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

$28.71 -0.03 (-0.10%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Innovator Equity Defined Protection ETF - 1 Yr March (BATS:ZMAR)

Number of
Institutional Buyers
(last 12 months)
28
Total
Institutional Inflows
(last 12 months)
$16.41M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$26.12M
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Skip Chart & View Institutional Buying and Selling Data

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
10/14/2026Liberty Atlantic Advisors LLC12,305$352K0.2%-14.7%0.312%
10/8/2026Farther Finance Advisors LLC7,814$224K0.0%-10.1%0.198%
10/7/2026Canandaigua National Bank & Trust Co.107,898$3.09M0.3%N/A2.732%
9/23/2026Envestnet Asset Management Inc.16,893$477K0.0%+33.3%0.428%
9/2/2026Citadel Advisors LLC10,654$301K0.0%N/A0.270%
8/23/2026Ameritas Advisory Services LLC12,239$345K0.0%N/A0.310%
8/21/2026KFG Wealth Management LLC37,599$1.06M0.1%+2.6%0.952%
7/7/2026Canandaigua National Bank & Trust Co.111,567$3.15M0.3%N/A2.824%
5/16/2026IMG Wealth Management Inc.28,654$790K0.5%+48.5%0.725%
5/16/2026Glen Eagle Advisors LLC14,503$400K0.1%-3.6%0.367%
5/13/2026Cetera Investment Advisers109,288$3.02M0.0%+144.6%2.767%
5/8/2026JSF Financial LLC7,703$212K0.0%N/A0.195%
5/6/2026FSA Advisors Inc.7,580$209K0.1%N/A0.192%
5/4/2026Archer Investment Corp24,855$686K0.1%-42.4%0.629%
5/4/2026Chicago Partners Investment Group LLC13,579$380K0.0%N/A0.344%
4/30/2026Kestra Advisory Services LLC86,610$2.39M0.0%+87.3%2.193%
4/29/2026Axxcess Wealth Management LLC7,270$201K0.0%N/A0.184%
4/28/2026Evolution Wealth Management Inc.6,602$182K0.1%+10.2%0.167%
4/23/2026Caliber Wealth Management LLC KS37,731$1.04M0.1%-95.2%0.955%
4/23/2026Continuum Advisory LLC7,343$203K0.0%N/A0.186%
4/21/2026KFG Wealth Management LLC36,661$1.01M0.1%+248.1%0.928%
4/17/2026Five Pine Wealth Management10,680$295K0.2%N/A0.270%
4/17/2026Brookstone Capital Management30,811$850K0.0%-4.4%0.780%
2/18/2026OLD Mission Capital LLC39,688$1.09M0.0%+7.6%1.005%
2/17/2026Cetera Investment Advisers44,672$1.23M0.0%+11.4%1.131%
2/17/2026Kovack Advisors Inc.10,467$288K0.0%N/A0.265%
2/16/2026Glen Eagle Advisors LLC15,045$414K0.1%-7.8%0.381%
2/12/2026Commonwealth Equity Services LLC124,252$3.42M0.0%-4.8%3.146%
2/12/2026Kovack Advisors Inc.10,467$288K0.0%N/A0.265%
2/10/2026COFG Advisors LLC24,970$687K0.2%N/A0.632%
2/9/2026Integrity Advisory Solutions LLC8,899$245K0.0%-31.7%0.225%
2/9/2026Harbour Investments Inc.1,508$41K0.0%-96.1%0.038%
2/6/2026Brown Wealth Management LLC38,360$1.06M0.3%+8.6%0.971%
2/3/2026Liberty Atlantic Advisors LLC14,434$397K0.4%N/A0.365%
2/2/2026Truist Financial Corp21,939$603K0.0%-7.2%0.555%
1/30/2026Archer Investment Corp43,173$1.19M0.3%-61.9%1.093%
1/28/2026Caliber Wealth Management LLC KS794,245$21.84M2.3%-0.1%20.107%
1/15/2026Brookstone Capital Management32,244$887K0.0%-7.7%0.816%
1/14/2026Lineweaver Wealth Advisors LLC57,329$1.58M0.2%-8.3%1.451%
11/18/2025Advisory Services Network LLC5,459$148K0.0%N/A0.138%
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11/17/2025Susquehanna International Group LLP22,094$598K0.0%+29.6%0.559%
11/14/2025Raymond James Financial Inc.159,535$4.32M0.0%+3.3%4.039%
11/12/2025Integrity Advisory Solutions LLC13,024$353K0.1%N/A0.330%
11/5/2025Caliber Wealth Management LLC KS794,849$21.53M2.4%-0.1%20.123%
11/5/2025Beam Wealth Advisors Inc.25,705$696K0.2%N/A0.651%
11/4/2025Brown Wealth Management LLC35,335$957K0.3%-32.1%0.895%
11/3/2025AE Wealth Management LLC107,785$2.92M0.0%-14.3%2.729%
11/3/2025Archer Investment Corp113,440$3.07M0.7%-0.4%2.872%
10/27/2025Wealth Advisory Solutions LLC17,363$470K0.1%+12.5%0.440%
10/24/2025Continuum Wealth Advisors LLC18,877$511K0.2%N/A0.478%
10/23/2025Evolution Wealth Management Inc.5,990$162K0.2%-6.1%0.152%
10/23/2025Kingswood Wealth Advisors LLC8,153$221K0.0%-10.4%0.206%
10/16/2025HBW Advisory Services LLC7,725$209K0.0%-8.0%0.196%
10/15/2025Brookstone Capital Management34,933$946K0.0%+1.7%0.884%
10/7/2025Canandaigua 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%
7/30/2025Brookstone 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%
7/14/2025AdvisorNet Financial Inc1,737$46K0.0%N/A0.044%
7/11/2025Farther Finance Advisors LLC3,842$102K0.0%N/A0.097%
7/9/2025Central Valley Advisors LLC20,841$553K0.2%N/A0.528%
7/9/2025Lifestyle Asset Management Inc.9,428$250K0.1%N/A0.239%
7/8/2025Canandaigua National Bank & Trust Co.34,364$911K0.1%+3.2%0.870%
7/2/2025HBW 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%
Federal Reserve Reveals Disturbing New Plan To Control Your Money (Ad)

A Federal Reserve filing, Docket No. OP-1670, is drawing scrutiny for language that could expand the Fed's visibility into consumer bank transactions. A pilot program is reportedly already underway, with wider rollout at major banks possibly beginning this summer. Martin D. Weiss, PhD, founder of Weiss Ratings, breaks down what the document says and what steps account holders might consider.tc pixel

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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%


ZMAR Institutional Ownership - Frequently Asked Questions

During the previous two years, 58 institutional investors and hedge funds held shares of Innovator Equity Defined Protection ETF - 1 Yr March. The most heavily invested institutionals were Jane Street Group LLC ($5.13M), Raymond James Financial Inc. ($4.32M), Commonwealth Equity Services LLC ($3.42M), Canandaigua National Bank & Trust Co. ($3.09M), Cetera Investment Advisers ($3.02M), AE Wealth Management LLC ($2.92M), and Kestra Advisory Services LLC ($2.39M).Learn more on Innovator Equity Defined Protection ETF - 1 Yr March's institutional investors.

Of the 54 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), Canandaigua National Bank & Trust Co. ($253.83K), Jane Street Group LLC ($199.24K), Raymond James Financial Inc. ($159.54K), AE Wealth Management LLC ($139.00K), Archer Investment Corp ($113.89K), and Cetera Investment Advisers ($104.52K).

Institutional investors have bought a total of 589,241 shares in the last 24 months. This purchase volume represents approximately $16.41M in transactions.

Of the 16 institutional investors that sold Innovator Equity Defined Protection ETF - 1 Yr March's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Caliber Wealth Management LLC KS ($758.08K), Archer Investment Corp ($89.04K), Harbour Investments Inc. ($37.55K), AE Wealth Management LLC ($18.03K), Brown Wealth Management LLC ($16.71K), Commonwealth Equity Services LLC ($6.22K), and Lineweaver Wealth Advisors LLC ($5.21K).

Institutional investors have sold a total of 947,602 shares in the last 24 months. This volume of shares sold represents approximately $26.12M in transactions.


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Institutional ownership data for BATS:ZMAR is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/14/2026. New 13F filings are added each quarter as they're published.
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