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Disclosery

ZMAR INNOVATOR ETFS TRUST

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EQUI DEFI 1 MARC (fund)

60 managers (60 13F filers) reported a position in ZMAR shares at 2025-09-30, 2,224,070 shares in all. 7 filers opened a position and 5 filers sold out during the quarter.

Managers
60
13F filers
60
New
7
Added
10
Reduced
20
Sold out
5
Shares held by filers
2,224,070

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Caliber Wealth Management, LLC / KS794,849$21.5M2.4%-96413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC159,535$4.32M<0.01%+5,10713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC130,468$3.53M<0.01%-79,89913F-HRTimeline
Archer Investment Corp113,440$3.07M0.69%-45413F-HRTimeline
AE Wealth Management LLC107,785$2.92M0.02%-18,02513F-HRTimeline
Composition Wealth, LLC79,678$2.16M0.03%013F-HRTimeline
Lineweaver Wealth Advisors, LLC62,537$1.69M0.25%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC46,232$1.25M0.01%-6,84513F-HRTimelineGroup
Cetera Investment Advisers40,106$1.09M<0.01%+4,76513F-HRTimeline
HARBOUR INVESTMENTS, INC.39,055$1.06M0.02%-1,49813F-HRTimeline
OLD MISSION CAPITAL LLC36,892$999K0.04%+5,04613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.35,749$968K<0.01%+8,78113F-HRTimelineGroup
BROWN WEALTH MANAGEMENT, LLC35,335$957K0.27%-16,70713F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management34,933$946K0.01%+59913F-HRTimelineGroup
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…33,980$920K0.08%-38413F-HRTimelineGroup
BEAM WEALTH ADVISORS, INC.25,705$696K0.19%new13F-HRTimeline
LPL Financial LLC24,378$660K<0.01%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP24,000$650K<0.01%013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP23,650$640K<0.01%013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…22,094$598K<0.01%+5,04113F-HRTimelineGroup
CENTRAL VALLEY ADVISORS, LLC20,841$564K0.17%013F-HRTimeline
IMG Wealth Management, Inc.19,296$523K0.35%013F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC18,877$511K0.22%new13F-HRTimeline
Wealth Advisory Solutions, LLC17,363$470K0.11%+1,93613F-HRTimeline
Glen Eagle Advisors, LLC16,310$442K0.06%+81513F-HRTimeline
Buska Wealth Management, LLC15,416$417K0.13%-313F-HRTimeline
Mach-1 Financial Group, LLC13,024$353K0.06%new13F-HRTimeline
Integrity Advisory Solutions, LLC13,024$353K0.06%13F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC12,898$349K0.06%013F-HRTimeline
Beacon Pointe Advisors, LLC12,573$340K<0.01%013F-HRTimeline
Trek Financial, LLC11,860$321K0.02%-5113F-HRTimeline
KFG WEALTH MANAGEMENT, LLC10,531$285K0.04%013F-HRTimeline
Cambridge Investment Research Advisors,…10,514$285K<0.01%+37113F-HRTimeline
Apriem Advisors9,700$263K0.02%013F-HRTimeline
CGN Advisors LLC9,686$262K0.02%013F-HRTimeline
HighTower Advisors, LLC9,539$258K<0.01%-42013F-HRTimeline
Lifestyle Asset Management, Inc.9,396$254K0.09%-3213F-HRTimeline
Worth Financial Advisory Group, LLC9,170$248K0.14%013F-HRTimeline
Continuum Advisory, LLC9,066$246K0.03%-8813F-HRTimeline
FSA Advisors, Inc.8,804$238K0.19%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC8,501$230K0.01%-2613F-HRTimelineGroup
Tradition Wealth Management, LLC8,446$229K0.02%013F-HRTimeline
Ausdal Financial Partners, Inc.8,349$226K0.01%-313F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC8,153$221K0.01%-94513F-HRTimeline
Vantage Financial Partners, LLC7,925$215K0.05%-5813F-HRTimeline
Ashton Thomas Private Wealth, LLC7,732$209K0.01%013F-HRTimeline
HBW ADVISORY SERVICES LLC7,725$209K0.02%-67513F-HRTimeline
Strategic Blueprint, LLC7,717$209K0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.5,990$162K0.17%-38913F-HR/ATimeline
Advisory Services Network, LLC5,459$148K<0.01%new13F-HRTimeline
IFP Advisors, Inc4,946$134K<0.01%013F-HR/ATimeline
BARCLAYS PLCin group BARCLAYS PLC3,919$106K<0.01%013F-HR/ATimelineGroup
Farther Finance Advisors, LLC3,842$104K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,881$78K<0.01%-2,12113F-HRTimelineGroup
Physician Wealth Advisors, Inc.2,000$54.2K0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG661$17.9K<0.01%+65913F-HRTimelineGroup
CWM, LLCin group CWM, LLC540$15K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO389$10.5K<0.01%new13F-HR/ATimelineGroup
JDM Financial Group LLC386$10.5K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC220$5.96K<0.01%new13F-HRTimeline