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ZMAR

Innovator Equity Defined Protection ETF - 1 Yr March
ZMAR

61 hedge funds and large institutions have $55.5M invested in Innovator Equity Defined Protection ETF - 1 Yr March in 2025 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

2.99% more ownership

Funds ownership: 58.15% → 61.14% (+3%)

2% more funds holding

Funds holding: 60 → 61 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

8% less capital invested

Capital invested by funds: $60.2M → $55.5M (-$4.76M)

36% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 14

Holders
61
Holders Change
+1
Holders Change %
+1.67%
% of All Funds
0.74%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
9
Increased
9
Reduced
14
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Corient Private Wealth
Corient Private Wealth
Florida
+$654K
2
WA
Waverly Advisors
Alabama
+$382K
3
KA
Kovack Advisors
Florida
+$285K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$257K
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$124K

Top Sellers

Rank Fund Capital Flow
1
AIC
Archer Investment Corporation
Indiana
-$1.91M
2
AWM
AE Wealth Management
Kansas
-$1.88M
3
Raymond James Financial
Raymond James Financial
Florida
-$1.26M
4
HI
Harbour Investments
Wisconsin
-$1.02M
5
BWM
Buska Wealth Management
Wisconsin
-$417K
Name Holding Trade Value Shares
Change 		Change in
Stake
LAA
26
Liberty Atlantic Advisors
Texas
$397K +$393K +14,434 New
WA
27
Waverly Advisors
Alabama
$385K +$382K +14,008 New
BPA
28
Beacon Pointe Advisors
California
$346K – – –
TF
29
Trek Financial
Arizona
$319K -$7.27K -267 -2%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$314K +$25.1K +922 +9%
KWM
31
KFG Wealth Management
Indiana
$290K – – –
KA
32
Kovack Advisors
Florida
$288K +$285K +10,467 New
AA
33
Apriem Advisors
California
$267K – – –
CA
34
CGN Advisors
Kansas
$266K – – –
HighTower Advisors
35
HighTower Advisors
Illinois
$262K – – –
LAM
36
Lifestyle Asset Management
Texas
$255K -$3.51K -129 -1%
WFAG
37
Worth Financial Advisory Group
North Carolina
$252K – – –
IAS
38
Integrity Advisory Solutions
Texas
$245K -$112K -4,125 -32%
CW
39
CreativeOne Wealth
Kansas
$233K -$572 -21 -0.2%
TWM
40
Tradition Wealth Management
Minnesota
$232K – – –
AFP
41
Ausdal Financial Partners
Iowa
$230K – – –
KWA
42
Kingswood Wealth Advisors
California
$224K – – –
VFPW
43
Vantage Financial Partners (Wisconsin)
Wisconsin
$218K – – –
ATPW
44
Ashton Thomas Private Wealth
Arizona
$213K – – –
HAS
45
HBW Advisory Services
California
$212K – – –
SB
46
Strategic Blueprint
Georgia
$212K – – –
EWM
47
Evolution Wealth Management
Florida
$165K – – –
IA
48
IFP Advisors
Florida
$136K – – –
FFA
49
Farther Finance Advisors
California
$106K – – –
PWA
50
Physician Wealth Advisors
Utah
$55K – – –
1
2
3

ZMAR Hedge Fund Activity: Q4 2025 in Review

61 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Innovator Equity Defined Protection ETF - 1 Yr March (ZMAR) for Q4 2025, worth a combined $55.5M — down 7.9% from $60.2M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new ZMAR positions and 7 closed out — a net gain of 2 holders — while 9 added to existing stakes and 14 trimmed.

The largest buyer was Corient Private Wealth, adding an estimated $654K. The largest seller was Archer Investment Corporation, cutting an estimated $1.91M.

  • 61 institutional investors held Innovator Equity Defined Protection ETF - 1 Yr March (ZMAR) as of Q4 2025, up from 60 in Q3 2025.
  • Funds reported $55.5M of Innovator Equity Defined Protection ETF - 1 Yr March stock for Q4 2025, down 7.9% quarter-over-quarter.
  • 9 funds opened new Innovator Equity Defined Protection ETF - 1 Yr March positions in Q4 2025 and 7 closed out, a net change of +2 holders.
  • The largest Innovator Equity Defined Protection ETF - 1 Yr March buyer in Q4 2025 was Corient Private Wealth, an estimated $654K added.
  • The largest Innovator Equity Defined Protection ETF - 1 Yr March seller in Q4 2025 was Archer Investment Corporation, an estimated $1.91M sold.

Based on aggregated 13F filings for Q4 2025.