INNOVATOR EDP ETF - 1 YR SEP (ZSEP) Institutional Ownership Changes & 13F Activity
INNOVATOR EDP ETF - 1 YR SEP (ZSEP). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Soltis Investment Advisors Llc, Key Capital Management, Inc, Envestnet Asset Management Inc, Fsa Advisors, Inc., and Hrt Financial Lp.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Sell | -21,605 | -4.2% | 489,588 | $13.49M | Q2 2026 | Sep 23, 2026 |
| Citadel Advisors Llc | Buy | +8,512 | — | 8,512 | $234.58K | Q2 2026 | Sep 02, 2026 |
| Archer Investment Corp | Sell | -294 | -3.1% | 9,090 | $250.51K | Q2 2026 | Aug 19, 2026 |
| Fsa Advisors, Inc. | Sell | -17,528 | -56.0% | 13,764 | $379.32K | Q2 2026 | Aug 17, 2026 |
| Hrt Financial Lp | Buy | +15,910 | — | 15,910 | $438.00K | Q2 2026 | Aug 14, 2026 |
| Barclays Plc | Sell | -7,007 | -95.3% | 346 | $9.54K | Q2 2026 | Aug 14, 2026 |
| Old Mission Capital Llc | Sell | -6,832 | -19.1% | 28,858 | $795.30K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -4,392 | -12.7% | 30,084 | $829.09K | Q2 2026 | Aug 14, 2026 |
| Glen Eagle Advisors, Llc | Sell | -2,572 | -14.2% | 15,510 | $427.44K | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Sell | -1,220 | -5.8% | 19,961 | $550.11K | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, Llc | Sell | -1,065 | -7.9% | 12,404 | $341.84K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +161 | +0.4% | 44,896 | $1.24M | Q2 2026 | Aug 14, 2026 |
| Creativeone Wealth, Llc | Sell | -200 | -2.0% | 9,768 | $269.20K | Q2 2026 | Aug 13, 2026 |
| Jpmorgan Chase & Co | Buy | +13,139 | — | 13,139 | $361.78K | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Sell | -2,349 | -2.9% | 77,406 | $2.13M | Q2 2026 | Aug 12, 2026 |
| Harbour Investments, Inc. | Sell | -1,779 | -23.5% | 5,788 | $159.51K | Q2 2026 | Aug 12, 2026 |
| Shp Wealth Management | Buy | +652 | — | 652 | $17.97K | Q2 2026 | Aug 11, 2026 |
| Sound View Wealth Advisors Group, Llc | Sell | -374 | -4.0% | 8,880 | $244.73K | Q2 2026 | Aug 11, 2026 |
| Lpl Financial Llc | Buy | +6,592 | +18.1% | 42,919 | $1.18M | Q2 2026 | Aug 07, 2026 |
| Alpine Bank Wealth Management | Buy | +5,700 | — | 5,700 | $157.09K | Q2 2026 | Aug 07, 2026 |
| Mml Investors Services, Llc | Sell | -104 | -0.4% | 29,178 | $804.12K | Q2 2026 | Aug 07, 2026 |
| Continuum Advisory, Llc | Buy | +5,310 | — | 5,310 | $146.34K | Q2 2026 | Aug 06, 2026 |
| Insight Wealth Partners, Llc | Sell | -70 | -0.7% | 10,414 | $287.00K | Q2 2026 | Aug 06, 2026 |
| Soltis Investment Advisors Llc | Buy | +403,540 | +4109.0% | 413,361 | $11.39M | Q2 2026 | Jul 31, 2026 |
| Integrity Advisory Solutions, Llc | Sell | -3,000 | -8.2% | 33,454 | $921.97K | Q2 2026 | Jul 31, 2026 |
| Cambridge Investment Research Advisors, Inc. | Sell | -613 | -2.3% | 25,615 | $706.00 | Q2 2026 | Jul 30, 2026 |
| Commonwealth Equity Services, Llc | Sell | -7,469 | -4.9% | 144,583 | $3.98M | Q2 2026 | Jul 29, 2026 |
| Key Capital Management, Inc | Sell | -28,572 | -99.4% | 175 | $4.82K | Q2 2026 | Jul 28, 2026 |
| Kestra Advisory Services, Llc | Sell | -9,058 | -5.1% | 167,249 | $4.61M | Q2 2026 | Jul 28, 2026 |
| Central Valley Advisors, Llc | Sell | -691 | -2.9% | 23,124 | $637.28K | Q2 2026 | Jul 22, 2026 |
Frequently asked questions about ZSEP activity
Which institutional owners are buying ZSEP?
Institutional owners buying ZSEP include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in ZSEP activity?
"Buy" means an investor increased their reported position in ZSEP compared to the prior reporting period. This reflects growing exposure to INNOVATOR EDP ETF - 1 YR SEP (ZSEP) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in ZSEP increasing?
Institutional interest in ZSEP can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.