Inovatr E D PRCT ETF - 1 MarZMARETF

13F holders, Q1 2026 (March 31)
83holders +22
29new positions
7sold out
$27.59avg. 13F price*

At the end of Q1 2026, 83 institutions reported holding Inovatr E D PRCT ETF - 1 Mar (ZMAR) in their 13F filings, up 22 from Q4 2025. 29 opened new positions and 7 sold out. The largest holders were Cambridge Investment Research Advisors, Inc. ($8.6M), Commonwealth Equity Services, LLC ($4.4M) and Truist Financial Corp. ($3.6M).

Company
Inovatr E D PRCT ETF - 1 Mar
Filed as
INNOVATOR ETFS TRUST (Q1 2026)
CUSIP
45784N742
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080100 Q1 2025: 39Q1 2025Q2 2025: 57Q2 2025Q3 2025: 60Q3 2025Q4 2025: 61Q4 2025Q1 2026: 83Q1 2026Q2 2026: 85Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions29$7.1M
Exits7$1.7M

All 13F filers, Q4 2025 → Q1 2026: 956,020 shares bought and 883,237 shares sold, net +72,783 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 83 holders

Cambridge Investment Research Advisors, Inc. 0.02% Add +2618.9% 310,932 $8.6M
Commonwealth Equity Services, LLC 0.01% Add +27.1% 157,964 $4.4M
Truist Financial Corp. 0.00% Add +487.4% 128,863 $3.6M
Raymond James Financial Inc. 0.00% Reduce -3.3% 109,388 $3.0M
Cetera Investment Advisers 0.00% Add +144.7% 109,288 $3.0M
Canandaigua National Corp. 0.25% — 100,596 $2.8M
Kestra Advisory Services, LLC 0.01% Add +87.3% 86,610 $2.4M
Lineweaver Wealth Advisors, LLC 0.31% Add +47.6% 84,609 $2.3M
Osaic Holdings, Inc. 0.00% Add +83.9% 65,749 $1.8M
Composition Wealth, LLC 0.02% Reduce -20.9% 63,059 $1.7M
Caliber Wealth Management, LLC / KS 0.11% Reduce -95.3% 37,731 $1.0M
KFG Wealth Management, LLC 0.13% Add +248.1% 36,661 $1.0M
AE Wealth Management LLC 0.01% Reduce -10.6% 34,786 $960K
Brown Wealth Management, LLC 0.23% Reduce -14.2% 32,896 $907K
Brookstone Capital Management 0.01% Reduce -4.4% 30,811 $850K
IMG Wealth Management, Inc. 0.50% Add +48.5% 28,654 $790K
Integrity Advisory Solutions, LLC 0.10% Add +216.2% 28,137 $776K
COFG Advisors, LLC 0.18% Add +6.5% 26,600 $734K
MML Investors Services, LLC 0.00% New 26,059 $719K
Beam Wealth Advisors, Inc. 0.18% No change 25,705 $709K
Archer Investment Corp 0.15% Reduce -42.4% 24,855 $686K
LPL Financial LLC 0.00% No change 24,378 $672K
Central Valley Advisors, LLC 0.18% Add +15.4% 24,053 $664K
Susquehanna International Group, LLP 0.00% Reduce -32.0% 21,424 $591K
Trek Financial, LLC 0.03% Add +82.4% 21,149 $583K
Corient Private Wealth LP 0.00% Reduce -16.7% 20,000 $552K
Continuum Wealth Advisors, LLC 0.22% No change 18,877 $521K
Wealth Advisory Solutions, LLC 0.11% No change 17,385 $480K
Main Street Financial Solutions, LLC 0.03% New 15,765 $435K
Beacon Pointe Advisors, LLC 0.00% Add +17.2% 14,731 $406K
Syon Capital LLC 0.02% New 14,524 $401K
Glen Eagle Advisors, LLC 0.06% Reduce -3.6% 14,503 $400K
Liberty Atlantic Advisors LLC 0.34% No change 14,434 $398K
Waverly Advisors, LLC 0.00% No change 14,008 $386K
Clear Creek Financial Management, LLC 0.03% New 13,982 $386K
Chicago Partners Investment Group LLC 0.01% New 13,579 $380K
CreativeOne Wealth, LLC 0.01% Add +58.7% 13,456 $371K
Intentional Wealth Strategies, LLC 0.33% — 12,733 $351K
Envestnet Asset Management Inc. 0.00% New 12,670 $350K
Ausdal Financial Partners, Inc. 0.01% Add +40.7% 11,749 $324K
Kovack Advisors, Inc. 0.02% Add +10.3% 11,543 $318K
Tradition Wealth Management, LLC 0.02% Add +35.5% 11,447 $316K
Pathstone Holdings, LLC 0.00% New 10,890 $300K
Souders Financial Advisors 0.03% New 10,800 $298K
Wealth Enhancement Advisory Services, LLC 0.00% New 10,700 $296K
Five Pine Wealth Management 0.18% New 10,680 $295K
Sykon Capital LLC 0.10% New 10,600 $292K
Apriem Advisors 0.03% No change 9,700 $268K
CGN Advisors LLC 0.02% No change 9,686 $267K
Principal Securities, Inc. 0.00% New 9,381 $259K
Advisory Services Network, LLC 0.00% New 9,057 $250K
Dynamic Advisor Solutions LLC 0.01% New 9,031 $249K
Comprehensive Financial Consultants Institutional, Inc. 0.07% New 8,926 $246K
Farther Finance Advisors, LLC 0.00% Add +127.1% 8,725 $241K
Stonebrook Private Inc. 0.05% New 7,948 $219K
Concurrent Investment Advisors, LLC 0.00% New 7,799 $215K
Ashton Thomas Private Wealth, LLC 0.01% No change 7,732 $213K
Lifestyle Asset Management, Inc. 0.07% Reduce -16.6% 7,728 $213K
HBW Advisory Services LLC 0.02% No change 7,725 $213K
Strategic Blueprint, LLC 0.01% No change 7,717 $213K
JSF Financial, LLC 0.04% New 7,703 $212K
Kingswood Wealth Advisors, LLC 0.01% Reduce -5.8% 7,683 $212K
Mutual Advisors, LLC 0.00% New 7,675 $212K
FSA Advisors, Inc. 0.14% New 7,580 $209K
Continuum Advisory, LLC 0.02% New 7,343 $203K
Axxcess Wealth Management, LLC 0.01% New 7,270 $201K
Evolution Wealth Management Inc. 0.13% Add +10.2% 6,602 $182K
TopTier Wealth Management, LLC 0.11% New 6,552 $181K
IFP Advisors, Inc 0.00% No change 4,946 $136K
CoreCap Advisors, LLC 0.00% Add +2070.2% 4,731 $131K
Rothschild Investment LLC 0.01% New 3,600 $99K
MAI Capital Management 0.00% New 3,600 $99K
Harbour Investments, Inc. 0.00% Add +96.0% 2,955 $82K
Cwm, LLC 0.00% Add +370.4% 2,540 $70K
Physician Wealth Advisors, Inc. 0.01% No change 2,000 $55K
Allworth Financial LP 0.00% New 1,440 $40K
DHJJ Financial Advisors, Ltd. 0.01% New 1,080 $30K
Steward Partners Investment Advisory, LLC 0.00% No change 404 $11K
JDM Financial Group LLC 0.00% No change 386 $11K
O'shaughnessy Asset Management, LLC 0.00% Reduce -29.6% 235 $6K
Keating Financial Advisory Services, Inc. 0.00% No change 155 $4K
Royal Bank of Canada 0.00% New 100 $3K
Capital Investment Advisory Services, LLC 0.00% New 90 $2K

"% 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.