ZMAR

Innovator Equity Defined Protection ETF - 1 Yr March

56 hedge funds and large institutions have $59.7M invested in Innovator Equity Defined Protection ETF - 1 Yr March in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 12 increasing their positions, 6 reducing their positions, and 5 closing their positions.

Holders
56
Holders Change
+17
Holders Change %
+43.59%
% of All Funds
0.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
24
Increased
12
Reduced
6
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CWMK
1
Caliber Wealth Management (Kansas)
Kansas
$21.1M 795,813 +795,813 New
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$5.58M 210,367 +54,358 +35%
Raymond James Financial
3
Raymond James Financial
Florida
$4.09M 154,428 +954 +0.6%
AWM
4
AE Wealth Management
Kansas
$3.34M 125,810 -13,191 -9%
AIC
5
Archer Investment Corporation
Indiana
$3.02M 113,894 +77,729 +215%
MMA
6
Miracle Mile Advisors
California
$2.11M 79,678 +79,678 New
LWA
7
Lineweaver Wealth Advisors
Ohio
$1.66M 62,537 +41 +0.1%
KAS
8
Kestra Advisory Services
Texas
$1.41M 53,077 +3,883 +8%
BWM
9
Brown Wealth Management
Illinois
$1.38M 52,042 +52,042 New
HI
10
Harbour Investments
Wisconsin
$1.08M 40,553 +536 +1%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$937K 35,341 +10,778 +44%
CNBT
12
Canandaigua National Bank & Trust
New York
$911K 34,364 +1,067 +3%
BCM
13
Brookstone Capital Management
Illinois
$910K 34,334 +11,822 +53%
OMC
14
Old Mission Capital
Illinois
$844K 31,846 -2,200 -6%
Osaic Holdings
15
Osaic Holdings
Arizona
$715K 26,968 -565 -2%
Corient Private Wealth
16
Corient Private Wealth
Florida
$640K 24,000
Truist Financial
17
Truist Financial
North Carolina
$627K 23,650 -4,000 -14%
CPIG
18
Chicago Partners Investment Group
Illinois
$558K 20,906 -6,012 -22%
CVA
19
Central Valley Advisors
California
$553K 20,841 +20,841 New
IWM
20
IMG Wealth Management
Florida
$512K 19,296 +2,972 +18%
GEA
21
Glen Eagle Advisors
New Jersey
$411K 15,495
WAS
22
Wealth Advisory Solutions
Indiana
$409K 15,427
BWM
23
Buska Wealth Management
Wisconsin
$409K 15,419
BTWM
24
Brass Tax Wealth Management
Ohio
$342K 12,898
BPA
25
Beacon Pointe Advisors
California
$333K 12,573