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ZMAR Institutional Ownership

Innovator ETFs Trust - Innovator Equity Defined Protection ETF - 1 Yr March
1W: +0.0% 1M: +0.5% YTD: +0.6%
$28.70
+0.05 (+0.19%)
 
Weekly Expected Move ±0.2%
$29 $29 $29 $29 $29
ETF CBOE · AUM $111.8M

Institutional Ownership — ZMAR

91
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
63M
Total Invested
10
New Positions
18
Increased
29
Reduced
6
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (98 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Cambridge Investment Research Advisors 245,533 7M -65,399 -21.0% 5Q SEC ↗
2 COMMONWEALTH EQUITY SERVICES, LLC 147,873 4M -10,091 -6.4% 6Q SEC ↗
3 TRUIST FINANCIAL CORP 128,863 4M — +0.0% 6Q SEC ↗
4 CANANDAIGUA NATIONAL BANK & TRUST CO NEW 111,567 3M — +0.0% 1Q SEC ↗
5 Cetera Investment Advisers 108,138 3M -1,150 -1.1% 6Q SEC ↗
6 RAYMOND JAMES FINANCIAL INC 102,618 3M -6,770 -6.2% 6Q SEC ↗
7 CANANDAIGUA NATIONAL CORP NEW 100,596 3M — +0.0% 1Q SEC ↗
8 Lineweaver Wealth Advisors, LLC 84,609 2M — +0.0% 6Q SEC ↗
9 OSAIC HOLDINGS, INC. 75,720 2M +9,971 +15.2% 6Q SEC ↗
10 Kestra Advisory Services, LLC 66,027 2M -20,583 -23.8% 6Q SEC ↗
11 Composition Wealth, LLC 63,035 2M -24 -0.0% 5Q SEC ↗
12 SUSQUEHANNA INTERNATIONAL GROUP, LLP 57,772 2M +36,348 +169.7% 6Q SEC ↗
13 LPL Financial LLC 45,281 1M +20,903 +85.7% 4Q SEC ↗
14 OLD MISSION CAPITAL LLC NEW 39,804 1M — +0.0% 1Q SEC ↗
15 Integrity Advisory Solutions, LLC 37,949 1M +9,812 +34.9% 4Q SEC ↗
16 BROWN WEALTH MANAGEMENT, LLC 37,689 1M +4,793 +14.6% 5Q SEC ↗
17 KFG WEALTH MANAGEMENT, LLC 37,599 1M +938 +2.6% 6Q SEC ↗
18 HRT FINANCIAL LP NEW 36,107 1M — +0.0% 1Q SEC ↗
19 MML INVESTORS SERVICES, LLC 35,059 1M +9,000 +34.5% 2Q SEC ↗
20 AE Wealth Management LLC 34,786 999K — +0.0% 6Q SEC ↗
21 Brookstone Capital Management 33,413 959K +2,602 +8.4% 6Q SEC ↗
22 Archer Investment Corp 31,185 895K +6,330 +25.5% 6Q SEC ↗
23 Caliber Wealth Management, LLC / KS 27,952 802K -9,779 -25.9% 5Q SEC ↗
24 IMG Wealth Management, Inc. 27,639 793K -1,015 -3.5% 6Q SEC ↗
25 BEAM WEALTH ADVISORS, INC. 25,705 738K — +0.0% 4Q SEC ↗
26 CENTRAL VALLEY ADVISORS, LLC 23,311 669K -742 -3.1% 5Q SEC ↗
27 COFG Advisors, LLC 22,725 652K -3,875 -14.6% 3Q SEC ↗
28 Trek Financial, LLC 21,149 607K — +0.0% 6Q SEC ↗
29 Corient Private Wealth LP 20,000 574K — +0.0% 6Q SEC ↗
30 Wealth Advisory Solutions, LLC 19,531 561K +2,146 +12.3% 6Q SEC ↗
31 CONTINUUM WEALTH ADVISORS, LLC 18,877 542K — +0.0% 4Q SEC ↗
32 ENVESTNET ASSET MANAGEMENT INC 16,893 485K +4,223 +33.3% 2Q SEC ↗
33 Main Street Financial Solutions, LLC 15,765 453K — +0.0% 2Q SEC ↗
34 Beacon Pointe Advisors, LLC 14,731 423K — +0.0% 6Q SEC ↗
35 Liberty Atlantic Advisors LLC 14,434 414K — +0.0% 3Q SEC ↗
36 Waverly Advisors, LLC 14,008 402K — +0.0% 3Q SEC ↗
37 Clear Creek Financial Management, LLC 13,840 397K -142 -1.0% 2Q SEC ↗
38 Glen Eagle Advisors, LLC 13,773 395K -730 -5.0% 6Q SEC ↗
39 Kovack Advisors, Inc. 13,701 393K +2,158 +18.7% 3Q SEC ↗
40 CreativeOne Wealth, LLC 13,349 383K -107 -0.8% 5Q SEC ↗
41 Tradition Wealth Management, LLC 13,012 374K +1,565 +13.7% 5Q SEC ↗
42 Intentional Wealth Strategies, LLC 12,579 361K -154 -1.2% 2Q SEC ↗
43 Ameritas Advisory Services, LLC NEW 12,239 351K — +0.0% 1Q SEC ↗
44 Ausdal Financial Partners, Inc. 11,749 337K — +0.0% 6Q SEC ↗
45 WEALTH ENHANCEMENT ADVISORY SERVICES, 10,920 313K +220 +2.1% 2Q SEC ↗
46 Pathstone Holdings, LLC 10,890 313K — +0.0% 2Q SEC ↗
47 Souders Financial Advisors 10,800 310K — +0.0% 2Q SEC ↗
48 CITADEL ADVISORS LLC NEW 10,654 306K — +0.0% 1Q SEC ↗
49 Apriem Advisors 9,700 278K — +0.0% 5Q SEC ↗
50 CGN Advisors LLC 9,686 278K — +0.0% 6Q SEC ↗
Biggest Increases (19)
HolderAddedChange %Total Shares
SUSQUEHANNA INTERNATIONAL GROUP, LL +36,348 +169.7% 57,772
LPL Financial LLC +20,903 +85.7% 45,281
OSAIC HOLDINGS, INC. +9,971 +15.2% 75,720
Integrity Advisory Solutions, LLC +9,812 +34.9% 37,949
MML INVESTORS SERVICES, LLC +9,000 +34.5% 35,059
Archer Investment Corp +6,330 +25.5% 31,185
HARBOUR INVESTMENTS, INC. +4,884 +165.3% 7,839
BROWN WEALTH MANAGEMENT, LLC +4,793 +14.6% 37,689
ENVESTNET ASSET MANAGEMENT INC +4,223 +33.3% 16,893
Brookstone Capital Management +2,602 +8.4% 33,413
Kovack Advisors, Inc. +2,158 +18.7% 13,701
Wealth Advisory Solutions, LLC +2,146 +12.3% 19,531
CWM, LLC +2,000 +370.4% 2,540
Tradition Wealth Management, LLC +1,565 +13.7% 13,012
KFG WEALTH MANAGEMENT, LLC +938 +2.6% 37,599
Comprehensive Financial Consultants +362 +4.1% 9,288
Concurrent Investment Advisors, LLC +315 +4.0% 8,114
WEALTH ENHANCEMENT ADVISORY SERVICE +220 +2.1% 10,920
PRINCIPAL SECURITIES, INC. +75 +0.8% 9,456
Biggest Decreases (20)
HolderReducedChange %Total Shares
Cambridge Investment Research Advis -65,399 -21.0% 245,533
Kestra Advisory Services, LLC -20,583 -23.8% 66,027
COMMONWEALTH EQUITY SERVICES, LLC -10,091 -6.4% 147,873
Caliber Wealth Management, LLC / KS -9,779 -25.9% 27,952
RAYMOND JAMES FINANCIAL INC -6,770 -6.2% 102,618
IFP Advisors, Inc -4,896 -99.0% 50
COFG Advisors, LLC -3,875 -14.6% 22,725
Five Pine Wealth Management -2,348 -22.0% 8,332
SYKON CAPITAL LLC -1,500 -14.2% 9,100
Cetera Investment Advisers -1,150 -1.1% 108,138
IMG Wealth Management, Inc. -1,015 -3.5% 27,639
CENTRAL VALLEY ADVISORS, LLC -742 -3.1% 23,311
Glen Eagle Advisors, LLC -730 -5.0% 13,773
Lifestyle Asset Management, Inc. -519 -6.7% 7,209
Intentional Wealth Strategies, LLC -154 -1.2% 12,579
O'SHAUGHNESSY ASSET MANAGEMENT, LLC -154 -65.5% 81
Clear Creek Financial Management, L -142 -1.0% 13,840
CreativeOne Wealth, LLC -107 -0.8% 13,349
Dynamic Advisor Solutions LLC -72 -0.8% 8,959
Continuum Advisory, LLC -64 -0.9% 7,279

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms