Innovator ETFs Trust - BMAR
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Penserra Capital Management LLC | History | Reduced | 349,029 | 18,515 | 0.22% | 0.22% | 1 | -11,124 | -3.09% | Q4 2025 | Feb 12, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | History | No change | 138,452 | 7,344 | 5.02% | 5.32% | 2 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 117,050 | 6,209 | 0.01% | 0.01% | 3 | -8,829 | -7.01% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 109,141 | 5,789 | 0.01% | 0.01% | 4 | -10,945 | -9.11% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Reduced | 100,345 | 5,323 | 0.01% | 0.01% | 5 | -269 | -0.27% | Q4 2025 | Feb 06, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 89,244 | 4,734 | 0.16% | 0.16% | 6 | -1,966 | -2.16% | Q4 2025 | Feb 03, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Reduced | 76,101 | 4,037 | 1.16% | 1.19% | 7 | -1,608 | -2.07% | Q4 2025 | Feb 09, 2026 |
| Cerity Partners LLC | History | Reduced | 71,014 | 3,767 | 0.01% | 0.01% | 8 | -14,269 | -16.73% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 62,763 | 3,329 | 0.0% | 0.0% | 9 | -30 | -0.05% | Q4 2025 | Feb 18, 2026 |
| My Personal CFO, LLC | History | New | 48,290 | 2,561 | 1.07% | — | 10 | +48,290 | New | Q4 2025 | Jan 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 39,290 | 2,084 | 0.0% | 0.0% | 11 | -2,652 | -6.32% | Q4 2025 | Feb 17, 2026 |
| Main Street Financial Solutions, LLC | History | Reduced | 38,733 | 2,054 | 0.15% | 0.13% | 12 | -250 | -0.64% | Q4 2025 | Feb 17, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 35,267 | 1,870 | 0.27% | 0.29% | 13 | -1,937 | -5.21% | Q4 2025 | Feb 09, 2026 |
| Fragasso Financial Advisors Inc | History | No change | 34,640 | 1,837 | 0.11% | 0.11% | 14 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 34,557 | 1,833 | 0.0% | 0.0% | 15 | -161 | -0.46% | Q4 2025 | Feb 05, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 32,829 | 1,741 | 0.01% | 0.01% | 16 | +16,376 | 99.53% | Q4 2025 | Feb 18, 2026 |
| Spire Wealth Management | History | Reduced | 32,326 | 1,714 | 0.06% | 0.06% | 17 | -1,292 | -3.84% | Q4 2025 | Jan 14, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 30,653 | 1,626 | 0.01% | 0.01% | 18 | -4,663 | -13.2% | Q4 2025 | Feb 13, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | Reduced | 30,365 | 1,610 | 0.4% | 0.42% | 19 | -90 | -0.3% | Q4 2025 | Feb 06, 2026 |
| LPL Financial LLC | History | Reduced | 28,416 | 1,507 | 0.0% | 0.0% | 20 | -2,017 | -6.63% | Q4 2025 | Feb 11, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | New | 28,281 | 1,500 | 0.25% | — | 21 | +28,281 | New | Q4 2025 | Feb 18, 2026 |
| Brookstone Capital Management | History | Reduced | 28,142 | 1,492 | 0.02% | 0.02% | 22 | -3,927 | -12.25% | Q4 2025 | Jan 15, 2026 |
| Lantz Financial LLC | History | No change | 27,673 | 1,468 | 0.31% | 0.32% | 23 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 27,115 | 1,438 | 0.04% | 0.04% | 24 | -4 | -0.01% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 21,833 | 1,158 | 0.0% | 0.0% | 25 | -34,959 | -61.56% | Q4 2025 | Feb 10, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | Reduced | 21,541 | 1,142 | 0.27% | 0.26% | 26 | -400 | -1.82% | Q4 2025 | Feb 13, 2026 |
| BCS Wealth Management | History | Added to | 21,378 | 1,134 | 0.11% | 0.12% | 27 | +10,689 | 100.0% | Q4 2025 | Jan 26, 2026 |
| Chris Bulman Inc | History | Reduced | 20,362 | 1,080 | 0.48% | 0.55% | 28 | -765 | -3.62% | Q4 2025 | Jan 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 19,024 | 1,009 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Weaver Consulting Group | History | Reduced | 18,059 | 957 | 0.23% | 0.24% | 30 | -428 | -2.32% | Q4 2025 | Feb 10, 2026 |
| FSA Advisors, Inc. | History | Reduced | 17,441 | 925 | 0.64% | 0.72% | 31 | -136 | -0.77% | Q4 2025 | Feb 02, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 16,964 | 900 | 0.0% | 0.0% | 32 | -589 | -3.36% | Q4 2025 | Feb 11, 2026 |
| Lido Advisors, LLC | History | New | 16,500 | 875 | 0.0% | — | 33 | +16,500 | New | Q4 2025 | Feb 10, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 16,097 | 853 | 0.02% | 0.02% | 34 | -7,585 | -32.03% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 16,059 | 851 | 0.0% | 0.0% | 35 | +10 | 0.06% | Q4 2025 | Feb 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 15,886 | 842 | 0.0% | 0.0% | 36 | +1,476 | 10.24% | Q4 2025 | Feb 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 14,713 | 780 | 0.26% | 0.26% | 37 | -199 | -1.33% | Q4 2025 | Jan 23, 2026 |
| Ballast Rock Private Wealth LLC | History | New | 13,763 | 730 | 0.46% | — | 38 | +13,763 | New | Q4 2025 | Feb 04, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 13,456 | 713 | 0.03% | 0.03% | 39 | -176 | -1.29% | Q4 2025 | Feb 13, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 13,101 | 694 | 0.04% | 0.03% | 40 | -210 | -1.58% | Q4 2025 | Jan 30, 2026 |
| Trek Financial, LLC | History | No change | 12,653 | 671 | 0.04% | 0.04% | 41 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| NOVEM GROUP | History | No change | 12,518 | 664 | 0.08% | 0.08% | 42 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Arax Advisory Partners | History | New | 11,633 | 617 | 0.02% | — | 43 | +11,633 | New | Q4 2025 | Feb 13, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 10,897 | 578 | 0.01% | 0.01% | 44 | -300 | -2.68% | Q4 2025 | Feb 02, 2026 |
| Bellwether Advisors, LLC | History | No change | 10,709 | 568 | 0.09% | 0.09% | 45 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Vantage Financial Partners, LLC | History | No change | 10,445 | 554 | 0.11% | 0.11% | 46 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Sigma Planning Corp | History | Reduced | 9,640 | 511 | 0.01% | 0.01% | 47 | -33 | -0.34% | Q4 2025 | Jan 30, 2026 |
| Summit Wealth Partners, LLC | History | No change | 8,349 | 442 | 0.08% | 0.08% | 48 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| TopTier Wealth Management, LLC | History | New | 7,875 | 417 | 0.28% | — | 49 | +7,875 | New | Q4 2025 | Feb 12, 2026 |
| CORRADO ADVISORS, LLC | History | Reduced | 7,860 | 416 | 0.21% | 0.56% | 50 | -12,223 | -60.86% | Q4 2025 | Feb 10, 2026 |
| Wood Tarver Financial Group, LLC | History | No change | 7,823 | 414 | 0.12% | 0.12% | 51 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Castellan Group | History | Reduced | 7,728 | 409 | 0.05% | 0.06% | 52 | -200 | -2.52% | Q4 2025 | Jan 23, 2026 |
| Orion Capital Management LLC | History | No change | 7,430 | 394 | 0.13% | 0.13% | 53 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Outlook Wealth Advisors, LLC | History | Reduced | 7,091 | 376 | 0.09% | 0.09% | 54 | -284 | -3.85% | Q4 2025 | Feb 11, 2026 |
| COFG Advisors, LLC | History | New | 6,979 | 370 | 0.09% | — | 55 | +6,979 | New | Q4 2025 | Feb 10, 2026 |
| WPWealth LLP | History | Reduced | 6,812 | 361 | 0.06% | 0.07% | 56 | -1,281 | -15.83% | Q4 2025 | Feb 13, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 6,706 | 355 | 0.01% | 0.01% | 58 | -7 | -0.1% | Q4 2025 | Feb 13, 2026 |
| Advisory Services Network, LLC | History | No change | 6,707 | 355 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Secure Asset Management, LLC | History | Reduced | 5,998 | 318 | 0.05% | 0.05% | 59 | -40 | -0.66% | Q4 2025 | Jan 20, 2026 |
| GTS SECURITIES LLC | History | Added to | 5,951 | 315 | 0.01% | 0.01% | 60 | +1,166 | 24.37% | Q4 2025 | Feb 13, 2026 |
| Continuum Advisory, LLC | History | No change | 5,776 | 306 | 0.03% | 0.03% | 61 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 5,092 | 270 | 0.06% | 0.07% | 62 | -855 | -14.38% | Q4 2025 | Feb 17, 2026 |
| Gaddis Premier Wealth Advisors LLC | History | New | 5,075 | 269 | 0.2% | — | 63 | +5,075 | New | Q4 2025 | Feb 11, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 5,058 | 268 | 0.01% | 0.01% | 64 | -34 | -0.67% | Q4 2025 | Jan 20, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Added to | 4,887 | 259 | 0.03% | 0.04% | 65 | +105 | 2.2% | Q4 2025 | Jan 21, 2026 |
| Keystone Wealth Services, LLC | History | No change | 4,857 | 257 | 0.05% | 0.05% | 66 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 4,750 | 251 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Buska Wealth Management, LLC | History | Reduced | 4,693 | 248 | 0.09% | 0.09% | 68 | -1,002 | -17.59% | Q4 2025 | Jan 22, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | No change | 4,500 | 238 | 0.08% | 0.08% | 69 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Crown Wealth Group, LLC | History | No change | 4,400 | 233 | 0.07% | 0.07% | 70 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 4,326 | 229 | 0.0% | 0.01% | 71 | -126 | -2.83% | Q4 2025 | Feb 13, 2026 |
| Fortitude Advisory Group L.L.C. | History | Reduced | 4,192 | 222 | 0.09% | 0.12% | 72 | -108 | -2.51% | Q4 2025 | Feb 13, 2026 |
| Clear Point Advisors Inc. | History | Reduced | 4,147 | 219 | 0.17% | 0.18% | 73 | -400 | -8.8% | Q4 2025 | Feb 10, 2026 |
| Merit Financial Group, LLC | History | New | 3,882 | 205 | 0.0% | — | 74 | +3,882 | New | Q4 2025 | Jan 26, 2026 |
| IFP Advisors, Inc | History | Reduced | 3,651 | 193 | 0.0% | 0.01% | 75 | -343 | -8.59% | Q4 2025 | Feb 06, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 3,342 | 177 | 0.09% | 0.1% | 76 | -616 | -15.56% | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 3,062 | 162 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| IMG Wealth Management, Inc. | History | No change | 2,524 | 133 | 0.08% | 0.09% | 78 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 1,951 | 103 | 0.11% | 0.11% | 79 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| WealthShield Partners, LLC | History | Reduced | 1,926 | 102 | 0.01% | 0.01% | 80 | -91 | -4.51% | Q4 2025 | Feb 03, 2026 |
| AE Wealth Management LLC | History | Reduced | 1,904 | 101 | 0.0% | 0.0% | 81 | -148 | -7.21% | Q4 2025 | Jan 26, 2026 |
| Cape Investment Advisory, Inc. | History | New | 1,100 | 58 | 0.02% | — | 82 | +1,100 | New | Q4 2025 | Feb 17, 2026 |
| CoreCap Advisors, LLC | History | No change | 835 | 44 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| OPTIMA CAPITAL LLC | History | New | 700 | 37 | 0.02% | — | 84 | +700 | New | Q4 2025 | Jan 23, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 650 | 34 | 0.0% | 0.0% | 85 | -4 | -0.61% | Q4 2025 | Jan 23, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 500 | 26 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Allworth Financial LP | History | New | 400 | 21 | 0.0% | — | 87 | +400 | New | Q4 2025 | Feb 05, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 394 | 20 | 0.0% | — | 88 | +394 | New | Q4 2025 | Feb 09, 2026 |
| Geneos Wealth Management Inc. | History | No change | 320 | 16 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | No change | 300 | 15 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| CNB Bank | History | No change | 232 | 12 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Larson Financial Group LLC | History | No change | 212 | 11 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| AdvisorNet Financial, Inc | History | No change | 198 | 10 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| NBC SECURITIES, INC. | History | No change | 180 | 9 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 175 | 9 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ASSETMARK, INC | History | No change | 97 | 5 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| UBS Group AG | History | New | 94 | 4 | 0.0% | — | 97 | +94 | New | Q4 2025 | Jan 29, 2026 |
| CWM, LLC | History | No change | 18 | 1 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -32,388 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Consolidated Portfolio Review Corp | History | Closed out | 0 | 0 | — | 0.14% | — | -21,918 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Pinnacle Wealth Management Group, Inc. | History | Closed out | 0 | 0 | — | 0.23% | — | -8,700 | -100.0% | Q3 2025 | Oct 08, 2025 |
| VestGen Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,601 | -100.0% | Q3 2025 | Nov 14, 2025 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,036 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Bullseye Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -5,440 | -100.0% | Q3 2025 | Feb 02, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Closed out | 0 | 0 | — | 0.02% | — | -3,942 | -100.0% | Q3 2025 | Oct 21, 2025 |
| HARBOUR INVESTMENTS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,882 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,341 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CIBC Private Wealth Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -700 | -100.0% | Q3 2025 | Nov 24, 2025 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -189 | -100.0% | Q3 2025 | Mar 31, 2026 |
| Jessup Wealth Management, Inc | History | New | 14 | 0 | — | — | — | +14 | New | Q4 2025 | Feb 11, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 13, 2026 |