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 | Added to | 310,932 | 8,577 | 0.02% | 0.0% | 1 | +299,496 | 2618.89% | Q1 2026 | Apr 30, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 157,964 | 4,357 | 0.01% | 0.0% | 2 | +33,712 | 27.13% | Q1 2026 | Apr 27, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 128,863 | 3,554 | 0.0% | 0.0% | 3 | +106,924 | 487.37% | Q1 2026 | Apr 27, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 109,388 | 3,017 | 0.0% | 0.0% | 4 | -3,759 | -3.32% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 109,288 | 3,014 | 0.0% | 0.0% | 5 | +64,616 | 144.65% | Q1 2026 | May 13, 2026 |
| CANANDAIGUA NATIONAL CORP | History | New | 100,596 | 2,775 | 0.25% | — | 6 | +100,596 | New | Q1 2026 | Apr 08, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 86,610 | 2,389 | 0.01% | 0.01% | 7 | +40,378 | 87.34% | Q1 2026 | Apr 30, 2026 |
| Lineweaver Wealth Advisors, LLC | History | Added to | 84,609 | 2,334 | 0.31% | 0.21% | 8 | +27,280 | 47.58% | Q1 2026 | Apr 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 65,749 | 1,813 | 0.0% | 0.0% | 9 | +30,000 | 83.92% | Q1 2026 | May 15, 2026 |
| Composition Wealth, LLC | History | Reduced | 63,059 | 1,739 | 0.02% | 0.03% | 10 | -16,619 | -20.86% | Q1 2026 | Apr 08, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 37,731 | 1,040 | 0.11% | 2.35% | 11 | -756,514 | -95.25% | Q1 2026 | Apr 23, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Added to | 36,661 | 1,011 | 0.13% | 0.04% | 12 | +26,130 | 248.12% | Q1 2026 | Apr 20, 2026 |
| AE Wealth Management LLC | History | Reduced | 34,786 | 959 | 0.01% | 0.01% | 13 | -4,117 | -10.58% | Q1 2026 | May 13, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | No change | 33,980 | 934 | 0.08% | 0.08% | 14 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | Reduced | 32,896 | 907 | 0.23% | 0.28% | 15 | -5,464 | -14.24% | Q1 2026 | Apr 09, 2026 |
| Brookstone Capital Management | History | Reduced | 30,811 | 849 | 0.01% | 0.01% | 16 | -1,433 | -4.44% | Q1 2026 | Apr 16, 2026 |
| IMG Wealth Management, Inc. | History | Added to | 28,654 | 790 | 0.5% | 0.34% | 17 | +9,358 | 48.5% | Q1 2026 | May 15, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 28,137 | 776 | 0.1% | 0.04% | 18 | +19,238 | 216.18% | Q1 2026 | May 11, 2026 |
| COFG Advisors, LLC | History | Added to | 26,600 | 733 | 0.18% | 0.17% | 19 | +1,630 | 6.53% | Q1 2026 | May 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 26,059 | 718 | 0.0% | — | 20 | +26,059 | New | Q1 2026 | May 04, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | No change | 25,705 | 709 | 0.18% | 0.19% | 21 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Archer Investment Corp | History | Reduced | 24,855 | 685 | 0.15% | 0.27% | 22 | -18,318 | -42.43% | Q1 2026 | May 04, 2026 |
| LPL Financial LLC | History | No change | 24,378 | 672 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | Added to | 24,053 | 663 | 0.18% | 0.17% | 24 | +3,212 | 15.41% | Q1 2026 | Apr 09, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 21,424 | 590 | 0.0% | 0.0% | 25 | -10,107 | -32.05% | Q1 2026 | May 15, 2026 |
| Trek Financial, LLC | History | Added to | 21,149 | 583 | 0.03% | 0.02% | 26 | +9,556 | 82.43% | Q1 2026 | May 13, 2026 |
| Corient Private Wealth LLC | History | Reduced | 20,000 | 551 | 0.0% | 0.0% | 27 | -4,000 | -16.67% | Q1 2026 | May 15, 2026 |
| CONTINUUM WEALTH ADVISORS, LLC | History | No change | 18,877 | 520 | 0.22% | 0.2% | 28 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Wealth Advisory Solutions, LLC | History | No change | 17,385 | 479 | 0.11% | 0.11% | 29 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 14,731 | 406 | 0.0% | 0.0% | 30 | +2,158 | 17.16% | Q1 2026 | May 15, 2026 |
| SYON CAPITAL LLC | History | New | 14,524 | 400 | 0.02% | — | 32 | +14,524 | New | Q1 2026 | May 13, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 14,503 | 400 | 0.06% | 0.06% | 31 | -542 | -3.6% | Q1 2026 | May 15, 2026 |
| Liberty Atlantic Advisors LLC | History | No change | 14,434 | 398 | 0.34% | 0.39% | 33 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Waverly Advisors, LLC | History | No change | 14,008 | 386 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Clear Creek Financial Management, LLC | History | New | 13,982 | 385 | 0.03% | — | 35 | +13,982 | New | Q1 2026 | Apr 22, 2026 |
| Chicago Partners Investment Group LLC | History | New | 13,579 | 380 | 0.01% | — | 36 | +13,579 | New | Q1 2026 | May 04, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 13,456 | 371 | 0.01% | 0.01% | 37 | +4,976 | 58.68% | Q1 2026 | May 15, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 12,733 | 351 | 0.33% | — | 38 | +12,733 | New | Q1 2026 | May 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 12,670 | 349 | 0.0% | — | 39 | +12,670 | New | Q1 2026 | May 04, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 11,749 | 324 | 0.01% | 0.01% | 40 | +3,400 | 40.72% | Q1 2026 | May 12, 2026 |
| Kovack Advisors, Inc. | History | Added to | 11,543 | 318 | 0.02% | 0.01% | 41 | +1,076 | 10.28% | Q1 2026 | May 12, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 11,447 | 315 | 0.02% | 0.02% | 42 | +3,001 | 35.53% | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | New | 10,890 | 300 | 0.0% | — | 43 | +10,890 | New | Q1 2026 | May 11, 2026 |
| Souders Financial Advisors | History | New | 10,800 | 297 | 0.03% | — | 44 | +10,800 | New | Q1 2026 | May 04, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 10,700 | 295 | 0.0% | — | 45 | +10,700 | New | Q1 2026 | Apr 08, 2026 |
| Five Pine Wealth Management | History | New | 10,680 | 294 | 0.18% | — | 46 | +10,680 | New | Q1 2026 | Apr 16, 2026 |
| SYKON CAPITAL LLC | History | New | 10,600 | 292 | 0.1% | — | 47 | +10,600 | New | Q1 2026 | Apr 22, 2026 |
| Apriem Advisors | History | No change | 9,700 | 267 | 0.03% | 0.02% | 48 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CGN Advisors LLC | History | No change | 9,686 | 267 | 0.02% | 0.02% | 49 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | New | 9,381 | 258 | 0.0% | — | 50 | +9,381 | New | Q1 2026 | May 13, 2026 |
| Advisory Services Network, LLC | History | New | 9,057 | 249 | 0.0% | — | 51 | +9,057 | New | Q1 2026 | May 15, 2026 |
| Dynamic Advisor Solutions LLC | History | New | 9,031 | 249 | 0.01% | — | 52 | +9,031 | New | Q1 2026 | Apr 08, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | New | 8,926 | 246 | 0.07% | — | 53 | +8,926 | New | Q1 2026 | May 08, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 8,725 | 240 | 0.0% | 0.0% | 54 | +4,883 | 127.1% | Q1 2026 | Apr 07, 2026 |
| Stonebrook Private Inc. | History | New | 7,948 | 219 | 0.05% | — | 55 | +7,948 | New | Q1 2026 | May 11, 2026 |
| Vantage Financial Partners, LLC | History | No change | 7,925 | 217 | 0.04% | 0.04% | 56 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 7,799 | 215 | 0.0% | — | 57 | +7,799 | New | Q1 2026 | Apr 20, 2026 |
| Lifestyle Asset Management, Inc. | History | Reduced | 7,728 | 213 | 0.07% | 0.08% | 59 | -1,539 | -16.61% | Q1 2026 | Apr 10, 2026 |
| HBW ADVISORY SERVICES LLC | History | No change | 7,725 | 213 | 0.02% | 0.02% | 58 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 7,732 | 213 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| JSF Financial, LLC | History | New | 7,703 | 212 | 0.04% | — | 62 | +7,703 | New | Q1 2026 | May 07, 2026 |
| Strategic Blueprint, LLC | History | No change | 7,717 | 212 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Mutual Advisors, LLC | History | New | 7,675 | 211 | 0.0% | — | 64 | +7,675 | New | Q1 2026 | May 01, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 7,683 | 211 | 0.01% | 0.01% | 63 | -470 | -5.76% | Q1 2026 | Apr 28, 2026 |
| FSA Advisors, Inc. | History | New | 7,580 | 209 | 0.14% | — | 65 | +7,580 | New | Q1 2026 | May 06, 2026 |
| Continuum Advisory, LLC | History | New | 7,343 | 202 | 0.02% | — | 66 | +7,343 | New | Q1 2026 | Apr 22, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 7,270 | 200 | 0.01% | — | 67 | +7,270 | New | Q1 2026 | Apr 29, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 6,602 | 182 | 0.13% | 0.14% | 68 | +612 | 10.22% | Q1 2026 | Apr 27, 2026 |
| TopTier Wealth Management, LLC | History | New | 6,552 | 180 | 0.11% | — | 69 | +6,552 | New | Q1 2026 | May 05, 2026 |
| IFP Advisors, Inc | History | No change | 4,946 | 136 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| CoreCap Advisors, LLC | History | Added to | 4,731 | 130 | 0.0% | 0.0% | 71 | +4,513 | 2070.18% | Q1 2026 | Apr 07, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 3,600 | 99 | 0.01% | — | 72 | +3,600 | New | Q1 2026 | May 07, 2026 |
| MAI Capital Management | History | New | 3,600 | 99 | 0.0% | — | 73 | +3,600 | New | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 2,955 | 81 | 0.0% | 0.0% | 74 | +1,447 | 95.95% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 2,540 | 70 | 0.0% | 0.0% | 75 | +2,000 | 370.37% | Q1 2026 | May 14, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 2,000 | 55 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Allworth Financial LP | History | New | 1,440 | 39 | 0.0% | — | 77 | +1,440 | New | Q1 2026 | May 14, 2026 |
| DHJJ Financial Advisors, Ltd. | History | New | 1,080 | 29 | 0.01% | — | 78 | +1,080 | New | Q1 2026 | Apr 09, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 404 | 11 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| JDM Financial Group LLC | History | No change | 386 | 10 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 235 | 6 | 0.0% | 0.0% | 81 | -99 | -29.64% | Q1 2026 | May 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 155 | 4 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | New | 100 | 3 | 0.0% | — | 83 | +100 | New | Q1 2026 | May 15, 2026 |
| Capital Investment Advisory Services, LLC | History | New | 90 | 2 | 0.0% | — | 84 | +90 | New | Q1 2026 | May 05, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -39,688 | -100.0% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,539 | -100.0% | Q1 2026 | May 05, 2026 |
| Worth Financial Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -9,170 | -100.0% | Q1 2026 | May 04, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -1,070 | -100.0% | Q1 2026 | May 05, 2026 |
| JPMORGAN CHASE & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -389 | -100.0% | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q1 2026 | May 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | May 15, 2026 |