Who owns ZMAR?
Innovator Equity Defined Protection ETF - 1 Yr March · Innovator
85 institutions reported holding ZMAR, worth $70.3M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of ZMAR
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $13.9M | 491,066 | +180,134 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $4.2M | 147,873 | −10,091 shares |
| Truist Financial Corp. | Charlotte, NC | $3.6M | 128,863 | No change |
| Canandaigua National Bank & Trust Co | Canandaigua, NY | $3.1M | 111,567 | New position |
| Cetera Investment Advisers | Schaumburg, IL | $3.1M | 108,138 | −1,150 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $2.9M | 102,618 | −6,770 shares |
| Lineweaver Wealth Advisors, LLC | Valley View, OH | $2.4M | 84,609 | No change |
| Osaic Holdings, Inc. | Scottsdale, AZ | $2.1M | 75,720 | +9,971 shares |
| Kestra Advisory Services, LLC | Austin, TX | $1.9M | 66,027 | −20,583 shares |
| Composition Wealth, LLC | Los Angeles, CA | $1.8M | 63,035 | −24 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns ZMAR?
85 institutional managers reported holding ZMAR in Form 13F filings for June 30, 2026, worth $70.3M in total. The largest reported position was held by Cambridge Investment Research Advisors, Inc., at $13.9M.
Did institutions buy or sell ZMAR last quarter?
Reported 13F value rose 26.3% from March 31, 2026, which includes price moves as well as buying and selling. 11 firms reported a new position and 6 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is ZMAR ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.