Inovatr E D PRCT ETF - 1 MarZMARETF
13F holders, Q3 2025 (September 30)60holders +3
7new positions
5sold out
$27.08avg. 13F price*
At the end of Q3 2025, 60 institutions reported holding Inovatr E D PRCT ETF - 1 Mar (ZMAR) in their 13F filings, up 3 from Q2 2025. 7 opened new positions and 5 sold out. The largest holders were Caliber Wealth Management, LLC / KS ($21.5M), Raymond James Financial Inc. ($4.3M) and Commonwealth Equity Services, LLC ($3.5M).
- Company
- Inovatr E D PRCT ETF - 1 Mar
- Filed as
- INNOVATOR ETFS TRUST (Q3 2025)
- CUSIP
- 45784N742
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $2.4M |
| Exits | 5 | $1.3M |
All 13F filers, Q2 2025 → Q3 2025: 121,172 shares bought and 179,695 shares sold, net −58,523 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 60 holders
| Caliber Wealth Management, LLC / KS | 2.40% | Reduce -0.1% | 794,849 | $21.5M |
| Raymond James Financial Inc. | 0.00% | Add +3.3% | 159,535 | $4.3M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -38.0% | 130,468 | $3.5M |
| Archer Investment Corp | 0.69% | Reduce -0.4% | 113,440 | $3.1M |
| AE Wealth Management LLC | 0.02% | Reduce -14.3% | 107,785 | $2.9M |
| Composition Wealth, LLC | 0.03% | No change | 79,678 | $2.2M |
| Lineweaver Wealth Advisors, LLC | 0.25% | No change | 62,537 | $1.7M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -12.9% | 46,232 | $1.3M |
| Cetera Investment Advisers | 0.00% | Add +13.5% | 40,106 | $1.1M |
| Harbour Investments, Inc. | 0.02% | Reduce -3.7% | 39,055 | $1.1M |
| Old Mission Capital LLC | 0.04% | Add +15.8% | 36,892 | $999K |
| Osaic Holdings, Inc. | 0.00% | Add +32.6% | 35,749 | $968K |
| Brown Wealth Management, LLC | 0.27% | Reduce -32.1% | 35,335 | $957K |
| Brookstone Capital Management | 0.01% | Add +1.7% | 34,933 | $946K |
| Canandaigua National Bank & Trust Co. | 0.08% | Reduce -1.1% | 33,980 | $920K |
| Beam Wealth Advisors, Inc. | 0.19% | New | 25,705 | $696K |
| LPL Financial LLC | 0.00% | New | 24,378 | $660K |
| Corient Private Wealth LP | 0.00% | No change | 24,000 | $650K |
| Truist Financial Corp. | 0.00% | No change | 23,650 | $640K |
| Susquehanna International Group, LLP | 0.00% | Add +29.6% | 22,094 | $598K |
| Central Valley Advisors, LLC | 0.17% | No change | 20,841 | $564K |
| IMG Wealth Management, Inc. | 0.35% | No change | 19,296 | $523K |
| Continuum Wealth Advisors, LLC | 0.22% | New | 18,877 | $511K |
| Wealth Advisory Solutions, LLC | 0.11% | Add +12.6% | 17,363 | $470K |
| Glen Eagle Advisors, LLC | 0.06% | Add +5.3% | 16,310 | $442K |
| Buska Wealth Management, LLC | 0.13% | Reduce -0.0% | 15,416 | $417K |
| Mach-1 Financial Group, LLC | 0.06% | New | 13,024 | $353K |
| Integrity Advisory Solutions, LLC | 0.06% | — | 13,024 | $353K |
| Brass Tax Wealth Management, Inc. | 0.06% | No change | 12,898 | $349K |
| Beacon Pointe Advisors, LLC | 0.00% | No change | 12,573 | $340K |
| Trek Financial, LLC | 0.02% | Reduce -0.4% | 11,860 | $321K |
| KFG Wealth Management, LLC | 0.04% | No change | 10,531 | $285K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +3.7% | 10,514 | $285K |
| Apriem Advisors | 0.02% | No change | 9,700 | $263K |
| CGN Advisors LLC | 0.02% | No change | 9,686 | $262K |
| HighTower Advisors, LLC | 0.00% | Reduce -4.2% | 9,539 | $258K |
| Lifestyle Asset Management, Inc. | 0.09% | Reduce -0.3% | 9,396 | $254K |
| Worth Financial Advisory Group, LLC | 0.14% | No change | 9,170 | $248K |
| Continuum Advisory, LLC | 0.03% | Reduce -1.0% | 9,066 | $246K |
| FSA Advisors, Inc. | 0.19% | No change | 8,804 | $238K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -0.3% | 8,501 | $230K |
| Tradition Wealth Management, LLC | 0.02% | No change | 8,446 | $229K |
| Ausdal Financial Partners, Inc. | 0.01% | Reduce -0.0% | 8,349 | $226K |
| Kingswood Wealth Advisors, LLC | 0.01% | Reduce -10.4% | 8,153 | $221K |
| Vantage Financial Partners, LLC | 0.05% | Reduce -0.7% | 7,925 | $215K |
| Ashton Thomas Private Wealth, LLC | 0.01% | No change | 7,732 | $209K |
| HBW Advisory Services LLC | 0.02% | Reduce -8.0% | 7,725 | $209K |
| Strategic Blueprint, LLC | 0.01% | No change | 7,717 | $209K |
| Evolution Wealth Management Inc. | 0.17% | Reduce -6.1% | 5,990 | $162K |
| Advisory Services Network, LLC | 0.00% | New | 5,459 | $148K |
| IFP Advisors, Inc | 0.00% | No change | 4,946 | $134K |
| Barclays PLC | 0.00% | No change | 3,919 | $106K |
| Farther Finance Advisors, LLC | 0.00% | No change | 3,842 | $104K |
| Principal Securities, Inc. | 0.00% | Reduce -42.4% | 2,881 | $78K |
| Physician Wealth Advisors, Inc. | 0.01% | No change | 2,000 | $54K |
| UBS Group AG | 0.00% | Add +32950.0% | 661 | $18K |
| Cwm, LLC | 0.00% | No change | 540 | $15K |
| JPMorgan Chase & Co. | 0.00% | New | 389 | $11K |
| JDM Financial Group LLC | 0.00% | No change | 386 | $10K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 220 | $6K |
"% 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.