ZMAY Institutional Ownership
Innovator ETFs Trust - Innovator Equity Defined Protection ETF - 1 Yr May
1W: +0.1%
1M: +0.6%
YTD: +0.5%
$26.38
+0.02 (+0.09%)
Weekly Expected Move ±0.3%
$26
$26
$26
$26
$27
Overview
Chart
Holdings
Changes
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Analysis
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Institutional Ownership — ZMAY
69
Institutional Holders
+43 vs prior quarter
0.0%
Ownership
+0.00pp
64M
Total Invested
45
New Positions
14
Increased
6
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (70 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | WealthCare Asset Management, LLC | 458,978 | $12M | +208,011 | +82.9% | 3Q | SEC ↗ |
| 2 | AE Wealth Management LLC | 252,750 | $7M | +250,789 | +12788.8% | 5Q | SEC ↗ |
| 3 | SYKON CAPITAL LLC NEW | 119,583 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 4 | Aegis Wealth Management, Inc. NEW | 104,166 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 5 | HOWARD BAILEY SECURITIES, LLC NEW | 99,384 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 6 | Csenge Advisory Group NEW | 86,074 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 7 | SYON CAPITAL LLC NEW | 82,418 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 8 | Lineweaver Wealth Advisors, LLC | 65,645 | $2M | +30,828 | +88.5% | 4Q | SEC ↗ |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | 63,994 | $2M | +20,680 | +47.7% | 5Q | SEC ↗ |
| 10 | OSAIC HOLDINGS, INC. | 62,999 | $2M | +26,786 | +74.0% | 5Q | SEC ↗ |
| 11 | Concurrent Investment Advisors, LLC | 49,991 | $1M | +40,749 | +440.9% | 2Q | SEC ↗ |
| 12 | RAYMOND JAMES FINANCIAL INC | 47,502 | $1M | -5,694 | -10.7% | 5Q | SEC ↗ |
| 13 | ENVESTNET ASSET MANAGEMENT INC NEW | 43,846 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 14 | Integrated Wealth Management NEW | 40,725 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 15 | OLD MISSION CAPITAL LLC NEW | 40,068 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 16 | TRUIST FINANCIAL CORP NEW | 38,682 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 17 | Key Capital Management, INC NEW | 37,397 | $987K | — | +0.0% | 1Q | SEC ↗ |
| 18 | KINGSWOOD WEALTH ADVISORS, LLC | 36,858 | $972K | +5,634 | +18.0% | 5Q | SEC ↗ |
| 19 | Cetera Investment Advisers NEW | 35,270 | $931K | — | +0.0% | 1Q | SEC ↗ |
| 20 | JANE STREET GROUP, LLC NEW | 32,895 | $868K | — | +0.0% | 1Q | SEC ↗ |
| 21 | HARBOUR INVESTMENTS, INC. | 30,293 | $799K | +21,285 | +236.3% | 5Q | SEC ↗ |
| 22 | Kestra Advisory Services, LLC | 28,981 | $765K | -20 | -0.1% | 5Q | SEC ↗ |
| 23 | Centennial Advisors, LLC NEW | 27,514 | $726K | — | +0.0% | 1Q | SEC ↗ |
| 24 | OPTIMA CAPITAL LLC NEW | 26,903 | $710K | — | +0.0% | 1Q | SEC ↗ |
| 25 | Cypress Wealth Services, LLC NEW | 26,863 | $709K | — | +0.0% | 1Q | SEC ↗ |
| 26 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 26,771 | $706K | -11,245 | -29.6% | 4Q | SEC ↗ |
| 27 | CENTRAL VALLEY ADVISORS, LLC | 26,666 | $704K | +970 | +3.8% | 5Q | SEC ↗ |
| 28 | Farther Finance Advisors, LLC | 26,440 | $698K | +1,785 | +7.2% | 4Q | SEC ↗ |
| 29 | Advisory Services Network, LLC | 24,235 | $639K | +3,024 | +14.3% | 5Q | SEC ↗ |
| 30 | Brookstone Capital Management | 23,975 | $633K | +7,446 | +45.0% | 5Q | SEC ↗ |
| 31 | CANANDAIGUA NATIONAL BANK & TRUST CO NEW | 22,780 | $601K | — | +0.0% | 1Q | SEC ↗ |
| 32 | Summit Wealth Partners, LLC NEW | 22,757 | $600K | — | +0.0% | 1Q | SEC ↗ |
| 33 | FSA Advisors, Inc. NEW | 22,500 | $594K | — | +0.0% | 1Q | SEC ↗ |
| 34 | BEAM WEALTH ADVISORS, INC. NEW | 22,310 | $589K | — | +0.0% | 1Q | SEC ↗ |
| 35 | KFG WEALTH MANAGEMENT, LLC | 21,767 | $574K | +13,259 | +155.8% | 5Q | SEC ↗ |
| 36 | Prasad Wealth Partners, LLC NEW | 21,160 | $558K | — | +0.0% | 1Q | SEC ↗ |
| 37 | MML INVESTORS SERVICES, LLC NEW | 20,355 | $537K | — | +0.0% | 1Q | SEC ↗ |
| 38 | NewEdge Advisors, LLC NEW | 20,088 | $530K | — | +0.0% | 1Q | SEC ↗ |
| 39 | Waverly Advisors, LLC NEW | 16,840 | $444K | — | +0.0% | 1Q | SEC ↗ |
| 40 | MORGAN STANLEY NEW | 15,864 | $419K | — | +0.0% | 1Q | SEC ↗ |
| 41 | GOLDMAN SACHS GROUP INC NEW | 14,760 | $389K | — | +0.0% | 1Q | SEC ↗ |
| 42 | Lloyd Advisory Services, LLC. NEW | 14,564 | $384K | — | +0.0% | 1Q | SEC ↗ |
| 43 | Sigma Planning Corp NEW | 14,171 | $374K | — | +0.0% | 1Q | SEC ↗ |
| 44 | Virtue Capital Management, LLC NEW | 13,796 | $364K | — | +0.0% | 1Q | SEC ↗ |
| 45 | Mutual Advisors, LLC NEW | 13,372 | $353K | — | +0.0% | 1Q | SEC ↗ |
| 46 | EVOLUTION WEALTH MANAGEMENT INC. | 13,342 | $352K | +3,845 | +40.5% | 5Q | SEC ↗ |
| 47 | HighTower Advisors, LLC NEW | 12,950 | $342K | — | +0.0% | 1Q | SEC ↗ |
| 48 | Cambridge Investment Research Advisors NEW | 11,965 | $316K | — | +0.0% | 1Q | SEC ↗ |
| 49 | DHJJ Financial Advisors, Ltd. | 11,283 | $298K | -410 | -3.5% | 5Q | SEC ↗ |
| 50 | Main Street Financial Solutions, LLC NEW | 10,730 | $283K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| SYKON CAPITAL LLC | 119,583 | $3M |
| Aegis Wealth Management, Inc. | 104,166 | $3M |
| HOWARD BAILEY SECURITIES, LLC | 99,384 | $3M |
| Csenge Advisory Group | 86,074 | $2M |
| SYON CAPITAL LLC | 82,418 | $2M |
| ENVESTNET ASSET MANAGEMENT INC | 43,846 | $1M |
| Integrated Wealth Management | 40,725 | $1M |
| OLD MISSION CAPITAL LLC | 40,068 | $1M |
| TRUIST FINANCIAL CORP | 38,682 | $1M |
| Key Capital Management, INC | 37,397 | $987K |
| Cetera Investment Advisers | 35,270 | $931K |
| JANE STREET GROUP, LLC | 32,895 | $868K |
| Centennial Advisors, LLC | 27,514 | $726K |
| OPTIMA CAPITAL LLC | 26,903 | $710K |
| Cypress Wealth Services, LLC | 26,863 | $709K |
| CANANDAIGUA NATIONAL BANK & TRUST C | 22,780 | $601K |
| Summit Wealth Partners, LLC | 22,757 | $600K |
| FSA Advisors, Inc. | 22,500 | $594K |
| BEAM WEALTH ADVISORS, INC. | 22,310 | $589K |
| Prasad Wealth Partners, LLC | 21,160 | $558K |
Sold Out (2)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JPMORGAN CHASE & CO | 300 | $8K |
| GILPIN WEALTH MANAGEMENT, LLC | 200 | $5K |
Biggest Increases (14)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| AE Wealth Management LLC | +250,789 | +12788.8% | 252,750 |
| WealthCare Asset Management, LLC | +208,011 | +82.9% | 458,978 |
| Concurrent Investment Advisors, LLC | +40,749 | +440.9% | 49,991 |
| Lineweaver Wealth Advisors, LLC | +30,828 | +88.5% | 65,645 |
| OSAIC HOLDINGS, INC. | +26,786 | +74.0% | 62,999 |
| HARBOUR INVESTMENTS, INC. | +21,285 | +236.3% | 30,293 |
| COMMONWEALTH EQUITY SERVICES, LLC | +20,680 | +47.7% | 63,994 |
| KFG WEALTH MANAGEMENT, LLC | +13,259 | +155.8% | 21,767 |
| Brookstone Capital Management | +7,446 | +45.0% | 23,975 |
| KINGSWOOD WEALTH ADVISORS, LLC | +5,634 | +18.0% | 36,858 |
| EVOLUTION WEALTH MANAGEMENT INC. | +3,845 | +40.5% | 13,342 |
| Advisory Services Network, LLC | +3,024 | +14.3% | 24,235 |
| Farther Finance Advisors, LLC | +1,785 | +7.2% | 26,440 |
| CENTRAL VALLEY ADVISORS, LLC | +970 | +3.8% | 26,666 |
Biggest Decreases (5)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -11,245 | -29.6% | 26,771 |
| RAYMOND JAMES FINANCIAL INC | -5,694 | -10.7% | 47,502 |
| UBS Group AG | -484 | -24.8% | 1,466 |
| DHJJ Financial Advisors, Ltd. | -410 | -3.5% | 11,283 |
| Kestra Advisory Services, LLC | -20 | -0.1% | 28,981 |