Innovator U.S. Equity Buffer ETF(BMAR)

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Innovator U.S. Equity Buffer ETF(BMAR)

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$57.60—

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BMAR(BMAR)

BMAR

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 123 Institutional Holders

Holder	Shares	Date	Change	% Held
Penserra Capital Management LLC	387.80K	Mar 31, 26	+38.77K	12.23%
MACROVIEW INVESTMENT MANAGEMENT LLC	138.45K	Mar 31, 26	--	4.37%
COMMONWEALTH EQUITY SERVICES, LLC	119.85K	Mar 31, 26	+2.80K	3.78%
HighTower Advisors, LLC	102.53K	Mar 31, 26	+2.18K	3.23%
ADVISOR GROUP HOLDINGS, INC.	90.25K	Mar 31, 26	-18.90K	2.85%
Retirement Planning Group	88.82K	Mar 31, 26	-423	2.80%
Cerity Partners LLC	84.94K	Mar 31, 26	+13.93K	2.68%
RAYMOND JAMES FINANCIAL INC	75.87K	Mar 31, 26	+13.11K	2.39%
Valtinson Bruner Financial Planning LLC	74.87K	Mar 31, 26	-1.23K	2.36%
Kestra Advisory Services, LLC	67.05K	Mar 31, 26	+36.39K	2.12%
LPL Financial LLC	66.28K	Mar 31, 26	+37.87K	2.09%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	52.25K	Mar 31, 26	+52.25K	1.65%
My Personal CFO, LLC	44.56K	Mar 31, 26	-3.73K	1.41%
Cetera Investment Advisers	40.27K	Mar 31, 26	+975	1.27%
Beacon Pointe Advisors, LLC	38.29K	Mar 31, 26	+5.46K	1.21%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	36.57K	Mar 31, 26	+1.30K	1.15%
Lantz Financial LLC	35.16K	Mar 31, 26	+7.48K	1.11%
Cambridge Investment Research Advisors, Inc.	32.83K	Mar 31, 26	-1.73K	1.04%
Spire Wealth Management	32.33K	Mar 31, 26	--	1.02%
Fragasso Group Inc.	30.58K	Mar 31, 26	-4.06K	0.96%
INTEGRAL INVESTMENT ADVISORS, INC.	30.36K	Mar 31, 26	--	0.96%
Brookstone Capital Management	30.14K	Mar 31, 26	+2.00K	0.95%
FIRST COMMONWEALTH FINANCIAL CORP /PA/	28.93K	Mar 31, 26	+646	0.91%
Chris Bulman Inc	24.10K	Mar 31, 26	+3.74K	0.76%
ENVESTNET ASSET MANAGEMENT INC	23.63K	Mar 31, 26	+1.79K	0.75%
Snowden Capital Advisors LLC	23.18K	Mar 31, 26	-3.94K	0.73%
Weaver Consulting Group	21.67K	Mar 31, 26	+3.61K	0.68%
BECK CAPITAL MANAGEMENT, LLC	21.36K	Mar 31, 26	-176	0.67%
FSA Advisors, Inc.	17.86K	Mar 31, 26	+416	0.56%
Janney Montgomery Scott LLC	16.96K	Mar 31, 26	--	0.54%
Lido Advisors, LLC	16.50K	Mar 31, 26	--	0.52%
DHJJ Financial Advisors, Ltd.	15.68K	Mar 31, 26	+968	0.49%
OLD MISSION CAPITAL LLC	15.38K	Mar 31, 26	-714	0.49%
Strategic Blueprint, LLC	14.34K	Mar 31, 26	+1.24K	0.45%
Ausdal Financial Partners, Inc.	13.79K	Mar 31, 26	+330	0.43%
NOVEM GROUP	12.52K	Mar 31, 26	--	0.39%
Trek Financial, LLC	11.91K	Mar 31, 26	-745	0.38%
SRS Capital Advisors, Inc.	11.51K	Mar 31, 26	-126	0.36%
CORRADO ADVISORS, LLC	11.13K	Mar 31, 26	+3.27K	0.35%
BENJAMIN EDWARDS INC	10.92K	Mar 31, 26	+25	0.34%
Bellwether Advisors, LLC	10.71K	Mar 31, 26	--	0.34%
Sigma Planning Corp	9.88K	Mar 31, 26	+237	0.31%
Allie Family Office LLC	9.55K	Mar 31, 26	+9.55K	0.30%
BCS Wealth Management	9.21K	Mar 31, 26	-12.17K	0.29%
MML INVESTORS SERVICES, LLC	9.13K	Mar 31, 26	-6.75K	0.29%
WPWealth LLP	8.47K	Mar 31, 26	+1.65K	0.27%
Summit Wealth Partners, LLC	8.35K	Mar 31, 26	--	0.26%
Wood Tarver Financial Group, LLC	7.82K	Mar 31, 26	--	0.25%
Orion Capital Management LLC	7.43K	Mar 31, 26	--	0.23%
Outlook Wealth Advisors, LLC	7.09K	Mar 31, 26	--	0.22%
CreativeOne Wealth, LLC	7.04K	Mar 31, 26	+331	0.22%
Advisory Services Network, LLC	6.71K	Mar 31, 26	--	0.21%
GWN SECURITIES INC.	6.51K	Mar 31, 26	+6.51K	0.21%
Continuum Advisory, LLC	5.78K	Mar 31, 26	--	0.18%
Diligent Investors, LLC	5.37K	Mar 31, 26	+5.37K	0.17%
Merit Financial Group, LLC	5.09K	Mar 31, 26	+1.21K	0.16%
KFG WEALTH MANAGEMENT, LLC	5.00K	Mar 31, 26	+112	0.16%
Beacon Financial Advisory LLC	4.95K	Mar 31, 26	-142	0.16%
Keystone Wealth Services, LLC	4.86K	Mar 31, 26	--	0.15%
Blue Sky Capital Consultants Group, Inc.	4.75K	Mar 31, 26	+4.75K	0.15%
TRUIST FINANCIAL CORP	4.75K	Mar 31, 26	--	0.15%
Stratos Wealth Advisors, LLC	4.63K	Mar 31, 26	-433	0.15%
Cypress Wealth Services, LLC	4.45K	Mar 31, 26	+4.45K	0.14%
Crown Wealth Group, LLC	4.40K	Mar 31, 26	--	0.14%
D.B. Root & Company, LLC	4.29K	Mar 31, 26	+4.29K	0.14%
Arkadios Wealth Advisors	4.26K	Mar 31, 26	-68	0.13%
Fortitude Advisory Group L.L.C.	4.19K	Mar 31, 26	--	0.13%
DAVENPORT & Co LLC	4.05K	Mar 31, 26	+4.05K	0.13%
PRINCIPAL SECURITIES, INC.	4.04K	Mar 31, 26	+4.04K	0.13%
Foundations Investment Advisors, LLC	3.93K	Mar 31, 26	+3.93K	0.12%
CAPTRUST FINANCIAL ADVISORS	3.82K	Mar 31, 26	+3.82K	0.12%
IFP Advisors, Inc	3.65K	Mar 31, 26	--	0.12%
AE Wealth Management LLC	3.41K	Mar 31, 26	+1.51K	0.11%
Integrity Financial Corp /WA	3.32K	Mar 31, 26	-22	0.10%
Steward Partners Investment Advisory, LLC	3.06K	Mar 31, 26	--	0.10%
IMG Wealth Management, Inc.	2.58K	Mar 31, 26	+52	0.08%
Financial Network Wealth Advisors LLC	1.95K	Mar 31, 26	--	0.06%
WealthShield Partners, LLC	808	Mar 31, 26	-1.12K	0.03%
CoreCap Advisors, LLC	641	Mar 31, 26	-194	0.02%
Anfield Capital Management, LLC	627	Mar 31, 26	+627	0.02%
CREATIVE FINANCIAL DESIGNS INC /ADV	500	Mar 31, 26	--	0.02%
Farther Finance Advisors, LLC	489	Mar 31, 26	-161	0.02%
Allworth Financial LP	400	Mar 31, 26	--	0.01%
Geneos Wealth Management Inc.	320	Mar 31, 26	--	0.01%
CHAPMAN FINANCIAL GROUP, LLC	300	Mar 31, 26	--	0.01%
CNB Bank	232	Mar 31, 26	--	0.01%
Larson Financial Group LLC	212	Mar 31, 26	--	0.01%
AdvisorNet Financial, Inc	198	Mar 31, 26	--	0.01%
Sunbelt Securities, Inc.	187	Mar 31, 26	+187	0.01%
NBC SECURITIES, INC.	180	Mar 31, 26	--	0.01%
EverSource Wealth Advisors, LLC	150	Mar 31, 26	-25	0.00%
ASSETMARK, INC	97	Mar 31, 26	--	0.00%
CWM, LLC	18	Mar 31, 26	--	0.00%
JPMORGAN CHASE & CO	10	Mar 31, 26	-16.05K	0.00%
Pinnacle Wealth Planning Services, Inc.	2	Mar 31, 26	--	0.00%
UBS Group AG	--	Mar 31, 26	-94	--
OPTIMA CAPITAL LLC	--	Mar 31, 26	-700	--
Clear Point Advisors Inc.	--	Mar 31, 26	-4.15K	--
Jessup Wealth Management, Inc	--	Mar 31, 26	-14	--
MERCER GLOBAL ADVISORS INC /ADV	--	Mar 31, 26	-19.02K	--
Castellan Group	--	Mar 31, 26	-7.73K	--
Cape Investment Advisory, Inc.	--	Mar 31, 26	-1.10K	--
Buska Wealth Management, LLC	--	Mar 31, 26	-4.69K	--
VISTA INVESTMENT MANAGEMENT	--	Mar 31, 26	-4.50K	--
GTS SECURITIES LLC	--	Mar 31, 26	-5.95K	--
Secure Asset Management, LLC	--	Mar 31, 26	-6.00K	--
Main Street Financial Solutions, LLC	38.73K	Dec 31, 25	-250	1.22%
Vantage Financial Partners, LLC	10.45K	Dec 31, 25	--	0.33%
CIBC Private Wealth Group, LLC	--	Dec 31, 25	-700	--
Stuart Chaussee & Associates, Inc.	16.50K	Sep 30, 25	-2.83K	0.52%
Bullseye Investment Management, LLC	5.44K	Sep 30, 25	--	0.17%
WOLVERINE TRADING, LLC	--	Sep 30, 25	-4.40K	--
Sugarloaf Wealth Management, LLC	1.31K	Dec 31, 24	-100	0.04%
RAYMOND JAMES & ASSOCIATES	26.79K	Sep 30, 24	--	0.85%
Raymond James Financial Services Advisors, Inc.	26.38K	Sep 30, 24	-158	0.83%
BENJAMIN F. EDWARDS & COMPANY, INC.	9.94K	Jun 30, 24	--	0.31%
Cetera Advisors LLC	22.58K	Mar 31, 24	+10.27K	0.71%
Cetera Advisor Networks LLC	7.36K	Mar 31, 24	+7.36K	0.23%
Round Table Services, LLC	100.95K	Sep 30, 22	-2.61K	3.18%
Covington Capital Management	26.73K	Sep 30, 22	-6.41K	0.84%
American Portfolios Advisors	1.77K	Sep 30, 22	--	0.06%
Ameritas Investment Company, LLC	7.49K	Sep 30, 21	--	0.24%
OLD MISSION CAPITAL, LLC	48.22K	Dec 31, 20	+48.22K	1.52%

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Holder

Date

Change

% Held

Penserra Capital Management LLC

387.80K

Mar 31, 26

+38.77K

12.23%

MACROVIEW INVESTMENT MANAGEMENT LLC

138.45K

Mar 31, 26

4.37%

COMMONWEALTH EQUITY SERVICES, LLC

119.85K

Mar 31, 26

+2.80K

3.78%

HighTower Advisors, LLC

102.53K

Mar 31, 26

+2.18K

3.23%

ADVISOR GROUP HOLDINGS, INC.

90.25K

Mar 31, 26

-18.90K

2.85%

Retirement Planning Group

88.82K

Mar 31, 26

-423

2.80%

Cerity Partners LLC

84.94K

Mar 31, 26

+13.93K

2.68%

RAYMOND JAMES FINANCIAL INC

75.87K

Mar 31, 26

+13.11K

2.39%

Valtinson Bruner Financial Planning LLC

74.87K

Mar 31, 26

-1.23K

2.36%

Kestra Advisory Services, LLC

67.05K

Mar 31, 26

+36.39K

2.12%

LPL Financial LLC

66.28K

Mar 31, 26

+37.87K

2.09%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

52.25K

Mar 31, 26

+52.25K

1.65%

My Personal CFO, LLC

44.56K

Mar 31, 26

-3.73K

1.41%

Cetera Investment Advisers

40.27K

Mar 31, 26

+975

1.27%

Beacon Pointe Advisors, LLC

38.29K

Mar 31, 26

+5.46K

1.21%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

36.57K

Mar 31, 26

+1.30K

1.15%

Lantz Financial LLC

35.16K

Mar 31, 26

+7.48K

1.11%

Cambridge Investment Research Advisors, Inc.

32.83K

Mar 31, 26

-1.73K

1.04%

Spire Wealth Management

32.33K

Mar 31, 26

1.02%

Fragasso Group Inc.

30.58K

Mar 31, 26

-4.06K

0.96%

INTEGRAL INVESTMENT ADVISORS, INC.

30.36K

Mar 31, 26

0.96%

Brookstone Capital Management

30.14K

Mar 31, 26

+2.00K

0.95%

FIRST COMMONWEALTH FINANCIAL CORP /PA/

28.93K

Mar 31, 26

+646

0.91%

Chris Bulman Inc

24.10K

Mar 31, 26

+3.74K

0.76%

ENVESTNET ASSET MANAGEMENT INC

23.63K

Mar 31, 26

+1.79K

0.75%

Snowden Capital Advisors LLC

23.18K

Mar 31, 26

-3.94K

0.73%

Weaver Consulting Group

21.67K

Mar 31, 26

+3.61K

0.68%

BECK CAPITAL MANAGEMENT, LLC

21.36K

Mar 31, 26

-176

0.67%

FSA Advisors, Inc.

17.86K

Mar 31, 26

+416

0.56%

Janney Montgomery Scott LLC

16.96K

Mar 31, 26

0.54%

Lido Advisors, LLC

16.50K

Mar 31, 26

0.52%

DHJJ Financial Advisors, Ltd.

15.68K

Mar 31, 26

+968

0.49%

OLD MISSION CAPITAL LLC

15.38K

Mar 31, 26

-714

0.49%

Strategic Blueprint, LLC

14.34K

Mar 31, 26

+1.24K

0.45%

Ausdal Financial Partners, Inc.

13.79K

Mar 31, 26

+330

0.43%

NOVEM GROUP

12.52K

Mar 31, 26

0.39%

Trek Financial, LLC

11.91K

Mar 31, 26

-745

0.38%

SRS Capital Advisors, Inc.

11.51K

Mar 31, 26

-126

0.36%

CORRADO ADVISORS, LLC

11.13K

Mar 31, 26

+3.27K

0.35%

BENJAMIN EDWARDS INC

10.92K

Mar 31, 26

+25

0.34%

Bellwether Advisors, LLC

10.71K

Mar 31, 26

0.34%

Sigma Planning Corp

9.88K

Mar 31, 26

+237

0.31%

Allie Family Office LLC

9.55K

Mar 31, 26

+9.55K

0.30%

BCS Wealth Management

9.21K

Mar 31, 26

-12.17K

0.29%

MML INVESTORS SERVICES, LLC

9.13K

Mar 31, 26

-6.75K

0.29%

WPWealth LLP

8.47K

Mar 31, 26

+1.65K

0.27%

Summit Wealth Partners, LLC

8.35K

Mar 31, 26

0.26%

Wood Tarver Financial Group, LLC

7.82K

Mar 31, 26

0.25%

Orion Capital Management LLC

7.43K

Mar 31, 26

0.23%

Outlook Wealth Advisors, LLC

7.09K

Mar 31, 26

0.22%

CreativeOne Wealth, LLC

7.04K

Mar 31, 26

+331

0.22%

Advisory Services Network, LLC

6.71K

Mar 31, 26

0.21%

GWN SECURITIES INC.

6.51K

Mar 31, 26

+6.51K

0.21%

Continuum Advisory, LLC

5.78K

Mar 31, 26

0.18%

Diligent Investors, LLC

5.37K

Mar 31, 26

+5.37K

0.17%

Merit Financial Group, LLC

5.09K

Mar 31, 26

+1.21K

0.16%

KFG WEALTH MANAGEMENT, LLC

5.00K

Mar 31, 26

+112

0.16%

Beacon Financial Advisory LLC

4.95K

Mar 31, 26

-142

0.16%

Keystone Wealth Services, LLC

4.86K

Mar 31, 26

0.15%

Blue Sky Capital Consultants Group, Inc.

4.75K

Mar 31, 26

+4.75K

0.15%

TRUIST FINANCIAL CORP

4.75K

Mar 31, 26

0.15%

Stratos Wealth Advisors, LLC

4.63K

Mar 31, 26

-433

0.15%

Cypress Wealth Services, LLC

4.45K

Mar 31, 26

+4.45K

0.14%

Crown Wealth Group, LLC

4.40K

Mar 31, 26

0.14%

D.B. Root & Company, LLC

4.29K

Mar 31, 26

+4.29K

0.14%

Arkadios Wealth Advisors

4.26K

Mar 31, 26

-68

0.13%

Fortitude Advisory Group L.L.C.

4.19K

Mar 31, 26

0.13%

DAVENPORT & Co LLC

4.05K

Mar 31, 26

+4.05K

0.13%

PRINCIPAL SECURITIES, INC.

4.04K

Mar 31, 26

+4.04K

0.13%

Foundations Investment Advisors, LLC

3.93K

Mar 31, 26

+3.93K

0.12%

CAPTRUST FINANCIAL ADVISORS

3.82K

Mar 31, 26

+3.82K

0.12%

IFP Advisors, Inc

3.65K

Mar 31, 26

0.12%

AE Wealth Management LLC

3.41K

Mar 31, 26

+1.51K

0.11%

Integrity Financial Corp /WA

3.32K

Mar 31, 26

-22

0.10%

Steward Partners Investment Advisory, LLC

3.06K

Mar 31, 26

0.10%

IMG Wealth Management, Inc.

2.58K

Mar 31, 26

+52

0.08%

Financial Network Wealth Advisors LLC

1.95K

Mar 31, 26

0.06%

WealthShield Partners, LLC

808

Mar 31, 26

-1.12K

0.03%

CoreCap Advisors, LLC

641

Mar 31, 26

-194

0.02%

Anfield Capital Management, LLC

627

Mar 31, 26

+627

0.02%

CREATIVE FINANCIAL DESIGNS INC /ADV

500

Mar 31, 26

0.02%

Farther Finance Advisors, LLC

489

Mar 31, 26

-161

0.02%

Allworth Financial LP

400

Mar 31, 26

0.01%

Geneos Wealth Management Inc.

320

Mar 31, 26

0.01%

CHAPMAN FINANCIAL GROUP, LLC

300

Mar 31, 26

0.01%

CNB Bank

232

Mar 31, 26

0.01%

Larson Financial Group LLC

212

Mar 31, 26

0.01%

AdvisorNet Financial, Inc

198

Mar 31, 26

0.01%

Sunbelt Securities, Inc.

187

Mar 31, 26

+187

0.01%

NBC SECURITIES, INC.

180

Mar 31, 26

0.01%

EverSource Wealth Advisors, LLC

150

Mar 31, 26

-25

0.00%

ASSETMARK, INC

Mar 31, 26

0.00%

CWM, LLC

Mar 31, 26

0.00%

JPMORGAN CHASE & CO

Mar 31, 26

-16.05K

0.00%

Pinnacle Wealth Planning Services, Inc.

Mar 31, 26

0.00%

UBS Group AG

Mar 31, 26

-94

OPTIMA CAPITAL LLC

Mar 31, 26

-700

Clear Point Advisors Inc.

Mar 31, 26

-4.15K

Jessup Wealth Management, Inc

Mar 31, 26

-14

MERCER GLOBAL ADVISORS INC /ADV

Mar 31, 26

-19.02K

Castellan Group

Mar 31, 26

-7.73K

Cape Investment Advisory, Inc.

Mar 31, 26

-1.10K

Buska Wealth Management, LLC

Mar 31, 26

-4.69K

VISTA INVESTMENT MANAGEMENT

Mar 31, 26

-4.50K

GTS SECURITIES LLC

Mar 31, 26

-5.95K

Secure Asset Management, LLC

Mar 31, 26

-6.00K

Main Street Financial Solutions, LLC

38.73K

Dec 31, 25

-250

1.22%

Vantage Financial Partners, LLC

10.45K

Dec 31, 25

0.33%

CIBC Private Wealth Group, LLC

Dec 31, 25

-700

Stuart Chaussee & Associates, Inc.

16.50K

Sep 30, 25

-2.83K

0.52%

Bullseye Investment Management, LLC

5.44K

Sep 30, 25

0.17%

WOLVERINE TRADING, LLC

Sep 30, 25

-4.40K

Sugarloaf Wealth Management, LLC

1.31K

Dec 31, 24

-100

0.04%

RAYMOND JAMES & ASSOCIATES

26.79K

Sep 30, 24

0.85%

Raymond James Financial Services Advisors, Inc.

26.38K

Sep 30, 24

-158

0.83%

BENJAMIN F. EDWARDS & COMPANY, INC.

9.94K

Jun 30, 24

0.31%

Cetera Advisors LLC

22.58K

Mar 31, 24

+10.27K

0.71%

Cetera Advisor Networks LLC

7.36K

Mar 31, 24

+7.36K

0.23%

Round Table Services, LLC

100.95K

Sep 30, 22

-2.61K

3.18%

Covington Capital Management

26.73K

Sep 30, 22

-6.41K

0.84%

American Portfolios Advisors

1.77K

Sep 30, 22

0.06%

Ameritas Investment Company, LLC

7.49K

Sep 30, 21

0.24%

OLD MISSION CAPITAL, LLC

48.22K

Dec 31, 20

+48.22K

1.52%