ZNOV Institutional Ownership
Innovator ETFs Trust - Innovator Equity Defined Protection ETF - 1 Yr November
1W: +0.1%
1M: +0.7%
YTD: +0.6%
$28.00
+0.04 (+0.14%)
Weekly Expected Move ±0.4%
$28
$28
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Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — ZNOV
86
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
61M
Total Invested
11
New Positions
9
Increased
43
Reduced
14
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (94 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Cambridge Investment Research Advisors | 345,378 | 10M | -20,106 | -5.5% | 4Q | SEC ↗ |
| 2 | CWM, LLC | 145,667 | 4M | +10,669 | +7.9% | 4Q | SEC ↗ |
| 3 | Triad Wealth Partners, LLC | 134,579 | 4M | +24,052 | +21.8% | 6Q | SEC ↗ |
| 4 | TRUIST FINANCIAL CORP | 121,884 | 3M | — | +0.0% | 3Q | SEC ↗ |
| 5 | Alpine Bank Wealth Management | 113,000 | 3M | — | +0.0% | 2Q | SEC ↗ |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | 105,336 | 3M | -12,773 | -10.8% | 7Q | SEC ↗ |
| 7 | HARBOUR INVESTMENTS, INC. | 100,175 | 3M | -13,198 | -11.6% | 3Q | SEC ↗ |
| 8 | Orion Porfolio Solutions, LLC | 72,658 | 2M | +25,023 | +52.5% | 6Q | SEC ↗ |
| 9 | Kestra Advisory Services, LLC | 72,152 | 2M | -20,013 | -21.7% | 7Q | SEC ↗ |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 67,529 | 2M | +48,957 | +263.6% | 4Q | SEC ↗ |
| 11 | Lineweaver Wealth Advisors, LLC | 64,701 | 2M | — | +0.0% | 7Q | SEC ↗ |
| 12 | ENVESTNET ASSET MANAGEMENT INC | 63,090 | 2M | -9,163 | -12.7% | 4Q | SEC ↗ |
| 13 | Cypress Wealth Services, LLC | 59,888 | 2M | — | +0.0% | 7Q | SEC ↗ |
| 14 | SYON CAPITAL LLC | 48,765 | 1M | -52,632 | -51.9% | 3Q | SEC ↗ |
| 15 | RAYMOND JAMES FINANCIAL INC | 48,109 | 1M | -4,107 | -7.9% | 3Q | SEC ↗ |
| 16 | Encompass More Asset Management | 48,072 | 1M | +14,565 | +43.5% | 6Q | SEC ↗ |
| 17 | Prostatis Group LLC | 43,908 | 1M | -3,630 | -7.6% | 3Q | SEC ↗ |
| 18 | OLD MISSION CAPITAL LLC | 40,997 | 1M | +30,960 | +308.5% | 4Q | SEC ↗ |
| 19 | OSAIC HOLDINGS, INC. | 40,201 | 1M | +4,124 | +11.4% | 6Q | SEC ↗ |
| 20 | Brookstone Capital Management | 35,131 | 983K | -2,028 | -5.5% | 6Q | SEC ↗ |
| 21 | AdvisorNet Financial, Inc | 34,521 | 966K | — | +0.0% | 6Q | SEC ↗ |
| 22 | Cetera Investment Advisers | 31,572 | 884K | -871 | -2.7% | 7Q | SEC ↗ |
| 23 | Summit Wealth Partners, LLC | 30,594 | 856K | -1,344 | -4.2% | 3Q | SEC ↗ |
| 24 | KFG WEALTH MANAGEMENT, LLC | 28,915 | 809K | — | +0.0% | 3Q | SEC ↗ |
| 25 | Authentikos Wealth Advisory, LLC | 27,575 | 772K | -3,443 | -11.1% | 3Q | SEC ↗ |
| 26 | CENTRAL VALLEY ADVISORS, LLC | 22,955 | 643K | -678 | -2.9% | 3Q | SEC ↗ |
| 27 | LPL Financial LLC NEW | 21,144 | 592K | — | +0.0% | 1Q | SEC ↗ |
| 28 | Ashton Thomas Private Wealth, LLC | 20,914 | 585K | +1,626 | +8.4% | 6Q | SEC ↗ |
| 29 | CANANDAIGUA NATIONAL BANK & TRUST CO NEW | 19,825 | 555K | — | +0.0% | 1Q | SEC ↗ |
| 30 | CANANDAIGUA NATIONAL CORP NEW | 19,825 | 555K | — | +0.0% | 1Q | SEC ↗ |
| 31 | AXXCESS WEALTH MANAGEMENT, LLC NEW | 18,838 | 527K | — | +0.0% | 1Q | SEC ↗ |
| 32 | Atria Investments, Inc NEW | 18,362 | 514K | — | +0.0% | 1Q | SEC ↗ |
| 33 | Trek Financial, LLC | 16,041 | 449K | -150 | -0.9% | 3Q | SEC ↗ |
| 34 | Farther Finance Advisors, LLC | 13,503 | 378K | — | +0.0% | 3Q | SEC ↗ |
| 35 | Cassady Wealth & Retirement Planning, | 13,332 | 373K | -134 | -1.0% | 3Q | SEC ↗ |
| 36 | Concurrent Investment Advisors, LLC | 13,214 | 370K | -588 | -4.3% | 3Q | SEC ↗ |
| 37 | JPMORGAN CHASE & CO NEW | 13,208 | 370K | — | +0.0% | 1Q | SEC ↗ |
| 38 | Chris Bulman Inc | 12,705 | 356K | -1,543 | -10.8% | 4Q | SEC ↗ |
| 39 | Marshall Financial Group, LLC | 12,582 | 352K | — | +0.0% | 6Q | SEC ↗ |
| 40 | Archer Investment Corp | 12,448 | 348K | -245 | -1.9% | 7Q | SEC ↗ |
| 41 | Nicholas Wealth, LLC. | 11,099 | 311K | -23 | -0.2% | 3Q | SEC ↗ |
| 42 | Ausdal Financial Partners, Inc. | 10,454 | 293K | -61 | -0.6% | 4Q | SEC ↗ |
| 43 | Legacy Capital Wealth Partners, LLC | 10,392 | 291K | — | +0.0% | 3Q | SEC ↗ |
| 44 | MML INVESTORS SERVICES, LLC | 10,284 | 288K | -7,817 | -43.2% | 3Q | SEC ↗ |
| 45 | FSA Advisors, Inc. | 10,058 | 282K | -9,249 | -47.9% | 5Q | SEC ↗ |
| 46 | World Investment Advisors | 9,414 | 264K | -5,657 | -37.5% | 2Q | SEC ↗ |
| 47 | Creative Planning | 9,358 | 262K | -2,274 | -19.5% | 2Q | SEC ↗ |
| 48 | Inspire Advisors, LLC NEW | 8,961 | 251K | — | +0.0% | 1Q | SEC ↗ |
| 49 | SageView Advisory Group, LLC | 8,956 | 251K | -2,274 | -20.2% | 3Q | SEC ↗ |
| 50 | IMG Wealth Management, Inc. | 8,956 | 251K | — | +0.0% | 7Q | SEC ↗ |
Recent Activity
New Positions (12)
| Holder | Shares | Value |
|---|---|---|
| LPL Financial LLC | 21,144 | 592K |
| CANANDAIGUA NATIONAL CORP | 19,825 | 555K |
| CANANDAIGUA NATIONAL BANK & TRUST C | 19,825 | 555K |
| AXXCESS WEALTH MANAGEMENT, LLC | 18,838 | 527K |
| Atria Investments, Inc | 18,362 | 514K |
| JPMORGAN CHASE & CO | 13,208 | 370K |
| Inspire Advisors, LLC | 8,961 | 251K |
| Signal Advisors Wealth, LLC | 8,258 | 231K |
| Vantage Point Financial LLC | 7,949 | 223K |
| Continuum Advisory, LLC | 5,922 | 166K |
| Global Retirement Partners, LLC | 1,501 | 42K |
| Highland Investment Advisors LLC | 1 | 0K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| NewEdge Advisors, LLC | 480,680 | 13M |
| BROWN WEALTH MANAGEMENT, LLC | 60,150 | 2M |
| Csenge Advisory Group | 45,568 | 1M |
| HOWARD BAILEY SECURITIES, LLC | 40,264 | 1M |
| Integrated Wealth Management | 18,973 | 531K |
| CITADEL ADVISORS LLC | 18,589 | 520K |
| SYKON CAPITAL LLC | 17,813 | 499K |
| GOLDMAN SACHS GROUP INC | 17,390 | 487K |
| Key Capital Management, INC | 15,157 | 424K |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 13,585 | 380K |
| Centennial Advisors, LLC | 12,097 | 339K |
| BridgePort Financial Solutions, LLC | 11,088 | 310K |
| JANE STREET GROUP, LLC | 9,875 | 276K |
| CreativeOne Wealth, LLC | 8,398 | 235K |
| Lifestyle Asset Management, Inc. | 8,089 | 226K |
| Lloyd Advisory Services, LLC. | 6,849 | 192K |
| OPTIMA CAPITAL LLC | 6,391 | 179K |
| WOODARD & CO ASSET MANAGEMENT GROUP | 1,000 | 28K |
| Networth Advisors, LLC | 853 | 24K |
| UBS Group AG | 9 | 0K |
Biggest Increases (10)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +48,957 | +263.6% | 67,529 |
| OLD MISSION CAPITAL LLC | +30,960 | +308.5% | 40,997 |
| Orion Porfolio Solutions, LLC | +25,023 | +52.5% | 72,658 |
| Triad Wealth Partners, LLC | +24,052 | +21.8% | 134,579 |
| Encompass More Asset Management | +14,565 | +43.5% | 48,072 |
| CWM, LLC | +10,669 | +7.9% | 145,667 |
| OSAIC HOLDINGS, INC. | +4,124 | +11.4% | 40,201 |
| Ashton Thomas Private Wealth, LLC | +1,626 | +8.4% | 20,914 |
| BARCLAYS PLC | +1,425 | +1759.3% | 1,506 |
| CoreCap Advisors, LLC | +37 | +2.9% | 1,316 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| AE Wealth Management LLC | -94,821 | -95.4% | 4,617 |
| SYON CAPITAL LLC | -52,632 | -51.9% | 48,765 |
| Cambridge Investment Research Advis | -20,106 | -5.5% | 345,378 |
| Kestra Advisory Services, LLC | -20,013 | -21.7% | 72,152 |
| HARBOUR INVESTMENTS, INC. | -13,198 | -11.6% | 100,175 |
| COMMONWEALTH EQUITY SERVICES, LLC | -12,773 | -10.8% | 105,336 |
| FSA Advisors, Inc. | -9,249 | -47.9% | 10,058 |
| ENVESTNET ASSET MANAGEMENT INC | -9,163 | -12.7% | 63,090 |
| MML INVESTORS SERVICES, LLC | -7,817 | -43.2% | 10,284 |
| CENTAURUS FINANCIAL, INC. | -6,276 | -46.8% | 7,131 |
| World Investment Advisors | -5,657 | -37.5% | 9,414 |
| RAYMOND JAMES FINANCIAL INC | -4,107 | -7.9% | 48,109 |
| Prostatis Group LLC | -3,630 | -7.6% | 43,908 |
| Authentikos Wealth Advisory, LLC | -3,443 | -11.1% | 27,575 |
| Creative Planning | -2,274 | -19.5% | 9,358 |
| SageView Advisory Group, LLC | -2,274 | -20.2% | 8,956 |
| Brookstone Capital Management | -2,028 | -5.5% | 35,131 |
| Chris Bulman Inc | -1,543 | -10.8% | 12,705 |
| Summit Wealth Partners, LLC | -1,344 | -4.2% | 30,594 |
| Cetera Investment Advisers | -871 | -2.7% | 31,572 |