Innovator U.S. Equity BufferBMARETF
13F holders, Q1 2026 (March 31)102holders +1
13new positions
11sold out
$52.49avg. 13F price*
At the end of Q1 2026, 102 institutions reported holding Innovator U.S. Equity Buffer (BMAR) in their 13F filings, up 1 from Q4 2025. 13 opened new positions and 11 sold out. The largest holders were Penserra Capital Management LLC ($20.4M), Macroview Investment Management LLC ($7.3M) and Commonwealth Equity Services, LLC ($6.3M).
- Company
- Innovator U.S. Equity Buffer
- CUSIP
- 45782C391
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $5.4M |
| Exits | 11 | $2.9M |
All 13F filers, Q4 2025 → Q1 2026: 290,738 shares bought and 127,069 shares sold, net +163,669 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 102 holders
| Penserra Capital Management LLC | 0.24% | Add +11.1% | 387,801 | $20.4M |
| Macroview Investment Management LLC | 5.07% | No change | 138,452 | $7.3M |
| Commonwealth Equity Services, LLC | 0.01% | Add +2.4% | 119,853 | $6.3M |
| HighTower Advisors, LLC | 0.01% | Add +2.2% | 102,528 | $5.4M |
| Osaic Holdings, Inc. | 0.01% | Reduce -17.3% | 90,245 | $4.7M |
| Retirement Planning Group, LLC | 0.14% | Reduce -0.5% | 88,821 | $4.7M |
| Cerity Partners LLC | 0.01% | Add +19.6% | 84,942 | $4.5M |
| Raymond James Financial Inc. | 0.00% | Add +20.9% | 75,870 | $4.0M |
| Valtinson Bruner Financial Planning LLC | 1.08% | Reduce -1.6% | 74,869 | $3.9M |
| Kestra Advisory Services, LLC | 0.01% | Add +118.7% | 67,045 | $3.5M |
| LPL Financial LLC | 0.00% | Add +133.3% | 66,285 | $3.5M |
| Susquehanna International Group, LLP | 0.00% | New | 52,250 | $2.7M |
| My Personal CFO, LLC | 1.02% | Reduce -7.7% | 44,558 | $2.3M |
| Main Street Financial Solutions, LLC | 0.16% | Add +5.0% | 40,688 | $2.1M |
| Cetera Investment Advisers | 0.00% | Add +2.5% | 40,265 | $2.1M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +16.6% | 38,288 | $2.0M |
| Blue Bell Private Wealth Management, LLC | 0.28% | Add +3.7% | 36,567 | $1.9M |
| Lantz Financial LLC | 0.38% | Add +27.0% | 35,156 | $1.8M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -5.0% | 32,826 | $1.7M |
| Spire Wealth Management | 0.06% | No change | 32,326 | $1.7M |
| Fragasso Financial Advisors Inc | 0.10% | Reduce -11.7% | 30,584 | $1.6M |
| Integral Investment Advisors, Inc. | 0.40% | No change | 30,365 | $1.6M |
| Brookstone Capital Management | 0.02% | Add +7.1% | 30,138 | $1.6M |
| First Commonwealth Financial Corp | 0.24% | Add +2.3% | 28,927 | $1.5M |
| Chris Bulman Inc | 0.55% | Add +18.4% | 24,104 | $1.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +8.2% | 23,628 | $1.2M |
| Snowden Capital Advisors LLC | 0.03% | Reduce -14.5% | 23,176 | $1.2M |
| Weaver Consulting Group | 0.27% | Add +20.0% | 21,668 | $1.1M |
| Beck Capital Management, LLC | 0.26% | Reduce -0.8% | 21,365 | $1.1M |
| FSA Advisors, Inc. | 0.62% | Add +2.4% | 17,857 | $937K |
| Janney Montgomery Scott LLC | 0.00% | No change | 16,964 | $890K |
| Lido Advisors, LLC | 0.00% | No change | 16,500 | $866K |
| DHJJ Financial Advisors, Ltd. | 0.27% | Add +6.6% | 15,681 | $823K |
| Old Mission Capital LLC | 0.02% | Reduce -4.4% | 15,383 | $807K |
| Ballast Rock Private Wealth LLC | 0.43% | Add +8.5% | 14,932 | $784K |
| Strategic Blueprint, LLC | 0.04% | Add +9.4% | 14,336 | $752K |
| Ausdal Financial Partners, Inc. | 0.03% | Add +2.5% | 13,786 | $724K |
| Novem Group | 0.08% | No change | 12,518 | $657K |
| Trek Financial, LLC | 0.03% | Reduce -5.9% | 11,908 | $625K |
| Arax Advisory Partners | 0.02% | Reduce -1.1% | 11,507 | $604K |
| Corrado Advisors, LLC | 0.30% | Add +41.5% | 11,126 | $584K |
| Benjamin Edwards Inc. | 0.01% | Add +0.2% | 10,922 | $573K |
| Bellwether Advisors, LLC | 0.10% | No change | 10,709 | $562K |
| Sigma Planning Corp | 0.01% | Add +2.5% | 9,877 | $518K |
| Allie Family Office LLC | 0.22% | New | 9,550 | $501K |
| BCS Wealth Management | 0.10% | Reduce -56.9% | 9,209 | $483K |
| MML Investors Services, LLC | 0.00% | Reduce -42.5% | 9,132 | $479K |
| WPWealth LLP | 0.07% | Add +24.3% | 8,466 | $444K |
| Summit Wealth Partners, LLC | 0.07% | No change | 8,349 | $438K |
| TopTier Wealth Management, LLC | 0.25% | Reduce -0.1% | 7,870 | $413K |
| Wood Tarver Financial Group, LLC | 0.11% | No change | 7,823 | $410K |
| Orion Capital Management LLC | 0.13% | No change | 7,430 | $390K |
| COFG Advisors, LLC | 0.10% | Add +5.5% | 7,360 | $386K |
| Outlook Wealth Advisors, LLC | 0.09% | No change | 7,091 | $372K |
| CreativeOne Wealth, LLC | 0.01% | Add +4.9% | 7,037 | $369K |
| Advisory Services Network, LLC | 0.00% | No change | 6,707 | $352K |
| GWN Securities Inc. | 0.07% | New | 6,511 | $342K |
| Continuum Advisory, LLC | 0.03% | No change | 5,776 | $303K |
| Diligent Investors, LLC | 0.07% | New | 5,365 | $282K |
| Merit Financial Group, LLC | 0.00% | Add +31.2% | 5,092 | $267K |
| Gaddis Premier Wealth Advisors LLC | 0.20% | No change | 5,075 | $266K |
| KFG Wealth Management, LLC | 0.03% | Add +2.3% | 4,999 | $262K |
| Beacon Financial Advisory LLC | 0.06% | Reduce -2.8% | 4,950 | $260K |
| Keystone Wealth Services, LLC | 0.05% | No change | 4,857 | $255K |
| Blue Sky Capital Consultants Group, Inc. | 0.12% | New | 4,751 | $249K |
| Truist Financial Corp. | 0.00% | No change | 4,750 | $249K |
| Stratos Wealth Advisors, LLC | 0.01% | Reduce -8.6% | 4,625 | $243K |
| Cypress Wealth Services, LLC | 0.03% | New | 4,454 | $234K |
| Crown Wealth Group, LLC | 0.07% | No change | 4,400 | $231K |
| D.B. Root & Company, LLC | 0.05% | New | 4,294 | $225K |
| Arkadios Wealth Advisors | 0.00% | Reduce -1.6% | 4,258 | $223K |
| Fortitude Advisory Group L.L.C. | 0.10% | No change | 4,192 | $220K |
| DAVENPORT & Co LLC | 0.00% | New | 4,050 | $213K |
| Principal Securities, Inc. | 0.00% | New | 4,036 | $212K |
| Foundations Investment Advisors, LLC | 0.00% | New | 3,931 | $206K |
| Captrust Financial Advisors | 0.00% | New | 3,824 | $201K |
| IFP Advisors, Inc | 0.00% | No change | 3,651 | $192K |
| AE Wealth Management LLC | 0.00% | Add +79.2% | 3,412 | $179K |
| Integrity Financial Corp | 0.09% | Reduce -0.7% | 3,320 | $174K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 3,062 | $161K |
| IMG Wealth Management, Inc. | 0.09% | Add +2.1% | 2,576 | $135K |
| Financial Network Wealth Advisors LLC | 0.10% | No change | 1,951 | $102K |
| Bullseye Investment Management, LLC | 0.03% | Reduce -18.3% | 938 | $49K |
| WealthShield Partners, LLC | 0.00% | Reduce -58.0% | 808 | $42K |
| CoreCap Advisors, LLC | 0.00% | Reduce -23.2% | 641 | $34K |
| Anfield Capital Management, LLC | 0.01% | New | 627 | $33K |
| Creative Financial Designs Inc. | 0.00% | No change | 500 | $26K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -24.8% | 489 | $26K |
| Allworth Financial LP | 0.00% | No change | 400 | $21K |
| Keating Financial Advisory Services, Inc. | 0.00% | No change | 394 | $21K |
| Geneos Wealth Management Inc. | 0.00% | No change | 320 | $17K |
| Chapman Financial Group, LLC | 0.01% | No change | 300 | $16K |
| CNB Bank | 0.01% | No change | 232 | $12K |
| Larson Financial Group LLC | 0.00% | No change | 212 | $11K |
| AdvisorNet Financial, Inc | 0.00% | No change | 198 | $10K |
| Sunbelt Securities, Inc. | 0.00% | New | 187 | $10K |
| Lanark Financial, Inc. | 0.00% | No change | 180 | $9K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -14.3% | 150 | $8K |
| Assetmark, Inc. | 0.00% | No change | 97 | $5K |
| Cwm, LLC | 0.00% | No change | 18 | $945 |
| JPMorgan Chase & Co. | 0.00% | Reduce -99.9% | 10 | $513 |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 2 | $105 |
"% of holder's portfolio" is BMAR's weight in each manager's 13F, not the share of Innovator U.S. Equity Buffer the manager owns.