ZDEK Institutional Ownership
Innovator ETFs Trust - Innovator Equity Defined Protection ETF - 1 Yr December
1W: +0.1%
1M: +0.6%
YTD: +0.5%
$26.90
+0.06 (+0.20%)
Weekly Expected Move ±0.3%
$27
$27
$27
$27
$27
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — ZDEK
92
Institutional Holders
-4 vs prior quarter
0.0%
Ownership
+0.00pp
66M
Total Invested
5
New Positions
16
Increased
35
Reduced
7
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (100 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | COMMONWEALTH EQUITY SERVICES, LLC | 184,182 | 5M | -25,051 | -12.0% | 7Q | SEC ↗ |
| 2 | OSAIC HOLDINGS, INC. | 134,371 | 4M | +8,587 | +6.8% | 7Q | SEC ↗ |
| 3 | RAYMOND JAMES FINANCIAL INC | 133,901 | 4M | -10,880 | -7.5% | 6Q | SEC ↗ |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 117,423 | 3M | +53,891 | +84.8% | 4Q | SEC ↗ |
| 5 | Alpine Bank Wealth Management | 116,000 | 3M | — | +0.0% | 2Q | SEC ↗ |
| 6 | Kestra Advisory Services, LLC | 103,324 | 3M | -31,136 | -23.2% | 7Q | SEC ↗ |
| 7 | KFG WEALTH MANAGEMENT, LLC | 95,635 | 3M | -952 | -1.0% | 7Q | SEC ↗ |
| 8 | Cetera Investment Advisers | 83,595 | 2M | -390 | -0.5% | 7Q | SEC ↗ |
| 9 | HARBOUR INVESTMENTS, INC. | 80,980 | 2M | -37,781 | -31.8% | 7Q | SEC ↗ |
| 10 | Lineweaver Wealth Advisors, LLC | 79,556 | 2M | — | +0.0% | 7Q | SEC ↗ |
| 11 | BROWN WEALTH MANAGEMENT, LLC | 78,199 | 2M | +5,577 | +7.7% | 3Q | SEC ↗ |
| 12 | Brookstone Capital Management | 63,857 | 2M | +13,932 | +27.9% | 6Q | SEC ↗ |
| 13 | Owen LaRue, LLC | 60,574 | 2M | -1,308 | -2.1% | 6Q | SEC ↗ |
| 14 | OLD MISSION CAPITAL LLC | 51,026 | 1M | +16,826 | +49.2% | 5Q | SEC ↗ |
| 15 | Prasad Wealth Partners, LLC | 46,261 | 1M | — | +0.0% | 7Q | SEC ↗ |
| 16 | AssuredPartners Investment Advisors, L | 44,659 | 1M | +380 | +0.9% | 7Q | SEC ↗ |
| 17 | Waverly Advisors, LLC | 40,374 | 1M | -1 | -0.0% | 3Q | SEC ↗ |
| 18 | LPL Financial LLC | 40,289 | 1M | +28,901 | +253.8% | 4Q | SEC ↗ |
| 19 | Diligent Investors, LLC | 40,000 | 1M | — | +0.0% | 3Q | SEC ↗ |
| 20 | Archer Investment Corp | 38,401 | 1M | -2,041 | -5.0% | 7Q | SEC ↗ |
| 21 | Trek Financial, LLC | 37,277 | 1M | — | +0.0% | 7Q | SEC ↗ |
| 22 | ENVESTNET ASSET MANAGEMENT INC | 33,663 | 906K | -445 | -1.3% | 3Q | SEC ↗ |
| 23 | GWN SECURITIES INC. | 31,907 | 858K | -6 | -0.0% | 6Q | SEC ↗ |
| 24 | FC Advisory LLC | 30,049 | 808K | — | +0.0% | 6Q | SEC ↗ |
| 25 | Marshall Financial Group, LLC | 29,802 | 802K | -3,800 | -11.3% | 6Q | SEC ↗ |
| 26 | Sovran Advisors, LLC | 24,244 | 652K | — | +0.0% | 3Q | SEC ↗ |
| 27 | AE Wealth Management LLC | 23,731 | 638K | -4,398 | -15.6% | 7Q | SEC ↗ |
| 28 | Capital Analysts, LLC | 23,472 | 631K | — | +0.0% | 7Q | SEC ↗ |
| 29 | MML INVESTORS SERVICES, LLC | 22,802 | 613K | -980 | -4.1% | 3Q | SEC ↗ |
| 30 | Continuum Advisory, LLC | 22,370 | 602K | — | +0.0% | 3Q | SEC ↗ |
| 31 | CENTRAL VALLEY ADVISORS, LLC | 22,119 | 595K | -701 | -3.1% | 3Q | SEC ↗ |
| 32 | WEDBUSH SECURITIES INC | 21,699 | 584K | — | +0.0% | 7Q | SEC ↗ |
| 33 | GOLDMAN SACHS GROUP INC | 21,372 | 575K | -3,228 | -13.1% | 2Q | SEC ↗ |
| 34 | Kovack Advisors, Inc. | 21,020 | 565K | — | +0.0% | 3Q | SEC ↗ |
| 35 | Integrity Wealth Solutions LLC | 20,940 | 563K | — | +0.0% | 6Q | SEC ↗ |
| 36 | Kingsview Wealth Management, LLC | 20,908 | 562K | — | +0.0% | 7Q | SEC ↗ |
| 37 | INDEPENDENT FINANCIAL GROUP, LLC | 20,400 | 549K | -3,500 | -14.6% | 7Q | SEC ↗ |
| 38 | Clear Creek Financial Management, LLC | 20,221 | 544K | -830 | -3.9% | 4Q | SEC ↗ |
| 39 | CITADEL ADVISORS LLC | 19,421 | 522K | +2,701 | +16.2% | 2Q | SEC ↗ |
| 40 | Cambridge Investment Research Advisors | 19,022 | 512K | +919 | +5.1% | 7Q | SEC ↗ |
| 41 | TRUIST FINANCIAL CORP | 18,536 | 499K | +75 | +0.4% | 3Q | SEC ↗ |
| 42 | Concurrent Investment Advisors, LLC | 18,326 | 493K | — | +0.0% | 3Q | SEC ↗ |
| 43 | HRT FINANCIAL LP NEW | 17,332 | 466K | — | +0.0% | 1Q | SEC ↗ |
| 44 | FSA Advisors, Inc. | 16,738 | 450K | -418 | -2.4% | 6Q | SEC ↗ |
| 45 | Tradition Wealth Management, LLC | 15,516 | 417K | -865 | -5.3% | 7Q | SEC ↗ |
| 46 | ROTHSCHILD INVESTMENT LLC | 14,200 | 382K | — | +0.0% | 7Q | SEC ↗ |
| 47 | CARY STREET PARTNERS FINANCIAL LLC | 13,502 | 363K | -140,289 | -91.2% | 6Q | SEC ↗ |
| 48 | Integrity Advisory Solutions, LLC | 13,490 | 363K | — | +0.0% | 3Q | SEC ↗ |
| 49 | Sonoma Allocations LLC | 13,185 | 355K | +822 | +6.6% | 4Q | SEC ↗ |
| 50 | RPS ADVISORY SOLUTIONS LLC | 12,976 | 349K | — | +0.0% | 4Q | SEC ↗ |
Recent Activity
New Positions (6)
| Holder | Shares | Value |
|---|---|---|
| HRT FINANCIAL LP | 17,332 | 466K |
| CANANDAIGUA NATIONAL BANK & TRUST C | 8,723 | 235K |
| CANANDAIGUA NATIONAL CORP | 8,723 | 235K |
| AXXCESS WEALTH MANAGEMENT, LLC | 7,803 | 210K |
| Vivid Wealth Management, LLC | 7,575 | 204K |
| JPMORGAN CHASE & CO | 400 | 11K |
Sold Out (13)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JANE STREET GROUP, LLC | 135,741 | 4M |
| Orion Porfolio Solutions, LLC | 35,063 | 943K |
| Independent Wealth Network Inc. | 22,391 | 602K |
| Allegiance Financial Group Advisory | 18,481 | 497K |
| Lifestyle Asset Management, Inc. | 9,146 | 246K |
| OPTIMA CAPITAL LLC | 7,458 | 201K |
| SageView Advisory Group, LLC | 5,600 | 151K |
| Alaska Permanent Capital Management | 3,830 | 103K |
| TopTier Wealth Management, LLC | 2,340 | 63K |
| UBS Group AG | 1,432 | 39K |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 700 | 19K |
| Noble Wealth Management PBC | 600 | 16K |
| Mosley Wealth Management | 416 | 11K |
Biggest Increases (16)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +53,891 | +84.8% | 117,423 |
| LPL Financial LLC | +28,901 | +253.8% | 40,289 |
| OLD MISSION CAPITAL LLC | +16,826 | +49.2% | 51,026 |
| Brookstone Capital Management | +13,932 | +27.9% | 63,857 |
| OSAIC HOLDINGS, INC. | +8,587 | +6.8% | 134,371 |
| BROWN WEALTH MANAGEMENT, LLC | +5,577 | +7.7% | 78,199 |
| Chris Bulman Inc | +3,871 | +46.7% | 12,155 |
| CITADEL ADVISORS LLC | +2,701 | +16.2% | 19,421 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | +2,015 | +373.1% | 2,555 |
| CoreCap Advisors, LLC | +923 | +39.1% | 3,282 |
| Cambridge Investment Research Advis | +919 | +5.1% | 19,022 |
| Sonoma Allocations LLC | +822 | +6.6% | 13,185 |
| AssuredPartners Investment Advisors | +380 | +0.9% | 44,659 |
| Virtue Capital Management, LLC | +253 | +2.2% | 11,967 |
| TRUIST FINANCIAL CORP | +75 | +0.4% | 18,536 |
| IFP Advisors, Inc | +59 | +1.4% | 4,367 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| CARY STREET PARTNERS FINANCIAL LLC | -140,289 | -91.2% | 13,502 |
| HARBOUR INVESTMENTS, INC. | -37,781 | -31.8% | 80,980 |
| Kestra Advisory Services, LLC | -31,136 | -23.2% | 103,324 |
| CENTAURUS FINANCIAL, INC. | -25,178 | -79.1% | 6,652 |
| COMMONWEALTH EQUITY SERVICES, LLC | -25,051 | -12.0% | 184,182 |
| RAYMOND JAMES FINANCIAL INC | -10,880 | -7.5% | 133,901 |
| AE Wealth Management LLC | -4,398 | -15.6% | 23,731 |
| Marshall Financial Group, LLC | -3,800 | -11.3% | 29,802 |
| INDEPENDENT FINANCIAL GROUP, LLC | -3,500 | -14.6% | 20,400 |
| Steward Partners Investment Advisor | -3,384 | -40.3% | 5,014 |
| GOLDMAN SACHS GROUP INC | -3,228 | -13.1% | 21,372 |
| SYKON CAPITAL LLC | -2,250 | -21.7% | 8,140 |
| JT Stratford LLC | -2,250 | -19.6% | 9,224 |
| Archer Investment Corp | -2,041 | -5.0% | 38,401 |
| Janney Montgomery Scott LLC | -1,389 | -15.5% | 7,578 |
| Owen LaRue, LLC | -1,308 | -2.1% | 60,574 |
| MML INVESTORS SERVICES, LLC | -980 | -4.1% | 22,802 |
| KFG WEALTH MANAGEMENT, LLC | -952 | -1.0% | 95,635 |
| Tradition Wealth Management, LLC | -865 | -5.3% | 15,516 |
| Clear Creek Financial Management, L | -830 | -3.9% | 20,221 |