Who Owns INNOVATOR ETFS TRUST (ZFEB)?Hedge Fund & Institutional Holders

$25.42-0.02 (-0.08%)BATS

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$8.121000409200029e+265T

% of Float Held

—

QoQ Change in Holders

+14 / -5

Price History

$23.32$23.89$24.46$25.03$25.59Feb 25Aug 25Mar 26

ZFEB — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Trek Financial, LLCNew Position+320K+$8.1B
NovaPoint Capital, LLCNew Position+161K+$4.1B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+136K+$3.0B
SUSQUEHANNA INTERNATIONAL GROUP, LLPIncreased+94K+$1.8B
Ashton Thomas Private Wealth, LLCNew Position+58K+$1.5B
Prostatis Group LLCNew Position+51K+$1.3B
Archer Investment CorpNew Position+43K+$1.1B
OPTIMA CAPITAL LLCNew Position+37K+$930.0M
Atlantic Private Wealth, LLCNew Position+28K+$711.0M
Chris Bulman IncNew Position+27K+$674.0M
IMG Wealth Management, Inc.New Position+24K+$615.0M
Vantage Financial Partners, LLCNew Position+19K+$491.0M
Alpine Bank Wealth ManagementNew Position+19K+$475.0M
Strategic Blueprint, LLCNew Position+15K+$373.0M
SAGESPRING WEALTH PARTNERS, LLCNew Position+15K+$371.0M

ZFEB — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
HARBOUR INVESTMENTS, INC.Decreased-18K-$3.4B
Mach-1 Financial Group, LLCClosed Position-70K-$1.8B
Kingsview Wealth Management, LLCDecreased-4K-$1.1B
Brookstone Capital ManagementDecreased-5K-$934.2M
CITADEL ADVISORS LLCClosed Position-15K-$384.5M
CROSSPOINT FINANCIAL, LLCDecreased-2K-$327.4M
BRASS TAX WEALTH MANAGEMENT, INCClosed Position-12K-$306.0M
Ausdal Financial Partners, Inc.Closed Position-11K-$267.6M
BARCLAYS PLCDecreased-4K-$200.6M
OLD MISSION CAPITAL LLCDecreased-8K-$179.4M
Integrity Advisory Solutions, LLCDecreased-8K-$174.7M
JPMORGAN CHASE & COClosed Position-4K-$98.0M
Triumph Capital ManagementDecreased-3K-$84.0M
KFG WEALTH MANAGEMENT, LLCDecreased-2K-$44.2M
FSA Advisors, Inc.Decreased-968-$21.3M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Trek Financial, LLC319,993$8.1B0.47%Share
2NovaPoint Capital, LLC161,245$4.1B1.05%Share
3COMMONWEALTH EQUITY SERVICES, LLC136,257$3.0B4.00%Share
4RAYMOND JAMES FINANCIAL INC93,691$2.0B0.62%Share
5Integrity Advisory Solutions, LLC62,297$1.6B0.23%Share
6Ashton Thomas Private Wealth, LLC58,439$1.5B0.04%Share
7Prostatis Group LLC51,345$1.3B0.31%Share
8Archer Investment Corp42,586$1.1B0.24%Share
9SUSQUEHANNA INTERNATIONAL GROUP, LLP43,024$1.0B0.12%Share
10SUSQUEHANNA INTERNATIONAL GROUP, LLP60,548$1.0B0.12%Share
11OPTIMA CAPITAL LLC36,665$930.0M0.40%Share
12OLD MISSION CAPITAL LLC29,619$751.0M0.02%Share
13Atlantic Private Wealth, LLC28,029$711.0M0.45%Share
14Chris Bulman Inc26,589$674.0M0.30%Share
15WPWealth LLP26,407$670.0M0.10%Share
16IMG Wealth Management, Inc.24,260$615.0M0.39%Share
17CENTRAL VALLEY ADVISORS, LLC19,892$504.0M0.15%Share
18Vantage Financial Partners, LLC19,382$491.0M0.10%Share
19Alpine Bank Wealth Management18,750$475.0M0.07%Share
20KFG WEALTH MANAGEMENT, LLC16,794$426.0M0.06%Share
21Strategic Blueprint, LLC14,717$373.0M0.02%Share
22SAGESPRING WEALTH PARTNERS, LLC14,655$371.0M6.74%Share
23SUMMIT WEALTH GROUP LLC / CO13,933$353.0M0.05%Share
24Farther Finance Advisors, LLC11,656$295.0M3.16%Share
25Stratos Wealth Advisors, LLC11,396$289.0M0.01%Share
26Glen Eagle Advisors, LLC10,701$271.0M0.04%Share
27ADAMSBROWN WEALTH CONSULTANTS LLC10,665$270.0M0.08%Share
28Tradition Wealth Management, LLC10,231$259.0M0.02%Share
29WorthPointe, LLC10,048$255.0M0.07%Share
30PTM WEALTH MANAGEMENT, LLC10,000$254.0M0.14%Share
31Apriem Advisors9,500$241.0M0.02%Share
32CGN Advisors LLC8,831$224.0M0.02%Share
33FSA Advisors, Inc.8,698$220.0M0.15%Share
34Triumph Capital Management1,818$46.0M0.01%Share
35UBS Group AG257$6.0M0.00%Share
36Sunbelt Securities, Inc.210$5.0M0.00%Share
37HARBOUR INVESTMENTS, INC.119,765$3.0M0.06%Share
38Kestra Advisory Services, LLC93,247$2.0M0.01%Share
39Peak Wealth Management LLC60,330$1.5M1.28%Share
40Ameritas Advisory Services, LLC41,771$1.1M0.04%Share
41CANANDAIGUA NATIONAL BANK & TRUST CO41,142$1.0M0.09%Share
42Lineweaver Wealth Advisors, LLC40,928$1.0M0.14%Share
43ENVESTNET ASSET MANAGEMENT INC56,469$1.0M0.00%Share
44NewEdge Advisors, LLC43,787$1.0M0.00%Share
45Cetera Investment Advisers58,374$1.0M0.00%Share
46MML INVESTORS SERVICES, LLC68,303$1.0M0.00%Share
47HighTower Advisors, LLC46,940$1.0M0.00%Share
48Cambridge Investment Research Advisors, Inc.74,691$1.0M0.00%Share
49Brookstone Capital Management32,717$830K0.01%Share
50AXXCESS WEALTH MANAGEMENT, LLC20,915$530K0.00%Share

ZFEB Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202575$34.7B+27
Q3 202548$25.6B-20
Q2 202568$52.5B+16
Q1 202552$57.3B—

As of Q4 2025, 50 institutional investors hold ZFEB (INNOVATOR ETFS TRUST). The largest holder is Trek Financial, LLC with $8.1B in shares. This quarter, 14 institutions opened new positions and 5 closed their positions.

Frequently Asked Questions

How many hedge funds own ZFEB?

As of Q4 2025, 50 institutional investors report holding ZFEB (INNOVATOR ETFS TRUST) in their 13F filings.

Who is the largest institutional holder of ZFEB?

The largest institutional holder of ZFEB is Trek Financial, LLC with $8.1B in shares.

Is institutional ownership of ZFEB increasing or decreasing?

This quarter, 14 institutions opened new positions in ZFEB and 5 closed their positions.