INNOVATOR ETFS TRUST (BMAR)
Institutional ownership reported to the SEC as of Q2 2026, across 26 quarters.
101
Reporting holders
$158.5M
Reported value
0.0%
Held as options
+4
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Brookstone Capital Management | $48.8M | 846,066 | 0.49% | 10q | +2707.3%+$47.0M |
| OSAIC HOLDINGS, INC. | $9.0M | 155,457 | 0.01% | 26q | +72.3%+$3.8M |
| MACROVIEW INVESTMENT MANAGEMENT LLC | $8.0M | 138,327 | 4.92% | 6q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $6.6M | 113,796 | 0.01% | 26q | -5.1%-$349.0K |
| HighTower Advisors, LLC | $5.8M | 100,421 | 0.01% | 24q | -2.1%-$121.4K |
| Cerity Partners LLC | $5.1M | 87,696 | 0.01% | 15q | +3.2%+$158.7K |
| Retirement Planning Group, LLC | $5.0M | 86,301 | 0.13% | 19q | -2.8%-$145.2K |
| RAYMOND JAMES FINANCIAL INC | $4.2M | 73,223 | 0.00% | 7q | -3.5%-$152.5K |
| Valtinson Bruner Financial Planning LLC | $4.0M | 70,212 | 1.01% | 22q | -6.2%-$268.4K |
| LPL Financial LLC | $3.9M | 67,837 | 0.00% | 11q | +2.3%+$89.4K |
| Beacon Pointe Advisors, LLC | $2.5M | 43,285 | 0.01% | 17q | +13.1%+$288.0K |
| Cetera Investment Advisers | $2.4M | 41,134 | 0.00% | 13q | +2.2%+$50.1K |
| Main Street Financial Solutions, LLC | $2.3M | 40,498 | 0.15% | 22q | HELD |
| Kestra Advisory Services, LLC | $2.3M | 40,204 | 0.01% | 11q | -40.0%-$1.5M |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $2.2M | 38,838 | 0.28% | 22q | +6.2%+$130.9K |
| My Personal CFO, LLC | $2.2M | 38,438 | 0.86% | 3q | -13.7%-$352.7K |
| FSA Advisors, Inc. | $2.0M | 34,648 | 0.46% | 11q | +94.0%+$967.6K |
| Lantz Financial LLC | $2.0M | 34,316 | 0.36% | 18q | -2.4%-$48.4K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.9M | 33,085 | 0.00% | 2q | -36.7%-$1.1M |
| Chris Bulman Inc | $1.8M | 31,030 | 0.65% | 6q | +28.7%+$399.1K |
| Fragasso Financial Advisors Inc | $1.8M | 30,480 | 0.09% | 14q | HELD |
| INTEGRAL INVESTMENT ADVISORS, INC. | $1.7M | 30,365 | 0.39% | 19q | HELD |
| Spire Wealth Management | $1.7M | 29,928 | 0.05% | 14q | -7.4%-$138.2K |
| First Commonwealth Financial Corp /PA/ | $1.6M | 28,621 | 0.23% | 18q | -1.1%-$17.6K |
| Arkadios Wealth Advisors | $1.4M | 23,691 | 0.02% | 10q | +456.4%+$1.1M |
| Snowden Capital Advisors LLC | $1.3M | 23,176 | 0.03% | 13q | HELD |
| Weaver Consulting Group | $1.3M | 22,428 | 0.26% | 14q | +3.5%+$43.8K |
| BECK CAPITAL MANAGEMENT, LLC | $1.2M | 21,306 | 0.23% | 26q | HELD |
| Lido Advisors, LLC | $1.2M | 21,104 | 0.00% | 3q | +27.9%+$265.3K |
| ENVESTNET ASSET MANAGEMENT INC | $1.2M | 21,027 | 0.00% | 14q | -11.0%-$149.9K |
| Strategic Blueprint, LLC | $1.1M | 18,240 | 0.05% | 22q | +27.2%+$225.0K |
| DHJJ Financial Advisors, Ltd. | $898.5K | 15,591 | 0.26% | 23q | -0.6%-$5.2K |
| Ballast Rock Private Wealth LLC | $860.5K | 14,932 | 0.40% | 3q | HELD |
| Merit Financial Group, LLC | $746.4K | 12,952 | 0.00% | 3q | +154.4%+$453.0K |
| MML INVESTORS SERVICES, LLC | $737.3K | 12,794 | 0.00% | 13q | +40.1%+$211.0K |
| Ausdal Financial Partners, Inc. | $721.4K | 12,518 | 0.03% | 10q | -9.2%-$73.1K |
| NOVEM GROUP | $721.4K | 12,518 | 0.07% | 7q | HELD |
| Arax Advisory Partners | $718.5K | 12,468 | 0.00% | 3q | +8.4%+$55.4K |
| Trek Financial, LLC | $641.8K | 11,137 | 0.03% | 10q | -6.5%-$44.4K |
| CORRADO ADVISORS, LLC | $639.1K | 11,090 | 0.29% | 6q | HELD |
| BENJAMIN EDWARDS INC | $629.4K | 10,922 | 0.01% | 8q | HELD |
| OLD MISSION CAPITAL LLC | $622.0K | 10,794 | 0.01% | 4q | -29.8%-$264.5K |
| Bellwether Advisors, LLC | $617.1K | 10,709 | 0.09% | 23q | HELD |
| Sigma Planning Corp | $559.2K | 9,704 | 0.01% | 10q | -1.8%-$10.0K |
| Allie Family Office LLC | $550.3K | 9,550 | 0.20% | 2q | HELD |
| BCS Wealth Management | $530.7K | 9,209 | 0.10% | 10q | HELD |
| WPWealth LLP | $487.9K | 8,466 | 0.07% | 14q | HELD |
| Summit Wealth Partners, LLC | $481.1K | 8,349 | 0.07% | 6q | HELD |
| Orion Capital Management LLC | $428.2K | 7,430 | 0.13% | 22q | HELD |
| COFG Advisors, LLC | $424.1K | 7,360 | 0.07% | 3q | HELD |
| TopTier Wealth Management, LLC | $422.4K | 7,330 | 0.26% | 3q | -6.9%-$31.1K |
| CreativeOne Wealth, LLC | $416.6K | 7,229 | 0.01% | 7q | +2.7%+$11.1K |
| Outlook Wealth Advisors, LLC | $395.8K | 6,869 | 0.09% | 10q | -3.1%-$12.8K |
| Advisory Services Network, LLC | $386.5K | 6,707 | 0.00% | 11q | HELD |
| GWN SECURITIES INC. | $381.8K | 6,625 | 0.06% | 2q | +1.8%+$6.6K |
| Continuum Advisory, LLC | $331.4K | 5,750 | 0.03% | 11q | HELD |
| Diligent Investors, LLC | $309.2K | 5,365 | 0.07% | 2q | HELD |
| KFG WEALTH MANAGEMENT, LLC | $293.5K | 5,093 | 0.03% | 6q | +1.9%+$5.4K |
| Gaddis Premier Wealth Advisors LLC | $292.5K | 5,075 | 0.18% | 3q | HELD |
| AlphaStar Capital Management, LLC | $285.4K | 4,952 | 0.02% | new | NEW |
| Beacon Financial Advisory LLC | $285.3K | 4,950 | 0.06% | 14q | HELD |
| Keystone Wealth Services, LLC | $279.9K | 4,857 | 0.05% | 10q | HELD |
| IFP Advisors, Inc | $276.8K | 4,803 | 0.00% | 26q | +31.6%+$66.4K |
| Foundations Investment Advisors, LLC | $275.3K | 4,778 | 0.00% | 2q | +21.5%+$48.8K |
| Blue Sky Capital Consultants Group, Inc. | $273.8K | 4,751 | 0.12% | 2q | HELD |
| TRUIST FINANCIAL CORP | $273.7K | 4,750 | 0.00% | 9q | HELD |
| Stratos Wealth Advisors, LLC | $266.5K | 4,625 | 0.01% | 10q | HELD |
| Cypress Wealth Services, LLC | $256.7K | 4,454 | 0.03% | 2q | HELD |
| Crown Wealth Group, LLC | $253.6K | 4,400 | 0.06% | 7q | HELD |
| Fortitude Advisory Group L.L.C. | $241.6K | 4,192 | 0.09% | 5q | HELD |
| DAVENPORT & Co LLC | $233.4K | 4,050 | 0.00% | 2q | HELD |
| PRINCIPAL SECURITIES, INC. | $232.6K | 4,036 | 0.00% | 2q | HELD |
| D.B. Root & Company, LLC | $230.4K | 3,998 | 0.05% | 2q | -6.9%-$17.1K |
| CAPTRUST FINANCIAL ADVISORS | $220.4K | 3,824 | 0.00% | 2q | HELD |
| Pathstone Holdings, LLC | $218.9K | 3,799 | 0.00% | new | NEW |
| SILVER OAK SECURITIES, INCORPORATED | $212.8K | 3,692 | 0.01% | new | NEW |
| Mutual Advisors, LLC | $210.7K | 3,657 | 0.00% | new | NEW |
| AE Wealth Management LLC | $203.3K | 3,527 | 0.00% | 9q | +3.4%+$6.6K |
| Integrity Financial Corp /WA | $191.3K | 3,320 | 0.09% | 19q | HELD |
| Steward Partners Investment Advisory, LLC | $176.5K | 3,062 | 0.00% | 14q | HELD |
| IMG Wealth Management, Inc. | $147.7K | 2,563 | 0.08% | 6q | -0.5% |
| Financial Network Wealth Advisors LLC | $112.4K | 1,951 | 0.11% | 9q | HELD |
| IFG Advisory, LLC | $83.0K | 1,440 | 0.00% | new | NEW |
| Cape Investment Advisory, Inc. | $63.4K | 1,100 | 0.02% | new | NEW |
| WealthShield Partners, LLC | $41.7K | 723 | 0.01% | 6q | -10.5%-$4.9K |
| JPMORGAN CHASE & CO | $39.3K | 685 | 0.00% | 4q | +6750.0%+$38.7K |
| CoreCap Advisors, LLC | $36.9K | 641 | 0.00% | 18q | HELD |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $28.8K | 500 | 0.00% | 14q | HELD |
| Penserra Capital Management LLC | $26.2K | 455,116 | 0.20% | 18q | +17.4%+$3.9K |
| Allworth Financial LP | $23.1K | 400 | 0.00% | 9q | HELD |
| Keating Financial Advisory Services, Inc. | $22.7K | 394 | 0.00% | 3q | HELD |
| Geneos Wealth Management Inc. | $18.4K | 320 | 0.00% | 10q | HELD |
| CHAPMAN FINANCIAL GROUP, LLC | $17.3K | 300 | 0.01% | 6q | HELD |
| CNB Bank | $13.4K | 232 | 0.01% | 4q | HELD |
| AdvisorNet Financial, Inc | $11.4K | 198 | 0.00% | 14q | HELD |
| Larson Financial Group LLC | $10.7K | 185 | 0.00% | 15q | -12.7%-$1.6K |
| LANARK FINANCIAL, INC. | $10.4K | 180 | 0.00% | 6q | HELD |
| EverSource Wealth Advisors, LLC | $8.6K | 150 | 0.00% | 10q | HELD |
| BARCLAYS PLC | $6.5K | 113 | 0.00% | new | NEW |
| ASSETMARK, INC | $5.6K | 97 | 0.00% | 4q | HELD |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-06 | 13G/A | Brookstone Capital Management, LLC | 21.8% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 101 | $158.5M | 2,750,384 | 7 | 23 | 24 | 0.0% |
| Q1 2026 | 97 | $97.4M | 1,856,133 | 13 | 30 | 20 | 0.0% |
| Q4 2025 | 95 | $92.3M | 1,739,722 | 9 | 5 | 39 | 0.0% |
| Q3 2025 | 92 | $88.1M | 1,710,139 | 7 | 9 | 30 | 0.0% |
| Q2 2025 | 90 | $130.6M | 2,664,233 | 5 | 19 | 35 | 0.0% |
| Q1 2025 | 95 | $101.9M | 2,236,645 | 15 | 28 | 25 | 0.0% |
| Q4 2024 | 89 | $84.6M | 1,834,277 | 5 | 7 | 30 | 0.0% |
| Q3 2024 | 87 | $88.1M | 1,958,194 | 5 | 7 | 34 | 0.0% |
| Q2 2024 | 88 | $89.6M | 2,070,491 | 10 | 22 | 20 | 0.0% |
| Q1 2024 | 83 | $106.7M | 2,559,619 | 25 | 31 | 15 | 0.0% |
| Q4 2023 | 63 | $39.3M | 991,691 | 7 | 5 | 29 | 0.0% |
| Q3 2023 | 59 | $39.6M | 1,090,735 | 4 | 10 | 18 | 0.0% |
| Q2 2023 | 63 | $48.4M | 1,306,556 | 9 | 9 | 23 | 0.0% |
| Q1 2023 | 57 | $42.9M | 1,238,539 | 23 | 15 | 10 | 0.0% |
| Q4 2022 | 38 | $31.1M | 956,680 | 4 | 2 | 19 | 0.0% |
| Q3 2022 | 50 | $46.9M | 1,546,401 | 3 | 6 | 21 | 0.0% |
| Q2 2022 | 52 | $48.9M | 1,573,827 | 4 | 11 | 17 | 0.0% |
| Q1 2022 | 53 | $52.8M | 1,528,682 | 18 | 20 | 8 | 0.0% |
| Q4 2021 | 41 | $32.8M | 946,402 | 4 | 5 | 13 | 0.0% |
| Q3 2021 | 38 | $29.3M | 886,460 | 3 | 3 | 11 | 0.0% |
| Q2 2021 | 39 | $35.2M | 1,068,834 | 9 | 7 | 8 | 0.0% |
| Q1 2021 | 34 | $36.0M | 1,154,680 | 21 | 7 | 3 | 0.0% |
| Q4 2020 | 17 | $12.3M | 414,720 | 1 | 3 | 7 | 0.0% |
| Q3 2020 | 16 | $10.4M | 369,289 | 2 | 4 | 4 | 0.0% |
| Q2 2020 | 17 | $9.1M | 336,766 | 6 | 4 | 3 | 0.0% |
| Q1 2020 | 18 | $7.5M | 318,033 | 17 | 0 | 0 | 0.0% |