Who Owns Innovator Eqty Def Prot 1 Yr to March 2027 (ZMAR)? -- Institutional Holders (2026-06-30)

91 institutions reported holding $62.5M of Innovator Eqty Def Prot 1 Yr to March 2027 (ZMAR) in SEC 13F filings for 2026-06-30. Largest institutional holders: Cambridge Investment Research Advisors, Inc. ($6.9M), COMMONWEALTH EQUITY SERVICES, LLC ($4.2M), TRUIST FINANCIAL CORP ($3.6M), CANANDAIGUA NATIONAL BANK & TRUST CO ($3.1M), Cetera Investment Advisers ($3.1M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Cambridge Investment Research Advisors, Inc.$6.9M245,533Trimmed
2COMMONWEALTH EQUITY SERVICES, LLC$4.2M147,873Trimmed
3TRUIST FINANCIAL CORP$3.6M128,863Hold
4CANANDAIGUA NATIONAL BANK & TRUST CO$3.1M111,567Added
5Cetera Investment Advisers$3.1M108,138Trimmed
6RAYMOND JAMES FINANCIAL INC$2.9M102,618Trimmed
7Lineweaver Wealth Advisors, LLC$2.4M84,609Hold
8OSAIC HOLDINGS, INC.$2.1M75,720Added
9Kestra Advisory Services, LLC$1.9M66,027Trimmed
10Miracle Mile Advisors, LLC$1.8M63,035Trimmed
11SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.6M57,772Added
12LPL Financial LLC$1.3M45,281Added
13OLD MISSION CAPITAL LLC$1.1M39,804New
14Integrity Advisory Solutions, LLC$1.1M37,949Added
15BROWN WEALTH MANAGEMENT, LLC$1.1M37,689Added
16KFG WEALTH MANAGEMENT, LLC$1.1M37,599Added
17HRT FINANCIAL LP$1.0M36,107New
18MML INVESTORS SERVICES, LLC$989,19035,059Added
19AE Wealth Management LLC$981,48734,786Hold
20Brookstone Capital Management$942,74833,413Added
21Archer Investment Corp$879,88031,185Added
22Caliber Wealth Management, LLC / KS$788,66627,952Trimmed
23IMG Wealth Management, Inc.$779,83427,639Trimmed
24BEAM WEALTH ADVISORS, INC.$725,26725,705Hold
25CENTRAL VALLEY ADVISORS, LLC$657,71923,311Trimmed

Source: SEC Form 13F filings · as of 2026-06-30