BMAR

Innovator U.S. Equity Buffer Cross-source read$58.67 0.27%
UnclassifiedCUSIP 45782C391· EOD Sep 15, 2026

Among active 13F managers last quarter, 3 opened and 8 added, while 20 reduced; the largest holder to move was Macroview Investment Management LLC (−0.1%). No recent Form 4 insider filings for BMAR.

Tracked 13F holders
99
69 in Q2 2026 filings
13F value (tracked)
$112.6M
Smart-money readBearish
Net sellingNet buying
Funds · active managers, latest 13F
11 adding · 20 trimming
Insiders · Form 4 open-market, 180d
0 buying · 0 selling
US House · STOCK Act, 180d
0 buying · 0 selling

Funds lean out and no leg opposes.

Price & smart-money activity

$58.67 0.27%5Y +77.5%
$27.77$36.23$44.69$53.14$61.6020212022202320242025202643492362471353107321219481131021221137208166281817815
Hover for who · click for detailEnd-of-day closing prices52w $51.08 – $59.27

Who owns BMAR?

99 tracked 13F filers · ranked by shares held

99 tracked 13F filers disclose a position in BMAR as of the latest SEC 13F filings, a combined $112.6M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1Talon Private Wealth, LLC176K
$10.1M
New
+176K sh
Q2 2026
2Macroview Investment Management LLC138K
$8.0M
−0.1%
Reduced · −125 sh
Q2 2026
3Commonwealth Equity Services, LLC120K
$6.3M
+2.4%
Added · +3K sh
Q1 2026
4HighTower Advisors, LLC103K
$5.4M
+2.2%
Added · +2K sh
Q1 2026
5Osaic Holdings, Inc.90K
$4.7M
−17%
Reduced · −19K sh
Q1 2026
6Retirement Planning Group, LLC86K
$5.0M
−2.8%
Reduced · −3K sh
Q2 2026
7Cerity Partners LLC85K
$4.5M
+20%
Added · +14K sh
Q1 2026
8Raymond James Financial Inc76K
$4.0M
+21%
Added · +13K sh
Q1 2026
9Valtinson Bruner Financial Planning LLC70K
$4.0M
−6.2%
Reduced · −5K sh
Q2 2026
10LPL Financial LLC66K
$3.5M
+133%
Added · +38K sh
Q1 2026
11Susquehanna International Group, LLP52K
$2.7M
New
+52K sh
Q1 2026
12Beacon Pointe Advisors, LLC43K
$2.5M
+13%
Added · +5K sh
Q2 2026
13Main Street Financial Solutions, LLC40K
$2.3M
−0.5%
Reduced · −190 sh
Q2 2026
14Cetera Investment Advisers40K
$2.1M
+2.5%
Added · +975 sh
Q1 2026
15Kestra Advisory Services, LLC40K
$2.3M
−40%
Reduced · −27K sh
Q2 2026
16Blue Bell Private Wealth Management, LLC39K
$2.2M
+6.2%
Added · +2K sh
Q2 2026
17My Personal CFO, LLC38K
$2.2M
−14%
Reduced · −6K sh
Q2 2026
18Lantz Financial LLC34K
$2.0M
−2.4%
Reduced · −840 sh
Q2 2026
19Spire Wealth Management32K
$1.7M
Held
Q1 2026
20Chris Bulman Inc31K
$1.8M
+29%
Added · +7K sh
Q2 2026
21Fragasso Financial Advisors Inc30K
$1.8M
−0.3%
Reduced · −104 sh
Q2 2026
22Integral Investment Advisors, Inc.30K
$1.7M
Held
Q2 2026
23First Commonwealth Financial Corp29K
$1.6M
−1.1%
Reduced · −306 sh
Q2 2026
24Arkadios Wealth Advisors24K
$1.4M
+456%
Added · +19K sh
Q2 2026
25Envestnet Asset Management Inc24K
$1.2M
+8.2%
Added · +2K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is BMAR being bought or sold by institutions?

Last quarter, 3 funds opened a new position in BMAR and 8 added to an existing one, while 20 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
3
funds took a first position
Added
8
added to an existing position
Reduced
20
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own BMAR also own

CompanyCo-held byTheir position there
Nvidia CorpNVDA52 funds$2.6B
SS SPDR S&P 500 ETF Trust-USSPY51 funds$2.1B
Invesco QQQ Trust Series 1QQQ51 funds$1.6B
Alphabet Inc-CL AGOOGL51 funds$1.1B
Ishares Core S&P 500 ETFIVV50 funds$3.1B
Microsoft CorpMSFT50 funds$1.6B
Amazon.com IncAMZN50 funds$1.4B
Apple IncAAPL49 funds$3.4B
Alphabet Inc-CL CGOOG49 funds$871.0M
JPMorgan Chase & CoJPM49 funds$730.4M
Tesla IncTSLA49 funds$533.2M
Broadcom IncAVGO48 funds$896.7M

Ranked by how many of BMAR's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in BMAR.

Insider activity (Form 4)

No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.

Do institutions, insiders and Congress agree?

Mixed signals

Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
2430
Insiders
Form 4 open-market
00$0
US House
STOCK Act trades
00$0

Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.

Institutional ownership over time

69 tracked filers in Q2 2026 filingsstill filing
04691Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $61.0M
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Share classes

Class13F holdersValue held
PJANmc271 funds$1.0B
PJULmc246 funds$687.0M
POCTmc234 funds$682.7M
PFEBmc216 funds$585.4M
PAPRmc216 funds$582.9M
PDECmc205 funds$639.1M
PSEPmc204 funds$571.9M
PMARmc202 funds$470.7M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 most recent

No filings captured for this ticker in the live stream yet.

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Connected entities for BMAR

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Ask your agent what changed in BMAR

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/BMAR/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for BMAR.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for BMAR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.