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 | No change | 455,116 | 26,227 | 0.2% | 0.2% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Talon Private Wealth, LLC | History | No change | 175,696 | 10,124 | 1.18% | 1.18% | 2 | 0 | 0.0% | Q2 2026 | Sep 11, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 155,457 | 8,958 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | History | No change | 138,327 | 8,178 | 4.9% | 4.92% | 4 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 101,097 | 5,977 | 0.01% | 0.01% | 5 | -12,699 | -11.16% | Q3 2026 | Nov 02, 2026 |
| HighTower Advisors, LLC | History | No change | 100,421 | 5,787 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cerity Partners LLC | History | No change | 87,696 | 5,053 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 82,040 | 4,850 | 0.12% | 0.13% | 8 | -4,261 | -4.94% | Q3 2026 | Oct 19, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 73,223 | 4,219 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Reduced | 67,377 | 3,983 | 0.99% | 1.01% | 10 | -2,835 | -4.04% | Q3 2026 | Nov 02, 2026 |
| LPL Financial LLC | History | No change | 67,837 | 3,909 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 59,149 | 3,497 | 0.01% | 0.01% | 12 | +18,945 | 47.12% | Q3 2026 | Nov 02, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 43,285 | 2,494 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Cetera Investment Advisers | History | No change | 41,134 | 2,370 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 40,498 | 2,333 | 0.15% | 0.15% | 15 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 38,385 | 2,269 | 0.27% | 0.28% | 16 | -453 | -1.17% | Q3 2026 | Oct 29, 2026 |
| My Personal CFO, LLC | History | Reduced | 38,238 | 2,260 | 0.81% | 0.86% | 17 | -200 | -0.52% | Q3 2026 | Oct 13, 2026 |
| Lantz Financial LLC | History | Reduced | 33,650 | 1,989 | 0.36% | 0.36% | 18 | -666 | -1.94% | Q3 2026 | Oct 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 33,085 | 1,906 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brookstone Capital Management | History | Reduced | 30,965 | 1,830 | 0.02% | 0.49% | 20 | -815,101 | -96.34% | Q3 2026 | Oct 22, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 30,419 | 1,819 | 0.09% | 0.09% | 21 | -61 | -0.2% | Q3 2026 | Oct 13, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | No change | 30,365 | 1,795 | 0.39% | 0.39% | 22 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 29,536 | 1,746 | 0.01% | — | 23 | +29,536 | New | Q3 2026 | Oct 16, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | No change | 28,621 | 1,649 | 0.23% | 0.23% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Spire Wealth Management | History | Reduced | 27,612 | 1,632 | 0.05% | 0.05% | 25 | -2,316 | -7.74% | Q3 2026 | Oct 30, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 26,666 | 1,577 | 0.0% | 0.0% | 26 | -290 | -1.08% | Q3 2026 | Nov 02, 2026 |
| Chris Bulman Inc | History | Reduced | 24,670 | 1,458 | 0.51% | 0.65% | 27 | -6,360 | -20.5% | Q3 2026 | Oct 20, 2026 |
| Arkadios Wealth Advisors | History | No change | 23,691 | 1,365 | 0.02% | 0.02% | 28 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Snowden Capital Advisors LLC | History | No change | 23,176 | 1,335 | 0.03% | 0.03% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lido Advisors, LLC | History | No change | 21,104 | 1,247 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | No change | 21,306 | 1,227 | 0.23% | 0.23% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Weaver Consulting Group | History | Reduced | 20,749 | 1,226 | 0.24% | 0.26% | 32 | -1,679 | -7.49% | Q3 2026 | Oct 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 21,027 | 1,211 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| FSA Advisors, Inc. | History | No change | 17,324 | 998 | 0.46% | 0.46% | 34 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Janney Montgomery Scott LLC | History | No change | 16,784 | 967 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 15,291 | 904 | 0.04% | 0.05% | 36 | -2,949 | -16.17% | Q3 2026 | Oct 22, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 15,086 | 891 | 0.26% | 0.26% | 37 | -505 | -3.24% | Q3 2026 | Oct 23, 2026 |
| Ballast Rock Private Wealth LLC | History | No change | 14,932 | 882 | 0.41% | 0.4% | 38 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 12,794 | 737 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 12,518 | 721 | 0.03% | 0.03% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 12,468 | 718 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Trek Financial, LLC | History | No change | 11,137 | 658 | 0.03% | 0.03% | 42 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| CORRADO ADVISORS, LLC | History | Reduced | 10,943 | 646 | 0.32% | 0.29% | 43 | -147 | -1.33% | Q3 2026 | Oct 27, 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 | No change | 10,794 | 622 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bellwether Advisors, LLC | History | No change | 10,709 | 617 | 0.09% | 0.09% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sigma Planning Corp | History | No change | 9,704 | 573 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Allie Family Office LLC | History | No change | 9,550 | 550 | 0.2% | 0.2% | 48 | 0 | 0.0% | Q2 2026 | Oct 02, 2026 |
| BCS Wealth Management | History | Reduced | 8,691 | 513 | 0.09% | 0.1% | 49 | -518 | -5.62% | Q3 2026 | Nov 03, 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 |
| TopTier Wealth Management, LLC | History | Reduced | 7,325 | 433 | 0.25% | 0.25% | 53 | -5 | -0.07% | Q3 2026 | Oct 16, 2026 |
| Orion Capital Management LLC | History | No change | 7,430 | 428 | 0.13% | 0.13% | 54 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Seven Hills Financial, LLC | History | New | 7,218 | 426 | 0.26% | — | 55 | +7,218 | New | Q3 2026 | Oct 13, 2026 |
| COFG Advisors, LLC | History | No change | 7,360 | 424 | 0.07% | 0.07% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CreativeOne Wealth, LLC | History | No change | 7,229 | 416 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Outlook Wealth Advisors, LLC | History | No change | 6,869 | 406 | 0.09% | 0.09% | 58 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Advisory Services Network, LLC | History | No change | 6,707 | 386 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GWN SECURITIES INC. | History | No change | 6,625 | 381 | 0.06% | 0.06% | 60 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Merit Financial Group, LLC | History | No change | 6,476 | 373 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Continuum Advisory, LLC | History | No change | 5,750 | 331 | 0.03% | 0.03% | 62 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IFP Advisors, Inc | History | Added to | 5,521 | 326 | 0.01% | 0.0% | 63 | +718 | 14.95% | Q3 2026 | Oct 16, 2026 |
| NOVEM GROUP | History | Reduced | 5,458 | 322 | 0.03% | 0.07% | 64 | -7,060 | -56.4% | Q3 2026 | Oct 19, 2026 |
| Diligent Investors, LLC | History | No change | 5,365 | 317 | 0.07% | 0.07% | 65 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 5,350 | 316 | 0.0% | 0.0% | 66 | +600 | 12.63% | Q3 2026 | Oct 30, 2026 |
| Gaddis Premier Wealth Advisors LLC | History | No change | 5,075 | 300 | 0.17% | 0.18% | 67 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Keystone Wealth Services, LLC | History | No change | 4,857 | 287 | 0.05% | 0.05% | 68 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Blue Sky Capital Consultants Group, Inc. | History | No change | 4,751 | 280 | 0.12% | 0.12% | 69 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 4,778 | 275 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 4,625 | 266 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cypress Wealth Services, LLC | History | No change | 4,454 | 266 | 0.03% | 0.03% | 72 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Reduced | 4,466 | 264 | 0.03% | 0.03% | 73 | -627 | -12.31% | Q3 2026 | Oct 16, 2026 |
| Crown Wealth Group, LLC | History | No change | 4,400 | 260 | 0.06% | 0.06% | 74 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Clear Point Advisors Inc. | History | New | 4,320 | 255 | 0.17% | — | 75 | +4,320 | New | Q3 2026 | Oct 30, 2026 |
| Fortitude Advisory Group L.L.C. | History | No change | 4,192 | 247 | 0.09% | 0.09% | 76 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| DAVENPORT & Co LLC | History | No change | 4,050 | 239 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 4,018 | 237 | 0.04% | 0.06% | 78 | -932 | -18.83% | Q3 2026 | Oct 16, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 4,036 | 232 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 3,824 | 220 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pathstone Holdings, LLC | History | No change | 3,799 | 218 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 3,692 | 212 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mutual Advisors, LLC | History | No change | 3,657 | 210 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AE Wealth Management LLC | History | No change | 3,527 | 203 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Integrity Financial Corp /WA | History | No change | 3,320 | 191 | 0.09% | 0.09% | 85 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 3,062 | 176 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IMG Wealth Management, Inc. | History | Reduced | 2,534 | 149 | 0.08% | 0.08% | 87 | -29 | -1.13% | Q3 2026 | Oct 26, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 1,951 | 115 | 0.11% | 0.11% | 88 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| IFG Advisory, LLC | History | No change | 1,440 | 82 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 1,100 | 65 | 0.02% | 0.02% | 90 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| WealthShield Partners, LLC | History | No change | 723 | 41 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JPMORGAN CHASE & CO | History | No change | 685 | 39 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CoreCap Advisors, LLC | History | No change | 641 | 37 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 500 | 29 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Allworth Financial LP | History | No change | 400 | 23 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 394 | 22 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Geneos Wealth Management Inc. | History | No change | 320 | 18 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | No change | 300 | 17 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| CNB Bank | History | No change | 232 | 13 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 210 | 12 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 180 | 10 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Larson Financial Group LLC | History | No change | 185 | 10 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 150 | 8 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| BARCLAYS PLC | History | No change | 113 | 6 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | No change | 97 | 5 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Farther Finance Advisors, LLC | History | No change | 19 | 1 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| AlphaStar Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,952 | -100.0% | Q3 2026 | Oct 16, 2026 |
| D.B. Root & Company, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -3,998 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Bullseye Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -685 | -100.0% | Q3 2026 | Oct 29, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -198 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |