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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
CWMK
1
Caliber Wealth Management (Kansas)
Kansas
$21.5M -$25.8K -964 -0.1%
Raymond James Financial
2
Raymond James Financial
Florida
$4.32M +$137K +5,107 +3%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$3.53M -$2.14M -79,899 -38%
AIC
4
Archer Investment Corporation
Indiana
$3.07M -$12.2K -454 -0.4%
AWM
5
AE Wealth Management
Kansas
$2.92M -$483K -18,025 -14%
MMA
6
Miracle Mile Advisors
California
$2.16M – – –
LWA
7
Lineweaver Wealth Advisors
Ohio
$1.69M – – –
KAS
8
Kestra Advisory Services
Texas
$1.25M -$183K -6,845 -13%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$1.09M +$128K +4,765 +13%
HI
10
Harbour Investments
Wisconsin
$1.06M -$40.1K -1,498 -4%
OMC
11
Old Mission Capital
Illinois
$999K +$135K +5,046 +16%
Osaic Holdings
12
Osaic Holdings
Arizona
$968K +$235K +8,781 +33%
BWM
13
Brown Wealth Management
Illinois
$957K -$448K -16,707 -32%
BCM
14
Brookstone Capital Management
Illinois
$946K +$16.1K +599 +2%
CNBT
15
Canandaigua National Bank & Trust
New York
$920K -$10.3K -384 -1%
BWA
16
Beam Wealth Advisors
Louisiana
$696K +$689K +25,705 New
LPL Financial
17
LPL Financial
California
$660K +$653K +24,378 New
Corient Private Wealth
18
Corient Private Wealth
Florida
$650K – – –
Truist Financial
19
Truist Financial
North Carolina
$640K – – –
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$598K +$135K +5,041 +30%
CVA
21
Central Valley Advisors
California
$564K – – –
IWM
22
IMG Wealth Management
Florida
$523K – – –
CWA
23
Continuum Wealth Advisors
New York
$511K +$506K +18,877 New
WAS
24
Wealth Advisory Solutions
Indiana
$470K +$51.9K +1,936 +13%
GEA
25
Glen Eagle Advisors
New Jersey
$442K +$21.8K +815 +5%
1
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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.