ZNOV institutional holders

Innovator Equity Defined Protection ETF - 1 Yr November · 75 reporting institutions · $56.6M reported value

Funds that can replace ZNOV · ZNOV return decomposition

Institutional holdings

Institutions reporting ZNOV, largest first
InstitutionReported positionAdvisors at firmReport period
Cwm, LLC$3.9M6672026-03-31
Triad Wealth Partners, LLC$3.7M492026-06-30
Truist Financial Corp$3.3M02026-06-30
Alpine Bank Wealth Management$3.1M02026-06-30
Commonwealth Equity Services, LLC$2.9M2,8632026-06-30
Harbour Investments, Inc.$2.8M2472026-06-30
Orion Porfolio Solutions, LLC$2M1992026-06-30
Kestra Advisory Services, LLC$2M1,4792026-06-30
Susquehanna International Group, LLP$1.9M02026-06-30
Lineweaver Wealth Advisors, LLC$1.8M92026-06-30
Envestnet Pmc$1.7M602026-06-30
Cypress Wealth Services, LLC$1.6M142026-06-30
Syon Capital LLC$1.3M122026-06-30
Raymond James Financial Inc$1.3M02026-06-30
Encompass More Asset Management$1.3M862026-06-30
Prostatis Group LLC$1.2M152026-06-30
Old Mission Capital LLC$1.1M02026-06-30
Osaic Holdings, Inc.$1.1M02026-06-30
Brookstone Capital Management$964.7K3372026-06-30
Advisornet Wealth Partners$947.9K582026-06-30
Cetera Investment Advisers$867K10,3702026-06-30
Summit Wealth Partners, LLC$840.1K122026-06-30
Kfg Wealth Management, LLC$794K492026-06-30
Authentikos Wealth Advisory, LLC$757.2K42026-06-30
Archer Investment Corp$683.6K782026-06-30
The Salvetti Group$630.3K62026-06-30
Vantage Financial Partners, LLC$584.2K02025-12-31
Lpl Financial LLC$580.6K23,4582026-06-30
Ashton Thomas Private Wealth, LLC$574.3K962026-06-30
Canandaigua National Bank & Trust Co$544.4K02026-06-30
Canandaigua National Corp$526.4K02026-03-31
Axxcess Wealth Management, LLC$517.3K382026-06-30
Atria Investments, Inc$504.2K62026-06-30
Trek Financial, LLC$440.5K632026-06-30
Farther Finance Advisors, LLC$370.8K3342026-06-30
Cassady Wealth & Retirement Planning, LLC$366.1K52026-06-30
Concurrent Investment Advisors, LLC$362.8K3492026-06-30
Jpmorgan Chase & Co$362K02026-06-30
Chris Bulman Inc$348.9K72026-06-30
Marshall Financial Group, LLC$345.5K142026-06-30
Nicholas Wealth, Llc.$304.8K102026-06-30
Ausdal Financial Partners, Inc.$287.1K1892026-06-30
Legacy Capital Wealth Partners, LLC$285.4K172026-06-30
MML Investors Services, LLC$282.4K5,1202026-06-30
Fsa Advisors, Inc.$276.2K02026-06-30
Creative Planning$257K1,1712026-06-30
World Investment Advisors$249.9K3592026-06-30
Inspire Advisors, LLC$246.1K752026-06-30
Sageview Advisory Group, LLC$245.9K942026-06-30
Img Wealth Management, Inc.$245.9K72026-06-30
Signal Advisors Wealth, LLC$226.8K452026-06-30
Gwn Securities Inc.$224.5K4492026-06-30
Spire Wealth Management$220.4K32026-06-30
Advisory Services Network$219.7K2532026-06-30
Blair William & Co/il$218.8K3292026-06-30
Vantage Point Financial LLC$218.3K162026-06-30
Wealthgarden F.S. LLC$214.9K52026-06-30
Tradition Wealth Management, LLC$212.3K232026-06-30
Rossmore Private Capital$210.9K42026-06-30
Phoenix Wealth Advisors$207K72026-06-30
Continuum Advisory, LLC$162.6K402026-06-30
Ae Wealth Management LLC$126.8K4712026-06-30
Allworth Financial, LP$103.4K3172026-06-30
Eversource Wealth Advisors, LLC$82.4K772026-06-30
Steward Partners Investment Advisory, LLC$76.7K4812026-06-30
Barclays PLC$41.4K02026-06-30
Global Retirement Partners LLC$41.2K4912026-06-30
Ifp Advisors, Inc$37.3K3182026-06-30
Corecap Advisors, LLC$36.1K1182026-06-30
Creative Financial Designs Inc /adv$25.4K02026-06-30
Cambridge Investment Research Advisors, Inc.$9.7K3,9402026-03-31
Millstone Evans Group, LLC$4.7K72026-06-30
Centaurus Financial, Inc.$1964312026-06-30
Capital Analysts, LLC$556082026-06-30
Highland Investment Advisors LLC$27102026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-12-31 to 2026-06-30