INNOVATOR U.S. EQUITY BUFFER BMAR
$57.53
-0.1% 52w: $47.79 – $57.77
Latest 13F among current holders filed 1 month ago (May 18, 2026)
Price — last 12 months
research preview data47.7952.7857.77
Jun 20, 2025 Jul 2, 2026
Institutional holders
100
+0 QoQ
13F value
$118.7M
+4.2% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns BMAR?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Penserra Capital Management LLC | Diversified mechanical | 387.8K | $20.4M | 0.2% | +11.1% |
| MACROVIEW INVESTMENT MANAGEMENT LLC | Wealth advisor | 138.5K | $7.3M | 5.1% | Held |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 119.9K | $6.3M | 0.0% | +2.4% |
| HighTower Advisors, LLC | Diversified mechanical | 102.5K | $5.4M | 0.0% | +2.2% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 90.2K | $4.7M | 0.0% | -17.3% |
| Retirement Planning Group, LLC | Wealth advisor | 88.8K | $4.7M | 0.1% | -0.5% |
| Cerity Partners LLC | Diversified mechanical | 84.9K | $4.5M | 0.0% | +19.6% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 75.9K | $4.0M | 0.0% | +20.9% |
| Valtinson Bruner Financial Planning LLC | Wealth advisor | 74.9K | $3.9M | 1.1% | -1.6% |
| Kestra Advisory Services, LLC | Wealth advisor | 67.0K | $3.5M | 0.0% | +118.7% |
| LPL Financial LLC | Bank broker | 66.3K | $3.5M | 0.0% | +133.3% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 52.3K | $2.7M | 0.0% | New |
| My Personal CFO, LLC | Wealth advisor | 44.6K | $2.3M | 1.0% | -7.7% |
| Cetera Investment Advisers | Wealth advisor | 40.3K | $2.1M | 0.0% | +2.5% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 38.3K | $2.0M | 0.0% | +16.6% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | Wealth advisor | 36.6K | $1.9M | 0.3% | +3.7% |
| Lantz Financial LLC | Wealth advisor | 35.2K | $1.8M | 0.4% | +27.0% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 32.8K | $1.7M | 0.0% | -5.0% |
| Spire Wealth Management | Wealth advisor | 32.3K | $1.7M | 0.1% | Held |
| Fragasso Financial Advisors Inc | Wealth advisor | 30.6K | $1.6M | 0.1% | -11.7% |
| INTEGRAL INVESTMENT ADVISORS, INC. | Wealth advisor | 30.4K | $1.6M | 0.4% | Held |
| Brookstone Capital Management | Wealth advisor | 30.1K | $1.6M | 0.0% | +7.1% |
| First Commonwealth Financial Corp /PA/ | Wealth advisor | 28.9K | $1.5M | 0.2% | +2.3% |
| Chris Bulman Inc | Wealth advisor | 24.1K | $1.3M | 0.6% | +18.4% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 23.6K | $1.2M | 0.0% | +8.2% |
| Snowden Capital Advisors LLC | Diversified mechanical | 23.2K | $1.2M | 0.0% | -14.5% |
| Weaver Consulting Group | Wealth advisor | 21.7K | $1.1M | 0.3% | +20.0% |
| BECK CAPITAL MANAGEMENT, LLC | Other | 21.4K | $1.1M | 0.3% | -0.8% |
| FSA Advisors, Inc. | Wealth advisor | 17.9K | $937K | 0.6% | +2.4% |
| Janney Montgomery Scott LLC | Diversified mechanical | 17.0K | $890K | 0.0% | Held |
| Lido Advisors, LLC | Wealth advisor | 16.5K | $866K | 0.0% | Held |
| DHJJ Financial Advisors, Ltd. | Wealth advisor | 15.7K | $823K | 0.3% | +6.6% |
| OLD MISSION CAPITAL LLC | Wealth advisor | 15.4K | $807K | 0.0% | -4.4% |
| Ballast Rock Private Wealth LLC | Wealth advisor | 14.9K | $784K | 0.4% | +8.5% |
| Strategic Blueprint, LLC | Wealth advisor | 14.3K | $752K | 0.0% | +9.4% |
| Ausdal Financial Partners, Inc. | Wealth advisor | 13.8K | $724K | 0.0% | +2.5% |
| NOVEM GROUP | Wealth advisor | 12.5K | $657K | 0.1% | Held |
| Trek Financial, LLC | Wealth advisor | 11.9K | $625K | 0.0% | -5.9% |
| Arax Advisory Partners | Wealth advisor | 11.5K | $604K | 0.0% | -1.1% |
| CORRADO ADVISORS, LLC | Wealth advisor | 11.1K | $584K | 0.3% | +41.6% |
| BENJAMIN EDWARDS INC | Diversified mechanical | 10.9K | $573K | 0.0% | +0.2% |
| Bellwether Advisors, LLC | Wealth advisor | 10.7K | $562K | 0.1% | Held |
| Sigma Planning Corp | Wealth advisor | 9.9K | $518K | 0.0% | +2.5% |
| Allie Family Office LLC | Wealth advisor | 9.6K | $501K | 0.2% | New |
| BCS Wealth Management | Wealth advisor | 9.2K | $483K | 0.1% | -56.9% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 9.1K | $479K | 0.0% | -42.5% |
| WPWealth LLP | Wealth advisor | 8.5K | $444K | 0.1% | +24.3% |
| Summit Wealth Partners, LLC | Wealth advisor | 8.3K | $438K | 0.1% | Held |
| TopTier Wealth Management, LLC | Wealth advisor | 7.9K | $413K | 0.3% | -0.1% |
| Wood Tarver Financial Group, LLC | Wealth advisor | 7.8K | $410K | 0.1% | Held |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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