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ZFEB Institutional Ownership

Innovator ETFs Trust - Innovator Equity Defined Protection ETF - 1 Yr February
1W: +0.0% 1M: +0.4% YTD: +0.5%
$26.40
+0.04 (+0.15%)
 
Weekly Expected Move ±0.2%
$26 $26 $26 $26 $27
ETF CBOE · AUM $152.9M
Overview Chart Holdings Changes Technicals Analysis Peers Institutions Dark Pool Short Interest Dividends Weather

Institutional Ownership — ZFEB

106
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
91M
Total Invested
10
New Positions
13
Increased
31
Reduced
3
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (112 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Trek Financial, LLC 325,047 9M -8,282 -2.5% 6Q SEC ↗
2 COMMONWEALTH EQUITY SERVICES, LLC 187,221 5M -26,554 -12.4% 6Q SEC ↗
3 RAYMOND JAMES FINANCIAL INC 157,751 4M -3,759 -2.3% 6Q SEC ↗
4 HARBOUR INVESTMENTS, INC. 124,394 3M -312 -0.3% 6Q SEC ↗
5 TRUIST FINANCIAL CORP 122,052 3M — +0.0% 6Q SEC ↗
6 Alpine Bank Wealth Management 115,000 3M — +0.0% 5Q SEC ↗
7 MML INVESTORS SERVICES, LLC 111,283 3M +3,655 +3.4% 6Q SEC ↗
8 Cetera Investment Advisers 100,415 3M +3,315 +3.4% 6Q SEC ↗
9 Ameritas Advisory Services, LLC 99,771 3M +58,000 +138.9% 4Q SEC ↗
10 NovaPoint Capital, LLC 85,026 2M -75,863 -47.2% 6Q SEC ↗
11 Blossom Wealth Management 84,787 2M — +0.0% 2Q SEC ↗
12 Kestra Advisory Services, LLC 79,353 2M -35,434 -30.9% 6Q SEC ↗
13 Cambridge Investment Research Advisors 75,896 2M -9,395 -11.0% 6Q SEC ↗
14 LPL Financial LLC 74,397 2M +36,750 +97.6% 5Q SEC ↗
15 ENVESTNET ASSET MANAGEMENT INC 69,143 2M -40,670 -37.0% 6Q SEC ↗
16 Integrity Advisory Solutions, LLC 67,492 2M +2,340 +3.6% 4Q SEC ↗
17 Lineweaver Wealth Advisors, LLC 60,931 2M -4,380 -6.7% 6Q SEC ↗
18 Peak Wealth Management LLC 60,330 2M — +0.0% 3Q SEC ↗
19 OSAIC HOLDINGS, INC. 59,599 2M +3,603 +6.4% 6Q SEC ↗
20 CANANDAIGUA NATIONAL BANK & TRUST CO NEW 58,836 2M — +0.0% 1Q SEC ↗
21 Ashton Thomas Private Wealth, LLC 58,001 2M +310 +0.5% 6Q SEC ↗
22 CANANDAIGUA NATIONAL CORP NEW 56,842 2M — +0.0% 1Q SEC ↗
23 HighTower Advisors, LLC 46,940 1M — +0.0% 6Q SEC ↗
24 Heck Capital Advisors, LLC 44,700 1M — +0.0% 2Q SEC ↗
25 NewEdge Advisors, LLC 43,787 1M — +0.0% 6Q SEC ↗
26 Cerity Partners LLC NEW 40,889 1M — +0.0% 1Q SEC ↗
27 Kingsview Wealth Management, LLC 39,366 1M — +0.0% 6Q SEC ↗
28 Summit Wealth Partners, LLC 38,112 1M +386 +1.0% 2Q SEC ↗
29 OPTIMA CAPITAL LLC 37,633 994K +309 +0.8% 6Q SEC ↗
30 INDEPENDENT FINANCIAL GROUP, LLC 36,766 971K -5,342 -12.7% 6Q SEC ↗
31 AssuredPartners Investment Advisors, L 35,207 929K — +0.0% 2Q SEC ↗
32 Brookstone Capital Management 32,528 859K -454 -1.4% 6Q SEC ↗
33 Archer Investment Corp 30,228 798K -4,515 -13.0% 6Q SEC ↗
34 WPWealth LLP 26,407 697K — +0.0% 6Q SEC ↗
35 Atlantic Private Wealth, LLC 26,000 686K -5,394 -17.2% 6Q SEC ↗
36 CreativeOne Wealth, LLC 25,727 679K -195 -0.8% 2Q SEC ↗
37 IFP Advisors, Inc 25,604 676K — +0.0% 6Q SEC ↗
38 CENTRAL VALLEY ADVISORS, LLC 24,991 660K -808 -3.1% 5Q SEC ↗
39 KFG WEALTH MANAGEMENT, LLC 24,646 651K — +0.0% 6Q SEC ↗
40 IMG Wealth Management, Inc. 24,260 640K — +0.0% 6Q SEC ↗
41 Truvestments Capital LLC 23,599 623K — +0.0% 6Q SEC ↗
42 Chris Bulman Inc 23,494 620K -809 -3.3% 6Q SEC ↗
43 Clear Creek Financial Management, LLC 21,528 568K -426 -1.9% 5Q SEC ↗
44 COLTON GROOME FINANCIAL ADVISORS, LLC NEW 21,003 554K — +0.0% 1Q SEC ↗
45 AXXCESS WEALTH MANAGEMENT, LLC 20,915 552K — +0.0% 4Q SEC ↗
46 GWN SECURITIES INC. 20,889 551K -35 -0.2% 2Q SEC ↗
47 Steward Partners Investment Advisory, 19,569 517K -2,290 -10.5% 6Q SEC ↗
48 DAVENPORT & Co LLC 18,743 495K -311 -1.6% 5Q SEC ↗
49 AE Wealth Management LLC 17,964 474K — +0.0% 6Q SEC ↗
50 OLD MISSION CAPITAL LLC NEW 17,941 474K — +0.0% 1Q SEC ↗

Recent Activity

Sold Out (6)
HolderPrev SharesPrev Value
SYKON CAPITAL LLC 23,355 617K
WorthPointe, LLC 10,048 265K
FSA Advisors, Inc. 8,698 230K
SageView Advisory Group, LLC 5,035 133K
GUARDIAN WEALTH ADVISORS, LLC / NC 700 18K
Noble Wealth Management PBC 600 16K
Biggest Increases (13)
HolderAddedChange %Total Shares
Ameritas Advisory Services, LLC +58,000 +138.9% 99,771
LPL Financial LLC +36,750 +97.6% 74,397
MML INVESTORS SERVICES, LLC +3,655 +3.4% 111,283
OSAIC HOLDINGS, INC. +3,603 +6.4% 59,599
Cetera Investment Advisers +3,315 +3.4% 100,415
Integrity Advisory Solutions, LLC +2,340 +3.6% 67,492
WEALTH ENHANCEMENT ADVISORY SERVICE +1,878 +11.9% 17,664
UBS Group AG +724 +38.9% 2,585
Summit Wealth Partners, LLC +386 +1.0% 38,112
Ashton Thomas Private Wealth, LLC +310 +0.5% 58,001
OPTIMA CAPITAL LLC +309 +0.8% 37,633
Ausdal Financial Partners, Inc. +29 +0.3% 10,528
CITADEL ADVISORS LLC +28 +0.2% 12,198
Biggest Decreases (20)
HolderReducedChange %Total Shares
NovaPoint Capital, LLC -75,863 -47.2% 85,026
ENVESTNET ASSET MANAGEMENT INC -40,670 -37.0% 69,143
Kestra Advisory Services, LLC -35,434 -30.9% 79,353
COMMONWEALTH EQUITY SERVICES, LLC -26,554 -12.4% 187,221
SUSQUEHANNA INTERNATIONAL GROUP, LL -10,733 -48.0% 11,622
Cambridge Investment Research Advis -9,395 -11.0% 75,896
Trek Financial, LLC -8,282 -2.5% 325,047
Atlantic Private Wealth, LLC -5,394 -17.2% 26,000
INDEPENDENT FINANCIAL GROUP, LLC -5,342 -12.7% 36,766
Archer Investment Corp -4,515 -13.0% 30,228
Lineweaver Wealth Advisors, LLC -4,380 -6.7% 60,931
Strategic Blueprint, LLC -4,131 -28.5% 10,352
RAYMOND JAMES FINANCIAL INC -3,759 -2.3% 157,751
Steward Partners Investment Advisor -2,290 -10.5% 19,569
Five Pine Wealth Management -1,200 -7.5% 14,907
Continuum Advisory, LLC -850 -5.6% 14,442
Chris Bulman Inc -809 -3.3% 23,494
CENTRAL VALLEY ADVISORS, LLC -808 -3.1% 24,991
Prostatis Group LLC -760 -4.2% 17,256
Brookstone Capital Management -454 -1.4% 32,528

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms