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

$28.52 0.00 (0.00%)
As of 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
27
Total
Institutional Inflows
(last 12 months)
$13.19M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$26.06M
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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
7/7/2026 Canandaigua National Bank & Trust Co.111,567$3.15M0.3%N/A2.824%
5/16/2026 IMG Wealth Management Inc.28,654$790K0.5%+48.5%0.725%
5/16/2026Glen Eagle Advisors LLC14,503$400K0.1%-3.6%0.367%
5/13/2026 Cetera Investment Advisers109,288$3.02M0.0%+144.6%2.767%
5/8/2026 JSF Financial LLC7,703$212K0.0%N/A0.195%
5/6/2026 FSA Advisors Inc.7,580$209K0.1%N/A0.192%
5/4/2026 Archer Investment Corp24,855$686K0.1%-42.4%0.629%
5/4/2026 Chicago Partners Investment Group LLC13,579$380K0.0%N/A0.344%
4/30/2026 Kestra Advisory Services LLC86,610$2.39M0.0%+87.3%2.193%
4/29/2026 Axxcess Wealth Management LLC7,270$201K0.0%N/A0.184%
4/28/2026 Evolution Wealth Management Inc.6,602$182K0.1%+10.2%0.167%
4/23/2026 Caliber Wealth Management LLC KS37,731$1.04M0.1%-95.2%0.955%
4/23/2026 Continuum Advisory LLC7,343$203K0.0%N/A0.186%
4/21/2026 KFG Wealth Management LLC36,661$1.01M0.1%+248.1%0.928%
4/17/2026 Five Pine Wealth Management10,680$295K0.2%N/A0.270%
4/17/2026 Brookstone Capital Management30,811$850K0.0%-4.4%0.780%
2/18/2026OLD Mission Capital LLC39,688$1.09M0.0%+7.6%1.005%
2/17/2026 Cetera Investment Advisers44,672$1.23M0.0%+11.4%1.131%
2/17/2026 Kovack Advisors Inc.10,467$288K0.0%N/A0.265%
2/16/2026Glen Eagle Advisors LLC15,045$414K0.1%-7.8%0.381%
2/12/2026 Commonwealth Equity Services LLC124,252$3.42M0.0%-4.8%3.146%
2/12/2026 Kovack Advisors Inc.10,467$288K0.0%N/A0.265%
2/10/2026COFG Advisors LLC24,970$687K0.2%N/A0.632%
2/9/2026 Integrity Advisory Solutions LLC8,899$245K0.0%-31.7%0.225%
2/9/2026 Harbour Investments Inc.1,508$41K0.0%-96.1%0.038%
2/6/2026 Brown Wealth Management LLC38,360$1.06M0.3%+8.6%0.971%
2/3/2026 Liberty Atlantic Advisors LLC14,434$397K0.4%N/A0.365%
2/2/2026 Truist Financial Corp21,939$603K0.0%-7.2%0.555%
1/30/2026 Archer Investment Corp43,173$1.19M0.3%-61.9%1.093%
1/28/2026 Caliber Wealth Management LLC KS794,245$21.84M2.3%-0.1%20.107%
1/15/2026 Brookstone Capital Management32,244$887K0.0%-7.7%0.816%
1/14/2026 Lineweaver Wealth Advisors LLC57,329$1.58M0.2%-8.3%1.451%
11/18/2025 Advisory Services Network LLC5,459$148K0.0%N/A0.138%
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%
11/12/2025 Integrity Advisory Solutions LLC13,024$353K0.1%N/A0.330%
11/5/2025 Caliber Wealth Management LLC KS794,849$21.53M2.4%-0.1%20.123%
11/5/2025 Beam Wealth Advisors Inc.25,705$696K0.2%N/A0.651%
11/4/2025 Brown Wealth Management LLC35,335$957K0.3%-32.1%0.895%
11/3/2025 AE Wealth Management LLC107,785$2.92M0.0%-14.3%2.729%
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11/3/2025 Archer Investment Corp113,440$3.07M0.7%-0.4%2.872%
10/27/2025 Wealth Advisory Solutions LLC17,363$470K0.1%+12.5%0.440%
10/24/2025 Continuum Wealth Advisors LLC18,877$511K0.2%N/A0.478%
10/23/2025 Evolution Wealth Management Inc.5,990$162K0.2%-6.1%0.152%
10/23/2025 Kingswood Wealth Advisors LLC8,153$221K0.0%-10.4%0.206%
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%
8/29/2025 Evolution 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%
8/12/2025 CreativeOne Wealth LLC8,527$226K0.0%N/A0.216%
8/12/2025 Archer Investment Corp113,894$3.02M0.7%+214.9%2.883%
8/11/2025 Brown Wealth Management LLC52,042$1.38M0.4%N/A1.318%
8/8/2025 Cetera Investment Advisers35,341$937K0.0%+43.9%0.895%
8/6/2025 AE Wealth Management LLC125,810$3.34M0.0%-9.5%3.185%
8/1/2025 FSA Advisors Inc.8,804$233K0.2%N/A0.223%
8/1/2025 Ashton Thomas Private Wealth LLC7,732$205K0.0%N/A0.196%
7/30/2025 Strategic Blueprint LLC7,717$205K0.0%-20.0%0.195%
7/30/2025 Caliber Wealth Management LLC KS795,813$21.10M2.3%N/A20.147%
7/30/2025 Brookstone Capital Management34,334$910K0.0%+52.5%0.869%
7/30/2025 IMG Wealth Management Inc.19,296$512K0.4%+18.2%0.489%
7/29/2025 Chicago Partners Investment Group LLC20,906$558K0.0%-22.3%0.529%
7/28/2025 Harbour Investments Inc.40,553$1.08M0.0%+1.3%1.027%
7/24/2025 IFP Advisors Inc4,946$131K0.0%N/A0.125%
7/18/2025 Truist 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%
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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%


ZMAR Institutional Ownership - Frequently Asked Questions

During the previous two years, 55 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. ($3.15M), 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 51 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. ($159.54K), Canandaigua National Bank & Trust Co. ($145.93K), AE Wealth Management LLC ($139.00K), Archer Investment Corp ($113.89K), and Cetera Investment Advisers ($104.52K).

Institutional investors have bought a total of 478,288 shares in the last 24 months. This purchase volume represents approximately $13.19M 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 945,547 shares in the last 24 months. This volume of shares sold represents approximately $26.06M 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 7/7/2026. New 13F filings are added each quarter as they're published.
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