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Innovator Equity Defined Protection ETF - 1 Yr March (ZMAR) Institutional Ownership

$27.06 -0.02 (-0.08%)
As of 10/16/2025
Compare

Institutional Ownership Changes (13F Filings) for Innovator Equity Defined Protection ETF - 1 Yr March (BATS:ZMAR)

Number of
Institutional Buyers
(last 12 months)
40
Total
Institutional Inflows
(last 12 months)
$54.67M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$708.88K
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ZMAR Institutional Buying and Selling by Quarter

Innovator Equity Defined Protection ETF - 1 Yr March Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/16/2025 HBW Advisory Services LLC7,725$209K0.0%-8.0%0.196%
10/15/2025 Brookstone Capital Management34,933$946K0.0%+1.7%0.884%
10/7/2025 Canandaigua National Bank & Trust Co.33,980$920K0.1%-1.1%0.860%
9/4/2025Osaic Holdings Inc.26,968$715K0.0%-2.1%0.683%
8/29/2025Evolution Wealth Management Inc.6,379$169K0.2%N/A0.161%
8/27/2025Orion Porfolio Solutions LLC9,310$247K0.0%N/A0.236%
8/15/2025Orion Porfolio Solutions LLC9,310$247K0.0%N/A0.236%
8/14/2025Ausdal Financial Partners Inc.8,352$221K0.0%+6.5%0.211%
8/14/2025Raymond James Financial Inc.154,428$4.10M0.0%+0.6%3.910%
8/12/2025CreativeOne Wealth LLC8,527$226K0.0%N/A0.216%
8/12/2025Archer Investment Corp113,894$3.02M0.7%+214.9%2.883%
8/11/2025Brown Wealth Management LLC52,042$1.38M0.4%N/A1.318%
8/8/2025Cetera Investment Advisers35,341$937K0.0%+43.9%0.895%
8/6/2025AE Wealth Management LLC125,810$3.34M0.0%-9.5%3.185%
8/1/2025FSA Advisors Inc.8,804$233K0.2%N/A0.223%
8/1/2025Ashton Thomas Private Wealth LLC7,732$205K0.0%N/A0.196%
7/30/2025Strategic Blueprint LLC7,717$205K0.0%-20.0%0.195%
7/30/2025Caliber Wealth Management LLC KS795,813$21.10M2.3%N/A20.147%
7/30/2025 Brookstone Capital Management34,334$910K0.0%+52.5%0.869%
7/30/2025IMG Wealth Management Inc.19,296$512K0.4%+18.2%0.489%
7/29/2025Chicago Partners Investment Group LLC20,906$558K0.0%-22.3%0.529%
7/28/2025Harbour Investments Inc.40,553$1.08M0.0%+1.3%1.027%
7/24/2025IFP Advisors Inc4,946$131K0.0%N/A0.125%
7/18/2025Truist Financial Corp23,650$627K0.0%-14.5%0.599%
7/14/2025 AdvisorNet Financial Inc1,737$46K0.0%N/A0.044%
7/11/2025 Farther Finance Advisors LLC3,842$102K0.0%N/A0.097%
7/9/2025 Central Valley Advisors LLC20,841$553K0.2%N/A0.528%
7/9/2025 Lifestyle Asset Management Inc.9,428$250K0.1%N/A0.239%
7/8/2025 Canandaigua National Bank & Trust Co.34,364$911K0.1%+3.2%0.870%
7/2/2025 HBW Advisory Services LLC8,400$223K0.0%N/A0.206%
5/19/2025Jane Street Group LLC199,237$5.13M0.0%N/A4.883%
5/16/2025NewEdge Advisors LLC21,534$555K0.0%N/A0.528%
5/15/2025OLD Mission Capital LLC34,046$877K0.0%N/A0.834%
5/14/2025Kestra Advisory Services LLC49,194$1.27M0.0%N/A1.206%
5/13/2025Raymond James Financial Inc.153,474$3.96M0.0%N/A3.762%
5/9/2025Chicago Partners Investment Group LLC26,918$696K0.0%N/A0.660%
5/8/2025Harbour Investments Inc.40,017$1.03M0.0%N/A0.981%
5/6/2025Cetera Investment Advisers24,563$633K0.0%N/A0.602%
5/6/2025Avantax Advisory Services Inc.22,628$583K0.0%N/A0.555%
5/6/2025AE Wealth Management LLC139,001$3.58M0.0%N/A3.407%
5/5/2025Archer Investment Corp36,165$932K0.2%N/A0.886%
5/2/2025Lineweaver Wealth Advisors LLC62,496$1.61M0.3%N/A1.532%
4/30/2025Wealth Advisory Solutions LLC15,427$398K0.1%N/A0.378%
4/30/2025Trek Financial LLC11,911$307K0.0%N/A0.292%
4/29/2025Brass Tax Wealth Management Inc.12,898$332K0.1%N/A0.316%
4/29/2025Strategic Blueprint LLC9,643$248K0.0%N/A0.236%
4/28/2025Physician Wealth Advisors Inc.2,000$52K0.0%N/A0.051%
4/25/2025Canandaigua National Bank & Trust Co.33,297$858K0.1%N/A0.843%
4/23/2025IMG Wealth Management Inc.16,324$421K0.4%N/A0.413%
4/23/2025Continuum Advisory LLC1,949$50K0.0%N/A0.049%
4/22/2025Bright Futures Wealth Management LLC.89,497$2.28M2.4%N/A2.266%
4/22/2025Worth Financial Advisory Group LLC9,170$236K0.1%N/A0.232%
4/21/2025Kingswood Wealth Advisors LLC9,098$234K0.0%N/A0.230%
4/11/2025KFG Wealth Management LLC10,531$271K0.0%N/A0.267%
4/10/2025CGN Advisors LLC9,686$250K0.0%N/A0.245%
(Data available from 1/1/2016 forward)

ZMAR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ZMAR shares?

During the previous two years, 42 institutional investors and hedge funds held shares of Innovator Equity Defined Protection ETF - 1 Yr March. The most heavily invested institutionals were Caliber Wealth Management LLC KS ($21.10M), Jane Street Group LLC ($5.13M), Raymond James Financial Inc. ($4.10M), AE Wealth Management LLC ($3.34M), Archer Investment Corp ($3.02M), Bright Futures Wealth Management LLC. ($2.28M), and Lineweaver Wealth Advisors LLC ($1.61M).Learn more on Innovator Equity Defined Protection ETF - 1 Yr March's institutional investors.

Which institutional investors have been buying Innovator Equity Defined Protection ETF - 1 Yr March's stock?

Of the 40 institutional investors that purchased Innovator Equity Defined Protection ETF - 1 Yr March's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Caliber Wealth Management LLC KS ($795.81K), Jane Street Group LLC ($199.24K), Raymond James Financial Inc. ($154.43K), AE Wealth Management LLC ($139.00K), Archer Investment Corp ($113.89K), Bright Futures Wealth Management LLC. ($89.50K), and Lineweaver Wealth Advisors LLC ($62.50K).

How much institutional buying is happening at Innovator Equity Defined Protection ETF - 1 Yr March?

Institutional investors have bought a total of 2,094,781 shares in the last 24 months. This purchase volume represents approximately $54.67M in transactions.

Which of Innovator Equity Defined Protection ETF - 1 Yr March's major shareholders have been selling company stock?

The following institutional investors have sold Innovator Equity Defined Protection ETF - 1 Yr March stock in the last 24 months: AE Wealth Management LLC ($13.19K), Chicago Partners Investment Group LLC ($6.01K), Truist Financial Corp ($4K), Strategic Blueprint LLC ($1.93K), HBW Advisory Services LLC ($675.00), Osaic Holdings Inc. ($565.00), and Canandaigua National Bank & Trust Co. ($384.00).

How much institutional selling is happening at Innovator Equity Defined Protection ETF - 1 Yr March?

Institutional investors have sold a total of 26,753 shares in the last 24 months. This volume of shares sold represents approximately $708.88K in transactions.


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This page (BATS:ZMAR) was last updated on 10/17/2025 by MarketBeat.com Staff
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