ZSEP · Insider trading · 13F holders · Congress trades
Innovator Etfs Trust (ZSEP)
Who is buying and selling ZSEP: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 7
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
ZSEP at a glance
- No open-market insider purchases or sales of ZSEP were filed in the last 90 days.
- 7 13F filers hold ZSEP among their 50 largest positions, worth $25.9M combined. The biggest bets by portfolio weight are Innovative Advisory Group, LLC (3.8%), Lord & Richards Wealth Management, LLC (1.7%) and Soltis Investment Advisors LLC (0.5%). In their latest 13Fs, 2 managers opened a new position and 1 added to one.
- No member of Congress has disclosed a trade in ZSEP.
ZSEP insider trading
No open-market insider purchases or sales of ZSEP were filed in the last 90 days.
Who owns ZSEP? Hedge funds and superinvestors
7 13F filers hold ZSEP among their 50 largest positions, worth $25.9M combined. The biggest bets by portfolio weight are Innovative Advisory Group, LLC (3.8%), Lord & Richards Wealth Management, LLC (1.7%) and Soltis Investment Advisors LLC (0.5%). In their latest 13Fs, 2 managers opened a new position and 1 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Soltis Investment Advisors LLCWealth manager | 0.5% | $11.4M | 410,075 | -0.8% shares | Q3 2026 |
| Innovative Advisory Group, LLCWealth manager | 3.8% | $5.2M | 187,538 | New | Q3 2026 |
| Kfg Wealth Management, LLCWealth manager | 0.5% | $4.2M | 150,092 | +30.6% shares | Q3 2026 |
| Lord & Richards Wealth Management, LLCWealth manager | 1.7% | $2.2M | 79,821 | New | Q3 2026 |
| Madrona Financial Services, LLCWealth manager | 0.3% | $1.7M | 60,115 | — | Q3 2026 |
| TopTier Wealth Management, LLCWealth manager | 0.5% | $849K | 30,500 | +0.0% shares | Q3 2026 |
| Wheelhouse Advisory Group LLCWealth manager | 0.1% | $384K | 13,809 | — | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 7). Screen ZSEP in the grand portfolio →
ZSEP stock trades by members of Congress
No member of Congress has disclosed a trade in ZSEP.
ZSEP questions and answers
Are insiders buying ZSEP stock?
No open-market insider purchases or sales of ZSEP were filed in the last 90 days.
Which hedge funds own ZSEP?
7 13F filers hold ZSEP among their 50 largest positions, worth $25.9M combined. The biggest bets by portfolio weight are Innovative Advisory Group, LLC (3.8%), Lord & Richards Wealth Management, LLC (1.7%) and Soltis Investment Advisors LLC (0.5%). In their latest 13Fs, 2 managers opened a new position and 1 added to one.
Has Congress traded ZSEP?
No member of Congress has disclosed a trade in ZSEP.
Who is the largest holder of ZSEP?
Among 13F filers, Soltis Investment Advisors LLC reports the largest ZSEP position, $11.4M (410,075 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Innovative Advisory Group, LLC's: 3.8% of its portfolio.
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