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Innovator U.S. Equity Buffer ETF - March (BMAR) Institutional Ownership

$44.26 -1.27 (-2.79%)
As of 03:51 PM Eastern
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Institutional Ownership Changes (13F Filings) for Innovator U.S. Equity Buffer ETF - March (BATS:BMAR)

Number of
Institutional Buyers
(last 12 months)
47
Total
Institutional Inflows
(last 12 months)
$59.17M
Number of
Institutional Sellers
(last 12 months)
46
Total
Institutional Outflows
(last 12 months)
$28.37M
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BMAR Institutional Buying and Selling by Quarter

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Innovator U.S. Equity Buffer ETF - March Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/15/2025Chris Bulman Inc21,270$969K0.6%N/A0.519%
4/15/2025Integral Investment Advisors Inc.28,480$1.30M0.4%+22.5%0.695%
4/14/2025 Farther Finance Advisors LLC7,578$346K0.0%N/A0.185%
4/14/2025 Outlook Wealth Advisors LLC414,955$18.90M5.3%+8.3%10.121%
4/14/2025 BCS Wealth Management10,709$488K0.1%+3.0%0.261%
4/11/2025 KFG Wealth Management LLC4,542$207K0.0%N/A0.111%
4/11/2025 Pinnacle Wealth Management Group Inc.8,300$378K0.3%-5.7%0.202%
4/10/2025 Secure Asset Management LLC6,038$275K0.1%N/A0.147%
4/9/2025 Buska Wealth Management LLC7,583$345K0.1%-4.7%0.185%
4/9/2025 RFG Advisory LLC11,683$532K0.0%-36.3%0.285%
4/9/2025 Fragasso Financial Advisors Inc35,436$1.61M0.1%+34.1%0.864%
4/8/2025 Lantz Financial LLC28,035$1.28M0.3%+59.0%0.684%
3/6/2025Wood Tarver Financial Group LLC7,791$359K0.1%N/A0.215%
3/4/2025 Buska Wealth Management LLC7,954$367K0.1%-11.9%0.219%
2/19/2025Blue Sky Capital Consultants Group Inc.7,853$362K0.2%N/A0.175%
2/18/2025 Retirement Planning Group LLC115,066$5.31M0.3%-0.3%2.557%
2/18/2025Novem Group18,469$852K0.1%N/A0.410%
2/17/2025Vista Investment Management6,247$288K0.1%-5.7%0.139%
2/17/2025CoreCap Advisors LLC1,017$47K0.0%-91.2%0.023%
2/17/2025Cetera Investment Advisers27,558$1.27M0.0%-7.7%0.612%
2/14/2025Mercer Global Advisors Inc. ADV19,024$878K0.0%-11.6%0.423%
2/14/2025Lido Advisors LLC4,604$212K0.0%N/A0.102%
2/14/2025Beck Capital Management LLC23,282$1.07M0.3%-2.9%0.517%
2/14/2025WPWealth LLP7,856$362K0.1%-22.9%0.175%
2/13/2025CreativeOne Wealth LLC7,624$352K0.0%N/A0.169%
2/13/2025Townsquare Capital LLC4,632$214K0.0%-46.5%0.103%
2/13/2025Raymond James Financial Inc.46,931$2.17M0.0%N/A1.043%
2/13/2025Cerity Partners LLC41,107$1.90M0.0%-7.1%0.913%
2/13/2025Envestnet Asset Management Inc.21,707$1.00M0.0%-52.6%0.482%
2/12/2025OLD Mission Capital LLC22,604$1.04M0.0%+32.6%0.502%
2/12/2025Bullseye Investment Management LLC5,514$254K0.2%-73.3%0.123%
2/12/2025JPMorgan Chase & Co.718$33K0.0%-96.0%0.016%
2/11/2025LPL Financial LLC21,961$1.01M0.0%+4.1%0.488%
2/10/2025Valtinson Bruner Financial Planning LLC78,711$3.63M1.3%-3.9%1.749%
2/10/2025Commonwealth Equity Services LLC119,804$5.53M0.0%-8.7%2.662%
2/7/2025Blue Bell Private Wealth Management LLC34,715$1.60M0.3%-1.4%0.771%
2/6/2025Raymond James Financial Inc.46,931$2.17M0.0%N/A1.043%
2/5/2025Crown Wealth Group LLC4,400$203K0.1%N/A0.098%
2/4/2025IFP Advisors Inc3,338$154K0.0%-10.7%0.074%
2/3/2025Sigma Planning Corp11,247$519K0.0%-3.6%0.250%
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1/28/2025Stephens Inc. AR23,781$1.10M0.0%-6.2%0.528%
1/24/2025Spire Wealth Management28,737$1.33M0.0%-16.5%0.639%
1/24/2025My Personal CFO LLC49,810$2.30M1.2%-1.9%1.107%
1/23/2025Strategic Blueprint LLC19,414$896K0.1%-2.4%0.431%
1/21/2025Impact Partnership Wealth LLC8,738$403K0.1%N/A0.194%
1/21/2025 RFG Advisory LLC18,335$846K0.0%-28.6%0.407%
1/17/2025Janney Montgomery Scott LLC23,932$1.10M0.0%-5.3%0.532%
1/15/2025Arkadios Wealth Advisors5,575$257K0.0%-6.1%0.124%
1/14/2025 Outlook Wealth Advisors LLC383,304$17.69M5.1%-0.9%8.518%
1/13/2025 BCS Wealth Management10,396$480K0.1%-23.9%0.231%
1/13/2025 Fragasso Financial Advisors Inc26,426$1.22M0.1%-42.0%0.587%
1/13/2025 HFG Wealth Management LLC15,522$699K0.5%+7.6%0.345%
1/13/2025Brookstone Capital Management7,834$361K0.0%-61.3%0.174%
12/26/2024JPMorgan Chase & Co.17,978$809K0.0%+20.3%0.400%
11/25/2024Castellan Group9,808$442K0.2%-28.9%0.218%
11/25/2024World Investment Advisors LLC6,315$284K0.0%N/A0.140%
11/19/2024Barclays PLC861$39K0.0%N/A0.019%
11/15/2024Barclays PLC861$39K0.0%N/A0.019%
11/15/2024MML Investors Services LLC30,534$1.38M0.0%-2.4%0.679%
11/15/2024Jane Street Group LLC21,154$952K0.0%-3.8%0.470%
11/15/2024Weaver Consulting Group8,399$378K0.1%-7.6%0.187%
11/15/2024HighTower Advisors LLC89,833$4.04M0.0%-1.5%1.996%
11/15/2024Benjamin Edwards Inc.9,937$447K0.0%N/A0.221%
11/14/2024Tradition Wealth Management LLC6,146$277K0.0%-13.5%0.137%
11/14/2024First Commonwealth Financial Corp PA31,042$1.40M0.3%+2.2%0.690%
11/13/2024Townsquare Capital LLC8,656$390K0.0%-52.1%0.192%
11/12/2024Penserra Capital Management LLC292,374$13.16M0.3%+26.1%6.497%
11/12/2024Cerity Partners LLC44,249$1.99M0.0%-2.1%0.983%
11/4/2024Sigma Planning Corp11,662$525K0.0%-4.5%0.259%
10/30/2024Beacon Financial Advisory LLC5,883$265K0.1%-25.1%0.131%
10/29/2024Janney Montgomery Scott LLC25,262$1.14M0.0%-16.4%0.561%
10/28/2024Stephens Inc. AR25,366$1.14M0.0%-0.9%0.564%
10/25/2024Strategic Blueprint LLC19,899$896K0.1%-5.0%0.442%
10/24/2024Arkadios Wealth Advisors5,937$267K0.0%-7.8%0.132%
10/23/2024 Outlook Wealth Advisors LLC386,972$17.42M5.0%+3.4%8.599%
10/22/2024My Personal CFO LLC50,760$2.29M1.3%-3.0%1.128%
10/21/2024Integrity Financial Corp WA4,920$222K0.1%-5.1%0.109%
10/21/2024Castleview Partners LLC946$43K0.0%-45.1%0.021%
10/10/2024 Retirement Planning Group LLC115,425$5.20M0.3%-10.8%2.565%
10/8/2024Brookstone Capital Management20,248$912K0.0%-94.3%0.450%
10/8/2024Sugarloaf Wealth Management LLC1,414$64K0.0%-15.0%0.031%
8/22/2024Cetera Investment Advisers32,212$1.39M0.0%-11.8%0.716%
8/21/2024Truist Financial Corp4,750$205K0.0%N/A0.106%
8/20/2024 HFG Wealth Management LLC14,424$623K0.4%N/A0.321%
8/14/2024Beck Capital Management LLC24,088$1.04M0.3%-12.1%0.535%
8/13/2024AE Wealth Management LLC4,891$211K0.0%N/A0.109%
8/8/2024Envestnet Asset Management Inc.49,498$2.14M0.0%-7.1%1.100%
8/8/2024CoreCap Advisors LLC15,213$656K0.1%N/A0.338%
8/8/2024WPWealth LLP10,185$440K0.1%-76.5%0.226%
8/8/2024Main Street Financial Solutions LLC44,002$1.90M0.2%-1.9%0.978%
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8/7/2024Vantage Financial Partners LLC11,564$499K0.1%-34.9%0.257%
8/6/2024Ausdal Financial Partners Inc.13,570$586K0.1%+3.1%0.302%
8/6/2024Chris Bulman Inc6,139$265K0.2%N/A0.136%
8/2/2024Belpointe Asset Management LLC47,047$2.03M0.1%+1.3%1.045%
8/2/2024Larson Financial Group LLC802$35K0.0%-79.0%0.018%
8/1/2024FSA Advisors Inc.12,566$542K0.6%+3.2%0.279%
7/31/2024Commonwealth Equity Services LLC123,143$5.32M0.0%-2.3%2.737%
7/29/2024Arkadios Wealth Advisors6,441$278K0.0%+33.9%0.143%
7/27/2024Strategic Blueprint LLC20,936$904K0.1%+2.0%0.465%
7/26/2024Cambridge Investment Research Advisors Inc.56,454$2.44M0.0%-21.3%1.255%
(Data available from 1/1/2016 forward)

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BMAR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BMAR shares?

During the previous two years, 94 institutional investors and hedge funds held shares of Innovator U.S. Equity Buffer ETF - March. The most heavily invested institutionals were Outlook Wealth Advisors LLC ($18.90M), Penserra Capital Management LLC ($13.16M), Commonwealth Equity Services LLC ($5.53M), Retirement Planning Group LLC ($5.31M), Osaic Holdings Inc. ($4.16M), HighTower Advisors LLC ($4.04M), and Valtinson Bruner Financial Planning LLC ($3.63M).Learn more on BMAR's institutional investors.

Which institutional investors have been buying Innovator U.S. Equity Buffer ETF - March stock?

Of the 68 institutional investors that purchased Innovator U.S. Equity Buffer ETF - March stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Outlook Wealth Advisors LLC ($418.62K), Brookstone Capital Management ($352.16K), Retirement Planning Group LLC ($118.21K), NewEdge Advisors LLC ($104.60K), Penserra Capital Management LLC ($104.36K), Raymond James Financial Inc. ($93.86K), and Commonwealth Equity Services LLC ($75.11K).

How much institutional buying is happening at Innovator U.S. Equity Buffer ETF - March?

Institutional investors have bought a total of 1,991,240 shares in the last 24 months. This purchase volume represents approximately $81.80M in transactions.

Which Innovator U.S. Equity Buffer ETF - March major shareholders have been selling company stock?

Of the 60 institutional investors that sold Innovator U.S. Equity Buffer ETF - March stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Brookstone Capital Management ($344.33K), Raymond James & Associates ($98.91K), Beck Capital Management LLC ($54.74K), WPWealth LLP ($50.69K), Janney Montgomery Scott LLC ($29.95K), Envestnet Asset Management Inc. ($27.88K), and Osaic Holdings Inc. ($23.00K).

How much institutional selling is happening at Innovator U.S. Equity Buffer ETF - March?

Institutional investors have sold a total of 930,512 shares in the last 24 months. This volume of shares sold represents approximately $39.30M in transactions.



This page (BATS:BMAR) was last updated on 4/15/2025 by MarketBeat.com Staff
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