INNOVATOR U.S. EQUITY BUFFER (BMAR) Institutional Shareholders
INNOVATOR U.S. EQUITY BUFFER (BMAR) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $186.34M in BMAR holdings during the latest filing period.
Brookstone Capital Management is currently the largest disclosed institutional shareholder of BMAR tracked by InsiderSet, reporting ownership valued at approximately $48.76M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $49.87M, representing an estimated gain of +2.28% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 68% of the total disclosed BMAR value among the investors covered in this analysis. Major shareholders include Brookstone Capital Management, Penserra Capital Management Llc, Talon Private Wealth, Llc, and several other long-term asset managers with concentrated positions in INNOVATOR U.S. EQUITY BUFFER (BMAR).
This page ranks the largest institutional BMAR shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
104
Total Reported Value
$186.34M
Largest Holder
Brookstone Capital Management
Largest Position
$48.76M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
118
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Brookstone Capital Management | 0.49% | 846,066 | $48,756,584 | $49,867,130 | +$1,110,546 | +2.28% | |
| Penserra Capital Management Llc | 0.20% | 455,116 | $26,227,000 | $26,824,537 | +$597,537 | +2.28% | |
| Talon Private Wealth, Llc | 1.18% | 175,696 | $10,124,904 | $10,355,522 | +$230,618 | +2.28% | |
| Osaic Holdings, Inc. | 0.01% | 155,457 | $8,958,858 | $9,162,636 | +$203,778 | +2.27% | |
| Macroview Investment Management Llc | 4.95% | 138,327 | $7,971,425 | $8,152,993 | +$181,568 | +2.28% | |
| Commonwealth Equity Services, Llc | 0.01% | 113,796 | $6,557,770 | $6,707,136 | +$149,366 | +2.28% | |
| Cerity Partners Llc | 0.01% | 87,696 | $5,053,675 | $5,168,802 | +$115,127 | +2.28% | |
| Retirement Planning Group, Llc | 0.13% | 86,301 | $4,973,302 | $5,086,581 | +$113,279 | +2.28% | |
| Raymond James Financial Inc | 0.00% | 73,223 | $4,219,651 | $4,315,764 | +$96,113 | +2.28% | |
| Valtinson Bruner Financial Planning Llc | 1.01% | 70,212 | $4,046,135 | $4,138,295 | +$92,160 | +2.28% | |
| Lpl Financial Llc | 0.00% | 67,837 | $3,909,269 | $3,998,313 | +$89,044 | +2.28% | |
| Beacon Pointe Advisors, Llc | 0.01% | 43,285 | $2,494,419 | $2,551,218 | +$56,799 | +2.28% | |
| Cetera Investment Advisers | 0.00% | 41,134 | $2,370,445 | $2,424,438 | +$53,993 | +2.28% | |
| Kestra Advisory Services, Llc | 0.01% | 40,204 | $2,316,852 | $2,369,624 | +$52,772 | +2.28% | |
| Blue Bell Private Wealth Management, Llc | 0.28% | 38,838 | $2,238,133 | $2,289,112 | +$50,979 | +2.28% | |
| My Personal Cfo, Llc | 0.86% | 38,438 | $2,215,082 | $2,265,536 | +$50,454 | +2.28% | |
| Lantz Financial Llc | 0.36% | 34,316 | $1,977,542 | $2,022,585 | +$45,043 | +2.28% | |
| Susquehanna International Group, Llp | 0.00% | 33,085 | $1,906,603 | $1,950,030 | +$43,427 | +2.28% | |
| Chris Bulman Inc | 0.65% | 31,030 | $1,788,176 | $1,828,908 | +$40,732 | +2.28% | |
| Fragasso Financial Advisors Inc | 0.09% | 30,480 | $1,756,483 | $1,796,491 | +$40,008 | +2.28% | |
| Integral Investment Advisors, Inc. | 0.39% | 30,365 | $1,749,856 | $1,789,713 | +$39,857 | +2.28% | |
| Spire Wealth Management | 0.05% | 29,928 | $1,724,723 | $1,763,956 | +$39,233 | +2.27% | |
| First Commonwealth Financial Corp | 0.23% | 28,621 | $1,649,354 | $1,686,922 | +$37,568 | +2.28% | |
| Arkadios Wealth Advisors | 0.02% | 23,691 | $1,365,251 | $1,396,348 | +$31,097 | +2.28% | |
| Snowden Capital Advisors Llc | 0.03% | 23,176 | $1,335,573 | $1,365,993 | +$30,420 | +2.28% | |
| Weaver Consulting Group | 0.26% | 22,428 | $1,292,481 | $1,321,906 | +$29,425 | +2.28% | |
| Beck Capital Management, Llc | 0.23% | 21,306 | $1,227,835 | $1,255,776 | +$27,941 | +2.28% | |
| Lido Advisors, Llc | 0.00% | 21,104 | $1,216,162 | $1,243,870 | +$27,708 | +2.28% | |
| Envestnet Asset Management Inc | 0.00% | 21,027 | $1,211,731 | $1,239,331 | +$27,600 | +2.28% | |
| Strategic Blueprint, Llc | 0.05% | 18,240 | $1,051,124 | $1,075,066 | +$23,942 | +2.28% | |
| Fsa Advisors, Inc. | 0.46% | 17,324 | $998,337 | $1,021,077 | +$22,740 | +2.28% | |
| Janney Montgomery Scott Llc | 0.00% | 16,784 | $967,000 | $989,249 | +$22,249 | +2.30% | |
| Dhjj Financial Advisors, Ltd. | 0.26% | 15,591 | $898,469 | $918,934 | +$20,465 | +2.28% | |
| Ballast Rock Private Wealth Llc | 0.40% | 14,932 | $860,493 | $880,092 | +$19,599 | +2.28% | |
| Mml Investors Services, Llc | 0.00% | 12,794 | $737,285 | $754,078 | +$16,793 | +2.28% | |
| Ausdal Financial Partners, Inc. | 0.03% | 12,518 | $721,380 | $737,811 | +$16,431 | +2.28% | |
| Novem Group | 0.07% | 12,518 | $721,380 | $737,811 | +$16,431 | +2.28% | |
| Arax Advisory Partners | 0.00% | 12,468 | $718,499 | $734,864 | +$16,365 | +2.28% | |
| Trek Financial, Llc | 0.03% | 11,137 | $641,796 | $656,415 | +$14,619 | +2.28% | |
| Corrado Advisors, Llc | 0.29% | 11,090 | $639,088 | $653,645 | +$14,557 | +2.28% | |
| Benjamin Edwards Inc | 0.01% | 10,922 | $629,394 | $643,743 | +$14,349 | +2.28% | |
| Old Mission Capital Llc | 0.02% | 10,794 | $622,030 | $636,198 | +$14,168 | +2.28% | |
| Bellwether Advisors, Llc | 0.09% | 10,709 | $617,132 | $631,188 | +$14,056 | +2.28% | |
| Sigma Planning Corp | 0.01% | 9,704 | $559,205 | $571,954 | +$12,749 | +2.28% | |
| Bcs Wealth Management | 0.10% | 9,209 | $530,691 | $542,778 | +$12,087 | +2.28% | |
| Allie Family Office Llc | 0.22% | 9,550 | $500,922 | $562,877 | +$61,955 | +12.37% | |
| Wpwealth Llp | 0.07% | 8,466 | $487,874 | $498,986 | +$11,112 | +2.28% | |
| Summit Wealth Partners, Llc | 0.07% | 8,349 | $481,131 | $492,090 | +$10,959 | +2.28% | |
| Wood Tarver Financial Group, Llc | 0.11% | 7,823 | $450,000 | $461,088 | +$11,088 | +2.46% | |
| Orion Capital Management Llc | 0.13% | 7,430 | $428,172 | $437,924 | +$9,752 | +2.28% |
Frequently asked questions about BMAR
Who owns the most BMAR stock?
The largest holders of BMAR are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INNOVATOR U.S. EQUITY BUFFER (BMAR).
Is BMAR widely held by superinvestors?
Many widely followed stocks like BMAR appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly BMAR is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.