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ZMAR

Innovator Equity Defined Protection ETF - 1 Yr March
ZMAR

60 hedge funds and large institutions have $60.2M invested in Innovator Equity Defined Protection ETF - 1 Yr March in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

5% more funds holding

Funds holding: 57 → 60 (+3)

0.69% more ownership

Funds ownership: 57.46% → 58.15% (+0.69%)

0% more capital invested

Capital invested by funds: $60.2M → $60.2M (+$47.6K)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

50% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 20

Holders
60
Holders Change
+3
Holders Change %
+5.26%
% of All Funds
0.79%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
8
Increased
10
Reduced
20
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BWA
Beam Wealth Advisors
Louisiana
+$689K
2
LPL Financial
LPL Financial
California
+$653K
3
CWA
Continuum Wealth Advisors
New York
+$506K
4
M1FG
Mach-1 Financial Group
Arkansas
+$349K
5
Osaic Holdings
Osaic Holdings
Arizona
+$235K

Top Sellers

Rank Fund Capital Flow
1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$2.14M
2
CPIG
Chicago Partners Investment Group
Illinois
-$558K
3
AWM
AE Wealth Management
Kansas
-$483K
4
BWM
Brown Wealth Management
Illinois
-$448K
5
WS
Wedbush Securities
California
-$264K
Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
26
Buska Wealth Management
Wisconsin
$417K -$80 -3 -0%
IAS
27
Integrity Advisory Solutions
Texas
$353K +$349K +13,024 New
M1FG
28
Mach-1 Financial Group
Arkansas
$353K +$349K +13,024 New
BTWM
29
Brass Tax Wealth Management
Ohio
$349K – – –
BPA
30
Beacon Pointe Advisors
California
$340K – – –
TF
31
Trek Financial
Arizona
$321K -$1.37K -51 -0.4%
KWM
32
KFG Wealth Management
Indiana
$285K – – –
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$285K +$9.94K +371 +4%
AA
34
Apriem Advisors
California
$263K – – –
CA
35
CGN Advisors
Kansas
$262K – – –
HighTower Advisors
36
HighTower Advisors
Illinois
$258K -$11.3K -420 -4%
LAM
37
Lifestyle Asset Management
Texas
$254K -$858 -32 -0.3%
WFAG
38
Worth Financial Advisory Group
North Carolina
$248K – – –
CA
39
Continuum Advisory
Idaho
$246K -$2.36K -88 -1%
FA
40
FSA Advisors
Michigan
$238K – – –
CW
41
CreativeOne Wealth
Kansas
$230K -$697 -26 -0.3%
TWM
42
Tradition Wealth Management
Minnesota
$229K – – –
AFP
43
Ausdal Financial Partners
Iowa
$226K -$80 -3 -0%
KWA
44
Kingswood Wealth Advisors
California
$221K -$25.3K -945 -10%
VFPW
45
Vantage Financial Partners (Wisconsin)
Wisconsin
$215K -$1.55K -58 -0.7%
ATPW
46
Ashton Thomas Private Wealth
Arizona
$209K – – –
HAS
47
HBW Advisory Services
California
$209K -$18.1K -675 -8%
SB
48
Strategic Blueprint
Georgia
$209K – – –
EWM
49
Evolution Wealth Management
Florida
$162K -$10.4K -389 -6%
ASN
50
Advisory Services Network
Georgia
$148K +$146K +5,459 New
1
2
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ZMAR Hedge Fund Activity: Q3 2025 in Review

60 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Innovator Equity Defined Protection ETF - 1 Yr March (ZMAR) for Q3 2025, worth a combined $60.2M — up 0.08% from $60.2M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new ZMAR positions and 5 closed out — a net gain of 3 holders — while 10 added to existing stakes and 20 trimmed.

The largest buyer was Beam Wealth Advisors, opening a new position worth an estimated $689K. The largest seller was Commonwealth Equity Services, cutting an estimated $2.14M.

  • 60 institutional investors held Innovator Equity Defined Protection ETF - 1 Yr March (ZMAR) as of Q3 2025, up from 57 in Q2 2025.
  • Funds reported $60.2M of Innovator Equity Defined Protection ETF - 1 Yr March stock for Q3 2025, up 0.08% quarter-over-quarter.
  • 8 funds opened new Innovator Equity Defined Protection ETF - 1 Yr March positions in Q3 2025 and 5 closed out, a net change of +3 holders.
  • The largest Innovator Equity Defined Protection ETF - 1 Yr March buyer in Q3 2025 was Beam Wealth Advisors, an estimated $689K added.
  • The largest Innovator Equity Defined Protection ETF - 1 Yr March seller in Q3 2025 was Commonwealth Equity Services, an estimated $2.14M sold.

Based on aggregated 13F filings for Q3 2025.