Who Owns INNOVATOR ETFS TRUST (ZSEP)?Hedge Fund & Institutional Holders

$26.77-0.05 (-0.18%)BATS

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$7.573727747324408e+161T

% of Float Held

—

QoQ Change in Holders

+15 / -5

Price History

$24.40$25.04$25.68$26.32$26.96Sep 24Jun 25Mar 26

ZSEP — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
SIGNATUREFD, LLCNew Position+283K+$7.6M
Noble Wealth Management PBCNew Position+277K+$7.4M
Legacy CG, LLCNew Position+272K+$7.3M
AE Wealth Management LLCNew Position+177K+$4.7M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+160K+$4.0M
TRUIST FINANCIAL CORPNew Position+129K+$3.5M
Csenge Advisory GroupNew Position+88K+$2.3M
HOWARD BAILEY SECURITIES, LLCNew Position+74K+$2.0M
Vantage Financial Partners, LLCNew Position+55K+$1.5M
MONEY CONCEPTS CAPITAL CORPNew Position+42K+$1.1M
BROWN WEALTH MANAGEMENT, LLCNew Position+40K+$1.1M
CRA Financial Services, LLCNew Position+35K+$932K
Three Seasons Wealth, LLCNew Position+33K+$885K
TopTier Wealth Management, LLCNew Position+31K+$816K
Key Capital Management, INCNew Position+25K+$675K

ZSEP — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Kestra Advisory Services, LLCDecreased-3K-$4.6B
HighTower Advisors, LLCDecreased-29K-$3.9B
KFG WEALTH MANAGEMENT, LLCDecreased-1K-$3.1B
Cetera Investment AdvisersDecreased-4K-$2.2B
SYON CAPITAL LLCClosed Position-82K-$2.2B
JANE STREET GROUP, LLCClosed Position-48K-$1.3B
FSA Advisors, Inc.Decreased-4K-$945.8M
Mach-1 Financial Group, LLCClosed Position-32K-$835.4M
HARBOUR INVESTMENTS, INC.Decreased-4K-$514.5M
Glen Eagle Advisors, LLCDecreased-200-$488.3M
BRASS TAX WEALTH MANAGEMENT, INCClosed Position-14K-$377.0M
CITADEL ADVISORS LLCClosed Position-12K-$329.3M
WPWealth LLPDecreased-2K-$309.2M
Insight Wealth Partners, LLCDecreased-648-$294.6M
Soltis Investment Advisors LLCDecreased-824-$282.0M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1SIGNATUREFD, LLC282,800$7.6M0.12%Share
2Legacy CG, LLC271,749$7.3M2.04%Share
3AE Wealth Management LLC176,722$4.7M0.03%Share
4Noble Wealth Management PBC166,435$4.4M2.35%Share
5COMMONWEALTH EQUITY SERVICES, LLC159,572$4.0M0.01%Share
6Kestra Advisory Services, LLC170,758$4.0M0.02%Share
7TRUIST FINANCIAL CORP129,425$3.5M0.00%Share
8KFG WEALTH MANAGEMENT, LLC115,070$3.1M0.41%Share
9HighTower Advisors, LLC118,160$3.0M0.00%Share
10Noble Wealth Management PBC110,320$3.0M1.48%Share
11Csenge Advisory Group87,690$2.3M0.11%Share
12Cetera Investment Advisers80,968$2.0M0.00%Share
13HOWARD BAILEY SECURITIES, LLC73,828$2.0M0.78%Share
14Vantage Financial Partners, LLC55,228$1.5M0.30%Share
15Brookstone Capital Management52,836$1.4M0.02%Share
16MONEY CONCEPTS CAPITAL CORP42,023$1.1M0.06%Share
17BROWN WEALTH MANAGEMENT, LLC39,654$1.1M0.28%Share
18OLD MISSION CAPITAL LLC38,421$1.0M0.02%Share
19Integrity Advisory Solutions, LLC37,574$1.0M0.14%Share
20CENTAURUS FINANCIAL, INC.55,973$1.0M0.05%Share
21RAYMOND JAMES FINANCIAL INC71,175$1.0M0.00%Share
22CRA Financial Services, LLC34,835$932K0.12%Share
23Three Seasons Wealth, LLC33,056$885K0.08%Share
24FSA Advisors, Inc.32,155$861K0.60%Share
25TopTier Wealth Management, LLC30,500$816K0.55%Share
26Lineweaver Wealth Advisors, LLC26,677$714K0.10%Share
27Key Capital Management, INC25,234$675K0.67%Share
28Centennial Advisors, LLC24,368$652K0.85%Share
29CENTRAL VALLEY ADVISORS, LLC23,815$637K0.19%Share
30Cypress Wealth Services, LLC21,028$563K0.08%Share
31Glen Eagle Advisors, LLC18,250$488K0.07%Share
32Main Street Financial Solutions, LLC15,448$413K0.03%Share
33HARBOUR INVESTMENTS, INC.15,175$406K0.01%Share
34Commonwealth Financial Services, LLC15,043$402K0.07%Share
35WorthPointe, LLC14,681$393K0.10%Share
36Souders Financial Advisors14,600$390K0.04%Share
37Chris Bulman Inc14,504$388K0.17%Share
38FC Advisory LLC14,054$376K0.11%Share
39Mutual Advisors, LLC13,855$371K0.01%Share
40Lloyd Advisory Services, LLC.12,952$346K0.13%Share
41AdvisorNet Financial, Inc12,792$342K0.02%Share
42Trek Financial, LLC12,231$327K0.02%Share
43Archer Investment Corp11,880$318K0.07%Share
44Insight Wealth Partners, LLC10,484$280K0.04%Share
45WPWealth LLP9,645$258K0.04%Share
46Sound View Wealth Advisors Group, LLC9,254$247K0.02%Share
47HFG Wealth Management, LLC8,525$228K0.13%Share
48Marshall Financial Group, LLC8,119$217K0.04%Share
49Aegis Wealth Management, Inc.7,878$210K0.16%Share
50Advisory Alpha, LLC7,820$209K0.01%Share

ZSEP Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202579$74.1M+33
Q3 202546$35.0B-6
Q2 202552$37.1B+0
Q1 202552$35.0B+1
Q4 202451$5.3T+7
Q3 202444$22.8T—

As of Q4 2025, 50 institutional investors hold ZSEP (INNOVATOR ETFS TRUST). The largest holder is SIGNATUREFD, LLC with $7.6M in shares. This quarter, 15 institutions opened new positions and 5 closed their positions.

Frequently Asked Questions

How many hedge funds own ZSEP?

As of Q4 2025, 50 institutional investors report holding ZSEP (INNOVATOR ETFS TRUST) in their 13F filings.

Who is the largest institutional holder of ZSEP?

The largest institutional holder of ZSEP is SIGNATUREFD, LLC with $7.6M in shares.

Is institutional ownership of ZSEP increasing or decreasing?

This quarter, 15 institutions opened new positions in ZSEP and 5 closed their positions.