Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INNOVATOR ETFS TRUST (ZMAR)

58 + Investors. Track Smart Money conviction in ZMAR. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
1Q ▼
Buyers last Q
42%

Smart Money Signals — ZMAR

Based on 58 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 3Q
For 1 consecutive quarter, more hedge funds reduced or closed their ZMAR positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (98% of max)

98% of all-time peak
58 hedge funds hold ZMAR right now — the highest count in 1.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🟠

More sellers than buyers — 42% buying

15 buying21 selling
Last quarter: 21 funds reduced or exited vs 15 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~7 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 24 → 8 → 7. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 50% entered in last year

0% conviction (2yr+) 50% medium 50% new
Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
⚠️

Saturation — most institutions already know this story

24 → 8 → 7 new funds/Q
New funds entering each quarter: 24 → 8 → 7. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
🌱

Early stage — 100% of holders entered in last year

0% veterans 0% 1-2yr 100% new
Of 58 current holders: 58 (100%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 2% AUM from top-100

2% from top-100 AUM funds
4 of 58 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
5.6
out of 10
Moderate Exit Risk
Exit risk score 5.6/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: ZMAR

How many hedge funds hold ZMAR — quarterly history vs. share price
Quarterly hedge fund ownership of ZMAR vs. share price

Market Analysis: ZMAR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ZMAR

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 0 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: ZMAR
2026 Q1 Stats Unlock in 17 days 58 + Investors

Track Smart Money conviction in ZMAR. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 58 59 -1.69%
13F Shares 1M 1M -17.11%
Total Value $32M $39M -16.59%
New Positions 7 8 -1
Increased Positions 8 10 -2
Closed Positions 8 5 +3
Reduced Positions 13 19 -6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ZMAR

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

58 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ZMAR. Verified SEC 13F-HR filings.

Top 25 institutional holders of ZMAR — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Liberty Atlantic Advisors LLC 0.34% 14,434 $398K
2 Lineweaver Wealth Advisors, LLC 0.31% 84,609 $2.3M
3 CANANDAIGUA NATIONAL CORP 0.25% 100,596 $2.8M
4 BROWN WEALTH MANAGEMENT, LLC 0.23% 32,896 $907K
5 Five Pine Wealth Management 0.18% 10,680 $295K
6 CENTRAL VALLEY ADVISORS, LLC 0.18% 24,053 $664K
7 BEAM WEALTH ADVISORS, INC. 0.18% 25,705 $709K
8 EVOLUTION WEALTH MANAGEMENT INC. 0.13% 6,602 $182K
9 KFG WEALTH MANAGEMENT, LLC 0.13% 36,661 $1.0M
10 CALIBER WEALTH MANAGEMENT, LLC / KS 0.11% 37,731 $1.0M
11 Wealth Advisory Solutions, LLC 0.11% 17,385 $480K
12 SYKON CAPITAL LLC 0.10% 10,600 $292K
13 Lifestyle Asset Management, Inc. 0.07% 7,728 $213K
14 Clear Creek Financial Management, LLC 0.03% 13,982 $386K
15 Composition Wealth, LLC 0.02% 63,059 $1.7M
16 Cambridge Investment Research Advisors, Inc. 0.02% 310,932 $9K
17 CGN Advisors LLC 0.02% 9,686 $267K
18 Continuum Advisory, LLC 0.02% 7,343 $203K
19 Strategic Blueprint, LLC 0.01% 7,717 $213K
20 KINGSWOOD WEALTH ADVISORS, LLC 0.01% 7,683 $212K
21 DHJJ Financial Advisors, Ltd. 0.01% 1,080 $30K
22 Brookstone Capital Management 0.01% 30,811 $850K
23 Kestra Advisory Services, LLC 0.01% 86,610 $2.4M
24 Dynamic Advisor Solutions LLC 0.01% 9,031 $249K
25 Physician Wealth Advisors, Inc. 0.01% 2,000 $55K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — INNOVATOR ETFS TRUST (ZMAR)

What does the Smart Money Trend signal show for ZMAR?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their ZMAR positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for ZMAR?

More sellers than buyers — 42% buying: Last quarter: 21 funds reduced or exited vs 15 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for ZMAR holders?

Smaller funds dominant — 2% AUM from top-100: 4 of 58 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held ZMAR?

Mostly new holders — 50% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.