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Innovator EDP ETF - 1 YR SEP (ZSEP)

CUSIP: 45784N106 | NYSE | 164 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Soltis Investment Advisors LLC410,075
0.5% of portfolio›$11.4M
Commonwealth Equity Services, LLC282,528
0.0% of portfolio›$7.9M
Innovative Advisory Group, LLC187,538
3.8% of portfolio›$5.2M
Kestra Advisory Services, LLC182,774
0.0% of portfolio›$5.1M
Cambridge Investment Research Advisors, Inc.174,025
0.0% of portfolio›$4.8M
KFG Wealth Management, LLC150,092
0.5% of portfolio›$4.2M
Truist Financial Corp143,705
0.0% of portfolio›$4.0M
Signaturefd, LLC125,775
0.0% of portfolio›$3.5M
Signal Advisors Wealth, LLC96,067
0.1% of portfolio›$2.7M
Triad Wealth Partners, LLC80,525
0.1% of portfolio›$2.2M
Lord & Richards Wealth Management, LLC79,821
1.7% of portfolio›$2.2M
Madrona Financial Services, LLC60,115
0.3% of portfolio›$1.7M
Blue Water Asset Management51,633
0.5% of portfolio›$1.4M
Davenport & Co LLC48,438
0.0% of portfolio›$1.3M
Chicago Partners Investment Group LLC45,265
0.0% of portfolio›$1.3M
Integrity Advisory Solutions, LLC42,783
0.1% of portfolio›$1.2M
Independent Wealth Network Inc.38,052
0.3% of portfolio›$1.1M
Brookstone Capital Management36,661
0.0% of portfolio›$1.0M
Encompass More Asset Management36,011
0.1% of portfolio›$1.0M
Concurrent Investment Advisors, LLC35,598
0.0% of portfolio›$991.1K
Brown Wealth Management, LLC35,199
0.2% of portfolio›$979.9K
Optima Capital LLC34,912
0.4% of portfolio›$972.0K
Three Seasons Wealth, LLC33,056
0.1% of portfolio›$920.3K
CRA Financial Services, LLC32,485
0.1% of portfolio›$904.4K
Noble Wealth Management PBC32,254
0.4% of portfolio›$898.0K
TopTier Wealth Management, LLC30,500
0.5% of portfolio›$849.1K
Lineweaver Wealth Advisors, LLC30,185
0.1% of portfolio›$840.4K
Evermay Wealth Management LLC28,695
0.1% of portfolio›$798.9K
Canandaigua National Bank & Trust Co27,308
0.1% of portfolio›$760.3K
Trek Financial, LLC26,562
0.0% of portfolio›$739.5K
Central Valley Advisors, LLC26,073
0.2% of portfolio›$725.9K
Heck Capital Advisors, LLC25,570
0.0% of portfolio›$711.9K
Cypress Wealth Services, LLC25,513
0.1% of portfolio›$715.6K
Integrity Alliance, Llc.24,704
0.0% of portfolio›$687.8K
Chris Bulman Inc24,006
0.2% of portfolio›$668.3K
Strategic Blueprint, LLC22,123
0.0% of portfolio›$615.9K
Ashton Thomas Private Wealth, LLC21,751
0.0% of portfolio›$605.5K
FC Advisory LLC21,246
0.2% of portfolio›$591.5K
Evolution Wealth Management Inc.19,135
0.3% of portfolio›$532.7K
Farther Finance Advisors, LLC18,605
0.0% of portfolio›$518.0K
Diversify Wealth Management, LLC18,394
0.0% of portfolio›$515.2K
Diversify Advisory Services, LLC18,394
0.0% of portfolio›$515.2K
Insight Wealth Partners, LLC17,591
0.1% of portfolio›$489.7K
Comprehensive Financial Consultants Institutional, Inc.17,376
0.1% of portfolio›$483.7K
ATX Financial Planning, LLC15,767
0.3% of portfolio›$438.9K
Souders Financial Advisors15,700
0.0% of portfolio›$437.1K
Virtue Capital Management, LLC15,444
0.1% of portfolio›$430.0K
Commonwealth Financial Services, LLC15,043
0.1% of portfolio›$418.8K
Ballast Rock Private Wealth LLC14,358
0.2% of portfolio›$399.7K
Sowell Financial Services LLC14,278
0.0% of portfolio›$397.5K
Wheelhouse Advisory Group LLC13,809
0.1% of portfolio›$384.4K
Rossmore Private Capital13,390
0.0% of portfolio›$372.8K
AdvisorNet Financial, Inc12,792
0.0% of portfolio›$357.4K
Creative Planning11,815
0.0% of portfolio›$328.9K
Jessup Wealth Management, Inc11,730
0.1% of portfolio›$326.6K
Sovran Advisors, LLC11,562
0.0% of portfolio›$324.0K
Cornerstone Wealth Group, LLC10,772
0.0% of portfolio›$299.9K
Wealth Enhancement Advisory Services, LLC10,641
0.0% of portfolio›$297.7K
ERn Financial, LLC10,607
0.0% of portfolio›$295.3K
Archer Investment Corp10,382
0.1% of portfolio›$289.0K
IMG Wealth Management, Inc.9,928
0.1% of portfolio›$276.4K
Dhjj Financial Advisors, Ltd.9,750
0.1% of portfolio›$271.4K
Weaver Consulting Group9,050
0.0% of portfolio›$252.0K
Straight Path Wealth Management8,986
0.1% of portfolio›$250.2K
McAdam, LLC8,762
0.0% of portfolio›$243.9K
Bluesphere Advisors LLC8,428
0.1% of portfolio›$234.6K
Tounjian Advisory Partners, LLC8,297
0.1% of portfolio›$231.0K
Atria Investments, Inc7,801
0.0% of portfolio›$217.2K
Sigma Planning Corp7,467
0.0% of portfolio›$207.9K
Alpine Bank Wealth Management5,700
0.0% of portfolio›$158.7K
Physician Wealth Advisors, Inc.5,500
0.0% of portfolio›$153.1K
Triumph Capital Management4,594
0.0% of portfolio›$127.9K
Harbor Investment Advisory, LLC3,998
0.0% of portfolio›$111.3K
Grove Bank & Trust3,590
0.0% of portfolio›$99.9K
IFP Advisors, Inc3,497
0.0% of portfolio›$97.4K
CoreCap Advisors, LLC2,628
0.0% of portfolio›$73.2K
Cape Investment Advisory, Inc.2,617
0.0% of portfolio›$72.9K
Financial Network Wealth Advisors LLC1,444
0.0% of portfolio›$40.2K
EverSource Wealth Advisors, LLC1,000
0.0% of portfolio›$27.8K
IFS Advisors, LLC953
0.0% of portfolio›$26.5K
Key Capital Management, Inc175
0.0% of portfolio›$4.9K
Capital Investment Advisory Services, LLC90
0.0% of portfolio›$2.5K
StyleTurnoverLocationFiled
Soltis Investment Advisors LLC
410,075$11.4M0.5%CoreMediumSt. George, UT2026-10-28
Commonwealth Equity Services, LLC
282,528$7.9M0.0%ETFLowWaltham, MA2026-11-02
Innovative Advisory Group, LLC
187,538$5.2M3.8%ETFHighLexington, MA2026-10-13
Kestra Advisory Services, LLC
182,774$5.1M0.0%CoreLowAustin, TX2026-11-02
Cambridge Investment Research Advisors, Inc.
174,025$4.8M0.0%ETFLowFairfield, IA2026-11-02
KFG Wealth Management, LLC
150,092$4.2M0.5%ETFMediumGranger, IN2026-10-16
Truist Financial Corp
143,705$4.0M0.0%CoreLowCharlotte, NC2026-10-30
Signaturefd, LLC
125,775$3.5M0.0%IndexLowAtlanta, GA2026-10-23
Signal Advisors Wealth, LLC
96,067$2.7M0.1%ETFLowDetroit, MI2026-10-13
Triad Wealth Partners, LLC
80,525$2.2M0.1%ETFMediumLawrence, KS2026-10-26
Lord & Richards Wealth Management, LLC
79,821$2.2M1.7%ETFMediumHighlands Ranch, CO2026-10-14
Madrona Financial Services, LLC
60,115$1.7M0.3%ETFLowEverett, WA2026-10-23
Blue Water Asset Management
51,633$1.4M0.5%ETFLowGrand Rapids, MI2026-11-04
Davenport & Co LLC
48,438$1.3M0.0%CoreMediumRichmond, VA2026-10-14
Chicago Partners Investment Group LLC
45,265$1.3M0.0%GARPLowChicago, IL2026-10-27
Integrity Advisory Solutions, LLC
42,783$1.2M0.1%ETFMediumDallas, TX2026-10-29
Independent Wealth Network Inc.
38,052$1.1M0.3%ETFMediumUrbandale, IA2026-10-19
Brookstone Capital Management
36,661$1.0M0.0%ETFMediumWheaton, IL2026-10-22
Encompass More Asset Management
36,011$1.0M0.1%ETFHighDanville, CA2026-10-16
Concurrent Investment Advisors, LLC
35,598$991.1K0.0%GrowthMediumTampa, FL2026-10-16
Brown Wealth Management, LLC
35,199$979.9K0.2%ETFMediumNaperville, IL2026-10-20
Optima Capital LLC
34,912$972.0K0.4%ETFHighPortland, OR2026-10-29
Three Seasons Wealth, LLC
33,056$920.3K0.1%GrowthMediumSalt Lake City, UT2026-11-03
CRA Financial Services, LLC
32,485$904.4K0.1%ETFVery LowNorthfield, NJ2026-10-16
Noble Wealth Management PBC
32,254$898.0K0.4%YieldMediumGreenwood Village, CO2026-10-01
TopTier Wealth Management, LLC
30,500$849.1K0.5%ETFVery LowMuskego, WI2026-10-16
Lineweaver Wealth Advisors, LLC
30,185$840.4K0.1%ETFLowValley View, OH2026-10-13
Evermay Wealth Management LLC
28,695$798.9K0.1%ETFLowArlington, VA2026-11-05
Canandaigua National Bank & Trust Co
27,308$760.3K0.1%CoreVery LowCanandaigua, NY2026-10-07
Trek Financial, LLC
26,562$739.5K0.0%ETFHighScottsdale, AZ2026-10-29
Central Valley Advisors, LLC
26,073$725.9K0.2%CoreLowSacramento, CA2026-10-27
Heck Capital Advisors, LLC
25,570$711.9K0.0%ETFMediumRhinelander, WI2026-10-14
Cypress Wealth Services, LLC
25,513$715.6K0.1%ETFLowPalm Desert, CA2026-10-21
Integrity Alliance, Llc.
24,704$687.8K0.0%ETFMediumUrbandale, IA2026-10-29
Chris Bulman Inc
24,006$668.3K0.2%ETFLowRoseville, CA2026-10-20
Strategic Blueprint, LLC
22,123$615.9K0.0%ETFLowAtlanta, GA2026-10-22
Ashton Thomas Private Wealth, LLC
21,751$605.5K0.0%CoreMediumScottsdale, AZ2026-11-03
FC Advisory LLC
21,246$591.5K0.2%ETFVery LowWest Chester, PA2026-10-05
Evolution Wealth Management Inc.
19,135$532.7K0.3%ETFMediumFort Myers, FL2026-10-28
Farther Finance Advisors, LLC
18,605$518.0K0.0%IndexLowSan Francisco, CA2026-10-08
Diversify Wealth Management, LLC
18,394$515.2K0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
18,394$515.2K0.0%GrowthLowSandy, UT2026-10-20
Insight Wealth Partners, LLC
17,591$489.7K0.1%ETFLowPlano, TX2026-10-26
Comprehensive Financial Consultants Institutional, Inc.
17,376$483.7K0.1%CoreMediumBloomington, IN2026-10-15
ATX Financial Planning, LLC
15,767$438.9K0.3%ETFHighAustin, TX2026-10-14
Souders Financial Advisors
15,700$437.1K0.0%ETFLowCincinnati, OH2026-11-03
Virtue Capital Management, LLC
15,444$430.0K0.1%GrowthHighBrentwood, TN2026-10-29
Commonwealth Financial Services, LLC
15,043$418.8K0.1%ETFMediumVienna, WV2026-10-20
Ballast Rock Private Wealth LLC
14,358$399.7K0.2%ETFMediumCharleston, SC2026-10-26
Sowell Financial Services LLC
14,278$397.5K0.0%CoreLowNorth Little Rock, AR2026-10-23
Wheelhouse Advisory Group LLC
13,809$384.4K0.1%ETFVery LowSt. Louis, MO2026-10-20
Rossmore Private Capital
13,390$372.8K0.0%CoreLowGlastonbury, CT2026-10-27
AdvisorNet Financial, Inc
12,792$357.4K0.0%ETFLowMinnetonka, MN2026-10-15
Creative Planning
11,815$328.9K0.0%IndexVery LowOverland Park, KS2026-11-02
Jessup Wealth Management, Inc
11,730$326.6K0.1%GrowthMediumDayton, OH2026-10-20
Sovran Advisors, LLC
11,562$324.0K0.0%ETFMediumSan Diego, CA2026-11-02
Cornerstone Wealth Group, LLC
10,772$299.9K0.0%CoreMediumHuntersville, NC2026-11-02
Wealth Enhancement Advisory Services, LLC
10,641$297.7K0.0%CoreLowPlymouth, MN2026-10-13
ERn Financial, LLC
10,607$295.3K0.0%ETFVery LowMiddleton, WI2026-10-28
Archer Investment Corp
10,382$289.0K0.1%CoreMediumCarmel, IN2026-11-05
IMG Wealth Management, Inc.
9,928$276.4K0.1%ETFMediumJacksonville, FL2026-10-27
Dhjj Financial Advisors, Ltd.
9,750$271.4K0.1%ETFVery LowNaperville, IL2026-10-23
Weaver Consulting Group
9,050$252.0K0.0%ETFLowHuntington Beach, CA2026-10-07
Straight Path Wealth Management
8,986$250.2K0.1%ETFLowJenison, MI2026-10-23
McAdam, LLC
8,762$243.9K0.0%ETFLowPhiladelphia, PA2026-10-21
Bluesphere Advisors LLC
8,428$234.6K0.1%ETFLowEast Norriton, PA2026-10-19
Tounjian Advisory Partners, LLC
8,297$231.0K0.1%GrowthHighFort Myers, FL2026-11-04
Atria Investments, Inc
7,801$217.2K0.0%CoreMediumCharlotte, NC2026-10-15
Sigma Planning Corp
7,467$207.9K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Alpine Bank Wealth Management
5,700$158.7K0.0%ETFHighGrand Junction, CO2026-10-16
Physician Wealth Advisors, Inc.
5,500$153.1K0.0%ETFMediumMidvale, UT2026-10-20
Triumph Capital Management
4,594$127.9K0.0%ETFMediumDenver, CO2026-10-14
Harbor Investment Advisory, LLC
3,998$111.3K0.0%GrowthLowLutherville, MD2026-10-13
Grove Bank & Trust
3,590$99.9K0.0%ETFLowMiami, FL2026-10-08
IFP Advisors, Inc
3,497$97.4K0.0%GrowthLowTampa, FL2026-10-16
CoreCap Advisors, LLC
2,628$73.2K0.0%ETFMediumSouthfield, MI2026-10-08
Cape Investment Advisory, Inc.
2,617$72.9K0.0%ETFLowMcdonough, GA2026-10-13
Financial Network Wealth Advisors LLC
1,444$40.2K0.0%ETFLowMurray, UT2026-10-28
EverSource Wealth Advisors, LLC
1,000$27.8K0.0%CoreMediumBirmingham, AL2026-11-04
IFS Advisors, LLC
953$26.5K0.0%ETFLowOverland Park, KS2026-10-14
Key Capital Management, Inc
175$4.9K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Capital Investment Advisory Services, LLC
90$2.5K0.0%CoreMediumRaleigh, NC2026-10-30