ZMAY Institutional Ownership & Shareholders
INNOVATOR EDP ETF -1 YR MAY (ZMAY) is currently held by 63 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $42.43M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Sykon Capital Llc is currently the largest disclosed institutional shareholder of ZMAY tracked by InsiderSet, reporting ownership valued at approximately $3.11M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $3.16M, representing an estimated gain of +1.69% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 45% of the total disclosed ZMAY value among the investors covered in this analysis. Major shareholders include Sykon Capital Llc, Howard Bailey Securities, Llc, Csenge Advisory Group, and several other long-term asset managers with concentrated positions in INNOVATOR EDP ETF -1 YR MAY (ZMAY).
This page ranks the largest institutional ZMAY shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
63
Total Reported Value
$42.43M
Largest Holder
Sykon Capital Llc
Largest Position
$3.11M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
70
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Sykon Capital Llc | 0.96% | 119,583 | $3,105,209 | $3,157,565 | +$52,356 | +1.69% | |
| Howard Bailey Securities, Llc | 1.05% | 103,293 | $2,721,667 | $2,727,431 | +$5,764 | +0.21% | |
| Csenge Advisory Group | 0.09% | 86,074 | $2,235,075 | $2,272,767 | +$37,692 | +1.69% | |
| Syon Capital Llc | 0.09% | 82,418 | $2,140,140 | $2,176,231 | +$36,091 | +1.69% | |
| Lineweaver Wealth Advisors, Llc | 0.20% | 65,645 | $1,729,680 | $1,733,343 | +$3,663 | +0.21% | |
| Commonwealth Equity Services, Llc | 0.00% | 63,994 | $1,661,730 | $1,689,749 | +$28,019 | +1.69% | |
| Osaic Holdings, Inc. | 0.00% | 62,999 | $1,635,930 | $1,663,476 | +$27,546 | +1.68% | |
| Concurrent Investment Advisors, Llc | 0.01% | 49,991 | $1,317,213 | $1,320,002 | +$2,789 | +0.21% | |
| Raymond James Financial Inc | 0.00% | 47,502 | $1,233,480 | $1,254,281 | +$20,801 | +1.69% | |
| Envestnet Asset Management Inc | 0.00% | 43,846 | $1,138,545 | $1,157,745 | +$19,200 | +1.69% | |
| Truist Financial Corp | 0.00% | 40,920 | $1,078,201 | $1,080,484 | +$2,283 | +0.21% | |
| Integrated Wealth Management | 1.06% | 40,769 | $1,074,222 | $1,076,497 | +$2,275 | +0.21% | |
| Old Mission Capital Llc | 0.03% | 40,068 | $1,040,441 | $1,057,988 | +$17,547 | +1.69% | |
| Kingswood Wealth Advisors, Llc | 0.04% | 36,858 | $971,171 | $973,228 | +$2,057 | +0.21% | |
| Key Capital Management, Inc | 0.50% | 37,397 | $971,084 | $987,460 | +$16,376 | +1.69% | |
| Cetera Investment Advisers | 0.00% | 35,270 | $915,853 | $931,297 | +$15,444 | +1.69% | |
| Jane Street Group, Llc | 0.00% | 32,895 | $854,181 | $868,586 | +$14,405 | +1.69% | |
| Harbour Investments, Inc. | 0.01% | 30,293 | $786,615 | $799,881 | +$13,266 | +1.69% | |
| Kestra Advisory Services, Llc | 0.00% | 28,981 | $752,547 | $765,238 | +$12,691 | +1.69% | |
| Farther Finance Advisors, Llc | 0.01% | 28,164 | $742,087 | $743,665 | +$1,578 | +0.21% | |
| Cypress Wealth Services, Llc | 0.08% | 26,863 | $710,258 | $709,312 | -$946 | -0.13% | |
| Centennial Advisors, Llc | 0.83% | 26,491 | $698,011 | $699,490 | +$1,479 | +0.21% | |
| Susquehanna International Group, Llp | 0.00% | 26,771 | $695,160 | $706,883 | +$11,723 | +1.69% | |
| Central Valley Advisors, Llc | 0.19% | 26,173 | $689,630 | $691,093 | +$1,463 | +0.21% | |
| Advisory Services Network, Llc | 0.01% | 24,235 | $629,308 | $639,920 | +$10,612 | +1.69% | |
| Optima Capital Llc | 0.23% | 22,464 | $591,904 | $593,157 | +$1,253 | +0.21% | |
| Summit Wealth Partners, Llc | 0.08% | 22,757 | $590,929 | $600,894 | +$9,965 | +1.69% | |
| Fsa Advisors, Inc. | 0.27% | 22,500 | $584,255 | $594,108 | +$9,853 | +1.69% | |
| Beam Wealth Advisors, Inc. | 0.13% | 22,310 | $579,301 | $589,091 | +$9,790 | +1.69% | |
| Kfg Wealth Management, Llc | 0.06% | 21,767 | $573,539 | $574,753 | +$1,214 | +0.21% | |
| Prasad Wealth Partners, Llc | 0.13% | 21,160 | $549,460 | $558,726 | +$9,266 | +1.69% | |
| Brookstone Capital Management | 0.01% | 20,485 | $539,759 | $540,902 | +$1,143 | +0.21% | |
| Mml Investors Services, Llc | 0.00% | 20,355 | $528,556 | $537,470 | +$8,914 | +1.69% | |
| Newedge Advisors, Llc | 0.00% | 20,088 | $521,623 | $530,420 | +$8,797 | +1.69% | |
| Diversify Advisory Services, Llc | 0.01% | 16,875 | $446,091 | $445,581 | -$510 | -0.11% | |
| Diversify Wealth Management, Llc | 0.01% | 16,875 | $446,091 | $445,581 | -$510 | -0.11% | |
| Waverly Advisors, Llc | 0.00% | 16,840 | $437,283 | $444,657 | +$7,374 | +1.69% | |
| Morgan Stanley | 0.00% | 15,864 | $411,939 | $418,886 | +$6,947 | +1.69% | |
| Goldman Sachs Group Inc | 0.00% | 14,760 | $383,271 | $389,735 | +$6,464 | +1.69% | |
| Lloyd Advisory Services, Llc. | 0.15% | 14,564 | $378,182 | $384,560 | +$6,378 | +1.69% | |
| Virtue Capital Management, Llc | 0.05% | 13,842 | $364,723 | $365,495 | +$772 | +0.21% | |
| Mutual Advisors, Llc | 0.01% | 13,372 | $347,229 | $353,085 | +$5,856 | +1.69% | |
| Evolution Wealth Management Inc. | 0.20% | 12,962 | $341,536 | $342,259 | +$723 | +0.21% | |
| Sigma Planning Corp | 0.01% | 12,220 | $321,985 | $322,667 | +$682 | +0.21% | |
| Dhjj Financial Advisors, Ltd. | 0.09% | 11,283 | $297,296 | $297,925 | +$629 | +0.21% | |
| Lpl Financial Llc | 0.00% | 9,829 | $255,229 | $259,533 | +$4,304 | +1.69% | |
| Visionary Wealth Advisors | 0.01% | 8,876 | $230,483 | $234,369 | +$3,886 | +1.69% | |
| Integrity Advisory Solutions, Llc | 0.02% | 8,585 | $226,206 | $226,685 | +$479 | +0.21% | |
| Trek Financial, Llc | 0.01% | 8,252 | $217,432 | $217,892 | +$460 | +0.21% | |
| Wealthshield Partners, Llc | 0.03% | 8,242 | $214,019 | $217,628 | +$3,609 | +1.69% |
Frequently asked questions about ZMAY
Who are the largest institutional holders of ZMAY?
The largest institutional holders of ZMAY reported in the latest SEC Form 13F filings include Sykon Capital Llc, Howard Bailey Securities, Llc, Csenge Advisory Group, Syon Capital Llc, and Lineweaver Wealth Advisors, Llc. InsiderSet ranks institutional holders by their latest reported ZMAY position.
What is ZMAY institutional ownership?
This page tracks ZMAY positions reported by institutional investment managers through SEC Form 13F. INNOVATOR EDP ETF -1 YR MAY (ZMAY) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own ZMAY?
InsiderSet currently tracks 63 institutional managers reporting ZMAY holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of ZMAY shareholders.
How much ZMAY stock do institutions own?
Institutional investment managers disclosed approximately $42.43M in ZMAY holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was ZMAY institutional ownership last updated?
The latest ZMAY institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional ZMAY holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its ZMAY position after the reporting date.
Are institutions buying or selling ZMAY?
Institutional buying and selling can be analyzed by comparing ZMAY positions across consecutive 13F reporting periods. InsiderSet's ZMAY Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View ZMAY ownership changes.
How has ZMAY institutional ownership changed over time?
InsiderSet tracks ZMAY institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.