Who owns ZFEB?
Innovator Equity Defined Protection ETF - 1 Yr February · Innovator
103 institutions reported holding ZFEB, worth $93.5M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of ZFEB
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Trek Financial, LLC | Scottsdale, AZ | $8.4M | 325,047 | −8,282 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $4.9M | 187,221 | −26,554 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $4.1M | 157,751 | −3,759 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $3.9M | 151,792 | +66,501 shares |
| Harbour Investments, Inc. | Madison, WI | $3.2M | 124,394 | −312 shares |
| Truist Financial Corp. | Charlotte, NC | $3.2M | 122,052 | No change |
| Alpine Bank Wealth Management | Grand Junction, CO | $3.0M | 115,000 | No change |
| MML Investors Services, LLC | Springfield, MA | $2.9M | 111,283 | +3,655 shares |
| Cetera Investment Advisers | Schaumburg, IL | $2.6M | 100,415 | +3,315 shares |
| Ameritas Advisory Services, LLC | Lincoln, NE | $2.6M | 99,771 | +58,000 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns ZFEB?
103 institutional managers reported holding ZFEB in Form 13F filings for June 30, 2026, worth $93.5M in total. The largest reported position was held by Trek Financial, LLC, at $8.4M.
Did institutions buy or sell ZFEB last quarter?
Reported 13F value rose 7.4% from March 31, 2026, which includes price moves as well as buying and selling. 11 firms reported a new position and 3 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is ZFEB ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.