Invtr US S CP PR BFR ETF - MKMARETF
13F holders, Q1 2026 (March 31)34holders +16
19new positions
3sold out
$29.11avg. 13F price*
At the end of Q1 2026, 34 institutions reported holding Invtr US S CP PR BFR ETF - M (KMAR) in their 13F filings, up 16 from Q4 2025. 19 opened new positions and 3 sold out. The largest holders were Raymond James Financial Inc. ($2.8M), Commonwealth Equity Services, LLC ($1.7M) and Cetera Investment Advisers ($1.2M).
- Company
- Invtr US S CP PR BFR ETF - M
- Filed as
- INNOVATOR ETFS TRUST (Q1 2026)
- CUSIP
- 45784N759
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $8.1M |
| Exits | 3 | $903K |
All 13F filers, Q4 2025 → Q1 2026: 351,412 shares bought and 35,986 shares sold, net +315,426 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 34 holders
| Raymond James Financial Inc. | 0.00% | New | 96,209 | $2.8M |
| Commonwealth Equity Services, LLC | 0.00% | Add +34.5% | 58,658 | $1.7M |
| Cetera Investment Advisers | 0.00% | Add +43.9% | 40,000 | $1.2M |
| LPL Financial LLC | 0.00% | New | 25,330 | $737K |
| Miller Financial Services LLC | 0.77% | New | 23,600 | $686K |
| Old Mission Capital LLC | 0.02% | Reduce -14.8% | 22,604 | $657K |
| Kestra Advisory Services, LLC | 0.00% | Add +184.0% | 22,583 | $657K |
| Cresset Asset Management, LLC | 0.00% | New | 21,425 | $623K |
| Beacon Financial Advisory LLC | 0.13% | New | 19,456 | $566K |
| Truist Financial Corp. | 0.00% | Add +114.0% | 18,969 | $552K |
| Syon Capital LLC | 0.02% | New | 13,490 | $392K |
| Envestnet Asset Management Inc. | 0.00% | Add +49.3% | 13,228 | $385K |
| Diligent Investors, LLC | 0.08% | New | 11,000 | $320K |
| Cyndeo Wealth Partners, LLC | 0.02% | New | 10,750 | $313K |
| TrustBank | 0.12% | No change | 10,345 | $301K |
| HighTower Advisors, LLC | 0.00% | New | 10,331 | $301K |
| Ballast Rock Private Wealth LLC | 0.17% | New | 10,253 | $298K |
| Keating Financial Advisory Services, Inc. | 0.05% | Add +56.3% | 9,618 | $280K |
| Phoenix Financial Ltd. | 0.00% | Reduce -5.7% | 9,325 | $271K |
| Cerity Partners LLC | 0.00% | New | 9,244 | $269K |
| Fiduciary Financial Group, LLC | 0.03% | New | 7,400 | $215K |
| Private Advisor Group, LLC | 0.00% | New | 7,100 | $207K |
| DHJJ Financial Advisors, Ltd. | 0.06% | Add +105.8% | 6,531 | $190K |
| Osaic Holdings, Inc. | 0.00% | Add +500.8% | 6,008 | $175K |
| PFS Partners, LLC | 0.08% | Add +124.5% | 5,636 | $164K |
| Wellington-Altus USA Inc. | 0.08% | New | 4,200 | $135K |
| Atlantic Private Wealth, LLC | 0.08% | New | 4,300 | $125K |
| Harbour Investments, Inc. | 0.00% | Add +126.5% | 3,415 | $99K |
| IFP Advisors, Inc | 0.00% | Add +129.5% | 3,213 | $93K |
| Phillips Financial Management, LLC | 0.00% | No change | 1,347 | $39K |
| Anfield Capital Management, LLC | 0.01% | New | 757 | $22K |
| Advisory Services Network, LLC | 0.00% | New | 600 | $17K |
| AE Wealth Management LLC | 0.00% | New | 500 | $15K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | New | 433 | $13K |
"% of holder's portfolio" is KMAR's weight in each manager's 13F, not the share of Invtr US S CP PR BFR ETF - M the manager owns.