Inovatr E D PRCT ETF - 1 MarZMARETF
13F holders, Q4 2025 (December 31)61holders +1
6new positions
7sold out
$27.49avg. 13F price*
At the end of Q4 2025, 61 institutions reported holding Inovatr E D PRCT ETF - 1 Mar (ZMAR) in their 13F filings, up 1 from Q3 2025. 6 opened new positions and 7 sold out. The largest holders were Caliber Wealth Management, LLC / KS ($21.8M), Commonwealth Equity Services, LLC ($3.4M) and Raymond James Financial Inc. ($3.1M).
- Company
- Inovatr E D PRCT ETF - 1 Mar
- Filed as
- INNOVATOR ETFS TRUST (Q4 2025)
- CUSIP
- 45784N742
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $701K |
| Exits | 7 | $1.6M |
All 13F filers, Q3 2025 → Q4 2025: 46,788 shares bought and 303,888 shares sold, net −257,100 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 61 holders
| Caliber Wealth Management, LLC / KS | 2.35% | Reduce -0.1% | 794,245 | $21.8M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -4.8% | 124,252 | $3.4M |
| Raymond James Financial Inc. | 0.00% | Reduce -29.1% | 113,147 | $3.1M |
| Composition Wealth, LLC | 0.03% | No change | 79,678 | $2.2M |
| Lineweaver Wealth Advisors, LLC | 0.21% | Reduce -8.3% | 57,329 | $1.6M |
| Kestra Advisory Services, LLC | 0.01% | No change | 46,232 | $1.3M |
| Cetera Investment Advisers | 0.00% | Add +11.4% | 44,672 | $1.2M |
| Archer Investment Corp | 0.27% | Reduce -61.9% | 43,173 | $1.2M |
| Old Mission Capital LLC | 0.04% | Add +7.6% | 39,688 | $1.1M |
| AE Wealth Management LLC | 0.01% | Reduce -63.9% | 38,903 | $1.1M |
| Brown Wealth Management, LLC | 0.28% | Add +8.6% | 38,360 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | No change | 35,749 | $983K |
| Canandaigua National Bank & Trust Co. | 0.08% | No change | 33,980 | $934K |
| Brookstone Capital Management | 0.01% | Reduce -7.7% | 32,244 | $887K |
| Susquehanna International Group, LLP | 0.00% | Add +42.7% | 31,531 | $867K |
| Beam Wealth Advisors, Inc. | 0.19% | No change | 25,705 | $707K |
| COFG Advisors, LLC | 0.17% | — | 24,970 | $687K |
| LPL Financial LLC | 0.00% | No change | 24,378 | $670K |
| Corient Private Wealth LP | 0.00% | No change | 24,000 | $660K |
| Truist Financial Corp. | 0.00% | Reduce -7.2% | 21,939 | $603K |
| Central Valley Advisors, LLC | 0.17% | No change | 20,841 | $573K |
| IMG Wealth Management, Inc. | 0.34% | No change | 19,296 | $531K |
| Continuum Wealth Advisors, LLC | 0.20% | No change | 18,877 | $519K |
| Wealth Advisory Solutions, LLC | 0.11% | Add +0.1% | 17,385 | $478K |
| Glen Eagle Advisors, LLC | 0.06% | Reduce -7.8% | 15,045 | $414K |
| Liberty Atlantic Advisors LLC | 0.39% | — | 14,434 | $397K |
| Waverly Advisors, LLC | 0.00% | New | 14,008 | $385K |
| Beacon Pointe Advisors, LLC | 0.00% | No change | 12,573 | $346K |
| Trek Financial, LLC | 0.02% | Reduce -2.3% | 11,593 | $319K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +8.8% | 11,436 | $314K |
| KFG Wealth Management, LLC | 0.04% | No change | 10,531 | $290K |
| Kovack Advisors, Inc. | 0.01% | New | 10,467 | $288K |
| Apriem Advisors | 0.02% | No change | 9,700 | $267K |
| CGN Advisors LLC | 0.02% | No change | 9,686 | $266K |
| HighTower Advisors, LLC | 0.00% | No change | 9,539 | $262K |
| Lifestyle Asset Management, Inc. | 0.08% | Reduce -1.4% | 9,267 | $255K |
| Worth Financial Advisory Group, LLC | 0.12% | No change | 9,170 | $252K |
| Integrity Advisory Solutions, LLC | 0.04% | Reduce -31.7% | 8,899 | $245K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -0.3% | 8,480 | $233K |
| Tradition Wealth Management, LLC | 0.02% | No change | 8,446 | $232K |
| Ausdal Financial Partners, Inc. | 0.01% | No change | 8,349 | $230K |
| Kingswood Wealth Advisors, LLC | 0.01% | No change | 8,153 | $224K |
| Vantage Financial Partners, LLC | 0.04% | No change | 7,925 | $218K |
| Ashton Thomas Private Wealth, LLC | 0.01% | No change | 7,732 | $213K |
| HBW Advisory Services LLC | 0.02% | No change | 7,725 | $212K |
| Strategic Blueprint, LLC | 0.01% | No change | 7,717 | $212K |
| Evolution Wealth Management Inc. | 0.14% | No change | 5,990 | $165K |
| IFP Advisors, Inc | 0.00% | No change | 4,946 | $136K |
| Farther Finance Advisors, LLC | 0.00% | No change | 3,842 | $106K |
| Physician Wealth Advisors, Inc. | 0.01% | No change | 2,000 | $55K |
| Harbour Investments, Inc. | 0.00% | Reduce -96.1% | 1,508 | $41K |
| UBS Group AG | 0.00% | Add +61.9% | 1,070 | $29K |
| Cwm, LLC | 0.00% | No change | 540 | $15K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 404 | $11K |
| JPMorgan Chase & Co. | 0.00% | No change | 389 | $11K |
| JDM Financial Group LLC | 0.00% | No change | 386 | $11K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +51.8% | 334 | $9K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 300 | $8K |
| CoreCap Advisors, LLC | 0.00% | New | 218 | $6K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 155 | $4K |
| Bank of America Corp. | 0.00% | New | 100 | $3K |
"% 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.