Innovator ETFs Trust - ZMAR
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 245,533 | 6,928 | 0.02% | 0.02% | 1 | -65,399 | -21.03% | Q2 2026 | Jul 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 147,873 | 4,172 | 0.01% | 0.01% | 2 | -10,091 | -6.39% | Q2 2026 | Jul 29, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 128,863 | 3,635 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | New | 111,567 | 3,147 | 0.27% | — | 4 | +111,567 | New | Q2 2026 | Jul 07, 2026 |
| Cetera Investment Advisers | History | Reduced | 108,138 | 3,051 | 0.0% | 0.0% | 5 | -1,150 | -1.05% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 102,618 | 2,895 | 0.0% | 0.0% | 6 | -6,770 | -6.19% | Q2 2026 | Aug 14, 2026 |
| CANANDAIGUA NATIONAL CORP | History | No change | 100,596 | 2,775 | 0.25% | 0.25% | 7 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Lineweaver Wealth Advisors, LLC | History | No change | 84,609 | 2,387 | 0.28% | 0.31% | 8 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 75,720 | 2,136 | 0.0% | 0.0% | 9 | +9,971 | 15.17% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 66,027 | 1,862 | 0.01% | 0.01% | 10 | -20,583 | -23.77% | Q2 2026 | Jul 28, 2026 |
| Composition Wealth, LLC | History | Reduced | 63,035 | 1,778 | 0.02% | 0.02% | 11 | -24 | -0.04% | Q2 2026 | Jul 22, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 57,772 | 1,630 | 0.0% | 0.0% | 12 | +36,348 | 169.66% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Added to | 45,281 | 1,277 | 0.0% | 0.0% | 13 | +20,903 | 85.75% | Q2 2026 | Aug 07, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 39,804 | 1,123 | 0.02% | — | 14 | +39,804 | New | Q2 2026 | Aug 14, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 37,949 | 1,070 | 0.11% | 0.1% | 15 | +9,812 | 34.87% | Q2 2026 | Jul 31, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | Added to | 37,689 | 1,063 | 0.24% | 0.23% | 16 | +4,793 | 14.57% | Q2 2026 | Jul 20, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Added to | 37,599 | 1,060 | 0.12% | 0.13% | 17 | +938 | 2.56% | Q2 2026 | Jul 22, 2026 |
| HRT FINANCIAL LP | History | New | 36,107 | 1,018 | 0.0% | — | 18 | +36,107 | New | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 35,059 | 989 | 0.0% | 0.0% | 19 | +9,000 | 34.54% | Q2 2026 | Aug 07, 2026 |
| AE Wealth Management LLC | History | No change | 34,786 | 981 | 0.0% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Brookstone Capital Management | History | Added to | 33,413 | 942 | 0.01% | 0.01% | 21 | +2,602 | 8.45% | Q2 2026 | Jul 15, 2026 |
| Archer Investment Corp | History | Added to | 31,185 | 879 | 0.17% | 0.15% | 22 | +6,330 | 25.47% | Q2 2026 | Aug 03, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 27,952 | 788 | 0.08% | 0.11% | 23 | -9,779 | -25.92% | Q2 2026 | Jul 22, 2026 |
| IMG Wealth Management, Inc. | History | Reduced | 27,639 | 779 | 0.43% | 0.5% | 24 | -1,015 | -3.54% | Q2 2026 | Aug 07, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | No change | 25,705 | 725 | 0.16% | 0.18% | 25 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | Reduced | 23,311 | 657 | 0.17% | 0.18% | 26 | -742 | -3.08% | Q2 2026 | Jul 21, 2026 |
| COFG Advisors, LLC | History | Reduced | 22,725 | 641 | 0.11% | 0.18% | 27 | -3,875 | -14.57% | Q2 2026 | Aug 14, 2026 |
| Trek Financial, LLC | History | No change | 21,149 | 596 | 0.03% | 0.03% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Corient Private Wealth LP | History | No change | 20,000 | 564 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Wealth Advisory Solutions, LLC | History | Added to | 19,531 | 551 | 0.11% | 0.11% | 30 | +2,146 | 12.34% | Q2 2026 | Jul 24, 2026 |
| CONTINUUM WEALTH ADVISORS, LLC | History | No change | 18,877 | 532 | 0.18% | 0.22% | 31 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 16,893 | 476 | 0.0% | 0.0% | 32 | +4,223 | 33.33% | Q2 2026 | Sep 23, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 15,765 | 444 | 0.03% | 0.03% | 33 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 14,731 | 415 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Liberty Atlantic Advisors LLC | History | No change | 14,434 | 407 | 0.29% | 0.34% | 35 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Waverly Advisors, LLC | History | No change | 14,008 | 395 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 13,840 | 390 | 0.03% | 0.03% | 37 | -142 | -1.02% | Q2 2026 | Jul 27, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 13,773 | 388 | 0.05% | 0.06% | 38 | -730 | -5.03% | Q2 2026 | Aug 14, 2026 |
| Kovack Advisors, Inc. | History | Added to | 13,701 | 386 | 0.02% | 0.02% | 39 | +2,158 | 18.7% | Q2 2026 | Jul 28, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 13,349 | 376 | 0.01% | 0.01% | 40 | -107 | -0.8% | Q2 2026 | Aug 13, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 13,012 | 367 | 0.02% | 0.02% | 41 | +1,565 | 13.67% | Q2 2026 | Aug 11, 2026 |
| Intentional Wealth Strategies, LLC | History | Reduced | 12,579 | 354 | 0.33% | 0.33% | 42 | -154 | -1.21% | Q2 2026 | Jul 28, 2026 |
| Ameritas Advisory Services, LLC | History | New | 12,239 | 345 | 0.01% | — | 43 | +12,239 | New | Q2 2026 | Aug 14, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 11,749 | 331 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 10,920 | 309 | 0.0% | 0.0% | 45 | +220 | 2.06% | Q2 2026 | Jul 15, 2026 |
| Pathstone Holdings, LLC | History | No change | 10,890 | 307 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Souders Financial Advisors | History | No change | 10,800 | 304 | 0.03% | 0.03% | 47 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CITADEL ADVISORS LLC | History | New | 10,654 | 300 | 0.0% | — | 48 | +10,654 | New | Q2 2026 | Sep 02, 2026 |
| Apriem Advisors | History | No change | 9,700 | 273 | 0.02% | 0.03% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CGN Advisors LLC | History | No change | 9,686 | 273 | 0.02% | 0.02% | 50 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 9,456 | 266 | 0.0% | 0.0% | 51 | +75 | 0.8% | Q2 2026 | Aug 04, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Added to | 9,288 | 262 | 0.07% | 0.07% | 52 | +362 | 4.06% | Q2 2026 | Jul 15, 2026 |
| Worth Financial Advisory Group, LLC | History | New | 9,170 | 258 | 0.11% | — | 53 | +9,170 | New | Q2 2026 | Jul 30, 2026 |
| SYKON CAPITAL LLC | History | Reduced | 9,100 | 256 | 0.08% | 0.1% | 54 | -1,500 | -14.15% | Q2 2026 | Aug 12, 2026 |
| Advisory Services Network, LLC | History | No change | 9,057 | 255 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 8,959 | 252 | 0.01% | 0.01% | 56 | -72 | -0.8% | Q2 2026 | Jul 07, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 8,689 | 245 | 0.0% | 0.0% | 57 | -36 | -0.41% | Q2 2026 | Jul 17, 2026 |
| Five Pine Wealth Management | History | Reduced | 8,332 | 235 | 0.13% | 0.18% | 58 | -2,348 | -21.99% | Q2 2026 | Aug 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 8,114 | 228 | 0.0% | 0.0% | 59 | +315 | 4.04% | Q2 2026 | Jul 27, 2026 |
| Summit Financial, LLC | History | New | 7,965 | 224 | 0.0% | — | 60 | +7,965 | New | Q2 2026 | Aug 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 7,839 | 221 | 0.0% | 0.0% | 61 | +4,884 | 165.28% | Q2 2026 | Aug 12, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 7,732 | 218 | 0.0% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HBW ADVISORY SERVICES LLC | History | No change | 7,725 | 217 | 0.02% | 0.02% | 63 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| JSF Financial, LLC | History | No change | 7,703 | 217 | 0.03% | 0.04% | 64 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Mutual Advisors, LLC | History | No change | 7,675 | 216 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 7,683 | 216 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FSA Advisors, Inc. | History | No change | 7,580 | 213 | 0.1% | 0.14% | 67 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| OPTIMA CAPITAL LLC | History | New | 7,375 | 208 | 0.08% | — | 68 | +7,375 | New | Q2 2026 | Jul 24, 2026 |
| Continuum Advisory, LLC | History | Reduced | 7,279 | 205 | 0.02% | 0.02% | 69 | -64 | -0.87% | Q2 2026 | Aug 06, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 7,270 | 205 | 0.0% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Prasad Wealth Partners, LLC | History | New | 7,250 | 204 | 0.05% | — | 71 | +7,250 | New | Q2 2026 | Jul 29, 2026 |
| Lifestyle Asset Management, Inc. | History | Reduced | 7,209 | 203 | 0.05% | 0.07% | 72 | -519 | -6.72% | Q2 2026 | Jul 20, 2026 |
| Prostatis Group LLC | History | New | 7,152 | 201 | 0.05% | — | 73 | +7,152 | New | Q2 2026 | Aug 14, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 6,602 | 186 | 0.11% | 0.13% | 74 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 4,676 | 131 | 0.0% | 0.0% | 75 | -55 | -1.16% | Q2 2026 | Jul 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 3,600 | 101 | 0.0% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CWM, LLC | History | No change | 2,540 | 70 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 2,000 | 56 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Allworth Financial LP | History | No change | 1,440 | 40 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 1,080 | 30 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 404 | 11 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JDM Financial Group LLC | History | No change | 386 | 10 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 155 | 4 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ROYAL BANK OF CANADA | History | No change | 100 | 3 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 81 | 2 | 0.0% | 0.0% | 85 | -154 | -65.53% | Q2 2026 | Aug 13, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 90 | 2 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| IFP Advisors, Inc | History | Reduced | 50 | 1 | 0.0% | 0.0% | 87 | -4,896 | -98.99% | Q2 2026 | Jul 20, 2026 |
| SYON CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -14,524 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Chicago Partners Investment Group LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,579 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Stonebrook Private Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -7,948 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Strategic Blueprint, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,717 | -100.0% | Q2 2026 | Jul 23, 2026 |
| TopTier Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -6,552 | -100.0% | Q2 2026 | Jul 14, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -3,600 | -100.0% | Q2 2026 | Aug 14, 2026 |