. Value
$26.0M
% of Float Held
—
QoQ Holder Change
—
Institutional data as of Q1 2025
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | CENTAURUS FINANCIAL, INC. | $2.7M | 107,935 |
| 2 | HighTower Advisors, LLC | $2.4M | 98,286 |
| 3 | KFG WEALTH MANAGEMENT, LLC | $2.2M | 89,806 |
| 4 | NewEdge Advisors, LLC | $2.0M | 79,764 |
| 5 | Advisory Alpha, LLC | $1.6M | 62,645 |
| 6 | Vantage Financial Partners, LLC | $1.2M | 50,040 |
| 7 | MONEY CONCEPTS CAPITAL CORP | $1.0M | 42,023 |
| 8 | CRA Financial Services, LLC | $1.0M | 40,185 |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $945K | 37,894 |
| 10 | Cetera Investment Advisers | $923K | 37,043 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | +28K | $945K |
| Brookstone Capital Management | +656 | $574K |
| OSAIC HOLDINGS, INC. | +8K | $428K |
| HARBOUR INVESTMENTS, INC. | +423 | $354K |
| ENVESTNET ASSET MANAGEMENT INC | +9K | $10K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Trek Financial, LLC | -323K | $329K |
| Cambridge Investment Research Advisors, Inc. | -86K | $845K |
| Cetera Investment Advisers | -26K | $923K |
| HighTower Advisors, LLC | -16K | $2.4M |
| COMMONWEALTH EQUITY SERVICES, LLC | -8K | $3K |
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Frequently Asked Questions
How many institutional investors hold ZSEP?
As of Q1 2025, 52 institutional investors report holding ZSEP (Innovator Equity Defined Protection ETF - 1 Yr September) in their 13F filings.
Which hedge fund owns the most ZSEP?
The largest institutional holder of ZSEP is CENTAURUS FINANCIAL, INC. with $2.7M in shares.
Are institutions buying or selling ZSEP?
This quarter, 9 institutions opened new positions in ZSEP and 8 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.