INNOVATOR ETFS TRUST (ZMAR)
Institutional ownership reported to the SEC as of Q2 2026, across 6 quarters.
83
Reporting holders
$57.0M
Reported value
0.0%
Held as options
+1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | $4.2M | 147,873 | 0.01% | 6q | -6.4%-$284.7K |
| TRUIST FINANCIAL CORP | $3.6M | 128,863 | 0.00% | 6q | HELD |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $3.1M | 111,567 | 0.27% | 5q | +228.3%+$2.2M |
| Cetera Investment Advisers | $3.1M | 108,138 | 0.00% | 6q | -1.1%-$32.4K |
| RAYMOND JAMES FINANCIAL INC | $2.9M | 102,618 | 0.00% | 6q | -6.2%-$191.0K |
| Lineweaver Wealth Advisors, LLC | $2.4M | 84,609 | 0.28% | 6q | HELD |
| OSAIC HOLDINGS, INC. | $2.1M | 75,720 | 0.00% | 6q | +15.2%+$281.4K |
| Kestra Advisory Services, LLC | $1.9M | 66,027 | 0.01% | 6q | -23.8%-$580.7K |
| Composition Wealth, LLC | $1.8M | 63,035 | 0.02% | 5q | HELD |
| Archer Investment Corp | $1.8M | 62,370 | 0.17% | 6q | +150.9%+$1.1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.6M | 57,772 | 0.00% | 6q | +169.7%+$1.0M |
| BEAM WEALTH ADVISORS, INC. | $1.4M | 51,410 | 0.17% | 4q | +100.0%+$717.2K |
| LPL Financial LLC | $1.3M | 45,281 | 0.00% | 4q | +85.7%+$589.8K |
| Corient Private Wealth LP | $1.1M | 40,000 | 0.00% | 6q | +100.0%+$564.3K |
| OLD MISSION CAPITAL LLC | $1.1M | 39,804 | 0.02% | new | NEW |
| Integrity Advisory Solutions, LLC | $1.1M | 37,949 | 0.11% | 4q | +34.9%+$276.8K |
| BROWN WEALTH MANAGEMENT, LLC | $1.1M | 37,689 | 0.24% | 5q | +14.6%+$135.2K |
| KFG WEALTH MANAGEMENT, LLC | $1.1M | 37,599 | 0.12% | 6q | +2.6%+$26.5K |
| MML INVESTORS SERVICES, LLC | $989.2K | 35,059 | 0.00% | 2q | +34.5%+$253.9K |
| AE Wealth Management LLC | $981.5K | 34,786 | 0.00% | 6q | HELD |
| Brookstone Capital Management | $942.7K | 33,413 | 0.01% | 6q | +8.4%+$73.4K |
| Caliber Wealth Management, LLC / KS | $788.7K | 27,952 | 0.08% | 5q | -25.9%-$275.9K |
| IMG Wealth Management, Inc. | $779.8K | 27,639 | 0.43% | 6q | -3.5%-$28.6K |
| CENTRAL VALLEY ADVISORS, LLC | $657.7K | 23,311 | 0.17% | 5q | -3.1%-$20.9K |
| COFG Advisors, LLC | $641.2K | 22,725 | 0.11% | 3q | -14.6%-$109.3K |
| Trek Financial, LLC | $596.7K | 21,149 | 0.03% | 6q | HELD |
| Wealth Advisory Solutions, LLC | $551.1K | 19,531 | 0.11% | 6q | +12.3%+$60.5K |
| CONTINUUM WEALTH ADVISORS, LLC | $532.6K | 18,877 | 0.18% | 4q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $476.6K | 16,893 | 0.00% | 2q | +33.3%+$119.2K |
| Main Street Financial Solutions, LLC | $444.8K | 15,765 | 0.03% | 2q | HELD |
| FSA Advisors, Inc. | $427.7K | 15,160 | 0.10% | 2q | +100.0%+$213.9K |
| Beacon Pointe Advisors, LLC | $415.6K | 14,731 | 0.00% | 6q | HELD |
| Liberty Atlantic Advisors LLC | $407.3K | 14,434 | 0.29% | 3q | HELD |
| Waverly Advisors, LLC | $395.2K | 14,008 | 0.00% | 3q | HELD |
| Clear Creek Financial Management, LLC | $390.5K | 13,840 | 0.03% | 2q | -1.0%-$4.0K |
| Glen Eagle Advisors, LLC | $388.6K | 13,773 | 0.05% | 6q | -5.0%-$20.6K |
| Kovack Advisors, Inc. | $386.6K | 13,701 | 0.02% | 3q | +18.7%+$60.9K |
| CreativeOne Wealth, LLC | $376.6K | 13,349 | 0.01% | 5q | -0.8%-$3.0K |
| Tradition Wealth Management, LLC | $367.1K | 13,012 | 0.02% | 5q | +13.7%+$44.2K |
| Intentional Wealth Strategies, LLC | $354.9K | 12,579 | 0.33% | 2q | -1.2%-$4.3K |
| Ameritas Advisory Services, LLC | $345.3K | 12,239 | 0.01% | new | NEW |
| Ausdal Financial Partners, Inc. | $331.5K | 11,749 | 0.01% | 6q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $309.2K | 10,920 | 0.00% | 2q | +2.1%+$6.2K |
| Pathstone Holdings, LLC | $307.3K | 10,890 | 0.00% | 2q | HELD |
| Souders Financial Advisors | $304.7K | 10,800 | 0.03% | 2q | HELD |
| CITADEL ADVISORS LLC | $300.6K | 10,654 | 0.00% | new | NEW |
| Apriem Advisors | $273.7K | 9,700 | 0.02% | 5q | HELD |
| CGN Advisors LLC | $273.3K | 9,686 | 0.02% | 6q | HELD |
| PRINCIPAL SECURITIES, INC. | $266.8K | 9,456 | 0.00% | 2q | +0.8%+$2.1K |
| Comprehensive Financial Consultants Institutional, Inc. | $262.1K | 9,288 | 0.07% | 2q | +4.1%+$10.2K |
| Worth Financial Advisory Group, LLC | $258.7K | 9,170 | 0.11% | new | NEW |
| SYKON CAPITAL LLC | $256.8K | 9,100 | 0.08% | 2q | -14.2%-$42.3K |
| Advisory Services Network, LLC | $255.5K | 9,057 | 0.00% | 2q | HELD |
| Dynamic Advisor Solutions LLC | $252.8K | 8,959 | 0.01% | 2q | -0.8%-$2.0K |
| Farther Finance Advisors, LLC | $245.2K | 8,689 | 0.00% | 5q | HELD |
| Five Pine Wealth Management | $235.1K | 8,332 | 0.13% | 2q | -22.0%-$66.2K |
| Concurrent Investment Advisors, LLC | $228.9K | 8,114 | 0.00% | 2q | +4.0%+$8.9K |
| Summit Financial, LLC | $224.7K | 7,965 | 0.00% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $221.2K | 7,839 | 0.00% | 6q | +165.3%+$137.8K |
| Ashton Thomas Private Wealth, LLC | $218.2K | 7,732 | 0.00% | 5q | HELD |
| HBW ADVISORY SERVICES LLC | $218.0K | 7,725 | 0.02% | 5q | HELD |
| JSF Financial, LLC | $217.3K | 7,703 | 0.03% | 2q | HELD |
| KINGSWOOD WEALTH ADVISORS, LLC | $216.8K | 7,683 | 0.01% | 6q | HELD |
| Mutual Advisors, LLC | $216.6K | 7,675 | 0.00% | 2q | HELD |
| OPTIMA CAPITAL LLC | $208.1K | 7,375 | 0.08% | new | NEW |
| Continuum Advisory, LLC | $205.4K | 7,279 | 0.02% | 2q | -0.9%-$1.8K |
| AXXCESS WEALTH MANAGEMENT, LLC | $205.1K | 7,270 | 0.00% | 2q | HELD |
| Prasad Wealth Partners, LLC | $204.6K | 7,250 | 0.05% | new | NEW |
| Lifestyle Asset Management, Inc. | $203.4K | 7,209 | 0.05% | 5q | -6.7%-$14.6K |
| Prostatis Group LLC | $201.8K | 7,152 | 0.05% | new | NEW |
| EVOLUTION WEALTH MANAGEMENT INC. | $186.3K | 6,602 | 0.11% | 5q | HELD |
| CoreCap Advisors, LLC | $131.9K | 4,676 | 0.00% | 3q | -1.2%-$1.6K |
| ROTHSCHILD INVESTMENT LLC | $101.6K | 3,600 | 0.00% | 2q | HELD |
| Physician Wealth Advisors, Inc. | $56.4K | 2,000 | 0.01% | 6q | HELD |
| Allworth Financial LP | $40.6K | 1,440 | 0.00% | 2q | HELD |
| DHJJ Financial Advisors, Ltd. | $30.5K | 1,080 | 0.01% | 2q | HELD |
| Cambridge Investment Research Advisors, Inc. | $13.9K | 491,066 | 0.02% | 5q | +57.9%+$5.1K |
| Steward Partners Investment Advisory, LLC | $11.4K | 404 | 0.00% | 3q | HELD |
| JDM Financial Group LLC | $10.9K | 386 | 0.00% | 6q | HELD |
| Keating Financial Advisory Services, Inc. | $4.4K | 155 | 0.00% | 3q | HELD |
| ROYAL BANK OF CANADA | $3.0K | 100 | 0.00% | 2q | HELD |
| Capital Investment Advisory Services, LLC | $2.5K | 90 | 0.00% | 2q | HELD |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $2.3K | 81 | 0.00% | 4q | -65.5%-$4.3K |
| IFP Advisors, Inc | $1.4K | 50 | 0.00% | 5q | -99.0%-$138.2K |
| HRT FINANCIAL LP | $1.0K | 36,107 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 83 | $57.0M | 2,019,335 | 8 | 22 | 20 | 0.0% |
| Q1 2026 | 82 | $50.4M | 1,826,906 | 30 | 22 | 13 | 0.0% |
| Q4 2025 | 59 | $55.1M | 2,005,655 | 6 | 7 | 13 | 0.0% |
| Q3 2025 | 57 | $56.4M | 2,082,937 | 7 | 9 | 12 | 0.0% |
| Q2 2025 | 52 | $53.8M | 2,030,364 | 20 | 10 | 7 | 0.0% |
| Q1 2025 | 37 | $35.4M | 1,373,054 | 37 | 0 | 0 | 0.0% |