ZMAR

Innovator Equity Defined Protection ETF - 1 Yr March

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.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
+18
Holders Change %
+46.15%
% of All Funds
0.76%
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
Name Holding Trade Value Shares
Change
Shares
Change %
CWMK
1
Caliber Wealth Management (Kansas)
Kansas
$21.1M +$21.1M +795,813 New
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$5.58M +$1.44M +54,358 +35%
Raymond James Financial
3
Raymond James Financial
Florida
$4.09M +$25.3K +954 +0.6%
AWM
4
AE Wealth Management
Kansas
$3.34M -$350K -13,191 -9%
AIC
5
Archer Investment Corporation
Indiana
$3.02M +$2.06M +77,729 +215%
MMA
6
Miracle Mile Advisors
California
$2.11M +$2.11M +79,678 New
LWA
7
Lineweaver Wealth Advisors
Ohio
$1.66M +$1.09K +41 +0.1%
KAS
8
Kestra Advisory Services
Texas
$1.41M +$103K +3,883 +8%
BWM
9
Brown Wealth Management
Illinois
$1.38M +$1.38M +52,042 New
HI
10
Harbour Investments
Wisconsin
$1.08M +$14.2K +536 +1%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$937K +$286K +10,778 +44%
CNBT
12
Canandaigua National Bank & Trust
New York
$911K +$28.3K +1,067 +3%
BCM
13
Brookstone Capital Management
Illinois
$910K +$313K +11,822 +53%
OMC
14
Old Mission Capital
Illinois
$844K -$58.3K -2,200 -6%
Osaic Holdings
15
Osaic Holdings
Arizona
$715K -$15K -565 -2%
Corient Private Wealth
16
Corient Private Wealth
Florida
$640K
Truist Financial
17
Truist Financial
North Carolina
$627K -$106K -4,000 -14%
CPIG
18
Chicago Partners Investment Group
Illinois
$558K -$161K -6,012 -22%
CVA
19
Central Valley Advisors
California
$553K +$553K +20,841 New
IWM
20
IMG Wealth Management
Florida
$512K +$78.8K +2,972 +18%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$452K -$861K -32,478 -66%
GEA
22
Glen Eagle Advisors
New Jersey
$411K
WAS
23
Wealth Advisory Solutions
Indiana
$409K
BWM
24
Buska Wealth Management
Wisconsin
$409K
BTWM
25
Brass Tax Wealth Management
Ohio
$342K