ZMAR

Innovator Equity Defined Protection ETF - 1 Yr March

59 hedge funds and large institutions have $60.1M 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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

0% less capital invested

Capital invested by funds: $60.2M → $60.1M (-$86.4K)

50% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 20

Holders
59
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWMK
1
Caliber Wealth Management (Kansas)
Kansas
$21.5M
Raymond James Financial
2
Raymond James Financial
Florida
$4.32M
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$3.53M
AIC
4
Archer Investment Corporation
Indiana
$3.07M
AWM
5
AE Wealth Management
Kansas
$2.92M
MMA
6
Miracle Mile Advisors
California
$2.16M
LWA
7
Lineweaver Wealth Advisors
Ohio
$1.69M
KAS
8
Kestra Advisory Services
Texas
$1.25M
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$1.09M
HI
10
Harbour Investments
Wisconsin
$1.06M
OMC
11
Old Mission Capital
Illinois
$999K
Osaic Holdings
12
Osaic Holdings
Arizona
$968K
BWM
13
Brown Wealth Management
Illinois
$957K
BCM
14
Brookstone Capital Management
Illinois
$946K
CNBT
15
Canandaigua National Bank & Trust
New York
$920K
BWA
16
Beam Wealth Advisors
Louisiana
$696K
LPL Financial
17
LPL Financial
California
$660K
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
CVA
21
Central Valley Advisors
California
$564K
IWM
22
IMG Wealth Management
Florida
$523K
CWA
23
Continuum Wealth Advisors
New York
$511K
WAS
24
Wealth Advisory Solutions
Indiana
$470K
GEA
25
Glen Eagle Advisors
New Jersey
$442K