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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Penserra Capital Management LLC | History | Added to | 387,801 | 20,355 | 0.24% | 0.22% | 1 | +38,772 | 11.11% | Q1 2026 | May 11, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | History | No change | 138,452 | 7,267 | 5.05% | 5.02% | 2 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 119,853 | 6,290 | 0.01% | 0.01% | 3 | +2,803 | 2.39% | Q1 2026 | Apr 27, 2026 |
| HighTower Advisors, LLC | History | Added to | 102,528 | 5,381 | 0.01% | 0.01% | 4 | +2,183 | 2.18% | Q1 2026 | May 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 90,245 | 4,736 | 0.01% | 0.01% | 5 | -18,896 | -17.31% | Q1 2026 | May 15, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 88,821 | 4,662 | 0.14% | 0.16% | 6 | -423 | -0.47% | Q1 2026 | May 04, 2026 |
| Cerity Partners LLC | History | Added to | 84,942 | 4,458 | 0.01% | 0.01% | 7 | +13,928 | 19.61% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 75,870 | 3,982 | 0.0% | 0.0% | 8 | +13,107 | 20.88% | Q1 2026 | May 14, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Reduced | 74,869 | 3,929 | 1.08% | 1.16% | 9 | -1,232 | -1.62% | Q1 2026 | May 05, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 67,045 | 3,519 | 0.01% | 0.01% | 10 | +36,392 | 118.72% | Q1 2026 | Apr 30, 2026 |
| LPL Financial LLC | History | Added to | 66,285 | 3,479 | 0.0% | 0.0% | 11 | +37,869 | 133.27% | Q1 2026 | May 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 52,250 | 2,742 | 0.0% | — | 12 | +52,250 | New | Q1 2026 | May 15, 2026 |
| My Personal CFO, LLC | History | Reduced | 44,558 | 2,338 | 1.02% | 1.07% | 13 | -3,732 | -7.73% | Q1 2026 | Apr 21, 2026 |
| Cetera Investment Advisers | History | Added to | 40,265 | 2,113 | 0.0% | 0.0% | 14 | +975 | 2.48% | Q1 2026 | May 13, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 38,733 | 2,054 | 0.15% | 0.15% | 15 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 38,288 | 2,009 | 0.01% | 0.01% | 16 | +5,459 | 16.63% | Q1 2026 | May 15, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 36,567 | 1,919 | 0.28% | 0.27% | 17 | +1,300 | 3.69% | Q1 2026 | May 11, 2026 |
| Lantz Financial LLC | History | Added to | 35,156 | 1,845 | 0.38% | 0.31% | 18 | +7,483 | 27.04% | Q1 2026 | Apr 09, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 32,826 | 1,723 | 0.0% | 0.0% | 19 | -1,731 | -5.01% | Q1 2026 | Apr 30, 2026 |
| Spire Wealth Management | History | No change | 32,326 | 1,696 | 0.06% | 0.06% | 20 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 30,584 | 1,620 | 0.1% | 0.11% | 21 | -4,056 | -11.71% | Q1 2026 | Apr 07, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | No change | 30,365 | 1,593 | 0.4% | 0.4% | 22 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Brookstone Capital Management | History | Added to | 30,138 | 1,581 | 0.02% | 0.02% | 23 | +1,996 | 7.09% | Q1 2026 | Apr 16, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | Added to | 28,927 | 1,518 | 0.24% | 0.25% | 24 | +646 | 2.28% | Q1 2026 | May 14, 2026 |
| Chris Bulman Inc | History | Added to | 24,104 | 1,265 | 0.55% | 0.48% | 25 | +3,742 | 18.38% | Q1 2026 | Apr 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 23,628 | 1,240 | 0.0% | 0.0% | 26 | +1,795 | 8.22% | Q1 2026 | May 04, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 23,176 | 1,216 | 0.03% | 0.04% | 27 | -3,939 | -14.53% | Q1 2026 | May 14, 2026 |
| Weaver Consulting Group | History | Added to | 21,668 | 1,137 | 0.27% | 0.23% | 28 | +3,609 | 19.98% | Q1 2026 | May 15, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | Reduced | 21,365 | 1,121 | 0.26% | 0.27% | 29 | -176 | -0.82% | Q1 2026 | May 15, 2026 |
| FSA Advisors, Inc. | History | Added to | 17,857 | 937 | 0.62% | 0.64% | 30 | +416 | 2.39% | Q1 2026 | May 06, 2026 |
| Janney Montgomery Scott LLC | History | No change | 16,964 | 890 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Lido Advisors, LLC | History | No change | 16,500 | 866 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 15,681 | 823 | 0.27% | 0.26% | 33 | +968 | 6.58% | Q1 2026 | Apr 09, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 15,383 | 807 | 0.01% | 0.02% | 34 | -714 | -4.44% | Q1 2026 | May 15, 2026 |
| Ballast Rock Private Wealth LLC | History | Added to | 14,932 | 783 | 0.43% | 0.46% | 35 | +1,169 | 8.49% | Q1 2026 | Apr 16, 2026 |
| Strategic Blueprint, LLC | History | Added to | 14,336 | 752 | 0.04% | 0.04% | 36 | +1,235 | 9.43% | Q1 2026 | Apr 29, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 13,786 | 723 | 0.03% | 0.03% | 37 | +330 | 2.45% | Q1 2026 | May 12, 2026 |
| NOVEM GROUP | History | No change | 12,518 | 657 | 0.08% | 0.08% | 38 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Trek Financial, LLC | History | Reduced | 11,908 | 625 | 0.03% | 0.04% | 39 | -745 | -5.89% | Q1 2026 | May 13, 2026 |
| Arax Advisory Partners | History | Reduced | 11,507 | 603 | 0.02% | 0.02% | 40 | -126 | -1.08% | Q1 2026 | May 13, 2026 |
| CORRADO ADVISORS, LLC | History | Added to | 11,126 | 583 | 0.3% | 0.21% | 41 | +3,266 | 41.55% | Q1 2026 | Apr 30, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 10,922 | 573 | 0.01% | 0.01% | 42 | +25 | 0.23% | Q1 2026 | May 12, 2026 |
| Bellwether Advisors, LLC | History | No change | 10,709 | 562 | 0.1% | 0.09% | 43 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Vantage Financial Partners, LLC | History | No change | 10,445 | 554 | 0.11% | 0.11% | 44 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Sigma Planning Corp | History | Added to | 9,877 | 518 | 0.01% | 0.01% | 45 | +237 | 2.46% | Q1 2026 | May 04, 2026 |
| Allie Family Office LLC | History | New | 9,550 | 500 | 0.22% | — | 46 | +9,550 | New | Q1 2026 | May 13, 2026 |
| BCS Wealth Management | History | Reduced | 9,209 | 483 | 0.1% | 0.11% | 47 | -12,169 | -56.92% | Q1 2026 | Apr 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 9,132 | 479 | 0.0% | 0.0% | 48 | -6,754 | -42.52% | Q1 2026 | May 04, 2026 |
| WPWealth LLP | History | Added to | 8,466 | 444 | 0.07% | 0.06% | 49 | +1,654 | 24.28% | Q1 2026 | May 11, 2026 |
| Summit Wealth Partners, LLC | History | No change | 8,349 | 438 | 0.07% | 0.08% | 50 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| TopTier Wealth Management, LLC | History | Reduced | 7,870 | 413 | 0.25% | 0.28% | 51 | -5 | -0.06% | Q1 2026 | May 05, 2026 |
| Wood Tarver Financial Group, LLC | History | No change | 7,823 | 410 | 0.11% | 0.12% | 52 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Orion Capital Management LLC | History | No change | 7,430 | 389 | 0.13% | 0.13% | 53 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| COFG Advisors, LLC | History | Added to | 7,360 | 386 | 0.1% | 0.09% | 54 | +381 | 5.46% | Q1 2026 | May 11, 2026 |
| Outlook Wealth Advisors, LLC | History | No change | 7,091 | 372 | 0.09% | 0.09% | 55 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 7,037 | 369 | 0.01% | 0.01% | 56 | +331 | 4.94% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | No change | 6,707 | 352 | 0.0% | 0.01% | 57 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GWN SECURITIES INC. | History | New | 6,511 | 341 | 0.07% | — | 58 | +6,511 | New | Q1 2026 | May 14, 2026 |
| Continuum Advisory, LLC | History | No change | 5,776 | 303 | 0.03% | 0.03% | 59 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Diligent Investors, LLC | History | New | 5,365 | 281 | 0.07% | — | 60 | +5,365 | New | Q1 2026 | Apr 15, 2026 |
| Merit Financial Group, LLC | History | Added to | 5,092 | 267 | 0.0% | 0.0% | 61 | +1,210 | 31.17% | Q1 2026 | Apr 15, 2026 |
| Gaddis Premier Wealth Advisors LLC | History | No change | 5,075 | 266 | 0.2% | 0.2% | 62 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Added to | 4,999 | 262 | 0.03% | 0.03% | 63 | +112 | 2.29% | Q1 2026 | Apr 20, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 4,950 | 259 | 0.06% | 0.06% | 64 | -142 | -2.79% | Q1 2026 | Apr 27, 2026 |
| Keystone Wealth Services, LLC | History | No change | 4,857 | 254 | 0.05% | 0.05% | 65 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Blue Sky Capital Consultants Group, Inc. | History | New | 4,751 | 249 | 0.12% | — | 67 | +4,751 | New | Q1 2026 | Apr 28, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 4,750 | 249 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 4,625 | 242 | 0.01% | 0.01% | 68 | -433 | -8.56% | Q1 2026 | Apr 28, 2026 |
| Cypress Wealth Services, LLC | History | New | 4,454 | 233 | 0.03% | — | 69 | +4,454 | New | Q1 2026 | Apr 15, 2026 |
| Crown Wealth Group, LLC | History | No change | 4,400 | 230 | 0.07% | 0.07% | 70 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| D.B. Root & Company, LLC | History | New | 4,294 | 225 | 0.05% | — | 71 | +4,294 | New | Q1 2026 | May 12, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 4,258 | 223 | 0.0% | 0.0% | 72 | -68 | -1.57% | Q1 2026 | May 18, 2026 |
| Fortitude Advisory Group L.L.C. | History | No change | 4,192 | 220 | 0.1% | 0.09% | 73 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| DAVENPORT & Co LLC | History | New | 4,050 | 212 | 0.0% | — | 74 | +4,050 | New | Q1 2026 | Apr 15, 2026 |
| PRINCIPAL SECURITIES, INC. | History | New | 4,036 | 211 | 0.0% | — | 75 | +4,036 | New | Q1 2026 | May 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 3,931 | 206 | 0.0% | — | 76 | +3,931 | New | Q1 2026 | May 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 3,824 | 200 | 0.0% | — | 77 | +3,824 | New | Q1 2026 | May 14, 2026 |
| IFP Advisors, Inc | History | No change | 3,651 | 191 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| AE Wealth Management LLC | History | Added to | 3,412 | 179 | 0.0% | 0.0% | 79 | +1,508 | 79.2% | Q1 2026 | May 13, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 3,320 | 174 | 0.09% | 0.09% | 80 | -22 | -0.66% | Q1 2026 | May 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 3,062 | 160 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| IMG Wealth Management, Inc. | History | Added to | 2,576 | 135 | 0.09% | 0.08% | 82 | +52 | 2.06% | Q1 2026 | May 15, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 1,951 | 102 | 0.1% | 0.11% | 83 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| WealthShield Partners, LLC | History | Reduced | 808 | 42 | 0.0% | 0.01% | 84 | -1,118 | -58.05% | Q1 2026 | May 01, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 641 | 33 | 0.0% | 0.0% | 85 | -194 | -23.23% | Q1 2026 | Apr 07, 2026 |
| Anfield Capital Management, LLC | History | New | 627 | 32 | 0.01% | — | 86 | +627 | New | Q1 2026 | May 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 500 | 26 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 489 | 25 | 0.0% | 0.0% | 88 | -161 | -24.77% | Q1 2026 | Apr 07, 2026 |
| Allworth Financial LP | History | No change | 400 | 20 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 394 | 20 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | No change | 320 | 16 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | No change | 300 | 15 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CNB Bank | History | No change | 232 | 12 | 0.01% | 0.0% | 93 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Larson Financial Group LLC | History | No change | 212 | 11 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| AdvisorNet Financial, Inc | History | No change | 198 | 10 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Sunbelt Securities, Inc. | History | New | 187 | 9 | 0.0% | — | 97 | +187 | New | Q1 2026 | May 15, 2026 |
| NBC SECURITIES, INC. | History | No change | 180 | 9 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 150 | 7 | 0.0% | 0.0% | 98 | -25 | -14.29% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | No change | 97 | 5 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -19,024 | -100.0% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 10 | 0 | — | 0.0% | — | -16,049 | -99.94% | Q1 2026 | May 13, 2026 |
| Castellan Group | History | Closed out | 0 | 0 | — | 0.05% | — | -7,728 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Secure Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -5,998 | -100.0% | Q1 2026 | Apr 09, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,951 | -100.0% | Q1 2026 | May 14, 2026 |
| Buska Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -4,693 | -100.0% | Q1 2026 | Apr 13, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Closed out | 0 | 0 | — | 0.08% | — | -4,500 | -100.0% | Q1 2026 | May 15, 2026 |
| Clear Point Advisors Inc. | History | Closed out | 0 | 0 | — | 0.17% | — | -4,147 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -1,100 | -100.0% | Q1 2026 | May 15, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -700 | -100.0% | Q1 2026 | May 04, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -94 | -100.0% | Q1 2026 | May 05, 2026 |
| Jessup Wealth Management, Inc | History | Closed out | 0 | 0 | — | — | — | -14 | -100.0% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | No change | 18 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |