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
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
$21.1M
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$5.58M
Raymond James Financial
3
Raymond James Financial
Florida
$4.09M
AWM
4
AE Wealth Management
Kansas
$3.34M
AIC
5
Archer Investment Corporation
Indiana
$3.02M
MMA
6
Miracle Mile Advisors
California
$2.11M
LWA
7
Lineweaver Wealth Advisors
Ohio
$1.66M
KAS
8
Kestra Advisory Services
Texas
$1.41M
BWM
9
Brown Wealth Management
Illinois
$1.38M
HI
10
Harbour Investments
Wisconsin
$1.08M
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$937K
CNBT
12
Canandaigua National Bank & Trust
New York
$911K
BCM
13
Brookstone Capital Management
Illinois
$910K
OMC
14
Old Mission Capital
Illinois
$844K
Osaic Holdings
15
Osaic Holdings
Arizona
$715K
Corient Private Wealth
16
Corient Private Wealth
Florida
$636K
Truist Financial
17
Truist Financial
North Carolina
$627K
CPIG
18
Chicago Partners Investment Group
Illinois
$558K
CVA
19
Central Valley Advisors
California
$553K
IWM
20
IMG Wealth Management
Florida
$512K
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$452K
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