ZSEP Institutional Ownership & Shareholders
INNOVATOR EDP ETF - 1 YR SEP (ZSEP) is currently held by 106 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $105.54M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Envestnet Asset Management Inc is currently the largest disclosed institutional shareholder of ZSEP tracked by InsiderSet, reporting ownership valued at approximately $13.49M 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 $13.72M, representing an estimated gain of +1.67% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 50% of the total disclosed ZSEP value among the investors covered in this analysis. Major shareholders include Envestnet Asset Management Inc, Soltis Investment Advisors Llc, Kestra Advisory Services, Llc, and several other long-term asset managers with concentrated positions in INNOVATOR EDP ETF - 1 YR SEP (ZSEP).
This page ranks the largest institutional ZSEP 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
106
Total Reported Value
$105.54M
Largest Holder
Envestnet Asset Management Inc
Largest Position
$13.49M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
128
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 0.00% | 489,588 | $13,492,654 | $13,718,501 | +$225,847 | +1.67% | |
| Soltis Investment Advisors Llc | 0.53% | 410,075 | $11,416,488 | $11,490,507 | +$74,019 | +0.65% | |
| Kestra Advisory Services, Llc | 0.01% | 167,249 | $4,609,249 | $4,686,401 | +$77,152 | +1.67% | |
| Kfg Wealth Management, Llc | 0.45% | 150,092 | $4,178,561 | $4,205,653 | +$27,092 | +0.65% | |
| Truist Financial Corp | 0.00% | 143,705 | $4,000,747 | $4,026,686 | +$25,939 | +0.65% | |
| Commonwealth Equity Services, Llc | 0.01% | 144,583 | $3,984,590 | $4,051,288 | +$66,698 | +1.67% | |
| Signaturefd, Llc | 0.05% | 125,775 | $3,501,576 | $3,524,278 | +$22,702 | +0.65% | |
| Signal Advisors Wealth, Llc | 0.12% | 96,067 | $2,674,505 | $2,691,845 | +$17,340 | +0.65% | |
| Triad Wealth Partners, Llc | 0.12% | 80,525 | $2,241,816 | $2,256,351 | +$14,535 | +0.65% | |
| Lord & Richards Wealth Management, Llc | 1.70% | 79,821 | $2,222,216 | $2,236,624 | +$14,408 | +0.65% | |
| Cetera Investment Advisers | 0.00% | 77,406 | $2,133,247 | $2,168,955 | +$35,708 | +1.67% | |
| Madrona Financial Services, Llc | 0.26% | 60,115 | $1,673,602 | $1,684,452 | +$10,850 | +0.65% | |
| Centaurus Financial, Inc. | 0.06% | 55,973 | $1,543,000 | $1,568,391 | +$25,391 | +1.65% | |
| Davenport & Co Llc | 0.01% | 48,438 | $1,348,514 | $1,357,257 | +$8,743 | +0.65% | |
| Chicago Partners Investment Group Llc | 0.02% | 45,265 | $1,263,358 | $1,268,348 | +$4,990 | +0.39% | |
| Osaic Holdings, Inc. | 0.00% | 44,896 | $1,237,302 | $1,258,008 | +$20,706 | +1.67% | |
| Integrity Advisory Solutions, Llc | 0.12% | 42,783 | $1,191,079 | $1,198,801 | +$7,722 | +0.65% | |
| Lpl Financial Llc | 0.00% | 42,919 | $1,182,813 | $1,202,612 | +$19,799 | +1.67% | |
| Independent Wealth Network Inc. | 0.27% | 38,052 | $1,059,368 | $1,066,236 | +$6,868 | +0.65% | |
| Brookstone Capital Management | 0.01% | 36,661 | $1,020,642 | $1,027,260 | +$6,618 | +0.65% | |
| Encompass More Asset Management | 0.14% | 36,011 | $1,002,546 | $1,009,046 | +$6,500 | +0.65% | |
| Concurrent Investment Advisors, Llc | 0.01% | 35,598 | $991,052 | $997,474 | +$6,422 | +0.65% | |
| Brown Wealth Management, Llc | 0.21% | 35,199 | $979,940 | $986,294 | +$6,354 | +0.65% | |
| Optima Capital Llc | 0.38% | 34,912 | $971,950 | $978,252 | +$6,302 | +0.65% | |
| Three Seasons Wealth, Llc | 0.08% | 33,056 | $910,997 | $926,246 | +$15,249 | +1.67% | |
| Cra Financial Services, Llc | 0.10% | 32,485 | $904,382 | $910,246 | +$5,864 | +0.65% | |
| Noble Wealth Management Pbc | 0.41% | 32,254 | $897,951 | $903,773 | +$5,822 | +0.65% | |
| Toptier Wealth Management, Llc | 0.50% | 30,500 | $849,120 | $854,625 | +$5,505 | +0.65% | |
| Lineweaver Wealth Advisors, Llc | 0.10% | 30,185 | $840,350 | $845,799 | +$5,449 | +0.65% | |
| Raymond James Financial Inc | 0.00% | 30,084 | $829,090 | $842,969 | +$13,879 | +1.67% | |
| Mml Investors Services, Llc | 0.00% | 29,178 | $804,122 | $817,582 | +$13,460 | +1.67% | |
| Old Mission Capital Llc | 0.02% | 28,858 | $795,303 | $808,616 | +$13,313 | +1.67% | |
| Advisory Services Network, Llc | 0.01% | 27,857 | $767,717 | $780,567 | +$12,850 | +1.67% | |
| Trek Financial, Llc | 0.03% | 26,562 | $739,474 | $744,281 | +$4,807 | +0.65% | |
| Central Valley Advisors, Llc | 0.20% | 26,073 | $725,872 | $730,578 | +$4,706 | +0.65% | |
| Cypress Wealth Services, Llc | 0.08% | 25,513 | $715,640 | $714,887 | -$753 | -0.11% | |
| Heck Capital Advisors, Llc | 0.04% | 25,570 | $711,869 | $716,484 | +$4,615 | +0.65% | |
| Integrity Alliance, Llc. | 0.02% | 24,704 | $687,759 | $692,218 | +$4,459 | +0.65% | |
| Chris Bulman Inc | 0.23% | 24,006 | $668,328 | $672,660 | +$4,332 | +0.65% | |
| Strategic Blueprint, Llc | 0.03% | 22,123 | $615,904 | $619,898 | +$3,994 | +0.65% | |
| Fc Advisory Llc | 0.15% | 21,246 | $591,480 | $595,324 | +$3,844 | +0.65% | |
| Beacon Pointe Advisors, Llc | 0.00% | 21,453 | $591,228 | $601,124 | +$9,896 | +1.67% | |
| Goldman Sachs Group Inc | 0.00% | 19,961 | $550,109 | $559,317 | +$9,208 | +1.67% | |
| Evolution Wealth Management Inc. | 0.31% | 19,135 | $532,718 | $536,172 | +$3,454 | +0.65% | |
| Farther Finance Advisors, Llc | 0.00% | 18,605 | $517,973 | $521,321 | +$3,348 | +0.65% | |
| Diversify Advisory Services, Llc | 0.01% | 18,394 | $515,216 | $515,409 | +$193 | +0.04% | |
| Diversify Wealth Management, Llc | 0.01% | 18,394 | $515,216 | $515,409 | +$193 | +0.04% | |
| Insight Wealth Partners, Llc | 0.19% | 17,591 | $489,733 | $492,909 | +$3,176 | +0.65% | |
| Comprehensive Financial Consultants Institutional, Inc. | 0.13% | 17,376 | $483,748 | $486,884 | +$3,136 | +0.65% | |
| Atx Financial Planning, Llc | 0.28% | 15,767 | $438,949 | $441,799 | +$2,850 | +0.65% |
Frequently asked questions about ZSEP
Who are the largest institutional holders of ZSEP?
The largest institutional holders of ZSEP reported in the latest SEC Form 13F filings include Envestnet Asset Management Inc, Soltis Investment Advisors Llc, Kestra Advisory Services, Llc, Kfg Wealth Management, Llc, and Truist Financial Corp. InsiderSet ranks institutional holders by their latest reported ZSEP position.
What is ZSEP institutional ownership?
This page tracks ZSEP positions reported by institutional investment managers through SEC Form 13F. INNOVATOR EDP ETF - 1 YR SEP (ZSEP) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own ZSEP?
InsiderSet currently tracks 106 institutional managers reporting ZSEP 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 ZSEP shareholders.
How much ZSEP stock do institutions own?
Institutional investment managers disclosed approximately $105.54M in ZSEP holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was ZSEP institutional ownership last updated?
The latest ZSEP institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 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 ZSEP 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 ZSEP position after the reporting date.
Are institutions buying or selling ZSEP?
Institutional buying and selling can be analyzed by comparing ZSEP positions across consecutive 13F reporting periods. InsiderSet's ZSEP Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View ZSEP ownership changes.
How has ZSEP institutional ownership changed over time?
InsiderSet tracks ZSEP institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.