Innovator ETFs Trust - Innovator S&P 500 Buffer ETF - March (BMAR) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2020 to Q4 2025

Type / Class
Equity / Innovator S&P 500 Buffer ETF - March
Symbol
BMAR
Shares outstanding
3,485,435
Price per share
$53.05
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
2,148,113
Total reported value
$113,952,557
% of total 13F portfolios
0%
Share change
-120,767
Value change
-$6,256,871
Number of holders
100
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Innovator ETFs Trust - Innovator S&P 500 Buffer ETF - March (BMAR) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Brookstone Capital Management 0.92% -94% $1,656,869 -$24,154,404 32,066 -94% Brookstone Capital Management, LLC 30 Sep 2025

As of 31 Dec 2025, 100 institutional investors reported holding 2,148,113 shares of Innovator ETFs Trust - Innovator S&P 500 Buffer ETF - March (BMAR). This represents 62% of the company’s total 3,485,435 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Innovator ETFs Trust - Innovator S&P 500 Buffer ETF - March (BMAR) together control 47% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Penserra Capital Management LLC 10% 349,029 -3.1% 0.22% $18,515,000
MACROVIEW INVESTMENT MANAGEMENT LLC 4% 138,452 0% 5.1% $7,344,657
COMMONWEALTH EQUITY SERVICES, LLC 3.4% 117,050 -7% 0.01% $6,209,317
OSAIC HOLDINGS, INC. 3.1% 109,141 -9.1% 0.01% $5,789,846
HighTower Advisors, LLC 2.9% 100,345 -0.27% 0.01% $5,323,142
Retirement Planning Group, LLC 2.6% 89,244 -2.2% 0.16% $4,734,251
Valtinson Bruner Financial Planning LLC 2.2% 76,101 -2.1% 1.2% $4,037,036
Cerity Partners LLC 2% 71,014 -17% 0.01% $3,767,179
RAYMOND JAMES FINANCIAL INC 1.8% 62,763 -0.05% 0% $3,329,476
My Personal CFO, LLC 1.4% 48,290 1.1% $2,561,707
Cetera Investment Advisers 1.1% 39,290 -6.3% 0% $2,084,272
Main Street Financial Solutions, LLC 1.1% 38,733 -0.64% 0.15% $2,054,724
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1% 35,267 -5.2% 0.27% $1,870,858
Fragasso Financial Advisors Inc 0.99% 34,640 0% 0.11% $1,837,597
Cambridge Investment Research Advisors, Inc. 0.99% 34,557 -0.46% 0% $1,833,000
Beacon Pointe Advisors, LLC 0.94% 32,829 +100% 0.01% $1,741,542
Spire Wealth Management 0.93% 32,326 -3.8% 0.06% $1,714,878
Kestra Advisory Services, LLC 0.88% 30,653 -13% 0.01% $1,626,093
INTEGRAL INVESTMENT ADVISORS, INC. 0.87% 30,365 -0.3% 0.4% $1,610,815
LPL Financial LLC 0.82% 28,416 -6.6% 0% $1,507,423
First Commonwealth Financial Corp /PA/ 0.81% 28,281 -0.11% 0.25% $1,500,262
Brookstone Capital Management 0.81% 28,142 -12% 0.02% $1,492,888
Lantz Financial LLC 0.79% 27,673 0% 0.31% $1,468,008
Snowden Capital Advisors LLC 0.78% 27,115 -0.01% 0.04% $1,438,407
ENVESTNET ASSET MANAGEMENT INC 0.63% 21,833 -62% 0% $1,158,206

Institutional Holders of Innovator ETFs Trust - Innovator S&P 500 Buffer ETF - March (BMAR) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 2,148,113 $113,952,557 -$6,256,871 $53.05 100
2025 Q3 2,240,234 $115,491,306 -$51,348,918 $51.59 98
2025 Q2 3,239,899 $158,854,493 +$19,933,714 $49.04 98
2025 Q1 2,836,715 $129,190,768 +$20,862,434 $45.54 102
2024 Q4 2,373,067 $109,462,874 -$5,842,559 $46.14 97
2024 Q3 2,472,471 $111,300,255 -$20,734,039 $45.02 95
2024 Q2 2,560,033 $110,737,520 -$6,542,713 $43.17 98
2024 Q1 3,083,734 $128,494,417 +$73,303,247 $41.67 92
2023 Q4 1,303,128 $51,642,065 -$4,191,282 $39.61 69
2023 Q3 1,400,132 $50,868,729 -$6,595,190 $36.33 66
2023 Q2 1,578,424 $58,574,926 +$73,865 $37.11 70
2023 Q1 1,542,149 $53,446,784 +$11,506,989 $34.66 65
2022 Q4 1,253,543 $40,649,836 -$5,166,888 $32.18 48
2022 Q3 1,541,692 $46,687,828 -$1,124,029 $30.16 49
2022 Q2 1,573,827 $48,878,179 +$1,751,636 $30.93 52
2022 Q1 1,504,537 $52,487,186 +$19,343,424 $35.03 52
2021 Q4 933,554 $32,317,000 +$635,036 $34.62 41
2021 Q3 886,460 $29,314,555 -$5,371,134 $32.97 38
2021 Q2 1,061,342 $34,843,000 -$2,530,865 $32.83 38
2021 Q1 1,154,680 $36,033,226 +$24,310,507 $31.13 34
2020 Q4 384,734 $11,406,000 -$679,485 $29.65 17
2020 Q3 369,289 $10,417,000 +$942,962 $28.20 16
2020 Q2 336,766 $9,097,000 +$894,910 $26.88 17
2020 Q1 318,033 $7,544,000 +$6,609,000 $23.58 18