Innovator ETFs Trust - BMAR
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Brookstone Capital Management | History | Added to | 846,066 | 48,756 | 0.49% | 0.02% | 1 | +815,928 | 2707.31% | Q2 2026 | Jul 15, 2026 |
| Penserra Capital Management LLC | History | Added to | 455,116 | 26,227 | 0.2% | 0.24% | 2 | +67,315 | 17.36% | Q2 2026 | Aug 13, 2026 |
| Talon Private Wealth, LLC | History | New | 175,696 | 10,124 | 1.18% | — | 3 | +175,696 | New | Q2 2026 | Sep 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 155,457 | 8,958 | 0.01% | 0.01% | 4 | +65,212 | 72.26% | Q2 2026 | Aug 14, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | History | Reduced | 138,327 | 7,971 | 4.92% | 5.05% | 5 | -125 | -0.09% | Q2 2026 | Jul 28, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 113,796 | 6,557 | 0.01% | 0.01% | 6 | -6,057 | -5.05% | Q2 2026 | Jul 29, 2026 |
| HighTower Advisors, LLC | History | Reduced | 100,421 | 5,787 | 0.01% | 0.01% | 7 | -2,107 | -2.06% | Q2 2026 | Aug 05, 2026 |
| Cerity Partners LLC | History | Added to | 87,696 | 5,053 | 0.01% | 0.01% | 8 | +2,754 | 3.24% | Q2 2026 | Aug 14, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 86,301 | 4,973 | 0.13% | 0.14% | 9 | -2,520 | -2.84% | Q2 2026 | Aug 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 73,223 | 4,219 | 0.0% | 0.0% | 10 | -2,647 | -3.49% | Q2 2026 | Aug 14, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Reduced | 70,212 | 4,046 | 1.01% | 1.08% | 11 | -4,657 | -6.22% | Q2 2026 | Aug 03, 2026 |
| LPL Financial LLC | History | Added to | 67,837 | 3,909 | 0.0% | 0.0% | 12 | +1,552 | 2.34% | Q2 2026 | Aug 07, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 43,285 | 2,494 | 0.01% | 0.01% | 13 | +4,997 | 13.05% | Q2 2026 | Aug 18, 2026 |
| Cetera Investment Advisers | History | Added to | 41,134 | 2,370 | 0.0% | 0.0% | 14 | +869 | 2.16% | Q2 2026 | Aug 12, 2026 |
| Main Street Financial Solutions, LLC | History | Reduced | 40,498 | 2,333 | 0.15% | 0.16% | 15 | -190 | -0.47% | Q2 2026 | Aug 07, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 40,204 | 2,316 | 0.01% | 0.01% | 16 | -26,841 | -40.03% | Q2 2026 | Jul 28, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 38,838 | 2,238 | 0.28% | 0.28% | 17 | +2,271 | 6.21% | Q2 2026 | Aug 05, 2026 |
| My Personal CFO, LLC | History | Reduced | 38,438 | 2,215 | 0.86% | 1.02% | 18 | -6,120 | -13.73% | Q2 2026 | Jul 21, 2026 |
| Lantz Financial LLC | History | Reduced | 34,316 | 1,977 | 0.36% | 0.38% | 19 | -840 | -2.39% | Q2 2026 | Jul 09, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 33,085 | 1,906 | 0.0% | 0.0% | 20 | -19,165 | -36.68% | Q2 2026 | Aug 14, 2026 |
| Chris Bulman Inc | History | Added to | 31,030 | 1,788 | 0.65% | 0.55% | 21 | +6,926 | 28.73% | Q2 2026 | Jul 22, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 30,480 | 1,756 | 0.09% | 0.1% | 22 | -104 | -0.34% | Q2 2026 | Jul 09, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | No change | 30,365 | 1,749 | 0.39% | 0.4% | 23 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Spire Wealth Management | History | Reduced | 29,928 | 1,724 | 0.05% | 0.06% | 24 | -2,398 | -7.42% | Q2 2026 | Jul 15, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | Reduced | 28,621 | 1,649 | 0.23% | 0.24% | 25 | -306 | -1.06% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 26,956 | 1,553 | 0.0% | 0.0% | 26 | -5,870 | -17.88% | Q2 2026 | Jul 27, 2026 |
| Arkadios Wealth Advisors | History | Added to | 23,691 | 1,365 | 0.02% | 0.0% | 27 | +19,433 | 456.39% | Q2 2026 | Aug 10, 2026 |
| Snowden Capital Advisors LLC | History | No change | 23,176 | 1,335 | 0.03% | 0.03% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Weaver Consulting Group | History | Added to | 22,428 | 1,292 | 0.26% | 0.27% | 29 | +760 | 3.51% | Q2 2026 | Jul 29, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | Reduced | 21,306 | 1,227 | 0.23% | 0.26% | 30 | -59 | -0.28% | Q2 2026 | Aug 14, 2026 |
| Lido Advisors, LLC | History | Added to | 21,104 | 1,216 | 0.0% | 0.0% | 31 | +4,604 | 27.9% | Q2 2026 | Aug 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 21,027 | 1,211 | 0.0% | 0.0% | 32 | -2,601 | -11.01% | Q2 2026 | Aug 03, 2026 |
| Strategic Blueprint, LLC | History | Added to | 18,240 | 1,051 | 0.05% | 0.04% | 33 | +3,904 | 27.23% | Q2 2026 | Jul 23, 2026 |
| FSA Advisors, Inc. | History | Reduced | 17,324 | 998 | 0.46% | 0.62% | 34 | -533 | -2.98% | Q2 2026 | Aug 17, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 16,784 | 967 | 0.0% | 0.0% | 35 | -180 | -1.06% | Q2 2026 | Aug 05, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 15,591 | 898 | 0.26% | 0.27% | 36 | -90 | -0.57% | Q2 2026 | Jul 24, 2026 |
| Ballast Rock Private Wealth LLC | History | No change | 14,932 | 860 | 0.4% | 0.43% | 37 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 12,794 | 737 | 0.0% | 0.0% | 38 | +3,662 | 40.1% | Q2 2026 | Aug 07, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 12,518 | 721 | 0.03% | 0.03% | 39 | -1,268 | -9.2% | Q2 2026 | Aug 14, 2026 |
| NOVEM GROUP | History | No change | 12,518 | 721 | 0.07% | 0.08% | 40 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Arax Advisory Partners | History | Added to | 12,468 | 718 | 0.0% | 0.02% | 41 | +961 | 8.35% | Q2 2026 | Aug 10, 2026 |
| Trek Financial, LLC | History | Reduced | 11,137 | 641 | 0.03% | 0.03% | 42 | -771 | -6.47% | Q2 2026 | Aug 13, 2026 |
| CORRADO ADVISORS, LLC | History | Reduced | 11,090 | 639 | 0.29% | 0.3% | 43 | -36 | -0.32% | Q2 2026 | Jul 29, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 10,922 | 629 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 10,794 | 622 | 0.01% | 0.01% | 45 | -4,589 | -29.83% | Q2 2026 | Aug 14, 2026 |
| Bellwether Advisors, LLC | History | No change | 10,709 | 617 | 0.09% | 0.1% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sigma Planning Corp | History | Reduced | 9,704 | 559 | 0.01% | 0.01% | 47 | -173 | -1.75% | Q2 2026 | Aug 07, 2026 |
| Allie Family Office LLC | History | No change | 9,550 | 550 | 0.2% | 0.22% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BCS Wealth Management | History | No change | 9,209 | 530 | 0.1% | 0.1% | 49 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| WPWealth LLP | History | No change | 8,466 | 487 | 0.07% | 0.07% | 50 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Summit Wealth Partners, LLC | History | No change | 8,349 | 481 | 0.07% | 0.07% | 51 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Wood Tarver Financial Group, LLC | History | No change | 7,823 | 450 | 0.11% | 0.11% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Orion Capital Management LLC | History | No change | 7,430 | 428 | 0.13% | 0.13% | 53 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| COFG Advisors, LLC | History | No change | 7,360 | 424 | 0.07% | 0.1% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TopTier Wealth Management, LLC | History | Reduced | 7,330 | 422 | 0.25% | 0.25% | 55 | -540 | -6.86% | Q2 2026 | Jul 14, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 7,229 | 416 | 0.01% | 0.01% | 56 | +192 | 2.73% | Q2 2026 | Aug 13, 2026 |
| Outlook Wealth Advisors, LLC | History | Reduced | 6,869 | 395 | 0.09% | 0.09% | 57 | -222 | -3.13% | Q2 2026 | Aug 03, 2026 |
| Advisory Services Network, LLC | History | No change | 6,707 | 386 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GWN SECURITIES INC. | History | Added to | 6,625 | 381 | 0.06% | 0.07% | 59 | +114 | 1.75% | Q2 2026 | Aug 05, 2026 |
| Merit Financial Group, LLC | History | Added to | 6,476 | 373 | 0.0% | 0.0% | 60 | +1,384 | 27.18% | Q2 2026 | Jul 20, 2026 |
| Continuum Advisory, LLC | History | Reduced | 5,750 | 331 | 0.03% | 0.03% | 61 | -26 | -0.45% | Q2 2026 | Aug 06, 2026 |
| Diligent Investors, LLC | History | No change | 5,365 | 309 | 0.07% | 0.07% | 62 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Added to | 5,093 | 293 | 0.03% | 0.03% | 63 | +94 | 1.88% | Q2 2026 | Jul 22, 2026 |
| Gaddis Premier Wealth Advisors LLC | History | No change | 5,075 | 292 | 0.18% | 0.2% | 64 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AlphaStar Capital Management, LLC | History | New | 4,952 | 285 | 0.02% | — | 66 | +4,952 | New | Q2 2026 | Jul 30, 2026 |
| Beacon Financial Advisory LLC | History | No change | 4,950 | 285 | 0.06% | 0.06% | 65 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Keystone Wealth Services, LLC | History | No change | 4,857 | 279 | 0.05% | 0.05% | 67 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| IFP Advisors, Inc | History | Added to | 4,803 | 276 | 0.0% | 0.0% | 68 | +1,152 | 31.55% | Q2 2026 | Jul 20, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 4,778 | 275 | 0.0% | 0.0% | 69 | +847 | 21.55% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 4,750 | 273 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Blue Sky Capital Consultants Group, Inc. | History | No change | 4,751 | 273 | 0.12% | 0.12% | 71 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 4,625 | 266 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cypress Wealth Services, LLC | History | No change | 4,454 | 256 | 0.03% | 0.03% | 73 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Crown Wealth Group, LLC | History | No change | 4,400 | 253 | 0.06% | 0.07% | 74 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Fortitude Advisory Group L.L.C. | History | No change | 4,192 | 241 | 0.09% | 0.1% | 75 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| DAVENPORT & Co LLC | History | No change | 4,050 | 233 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 4,036 | 232 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| D.B. Root & Company, LLC | History | Reduced | 3,998 | 230 | 0.05% | 0.05% | 78 | -296 | -6.89% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 3,824 | 220 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pathstone Holdings, LLC | History | New | 3,799 | 218 | 0.0% | — | 80 | +3,799 | New | Q2 2026 | Aug 13, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | New | 3,692 | 212 | 0.01% | — | 81 | +3,692 | New | Q2 2026 | Aug 07, 2026 |
| Mutual Advisors, LLC | History | New | 3,657 | 210 | 0.0% | — | 82 | +3,657 | New | Q2 2026 | Aug 14, 2026 |
| AE Wealth Management LLC | History | Added to | 3,527 | 203 | 0.0% | 0.0% | 83 | +115 | 3.37% | Q2 2026 | Aug 03, 2026 |
| Integrity Financial Corp /WA | History | No change | 3,320 | 191 | 0.09% | 0.09% | 84 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 3,062 | 176 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IMG Wealth Management, Inc. | History | Reduced | 2,563 | 147 | 0.08% | 0.09% | 86 | -13 | -0.5% | Q2 2026 | Aug 07, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 1,951 | 112 | 0.11% | 0.1% | 87 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| IFG Advisory, LLC | History | New | 1,440 | 82 | 0.0% | — | 88 | +1,440 | New | Q2 2026 | Aug 13, 2026 |
| Cape Investment Advisory, Inc. | History | New | 1,100 | 63 | 0.02% | — | 89 | +1,100 | New | Q2 2026 | Jul 23, 2026 |
| WealthShield Partners, LLC | History | Reduced | 723 | 41 | 0.01% | 0.0% | 90 | -85 | -10.52% | Q2 2026 | Aug 12, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 685 | 39 | 0.0% | — | 91 | +675 | 6750.0% | Q2 2026 | Aug 12, 2026 |
| Bullseye Investment Management, LLC | History | Reduced | 685 | 39 | 0.02% | 0.03% | 92 | -253 | -26.97% | Q2 2026 | Sep 11, 2026 |
| CoreCap Advisors, LLC | History | No change | 641 | 36 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Anfield Capital Management, LLC | History | No change | 627 | 32 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 500 | 28 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Allworth Financial LP | History | No change | 400 | 23 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 394 | 22 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Geneos Wealth Management Inc. | History | No change | 320 | 18 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | No change | 300 | 17 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CNB Bank | History | No change | 232 | 13 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AdvisorNet Financial, Inc | History | No change | 198 | 11 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Larson Financial Group LLC | History | Reduced | 185 | 10 | 0.0% | 0.0% | 103 | -27 | -12.74% | Q2 2026 | Aug 14, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 180 | 10 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Sunbelt Securities, Inc. | History | No change | 187 | 9 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 150 | 8 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BARCLAYS PLC | History | New | 113 | 6 | 0.0% | — | 106 | +113 | New | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | No change | 97 | 5 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 19 | 1 | 0.0% | 0.0% | 108 | -470 | -96.11% | Q2 2026 | Jul 17, 2026 |
| CWM, LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |