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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

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

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
IA
51
IFP Advisors
Florida
$134K – – –
Barclays
52
Barclays
United Kingdom
$106K – – –
FFA
53
Farther Finance Advisors
California
$104K – – –
PS
54
Principal Securities
Iowa
$78K -$56.8K -2,121 -42%
PWA
55
Physician Wealth Advisors
Utah
$54.2K – – –
UBS Group
56
UBS Group
Switzerland
$17.9K +$17.7K +659 +32,950%
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$15K – – –
JP Morgan Chase
58
JP Morgan Chase
New York
$10.5K +$10.4K +389 New
JFG
59
JDM Financial Group
Texas
$10.5K – – –
OSAM
60
O'Shaughnessy Asset Management
Connecticut
$5.96K +$5.89K +220 New
CPIG
61
Chicago Partners Investment Group
Illinois
– -$558K -20,906 Closed
WS
62
Wedbush Securities
California
– -$264K -9,946 Closed
BCI
63
Brinker Capital Investments
Pennsylvania
– -$247K -9,310 Closed
HF
64
HRT Financial
New York
– -$217K -8,209 Closed
AF
65
Advisornet Financial
Minnesota
– -$46.1K -1,737 Closed
1 2
3

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.