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Innovator Equity Defined Protection ETF - 1 Yr December (ZDEK) Institutional Ownership

$25.14 +0.01 (+0.05%)
As of 09/12/2025

Institutional Ownership Changes (13F Filings) for Innovator Equity Defined Protection ETF - 1 Yr December (BATS:ZDEK)

Number of
Institutional Buyers
(last 12 months)
58
Total
Institutional Inflows
(last 12 months)
$98.16M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$6.73M
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ZDEK Institutional Buying and Selling by Quarter

Innovator Equity Defined Protection ETF - 1 Yr December Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/4/2025 Osaic Holdings Inc.76,986$1.89M0.0%-6.2%1.197%
8/29/2025 Evolution Wealth Management Inc.7,092$174K0.2%N/A0.110%
8/29/2025 Centaurus Financial Inc.58,877$1.45M0.1%-1.8%0.916%
8/15/2025 MML Investors Services LLC50,110$1.23M0.0%N/A0.779%
8/14/2025 Jane Street Group LLC42,752$1.05M0.0%N/A0.665%
8/14/2025 Raymond James Financial Inc.176,912$4.34M0.0%-26.6%2.751%
8/14/2025 Cary Street Partners Financial LLC226,268$5.55M0.2%+1,754.7%3.519%
8/12/2025 Archer Investment Corp54,413$1.34M0.3%-3.5%0.846%
8/8/2025 Kingsview Wealth Management LLC69,439$1.70M0.0%+18.8%1.080%
8/8/2025 Cetera Investment Advisers73,494$1.80M0.0%-19.9%1.143%
8/6/2025 AE Wealth Management LLC334,083$8.20M0.1%+17.3%5.196%
8/6/2025 Csenge Advisory Group110,672$2.67M0.1%+447.8%1.721%
8/1/2025 FSA Advisors Inc.39,144$961K0.8%+73.3%0.609%
8/1/2025 GWN Securities Inc.14,202$349K0.1%-59.0%0.221%
7/31/2025 FSR Wealth Management Ltd.12,379$304K0.4%-5.0%0.193%
7/31/2025 Focus Partners Advisor Solutions LLC22,652$556K0.0%N/A0.352%
7/30/2025 Brookstone Capital Management39,947$980K0.0%-78.0%0.621%
7/29/2025 Chicago Partners Investment Group LLC8,958$222K0.0%-42.0%0.139%
7/29/2025 AssuredPartners Investment Advisors LLC23,305$572K0.1%-17.7%0.362%
7/28/2025 Harbour Investments Inc.313,497$7.69M0.2%+215.2%4.876%
7/24/2025 IFP Advisors Inc3,388$83K0.0%+41.3%0.053%
7/17/2025 Alpine Bank Wealth Management18,750$460K0.1%N/A0.292%
7/16/2025 Independent Wealth Network Inc.64,857$1.59M0.6%+34.7%1.009%
7/14/2025 Chris Bulman Inc8,284$203K0.1%N/A0.129%
7/14/2025 KFG Wealth Management LLC80,299$1.97M0.3%+1.5%1.249%
7/10/2025 Signal Advisors Wealth LLC13,279$326K0.0%N/A0.207%
7/1/2025 Harbor Investment Advisory LLC1,046$26K0.0%N/A0.016%
5/20/2025Integrity Alliance LLC.27,336$647K0.0%N/A0.380%
5/16/2025NewEdge Advisors LLC108,238$2.56M0.0%+0.6%1.503%
5/14/2025Delta Investment Management LLC106,864$2.53M0.5%N/A1.484%
5/14/2025FWG Investments LLC.12,953$307K0.4%-4.1%0.180%
5/14/2025Kestra Advisory Services LLC126,232$2.99M0.0%+15.1%1.753%
5/14/2025Capital Analysts LLC30,612$725K0.0%+14.8%0.425%
5/14/2025Tradition Wealth Management LLC14,091$334K0.0%-17.1%0.196%
5/13/2025Raymond James Financial Inc.241,173$5.71M0.0%N/A3.350%
5/13/2025Heck Capital Advisors LLC13,300$315K0.0%N/A0.185%
5/9/2025Chicago Partners Investment Group LLC15,433$368K0.0%N/A0.217%
5/9/2025Cary Street Partners Financial LLC12,200$289K0.0%N/A0.172%
5/8/2025Harbour Investments Inc.99,466$2.36M0.1%+8.7%1.401%
5/8/2025FSA Advisors Inc.22,593$535K0.4%N/A0.318%
5/6/2025Cetera Investment Advisers91,802$2.17M0.0%+64.4%1.293%
5/6/2025AE Wealth Management LLC284,859$6.75M0.1%+18.3%4.012%
5/5/2025Csenge Advisory Group20,203$475K0.0%+50.1%0.285%
5/5/2025Archer Investment Corp56,367$1.34M0.3%+27.9%0.794%
5/2/2025Independent Wealth Network Inc.48,158$1.14M0.5%N/A0.678%
5/2/2025Kingsview Wealth Management LLC58,471$1.39M0.0%+104.2%0.824%
4/30/2025Trek Financial LLC34,276$812K0.1%+88.9%0.483%
4/29/2025Brass Tax Wealth Management Inc.30,755$728K0.2%+51.4%0.433%
4/29/2025Envestnet Asset Management Inc.679,660$16.09M0.0%N/A9.573%
4/29/2025Brookstone Capital Management181,652$4.30M0.1%N/A2.558%
4/23/2025AssuredPartners Investment Advisors LLC28,311$670K0.1%+79.5%0.399%
4/23/2025Continuum Advisory LLC3,441$81K0.0%N/A0.048%
4/22/2025Cambridge Investment Research Advisors Inc.19,951$472K0.0%-25.1%0.281%
4/22/2025Integrity Wealth Solutions LLC20,940$496K0.3%N/A0.295%
4/22/2025VanWeelden Wealth Management LLC689,069$16.32M14.5%N/A9.705%
4/17/2025Sagespring Wealth Partners LLC10,084$239K0.0%N/A0.176%
4/17/2025Authentikos Wealth Advisory LLC13,252$314K0.3%N/A0.231%
4/16/2025Marshall Financial Group LLC29,520$699K0.2%N/A0.515%
4/11/2025KFG Wealth Management LLC79,146$1.87M0.3%+2.2%1.381%
4/10/2025Fermata Advisors LLC11,650$276K0.0%N/A0.203%
4/7/2025AdvisorNet Financial Inc12,966$307K0.0%N/A0.226%
4/7/2025FC Advisory LLC47,981$1.14M0.4%N/A0.837%
3/12/2025Centaurus Financial Inc.56,798$1.36M0.1%N/A1.076%
2/17/2025Cetera Investment Advisers55,855$1.33M0.0%N/A0.000%
2/14/2025Capital Analysts LLC26,666$637K0.0%N/A0.000%
2/14/2025Tradition Wealth Management LLC16,990$406K0.0%N/A0.000%
2/13/2025First Commonwealth Financial Corp PA10,395$248K0.1%N/A0.000%
2/13/2025NewEdge Advisors LLC107,613$2.57M0.0%N/A0.000%
2/13/2025Trek Financial LLC18,145$433K0.0%N/A0.000%
2/12/2025World Investment Advisors11,511$275K0.0%N/A0.000%
2/12/2025AssuredPartners Investment Advisors LLC15,774$377K0.1%N/A0.000%
2/12/2025JPMorgan Chase & Co.1,769$42K0.0%N/A0.000%
2/10/2025IMG Wealth Management Inc.8,206$196K0.2%N/A0.000%
2/10/2025Harbour Investments Inc.91,544$2.19M0.1%N/A0.000%
2/10/2025Commonwealth Equity Services LLC161,989$3.87M0.0%N/A0.000%
2/6/2025Vantage Financial Partners LLC18,240$436K0.1%N/A0.000%
2/6/2025Steward Partners Investment Advisory LLC8,346$199K0.0%N/A0.000%
2/5/2025IFG Advisors LLC16,700$399K0.1%N/A0.000%
2/5/2025Lineweaver Wealth Advisors LLC17,093$408K0.1%N/A0.000%
2/5/2025Allegiance Financial Group Advisory Services LLC22,652$541K0.2%N/A0.000%
2/4/2025Prasad Wealth Partners LLC76,135$1.82M0.6%N/A0.000%
2/4/2025Rothschild Investment LLC15,200$363K0.0%N/A0.000%
2/4/2025IFP Advisors Inc2,398$57K0.0%N/A0.000%
1/29/2025Soltis Investment Advisors LLC9,133$218K0.0%N/A0.000%
1/29/2025FSR Wealth Management Ltd.13,032$311K0.4%N/A0.000%
1/28/2025AlphaStar Capital Management LLC11,482$274K0.0%N/A0.000%
1/28/2025Kingsview Wealth Management LLC28,631$684K0.0%N/A0.000%
1/28/2025Archer Investment Corp44,061$1.05M0.3%N/A0.000%
1/21/2025KFG Wealth Management LLC77,415$1.85M0.3%N/A0.000%
(Data available from 1/1/2016 forward)

ZDEK Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ZDEK shares?

During the previous two years, 62 institutional investors and hedge funds held shares of Innovator Equity Defined Protection ETF - 1 Yr December. The most heavily invested institutionals were VanWeelden Wealth Management LLC ($16.32M), Envestnet Asset Management Inc. ($16.09M), AE Wealth Management LLC ($8.20M), Harbour Investments Inc. ($7.69M), Cary Street Partners Financial LLC ($5.55M), Raymond James Financial Inc. ($4.34M), and Commonwealth Equity Services LLC ($3.87M).Learn more on Innovator Equity Defined Protection ETF - 1 Yr December's institutional investors.

Which institutional investors have been buying Innovator Equity Defined Protection ETF - 1 Yr December's stock?

Of the 58 institutional investors that purchased Innovator Equity Defined Protection ETF - 1 Yr December's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: VanWeelden Wealth Management LLC ($689.07K), Envestnet Asset Management Inc. ($679.66K), Harbour Investments Inc. ($313.50K), Raymond James Financial Inc. ($241.17K), Cary Street Partners Financial LLC ($226.27K), Brookstone Capital Management ($181.65K), and Commonwealth Equity Services LLC ($161.99K).

How much institutional buying is happening at Innovator Equity Defined Protection ETF - 1 Yr December?

Institutional investors have bought a total of 4,107,837 shares in the last 24 months. This purchase volume represents approximately $98.16M in transactions.

Which of Innovator Equity Defined Protection ETF - 1 Yr December's major shareholders have been selling company stock?

Of the 13 institutional investors that sold Innovator Equity Defined Protection ETF - 1 Yr December's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Brookstone Capital Management ($141.71K), Raymond James Financial Inc. ($64.26K), GWN Securities Inc. ($20.46K), Cetera Investment Advisers ($18.31K), Cambridge Investment Research Advisors Inc. ($6.68K), Chicago Partners Investment Group LLC ($6.48K), and Osaic Holdings Inc. ($5.11K).

How much institutional selling is happening at Innovator Equity Defined Protection ETF - 1 Yr December?

Institutional investors have sold a total of 275,145 shares in the last 24 months. This volume of shares sold represents approximately $6.73M in transactions.



This page (BATS:ZDEK) was last updated on 9/13/2025 by MarketBeat.com Staff
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