ZMAR

Innovator Equity Defined Protection ETF - 1 Yr March

61 hedge funds and large institutions have $54.8M invested in Innovator Equity Defined Protection ETF - 1 Yr March in 2025 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 8 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

9% less capital invested

Capital invested by funds: $60.2M → $54.8M (-$5.42M)

43% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 14

Holders
61
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
$21.8M
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$3.42M
Raymond James Financial
3
Raymond James Financial
Florida
$3.11M
MMA
4
Miracle Mile Advisors
California
$2.19M
LWA
5
Lineweaver Wealth Advisors
Ohio
$1.58M
KAS
6
Kestra Advisory Services
Texas
$1.27M
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$1.23M
AIC
8
Archer Investment Corporation
Indiana
$1.19M
OMC
9
Old Mission Capital
Illinois
$1.09M
AWM
10
AE Wealth Management
Kansas
$1.07M
BWM
11
Brown Wealth Management
Illinois
$1.05M
Osaic Holdings
12
Osaic Holdings
Arizona
$983K
CNBT
13
Canandaigua National Bank & Trust
New York
$934K
BCM
14
Brookstone Capital Management
Illinois
$887K
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$867K
BWA
16
Beam Wealth Advisors
Louisiana
$707K
CA
17
COFG Advisors
Illinois
$687K
LPL Financial
18
LPL Financial
California
$670K
Corient Private Wealth
19
Corient Private Wealth
Florida
$660K
Truist Financial
20
Truist Financial
North Carolina
$603K
CVA
21
Central Valley Advisors
California
$573K
IWM
22
IMG Wealth Management
Florida
$531K
CWA
23
Continuum Wealth Advisors
New York
$519K
WAS
24
Wealth Advisory Solutions
Indiana
$478K
GEA
25
Glen Eagle Advisors
New Jersey
$414K