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Innovator U.S. Equity Buffer (BMAR)

CUSIP: 45782C391 | NYSE | 206 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Macroview Investment Management LLC138,327
4.9% of portfolio›$8.2M
Commonwealth Equity Services, LLC101,097
0.0% of portfolio›$6.0M
Retirement Planning Group, LLC82,040
0.1% of portfolio›$4.9M
Valtinson Bruner Financial Planning LLC67,377
1.0% of portfolio›$4.0M
Kestra Advisory Services, LLC59,149
0.0% of portfolio›$3.5M
Blue Bell Private Wealth Management, LLC38,385
0.3% of portfolio›$2.3M
My Personal CFO, LLC38,238
0.8% of portfolio›$2.3M
Lantz Financial LLC33,650
0.4% of portfolio›$2.0M
Brookstone Capital Management30,965
0.0% of portfolio›$1.8M
Fragasso Financial Advisors Inc30,419
0.1% of portfolio›$1.8M
Integral Investment Advisors, Inc.30,365
0.4% of portfolio›$1.8M
Concurrent Investment Advisors, LLC29,536
0.0% of portfolio›$1.7M
Spire Wealth Management27,612
0.0% of portfolio›$1.6M
Cambridge Investment Research Advisors, Inc.26,666
0.0% of portfolio›$1.6M
Chris Bulman Inc24,670
0.5% of portfolio›$1.5M
Lido Advisors, LLC21,104
0.0% of portfolio›$1.2M
Weaver Consulting Group20,749
0.2% of portfolio›$1.2M
Strategic Blueprint, LLC15,291
0.0% of portfolio›$904.1K
Dhjj Financial Advisors, Ltd.15,086
0.3% of portfolio›$892.0K
Ballast Rock Private Wealth LLC14,932
0.4% of portfolio›$882.8K
Trek Financial, LLC11,137
0.0% of portfolio›$658.5K
Corrado Advisors, LLC10,943
0.3% of portfolio›$647.0K
Sigma Planning Corp9,704
0.0% of portfolio›$573.7K
BCS Wealth Management8,691
0.1% of portfolio›$513.9K
TopTier Wealth Management, LLC7,325
0.3% of portfolio›$433.1K
Seven Hills Financial, LLC7,218
0.3% of portfolio›$426.8K
Outlook Wealth Advisors, LLC6,869
0.1% of portfolio›$406.1K
IFP Advisors, Inc5,521
0.0% of portfolio›$326.4K
Novem Group5,458
0.0% of portfolio›$322.7K
Diligent Investors, LLC5,365
0.1% of portfolio›$317.2K
Truist Financial Corp5,350
0.0% of portfolio›$316.3K
Gaddis Premier Wealth Advisors LLC5,075
0.2% of portfolio›$300.1K
Keystone Wealth Services, LLC4,857
0.1% of portfolio›$287.1K
Blue Sky Capital Consultants Group, Inc.4,751
0.1% of portfolio›$280.9K
KFG Wealth Management, LLC4,466
0.0% of portfolio›$264.0K
Cypress Wealth Services, LLC4,454
0.0% of portfolio›$266.2K
Crown Wealth Group, LLC4,400
0.1% of portfolio›$260.1K
Clear Point Advisors Inc.4,320
0.2% of portfolio›$255.4K
Fortitude Advisory Group L.L.C.4,192
0.1% of portfolio›$247.8K
Davenport & Co LLC4,050
0.0% of portfolio›$239.5K
Beacon Financial Advisory LLC4,018
0.0% of portfolio›$237.6K
IMG Wealth Management, Inc.2,534
0.1% of portfolio›$149.8K
Financial Network Wealth Advisors LLC1,951
0.1% of portfolio›$115.4K
Cape Investment Advisory, Inc.1,100
0.0% of portfolio›$65.0K
CoreCap Advisors, LLC641
0.0% of portfolio›$37.9K
Creative Financial Designs Inc500
0.0% of portfolio›$29.6K
Chapman Financial Group, LLC300
0.0% of portfolio›$17.7K
Larson Financial Group LLC185
0.0% of portfolio›$10.9K
Lanark Financial, Inc.180
0.0% of portfolio›$10.6K
EverSource Wealth Advisors, LLC150
0.0% of portfolio›$8.9K
Assetmark, Inc97
0.0% of portfolio›$5.7K
Farther Finance Advisors, LLC19
0.0% of portfolio›$1.1K
Pinnacle Wealth Planning Services, Inc.2
0.0% of portfolio›$118
StyleTurnoverLocationFiled
Macroview Investment Management LLC
138,327$8.2M4.9%ETFLowBethesda, MD2026-10-26
Commonwealth Equity Services, LLC
101,097$6.0M0.0%ETFLowWaltham, MA2026-11-02
Retirement Planning Group, LLC
82,040$4.9M0.1%ETFVery LowLeawood, KS2026-10-19
Valtinson Bruner Financial Planning LLC
67,377$4.0M1.0%ETFLowNew Brighton, MN2026-11-02
Kestra Advisory Services, LLC
59,149$3.5M0.0%CoreLowAustin, TX2026-11-02
Blue Bell Private Wealth Management, LLC
38,385$2.3M0.3%YieldVery LowBlue Bell, PA2026-10-29
My Personal CFO, LLC
38,238$2.3M0.8%ETFHighVancouver, WA2026-10-14
Lantz Financial LLC
33,650$2.0M0.4%ETFLowNaperville, IL2026-10-15
Brookstone Capital Management
30,965$1.8M0.0%ETFMediumWheaton, IL2026-10-22
Fragasso Financial Advisors Inc
30,419$1.8M0.1%ETFLowSewickley, PA2026-10-13
Integral Investment Advisors, Inc.
30,365$1.8M0.4%ETFVery LowTurlock, CA2026-11-03
Concurrent Investment Advisors, LLC
29,536$1.7M0.0%GrowthMediumTampa, FL2026-10-16
Spire Wealth Management
27,612$1.6M0.0%GrowthMediumMclean, VA2026-10-30
Cambridge Investment Research Advisors, Inc.
26,666$1.6M0.0%ETFLowFairfield, IA2026-11-02
Chris Bulman Inc
24,670$1.5M0.5%ETFLowRoseville, CA2026-10-20
Lido Advisors, LLC
21,104$1.2M0.0%GrowthLowLos Angeles, CA2026-11-04
Weaver Consulting Group
20,749$1.2M0.2%ETFLowHuntington Beach, CA2026-10-07
Strategic Blueprint, LLC
15,291$904.1K0.0%ETFLowAtlanta, GA2026-10-22
Dhjj Financial Advisors, Ltd.
15,086$892.0K0.3%ETFVery LowNaperville, IL2026-10-23
Ballast Rock Private Wealth LLC
14,932$882.8K0.4%ETFMediumCharleston, SC2026-10-26
Trek Financial, LLC
11,137$658.5K0.0%ETFHighScottsdale, AZ2026-10-29
Corrado Advisors, LLC
10,943$647.0K0.3%CoreMediumRamsey, NJ2026-10-27
Sigma Planning Corp
9,704$573.7K0.0%GrowthMediumAnn Arbor, MI2026-10-23
BCS Wealth Management
8,691$513.9K0.1%ETFVery LowJohnson City, TN2026-11-03
TopTier Wealth Management, LLC
7,325$433.1K0.3%ETFVery LowMuskego, WI2026-10-16
Seven Hills Financial, LLC
7,218$426.8K0.3%ETFN/ATallahassee, FL2026-10-13
Outlook Wealth Advisors, LLC
6,869$406.1K0.1%ETFMediumShenandoah, TX2026-10-28
IFP Advisors, Inc
5,521$326.4K0.0%GrowthLowTampa, FL2026-10-16
Novem Group
5,458$322.7K0.0%ETFMediumRochester, NY2026-10-19
Diligent Investors, LLC
5,365$317.2K0.1%CoreLowRedlands, CA2026-10-21
Truist Financial Corp
5,350$316.3K0.0%CoreLowCharlotte, NC2026-10-30
Gaddis Premier Wealth Advisors LLC
5,075$300.1K0.2%ETFMediumDurant, OK2026-10-29
Keystone Wealth Services, LLC
4,857$287.1K0.1%ETFHighPalm Desert, CA2026-11-03
Blue Sky Capital Consultants Group, Inc.
4,751$280.9K0.1%GrowthMediumPoway, CA2026-10-13
KFG Wealth Management, LLC
4,466$264.0K0.0%ETFMediumGranger, IN2026-10-16
Cypress Wealth Services, LLC
4,454$266.2K0.0%ETFLowPalm Desert, CA2026-10-21
Crown Wealth Group, LLC
4,400$260.1K0.1%ETFMediumCharlotte, NC2026-10-19
Clear Point Advisors Inc.
4,320$255.4K0.2%ETFMediumMelville, NY2026-10-30
Fortitude Advisory Group L.L.C.
4,192$247.8K0.1%GrowthMediumGig Harbor, WA2026-10-15
Davenport & Co LLC
4,050$239.5K0.0%CoreMediumRichmond, VA2026-10-14
Beacon Financial Advisory LLC
4,018$237.6K0.0%ETFLowCleveland, OH2026-10-16
IMG Wealth Management, Inc.
2,534$149.8K0.1%ETFMediumJacksonville, FL2026-10-27
Financial Network Wealth Advisors LLC
1,951$115.4K0.1%ETFLowMurray, UT2026-10-28
Cape Investment Advisory, Inc.
1,100$65.0K0.0%ETFLowMcdonough, GA2026-10-13
CoreCap Advisors, LLC
641$37.9K0.0%ETFMediumSouthfield, MI2026-10-08
Creative Financial Designs Inc
500$29.6K0.0%ETFMediumKokomo, IN2026-11-04
Chapman Financial Group, LLC
300$17.7K0.0%CoreVery LowHonolulu, HI2026-10-26
Larson Financial Group LLC
185$10.9K0.0%GrowthLowSt Louis, MO2026-11-05
Lanark Financial, Inc.
180$10.6K0.0%CoreMediumBirmingham, AL2026-10-26
EverSource Wealth Advisors, LLC
150$8.9K0.0%CoreMediumBirmingham, AL2026-11-04
Assetmark, Inc
97$5.7K0.0%ETFLowConcord, CA2026-10-21
Farther Finance Advisors, LLC
19$1.1K0.0%IndexLowSan Francisco, CA2026-10-08
Pinnacle Wealth Planning Services, Inc.
2$1180.0%GARPLowMansfield, OH2026-10-27