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ZMAR

Innovator Equity Defined Protection ETF - 1 Yr March
ZMAR

61 hedge funds and large institutions have $55.5M 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, 9 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

2.99% more ownership

Funds ownership: 58.15% → 61.14% (+3%)

2% more funds holding

Funds holding: 60 → 61 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

8% less capital invested

Capital invested by funds: $60.2M → $55.5M (-$4.76M)

36% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 14

Holders
61
Holders Change
+1
Holders Change %
+1.67%
% of All Funds
0.74%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
9
Increased
9
Reduced
14
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Corient Private Wealth
Corient Private Wealth
Florida
+$654K
2
WA
Waverly Advisors
Alabama
+$382K
3
KA
Kovack Advisors
Florida
+$285K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$257K
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$124K

Top Sellers

1
AIC
Archer Investment Corporation
Indiana
-$1.91M
2
AWM
AE Wealth Management
Kansas
-$1.88M
3
Raymond James Financial
Raymond James Financial
Florida
-$1.26M
4
HI
Harbour Investments
Wisconsin
-$1.02M
5
BWM
Buska Wealth Management
Wisconsin
-$417K
Name Holding Trade Value Shares
Change 		Change in
Stake
CWMK
1
Caliber Wealth Management (Kansas)
Kansas
$21.8M -$16.5K -604 -0.1%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$3.42M -$169K -6,216 -5%
Raymond James Financial
3
Raymond James Financial
Florida
$3.11M -$1.26M -46,388 -29%
MMA
4
Miracle Mile Advisors
California
$2.19M – – –
LWA
5
Lineweaver Wealth Advisors
Ohio
$1.58M -$142K -5,208 -8%
Corient Private Wealth
6
Corient Private Wealth
Florida
$1.32M +$654K +24,000 +100%
KAS
7
Kestra Advisory Services
Texas
$1.27M – – –
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$1.23M +$124K +4,566 +11%
AIC
9
Archer Investment Corporation
Indiana
$1.19M -$1.91M -70,267 -62%
OMC
10
Old Mission Capital
Illinois
$1.09M +$76.2K +2,796 +8%
AWM
11
AE Wealth Management
Kansas
$1.07M -$1.88M -68,882 -64%
BWM
12
Brown Wealth Management
Illinois
$1.05M +$82.4K +3,025 +9%
Osaic Holdings
13
Osaic Holdings
Arizona
$983K – – –
CNBT
14
Canandaigua National Bank & Trust
New York
$934K – – –
BCM
15
Brookstone Capital Management
Illinois
$887K -$73.3K -2,689 -8%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$867K +$257K +9,437 +43%
BWA
17
Beam Wealth Advisors
Louisiana
$707K – – –
CA
18
COFG Advisors
Illinois
$687K +$680K +24,970 New
LPL Financial
19
LPL Financial
California
$670K – – –
Truist Financial
20
Truist Financial
North Carolina
$603K -$46.6K -1,711 -7%
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 +$599 +22 +0.1%
GEA
25
Glen Eagle Advisors
New Jersey
$414K -$34.5K -1,265 -8%
1
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ZMAR Hedge Fund Activity: Q4 2025 in Review

61 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Innovator Equity Defined Protection ETF - 1 Yr March (ZMAR) for Q4 2025, worth a combined $55.5M — down 7.9% from $60.2M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new ZMAR positions and 7 closed out — a net gain of 2 holders — while 9 added to existing stakes and 14 trimmed.

The largest buyer was Corient Private Wealth, adding an estimated $654K. The largest seller was Archer Investment Corporation, cutting an estimated $1.91M.

  • 61 institutional investors held Innovator Equity Defined Protection ETF - 1 Yr March (ZMAR) as of Q4 2025, up from 60 in Q3 2025.
  • Funds reported $55.5M of Innovator Equity Defined Protection ETF - 1 Yr March stock for Q4 2025, down 7.9% quarter-over-quarter.
  • 9 funds opened new Innovator Equity Defined Protection ETF - 1 Yr March positions in Q4 2025 and 7 closed out, a net change of +2 holders.
  • The largest Innovator Equity Defined Protection ETF - 1 Yr March buyer in Q4 2025 was Corient Private Wealth, an estimated $654K added.
  • The largest Innovator Equity Defined Protection ETF - 1 Yr March seller in Q4 2025 was Archer Investment Corporation, an estimated $1.91M sold.

Based on aggregated 13F filings for Q4 2025.