Who Owns Equity Defined Protection ETF (ZSEP)? -- Institutional Holders (2026-06-30)

88 institutions reported holding $81.7M of Equity Defined Protection ETF (ZSEP) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($13.5M), Soltis Investment Advisors LLC ($11.4M), SIGNATUREFD, LLC ($7.8M), Kestra Advisory Services, LLC ($4.6M), COMMONWEALTH EQUITY SERVICES, LLC ($4.0M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	ENVESTNET ASSET MANAGEMENT INC	$13.5M	489,588	Trimmed
2	Soltis Investment Advisors LLC	$11.4M	413,361	Added
3	SIGNATUREFD, LLC	$7.8M	282,800	Hold
4	Kestra Advisory Services, LLC	$4.6M	167,249	Trimmed
5	COMMONWEALTH EQUITY SERVICES, LLC	$4.0M	144,583	Trimmed
6	TRUIST FINANCIAL CORP	$3.6M	129,425	Hold
7	KFG WEALTH MANAGEMENT, LLC	$3.2M	114,908	Trimmed
8	HighTower Advisors, LLC	$3.2M	114,704	Trimmed
9	Cetera Investment Advisers	$2.1M	77,406	Trimmed
10	CENTAURUS FINANCIAL, INC.	$1.5M	55,973	Hold
11	OSAIC HOLDINGS, INC.	$1.2M	44,896	Added
12	LPL Financial LLC	$1.2M	42,919	Added
13	MONEY CONCEPTS CAPITAL CORP	$1.2M	42,023	Hold
14	Noble Wealth Management PBC	$1.1M	41,587	Trimmed
15	BROWN WEALTH MANAGEMENT, LLC	$1.1M	38,764	Added
16	CRA Financial Services, LLC	$960,025	34,835	Hold
17	Integrity Advisory Solutions, LLC	$921,965	33,454	Trimmed
18	Three Seasons Wealth, LLC	$910,997	33,056	Hold
19	Brookstone Capital Management	$880,213	31,939	Trimmed
20	TopTier Wealth Management, LLC	$840,556	30,500	Hold
21	RAYMOND JAMES FINANCIAL INC	$829,090	30,084	Trimmed
22	MML INVESTORS SERVICES, LLC	$804,122	29,178	Trimmed
23	OLD MISSION CAPITAL LLC	$795,303	28,858	Trimmed
24	Advisory Services Network, LLC	$767,717	27,857	Hold
25	Lineweaver Wealth Advisors, LLC	$735,197	26,677	Hold

Source: SEC Form 13F filings · as of 2026-06-30