ZMAR

Innovator Equity Defined Protection ETF - 1 Yr March
ZMAR

Overview Fund Activity

57 hedge funds and large institutions have $60.2M 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, 7 reducing their positions, and 5 closing their positions.

Holders
57
Holders Change
+18
Holders Change %
+46.15%
% of All Funds
0.77%
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
7
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWMK
1
Caliber Wealth Management (Kansas)
Kansas
$21.1M
2
MMA
2
Miracle Mile Advisors
California
$2.11M
3
AIC
3
Archer Investment Corporation
Indiana
$3.02M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$5.58M
5
BWM
5
Brown Wealth Management
Illinois
$1.38M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
FFS
2
Founders Financial Securities
Maryland
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$452K
4
AAS
4
Avantax Advisory Services
Texas
$0
5
NA
5
NewEdge Advisors
Louisiana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BPA
26
Beacon Pointe Advisors
California
$333K – – –
TF
27
Trek Financial
Arizona
$316K – – –
KWM
28
KFG Wealth Management
Indiana
$279K – – –
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$269K +$269K +10,143 New
HighTower Advisors
30
HighTower Advisors
Illinois
$264K +$264K +9,959 New
WS
31
Wedbush Securities
California
$264K +$264K +9,946 New
AA
32
Apriem Advisors
California
$257K +$257K +9,700 New
CA
33
CGN Advisors
Kansas
$257K – – –
LAM
34
Lifestyle Asset Management
Texas
$250K +$250K +9,428 New
BCI
35
Brinker Capital Investments
Pennsylvania
$247K +$247K +9,310 New
WFAG
36
Worth Financial Advisory Group
North Carolina
$243K – – –
CA
37
Continuum Advisory
Idaho
$243K +$191K +7,205 +370%
KWA
38
Kingswood Wealth Advisors
California
$241K – – –
FA
39
FSA Advisors
Michigan
$233K +$233K +8,804 New
CW
40
CreativeOne Wealth
Kansas
$226K +$226K +8,527 New
TWM
41
Tradition Wealth Management
Minnesota
$224K +$224K +8,446 New
HAS
42
HBW Advisory Services
California
$223K +$223K +8,400 New
AFP
43
Ausdal Financial Partners
Iowa
$221K +$13.5K +509 +6%
HF
44
HRT Financial
New York
$217K +$217K +8,209 New
VFPW
45
Vantage Financial Partners (Wisconsin)
Wisconsin
$212K +$212K +7,983 New
ATPW
46
Ashton Thomas Private Wealth
Arizona
$205K +$205K +7,732 New
SB
47
Strategic Blueprint
Georgia
$205K -$51.1K -1,926 -20%
EWM
48
Evolution Wealth Management
Florida
$169K +$169K +6,379 New
PS
49
Principal Securities
Iowa
$133K +$133K +5,002 New
IA
50
IFP Advisors
Florida
$131K +$131K +4,946 New
1
2
3