Inovatr E D PRCT ETF - 1 MarZMARETF
13F holders, Q2 2025 (June 30)57holders +18
23new positions
5sold out
$26.52avg. 13F price*
At the end of Q2 2025, 57 institutions reported holding Inovatr E D PRCT ETF - 1 Mar (ZMAR) in their 13F filings, up 18 from Q1 2025. 23 opened new positions and 5 sold out. The largest holders were Caliber Wealth Management, LLC / KS ($21.1M), Commonwealth Equity Services, LLC ($5.6M) and Raymond James Financial Inc. ($4.1M).
- Company
- Inovatr E D PRCT ETF - 1 Mar
- Filed as
- INNOVATOR ETFS TRUST (Q2 2025)
- CUSIP
- 45784N742
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $28.8M |
| Exits | 5 | $9.6M |
All 13F filers, Q1 2025 → Q2 2025: 1,256,263 shares bought and 433,179 shares sold, net +823,084 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 57 holders
| Caliber Wealth Management, LLC / KS | 2.27% | New | 795,813 | $21.1M |
| Commonwealth Equity Services, LLC | 0.01% | Add +34.8% | 210,367 | $5.6M |
| Raymond James Financial Inc. | 0.00% | Add +0.6% | 154,428 | $4.1M |
| AE Wealth Management LLC | 0.02% | Reduce -9.5% | 125,810 | $3.3M |
| Archer Investment Corp | 0.72% | Add +214.9% | 113,894 | $3.0M |
| Composition Wealth, LLC | 0.04% | New | 79,678 | $2.1M |
| Lineweaver Wealth Advisors, LLC | 0.26% | Add +0.1% | 62,537 | $1.7M |
| Kestra Advisory Services, LLC | 0.01% | Add +7.9% | 53,077 | $1.4M |
| Brown Wealth Management, LLC | 0.43% | New | 52,042 | $1.4M |
| Harbour Investments, Inc. | 0.03% | Add +1.3% | 40,553 | $1.1M |
| Cetera Investment Advisers | 0.00% | Add +43.9% | 35,341 | $937K |
| Canandaigua National Bank & Trust Co. | 0.08% | Add +3.2% | 34,364 | $911K |
| Brookstone Capital Management | 0.01% | Add +52.5% | 34,334 | $910K |
| Old Mission Capital LLC | 0.02% | Reduce -6.5% | 31,846 | $844K |
| Osaic Holdings, Inc. | 0.00% | Reduce -2.0% | 26,968 | $715K |
| Corient Private Wealth LP | 0.00% | No change | 24,000 | $636K |
| Truist Financial Corp. | 0.00% | Reduce -14.5% | 23,650 | $627K |
| Chicago Partners Investment Group LLC | 0.02% | Reduce -22.3% | 20,906 | $558K |
| Central Valley Advisors, LLC | 0.19% | New | 20,841 | $553K |
| IMG Wealth Management, Inc. | 0.40% | Add +18.2% | 19,296 | $512K |
| Susquehanna International Group, LLP | 0.00% | Reduce -65.6% | 17,053 | $452K |
| Glen Eagle Advisors, LLC | 0.06% | No change | 15,495 | $411K |
| Wealth Advisory Solutions, LLC | 0.10% | No change | 15,427 | $409K |
| Buska Wealth Management, LLC | 0.11% | No change | 15,419 | $409K |
| Brass Tax Wealth Management, Inc. | 0.07% | No change | 12,898 | $342K |
| Beacon Pointe Advisors, LLC | 0.00% | No change | 12,573 | $333K |
| Trek Financial, LLC | 0.02% | No change | 11,911 | $316K |
| KFG Wealth Management, LLC | 0.04% | No change | 10,531 | $279K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 10,143 | $269K |
| HighTower Advisors, LLC | 0.00% | New | 9,959 | $264K |
| Wedbush Securities Inc. | 0.01% | New | 9,946 | $264K |
| Apriem Advisors | 0.03% | New | 9,700 | $257K |
| CGN Advisors LLC | 0.02% | No change | 9,686 | $257K |
| Lifestyle Asset Management, Inc. | 0.12% | New | 9,428 | $250K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 9,310 | $247K |
| Worth Financial Advisory Group, LLC | 0.15% | No change | 9,170 | $243K |
| Continuum Advisory, LLC | 0.03% | Add +369.7% | 9,154 | $243K |
| Kingswood Wealth Advisors, LLC | 0.02% | No change | 9,098 | $241K |
| FSA Advisors, Inc. | 0.19% | New | 8,804 | $233K |
| CreativeOne Wealth, LLC | 0.01% | New | 8,527 | $226K |
| Tradition Wealth Management, LLC | 0.02% | New | 8,446 | $224K |
| HBW Advisory Services LLC | 0.03% | New | 8,400 | $223K |
| Ausdal Financial Partners, Inc. | 0.01% | Add +6.5% | 8,352 | $221K |
| HRT Financial LP | 0.00% | New | 8,209 | $217K |
| Vantage Financial Partners, LLC | 0.05% | New | 7,983 | $212K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 7,732 | $205K |
| Strategic Blueprint, LLC | 0.01% | Reduce -20.0% | 7,717 | $205K |
| Evolution Wealth Management Inc. | 0.21% | — | 6,379 | $169K |
| Principal Securities, Inc. | 0.00% | New | 5,002 | $133K |
| IFP Advisors, Inc | 0.00% | New | 4,946 | $131K |
| Barclays PLC | 0.00% | New | 3,919 | $104K |
| Farther Finance Advisors, LLC | 0.00% | New | 3,842 | $102K |
| Physician Wealth Advisors, Inc. | 0.01% | No change | 2,000 | $53K |
| AdvisorNet Financial, Inc | 0.00% | New | 1,737 | $46K |
| Cwm, LLC | 0.00% | No change | 540 | $14K |
| JDM Financial Group LLC | 0.00% | No change | 386 | $10K |
| UBS Group AG | 0.00% | New | 2 | $53 |
"% of holder's portfolio" is ZMAR's weight in each manager's 13F, not the share of Inovatr E D PRCT ETF - 1 Mar the manager owns.