BMAR institutional holders

Innovator U.S. Equity Buffer ETF - March · 110 reporting institutions · $158M reported value

Funds that can replace BMAR · BMAR return decomposition

Institutional holdings

Institutions reporting BMAR, largest first
InstitutionReported positionAdvisors at firmReport period
Brookstone Capital Management$48.8M3372026-06-30
Osaic Holdings, Inc.$9M02026-06-30
MacRoview Investment Management LLC$8M42026-06-30
Commonwealth Equity Services, LLC$6.6M2,8632026-06-30
Hightower Advisors, LLC$5.8M1,0462026-06-30
Cerity Partners LLC$5.1M7772026-06-30
Retirement Planning Group, LLC$5M02026-06-30
Raymond James Financial Inc$4.2M02026-06-30
Valtinson Bruner Financial Planning LLC$4M72026-06-30
Lpl Financial LLC$3.9M23,4582026-06-30
Beacon Pointe Advisors, LLC$2.5M4662026-06-30
Cetera Investment Advisers$2.4M10,3702026-06-30
Main Street Financial Solutions, LLC$2.3M412026-06-30
Kestra Advisory Services, LLC$2.3M1,4792026-06-30
Blue Bell Private Wealth Management, LLC$2.2M112026-06-30
My Personal Cfo, LLC$2.2M22026-06-30
Lantz Financial LLC$2M72026-06-30
Susquehanna International Group, LLP$1.9M02026-06-30
Chris Bulman Inc$1.8M72026-06-30
Fragasso Financial Advisors Inc$1.8M252026-06-30
Integral Wealth Management$1.7M52026-06-30
Spire Wealth Management$1.7M32026-06-30
First Commonwealth Financial Corp /PA$1.6M02026-06-30
Arkadios Wealth Advisors$1.4M2262026-06-30
Snowden Capital Advisors LLC$1.3M1222026-06-30
Weaver Consulting Group, LLC$1.3M42026-06-30
Beck Capital Management, LLC$1.2M102026-06-30
Lido Advisors, LLC$1.2M3202026-06-30
Envestnet Pmc$1.2M602026-06-30
Strategic Blueprint, LLC$1.1M552026-06-30
Fsa Advisors, Inc.$998.3K02026-06-30
Dhjj Financial Advisors, Ltd.$898.5K72026-06-30
Ballast Rock Private Wealth LLC$860.5K102026-06-30
MML Investors Services, LLC$737.3K5,1202026-06-30
Novem Group$721.4K322026-06-30
Ausdal Financial Partners, Inc.$721.4K1892026-06-30
Arax Advisory Partners$718.5K2322026-06-30
Trek Financial, LLC$641.8K632026-06-30
Corrado Advisors, LLC$639.1K52026-06-30
Benjamin Edwards Inc$629.4K02026-06-30
Old Mission Capital LLC$622K02026-06-30
Bellwether Advisors, LLC$617.1K82026-06-30
Sigma Planning Corp$559.2K4742026-06-30
Vantage Financial Partners, LLC$554.1K02025-12-31
Allie Family Office LLC$550.3K02026-06-30
Bcs Wealth Management, LLC$530.7K82026-06-30
Wpwealth LLP$487.9K152026-06-30
Summit Wealth Partners, LLC$481.1K122026-06-30
Orion Capital Management LLC$428.2K42026-06-30
Chicago Oakbrook Financial Group$424.1K102026-06-30
Toptier Wealth Management, LLC$422.4K22026-06-30
Creativeone Wealth, LLC$416.6K2212026-06-30
Outlook Wealth Advisors, LLC$395.8K62026-06-30
Advisory Services Network$386.5K2532026-06-30
Gwn Securities Inc.$381.8K4492026-06-30
Merit Financial Group, LLC$373.2K2952026-06-30
Continuum Advisory, LLC$331.4K402026-06-30
Diligent Investors, LLC$309.2K32026-06-30
Kfg Wealth Management, LLC$293.5K492026-06-30
Gaddis Premier Wealth Advisors LLC$292.5K82026-06-30
Alphastar Capital Management, LLC$285.4K1572026-06-30
Beacon Financial Advisory LLC$285.3K132026-06-30
Keystone Wealth Services, LLC$279.9K122026-06-30
Ifp Advisors, Inc$276.8K3182026-06-30
Foundations Investment Advisors, LLC$275.3K3022026-06-30
Blue Sky Capital Consultants Group, Inc.$273.8K72026-06-30
Truist Financial Corp$273.7K02026-06-30
Stratos Wealth Advisors, LLC$266.5K712026-06-30
Cypress Wealth Services, LLC$256.7K142026-06-30
Crown Wealth Group, LLC$253.6K82026-06-30
Bullseye Investment Management, LLC$247.7K42025-09-30
Fortitude Advisory Group LLC$241.6K152026-06-30
Davenport & Co LLC$233.4K3392026-06-30
Principal Securities, Inc.$232.6K1,4632026-06-30
D.B. Root & Company, LLC$230.4K152026-06-30
Captrust Financial Advisors$220.4K9622026-06-30
Pathstone Holdings, LLC$218.9K02026-06-30
Silver Oak Securities, Incorporated$212.8K1172026-06-30
Mutual Advisors, LLC$210.7K1532026-06-30
Ae Wealth Management LLC$203.3K4712026-06-30
Integrity Financial Corp /wa$191.3K142026-06-30
Steward Partners Investment Advisory, LLC$176.5K4812026-06-30
Img Wealth Management, Inc.$147.7K72026-06-30
Financial Network Wealth Advisors LLC$112.4K72026-06-30
Ifg Advisory, LLC$83K1102026-06-30
Cape Investment Advisory, Inc.$63.4K352026-06-30
Wealthshield Partners, LLC$41.7K02026-06-30
Jpmorgan Chase & Co$39.3K02026-06-30
Corecap Advisors, LLC$36.9K1182026-06-30
Anfield Capital Management, LLC$32.9K02026-03-31
Creative Financial Designs Inc /adv$28.8K02026-06-30
Penserra Capital Management LLC$26.2K92026-06-30
Allworth Financial, LP$23.1K3172026-06-30
Keating Financial Advisory Services, Inc.$22.7K252026-06-30
Geneos Wealth Management, Inc.$18.4K1932026-06-30
Chapman Financial Group, LLC$17.3K02026-06-30
Cnb Bank$13.4K02026-06-30
Advisornet Wealth Partners$11.4K582026-06-30
Larson Financial Group LLC$10.7K672026-06-30
Lanark Financial, Inc.$10.4K692026-06-30
Sunbelt Securities, Inc.$9.8K632026-03-31
Eversource Wealth Advisors, LLC$8.6K772026-06-30
Barclays PLC$6.5K02026-06-30
Assetmark, Inc$5.6K2202026-06-30
Cambridge Investment Research Advisors, Inc.$1.7K3,9402026-03-31
Farther Finance Advisors, LLC$1.1K3342026-06-30
Janney Montgomery Scott LLC$9671,3422026-06-30
Cwm, LLC$9456672026-03-31
Wood Tarver Financial$45052026-06-30
Pinnacle Wealth Planning Services, Inc.$115202026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30