IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Inovatr E D Prct ETF - 1 MAR (ZMAR)

CUSIP: 45784N742 | NYSE | 113 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Cambridge Investment Research Advisors, Inc.222,201
0.0% of portfolio›$6.4M
Truist Financial Corp128,863
0.0% of portfolio›$3.7M
Commonwealth Equity Services, LLC115,217
0.0% of portfolio›$3.3M
Canandaigua National Bank & Trust Co107,898
0.3% of portfolio›$3.1M
Lineweaver Wealth Advisors, LLC84,609
0.3% of portfolio›$2.4M
LPL Financial LLC62,463
0.0% of portfolio›$1.8M
Kestra Advisory Services, LLC43,635
0.0% of portfolio›$1.2M
Brookstone Capital Management34,776
0.0% of portfolio›$995.6K
Brown Wealth Management, LLC34,284
0.2% of portfolio›$981.6K
Integrity Advisory Solutions, LLC33,281
0.1% of portfolio›$952.8K
Archer Investment Corp31,143
0.2% of portfolio›$891.6K
Caliber Wealth Management, LLC / KS27,952
0.1% of portfolio›$800.3K
IMG Wealth Management, Inc.27,027
0.4% of portfolio›$773.8K
Beam Wealth Advisors, Inc.25,705
0.2% of portfolio›$735.9K
KFG Wealth Management, LLC24,553
0.1% of portfolio›$703.0K
Central Valley Advisors, LLC22,850
0.2% of portfolio›$654.2K
Trek Financial, LLC21,149
0.0% of portfolio›$605.5K
Wealth Advisory Solutions, LLC19,531
0.1% of portfolio›$559.2K
Continuum Wealth Advisors, LLC18,877
0.2% of portfolio›$540.4K
Wealth Enhancement Advisory Services, LLC13,691
0.0% of portfolio›$392.9K
Liberty Atlantic Advisors LLC12,305
0.2% of portfolio›$352.3K
Souders Financial Advisors10,800
0.0% of portfolio›$309.2K
Comprehensive Financial Consultants Institutional, Inc.9,288
0.1% of portfolio›$265.9K
Dynamic Advisor Solutions LLC8,959
0.0% of portfolio›$256.5K
Concurrent Investment Advisors, LLC8,114
0.0% of portfolio›$232.3K
Farther Finance Advisors, LLC7,814
0.0% of portfolio›$223.7K
Worth Financial Advisory Group, LLC7,740
0.1% of portfolio›$221.6K
Ashton Thomas Private Wealth, LLC7,732
0.0% of portfolio›$221.4K
HBW Advisory Services LLC7,725
0.0% of portfolio›$221.2K
JSF Financial, LLC7,703
0.0% of portfolio›$220.5K
Kingswood Wealth Advisors, LLC7,298
0.0% of portfolio›$208.9K
Axxcess Wealth Management, LLC7,270
0.0% of portfolio›$208.1K
Evolution Wealth Management Inc.6,602
0.1% of portfolio›$189.0K
CoreCap Advisors, LLC4,735
0.0% of portfolio›$135.6K
Physician Wealth Advisors, Inc.2,000
0.0% of portfolio›$57.3K
Allworth Financial LP1,440
0.0% of portfolio›$40.6K
Dhjj Financial Advisors, Ltd.1,080
0.0% of portfolio›$30.9K
IFS Advisors, LLC1,037
0.0% of portfolio›$29.7K
Capital Investment Advisory Services, LLC90
0.0% of portfolio›$2.6K
IFP Advisors, Inc50
0.0% of portfolio›$1.4K
StyleTurnoverLocationFiled
Cambridge Investment Research Advisors, Inc.
222,201$6.4M0.0%ETFLowFairfield, IA2026-11-02
Truist Financial Corp
128,863$3.7M0.0%CoreLowCharlotte, NC2026-10-30
Commonwealth Equity Services, LLC
115,217$3.3M0.0%ETFLowWaltham, MA2026-11-02
Canandaigua National Bank & Trust Co
107,898$3.1M0.3%CoreVery LowCanandaigua, NY2026-10-07
Lineweaver Wealth Advisors, LLC
84,609$2.4M0.3%ETFLowValley View, OH2026-10-13
LPL Financial LLC
62,463$1.8M0.0%IndexVery LowFort Mill, SC2026-11-06
Kestra Advisory Services, LLC
43,635$1.2M0.0%CoreLowAustin, TX2026-11-02
Brookstone Capital Management
34,776$995.6K0.0%ETFMediumWheaton, IL2026-10-22
Brown Wealth Management, LLC
34,284$981.6K0.2%ETFMediumNaperville, IL2026-10-20
Integrity Advisory Solutions, LLC
33,281$952.8K0.1%ETFMediumDallas, TX2026-10-29
Archer Investment Corp
31,143$891.6K0.2%CoreMediumCarmel, IN2026-11-05
Caliber Wealth Management, LLC / KS
27,952$800.3K0.1%ETFLowOverland Park, KS2026-11-04
IMG Wealth Management, Inc.
27,027$773.8K0.4%ETFMediumJacksonville, FL2026-10-27
Beam Wealth Advisors, Inc.
25,705$735.9K0.2%ETFMediumCovington, LA2026-11-03
KFG Wealth Management, LLC
24,553$703.0K0.1%ETFMediumGranger, IN2026-10-16
Central Valley Advisors, LLC
22,850$654.2K0.2%CoreLowSacramento, CA2026-10-27
Trek Financial, LLC
21,149$605.5K0.0%ETFHighScottsdale, AZ2026-10-29
Wealth Advisory Solutions, LLC
19,531$559.2K0.1%ETFLowZionsville, IN2026-10-20
Continuum Wealth Advisors, LLC
18,877$540.4K0.2%ETFMediumSaratoga Springs, NY2026-10-20
Wealth Enhancement Advisory Services, LLC
13,691$392.9K0.0%CoreLowPlymouth, MN2026-10-13
Liberty Atlantic Advisors LLC
12,305$352.3K0.2%ETFLowOlympia, WA2026-10-14
Souders Financial Advisors
10,800$309.2K0.0%ETFLowCincinnati, OH2026-11-03
Comprehensive Financial Consultants Institutional, Inc.
9,288$265.9K0.1%CoreMediumBloomington, IN2026-10-15
Dynamic Advisor Solutions LLC
8,959$256.5K0.0%ETFLowPhoenix, AZ2026-10-13
Concurrent Investment Advisors, LLC
8,114$232.3K0.0%GrowthMediumTampa, FL2026-10-16
Farther Finance Advisors, LLC
7,814$223.7K0.0%IndexLowSan Francisco, CA2026-10-08
Worth Financial Advisory Group, LLC
7,740$221.6K0.1%GrowthVery LowCharlotte, NC2026-10-19
Ashton Thomas Private Wealth, LLC
7,732$221.4K0.0%CoreMediumScottsdale, AZ2026-11-03
HBW Advisory Services LLC
7,725$221.2K0.0%ETFMediumSimi Valley, CA2026-10-15
JSF Financial, LLC
7,703$220.5K0.0%ETFMediumLos Angeles, CA2026-10-22
Kingswood Wealth Advisors, LLC
7,298$208.9K0.0%GrowthLowSan Diego, CA2026-10-23
Axxcess Wealth Management, LLC
7,270$208.1K0.0%CoreLowCarlsbad, CA2026-10-21
Evolution Wealth Management Inc.
6,602$189.0K0.1%ETFMediumFort Myers, FL2026-10-28
CoreCap Advisors, LLC
4,735$135.6K0.0%ETFMediumSouthfield, MI2026-10-08
Physician Wealth Advisors, Inc.
2,000$57.3K0.0%ETFMediumMidvale, UT2026-10-20
Allworth Financial LP
1,440$40.6K0.0%IndexLowFolsom, CA2026-11-06
Dhjj Financial Advisors, Ltd.
1,080$30.9K0.0%ETFVery LowNaperville, IL2026-10-23
IFS Advisors, LLC
1,037$29.7K0.0%ETFLowOverland Park, KS2026-10-14
Capital Investment Advisory Services, LLC
90$2.6K0.0%CoreMediumRaleigh, NC2026-10-30
IFP Advisors, Inc
50$1.4K0.0%GrowthLowTampa, FL2026-10-16