ETF Holders

Who owns BMAR?

Buffer or defined outcome

Innovator U.S. Equity Buffer ETF - Mar · Innovator

105 institutions reported holding BMAR, worth $187.9M, in Form 13F filings for June 30, 2026.

13F holders
105
Institutional value
$187.9M
Change from prior quarter
+58.4%
+$69.2M, with price moves
New and sold-out firms
8 / 0
24 added, 31 trimmed

Top 10 institutional holders of BMAR

FirmLocationValueSharesChange
Brookstone Capital ManagementWheaton, IL$48.8M846,066+815,928 shares
Penserra Capital Management LLCOrinda, CA$26.2M455,116+67,315 shares
Osaic Holdings, Inc.Scottsdale, AZ$9.0M155,457+65,212 shares
Macroview Investment Management LLCBethesda, MD$8.0M138,327−125 shares
Commonwealth Equity Services, LLCWaltham, MA$6.6M113,796−6,057 shares
HighTower Advisors, LLCChicago, IL$5.8M100,421−2,107 shares
Cerity Partners LLCNew York, NY$5.1M87,696+2,754 shares
Retirement Planning Group, LLCLeawood, KS$5.0M86,301−2,520 shares
Raymond James Financial Inc.St. Petersburg, FL$4.2M73,223−2,647 shares
Valtinson Bruner Financial Planning LLCNew Brighton, MN$4.0M70,212−4,657 shares
95 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Frequently asked questions

Who owns BMAR?

105 institutional managers reported holding BMAR in Form 13F filings for June 30, 2026, worth $187.9M in total. The largest reported position was held by Brookstone Capital Management, at $48.8M.

Did institutions buy or sell BMAR last quarter?

Reported 13F value rose 58.4% from March 31, 2026, which includes price moves as well as buying and selling. 8 firms reported a new position and 0 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is BMAR ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.