INNOVATOR U.S. EQUITY BUFFER (BMAR) Institutional Ownership Changes & 13F Activity

INNOVATOR U.S. EQUITY BUFFER (BMAR). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Talon Private Wealth, Llc, Penserra Capital Management Llc, Osaic Holdings, Inc., Arkadios Wealth Advisors, and Susquehanna International Group, Llp.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Talon Private Wealth, LlcBuy+175,696175,696$10.12MQ2 2026Sep 11, 2026
Beacon Pointe Advisors, LlcBuy+4,997+13.1%43,285$2.49MQ2 2026Aug 18, 2026
Fsa Advisors, Inc.Sell-533-3.0%17,324$998.34KQ2 2026Aug 17, 2026
Osaic Holdings, Inc.Buy+65,212+72.3%155,457$8.96MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpSell-19,165-36.7%33,085$1.91MQ2 2026Aug 14, 2026
Old Mission Capital LlcSell-4,589-29.8%10,794$622.03KQ2 2026Aug 14, 2026
Mutual Advisors, LlcBuy+3,6573,657$210.72KQ2 2026Aug 14, 2026
Cerity Partners LlcBuy+2,754+3.2%87,696$5.05MQ2 2026Aug 14, 2026
Raymond James Financial IncSell-2,647-3.5%73,223$4.22MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+1,4401,440$82.98KQ2 2026Aug 14, 2026
Ausdal Financial Partners, Inc.Sell-1,268-9.2%12,518$721.38KQ2 2026Aug 14, 2026
Foundations Investment Advisors, LlcBuy+847+21.5%4,778$275.34KQ2 2026Aug 14, 2026
Barclays PlcBuy+113113$6.51KQ2 2026Aug 14, 2026
Beck Capital Management, LlcSell-59-0.3%21,306$1.23MQ2 2026Aug 14, 2026
Larson Financial Group LlcSell-27-12.7%185$10.66KQ2 2026Aug 14, 2026
Penserra Capital Management LlcBuy+67,315+17.4%455,116$26.23MQ2 2026Aug 13, 2026
Trek Financial, LlcSell-771-6.5%11,137$641.80KQ2 2026Aug 13, 2026
D.B. Root & Company, LlcSell-296-6.9%3,998$230.39KQ2 2026Aug 13, 2026
Creativeone Wealth, LlcBuy+192+2.7%7,229$416.59KQ2 2026Aug 13, 2026
Cetera Investment AdvisersBuy+869+2.2%41,134$2.37MQ2 2026Aug 12, 2026
Jpmorgan Chase & CoBuy+685685$39.30KQ2 2026Aug 12, 2026
First Commonwealth Financial CorpSell-306-1.1%28,621$1.65MQ2 2026Aug 12, 2026
Wealthshield Partners, LlcSell-85-10.5%723$41.66KQ2 2026Aug 12, 2026
Arkadios Wealth AdvisorsBuy+19,433+456.4%23,691$1.37MQ2 2026Aug 10, 2026
Arax Advisory PartnersBuy+961+8.4%12,468$718.50KQ2 2026Aug 10, 2026
Lido Advisors, LlcBuy+4,604+27.9%21,104$1.22MQ2 2026Aug 07, 2026
Silver Oak Securities, IncorporatedBuy+3,6923,692$212.76KQ2 2026Aug 07, 2026
Mml Investors Services, LlcBuy+3,662+40.1%12,794$737.28KQ2 2026Aug 07, 2026
Lpl Financial LlcBuy+1,552+2.3%67,837$3.91MQ2 2026Aug 07, 2026
Sigma Planning CorpSell-173-1.8%9,704$559.21KQ2 2026Aug 07, 2026
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Frequently asked questions about BMAR activity

  • Which institutional owners are buying BMAR?

    Institutional owners buying BMAR include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in BMAR activity?

    "Buy" means an investor increased their reported position in BMAR compared to the prior reporting period. This reflects growing exposure to INNOVATOR U.S. EQUITY BUFFER (BMAR) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in BMAR increasing?

    Institutional interest in BMAR can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.