INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR SEPTEMBER

ZSEP (INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR SEPTEMBER) is held by 20 institutional investors as of Q2 2026. Largest holders: ENVESTNET ASSET MANAGEMENT INC ($13.5M), Kestra Advisory Services, LLC ($4.6M), COMMONWEALTH EQUITY SERVICES, LLC ($4M). Net institutional sentiment: Bearish.

20

Holders

(3 Elite)

$37.5M

Total Value

26% (19)

Consensus

5 buying - 14 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

ZS

Smart Money Verdict

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Institutional (13F)50

Insider (Form 4)69

Activist (13D/13G)29

Congressional (STOCK Act)63

Holder Quality

21

★★★★★

Elite

57

★★★★

Strong

29

★★★

Solid

67

★★

Below

10

★

Weak

Held by 20 funds

3 elite

Who's Trading

Source dates: Price Aug 27, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for ZSEP.

Top Holders

Top Holders (20)History

AllNewIncreasedHeldDecreasedExited

Checking access…

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
ENVESTNET ASSET MANAGEMENT INC	Decreased	489,588(-4.2%)	$13.5M	0.0%	+3.98%	0
Kestra Advisory Services, LLC	Decreased	167,249(-5.1%)	$4.6M	0.0%	+6.92%	0
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	144,583(-4.9%)	$4M	0.0%	+9.66%	0
TRUIST FINANCIAL CORP	Unchanged	129,425	$3.6M	0.0%	+5.14%	0
HighTower Advisors, LLC	Decreased	114,704(-0.3%)	$3.2M	0.0%	+9.47%	0
Cetera Investment Advisers	Decreased	77,406(-3.0%)	$2.1M	0.0%	+7.75%	0
OSAIC HOLDINGS, INC.	Increased	44,896(+0.4%)	$1.2M	0.0%	+7.03%	25
LPL Financial LLC	Increased	42,919(+18.1%)	$1.2M	0.0%	+4.45%	30
RAYMOND JAMES FINANCIAL INC	Decreased	30,084(-12.7%)	$829,090	0.0%	+4.94%	0
MML INVESTORS SERVICES, LLC	Decreased	29,178(-0.4%)	$804,122	0.0%	+8.43%	0
GOLDMAN SACHS GROUP INC	Decreased	19,961(-5.8%)	$550,109	0.0%	+3.57%	0
Steward Partners Investment Advisory, LLC	Unchanged	15,574	$429,207	0.0%	+11.81%	0
WAWaverly Advisors, LLC	Unchanged	13,330	$367,364	0.0%	+3.88%	0
JPMORGAN CHASE & CO	Decreased	13,139(-24.0%)	$361,782	0.0%	+3.88%	0
Farther Finance Advisors, LLC	Increased	12,758(+185.3%)	$351,600	0.0%	+2.40%	38
CITADEL ADVISORS LLC	New	8,512	$234,584	0.0%	+0.98%	35
Allworth Financial LP	Unchanged	4,758	$131,127	0.0%	+5.14%	0
AE Wealth Management LLC	Decreased	2,601(-98.6%)	$71,681	0.0%	+5.27%	0
BARCLAYS PLC	Decreased	346(-95.3%)	$9,535	0.0%	+3.58%	0
HRT FINANCIAL LP	New	15,910	$438	0.0%	+0.98%	15

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ZSZSEPINNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR SEPTEMBER

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer