ZSEP

Innovator Edp ETF - 1 Yr Sep

+$2.0M

Net Activity

Institutions Holding

81

Popularity Rank

#4928

Avg Weight

0.11%

Total Value

$84.6M

Ownership Trend

81 institutions currently hold ZSEP, with 15 net buyers and 35 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Decreased

Based on recent trading activity

Net Selling Institutions

35

Net Buying Institutions

15

Key Holders

Key Holders

Top 5 by Value

EA
Envestnet Asset Management INC
$13.7M
SL
Signaturefd, LLC
$7.6M
AW
AE Wealth Management LLC
$4.9M
KA
Kestra Advisory Services, LLC
$4.7M
CE
Commonwealth Equity Services, LLC
$4.1M

Top 5 by Conviction

IW
Integrated Wealth Management
1.16%
NW
Noble Wealth Management PBC
0.98%
HB
Howard Bailey Securities, LLC
0.84%
CA
Centennial Advisors, LLC
0.77%
FA
FSA Advisors, Inc.
0.55%
View all 81 holding institutions

Quarterly Activity

Recent Activity

+$29.8M

Total Buy Value

$42.7M

Total Sell Value

New buy7
Trim32
Add8
Sold out3

15

Net Buyers

35

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding INNOVATOR EDP ETF - 1 YR SEP (ZSEP)?
Major stakeholders currently include Envestnet Asset Management INC ($13.7M), Signaturefd, LLC ($7.6M), AE Wealth Management LLC ($4.9M). Based on the latest 13F filings, there are a total of 81 tracked investment funds and institutions maintaining positions in ZSEP.
What is the overall institutional sentiment toward ZSEP recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $2.0M, driven by 15 managers accumulating shares while 35 reduced their exposure.
Which institutions have been selling or reducing their ZSEP positions?
In the latest period, 32 funds trimmed their holdings, and 3 managers completely exited their positions. The aggregate reported sell value was $42.7M.
Are there any notable investors adding ZSEP to their portfolios?
Yes, buying activity remains notable. 7 institutions opened new positions in {ticker}, and 8 existing holders added to their shares. The total reported buy value for the quarter amounted to $29.8M.

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