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

$47.06 +1.04 (+2.27%)
As of 01/21/2025 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)
38
Total
Institutional Inflows
(last 12 months)
$54.57M
Number of
Institutional Sellers
(last 12 months)
41
Total
Institutional Outflows
(last 12 months)
$24.29M
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BMAR Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/21/2025Impact Partnership Wealth LLC8,738$403K0.1%N/A0.194%
1/21/2025RFG Advisory LLC18,335$846K0.0%-28.6%0.407%
1/17/2025 Janney Montgomery Scott LLC23,932$1.10M0.0%-5.3%0.532%
1/15/2025 Arkadios 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%
1/13/2025 Brookstone 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%
11/15/2024 Weaver 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%
10/29/2024 Janney 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%
10/24/2024 Arkadios 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%
10/10/2024Retirement Planning Group LLC115,425$5.20M0.3%-10.8%2.565%
10/8/2024 Brookstone Capital Management20,248$912K0.0%-94.3%0.450%
10/8/2024 Sugarloaf 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%
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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%
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%
7/29/2024 Arkadios 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%
7/18/2024 Brookstone Capital Management352,164$15.42M0.3%+50.2%7.826%
7/18/2024 Outlook Wealth Advisors LLC374,357$16.16M5.0%+2.7%8.319%
7/13/2024Retirement Planning Group LLC129,408$5.59M0.4%-0.2%2.876%
7/12/2024DHJJ Financial Advisors Ltd.15,547$671K0.3%-2.0%0.345%
6/28/2024Bright Futures Wealth Management LLC.5,634$244K0.1%N/A0.125%
5/24/2024Cetera Advisors LLC22,580$941K0.0%+83.4%0.502%
5/23/2024FSA Advisors Inc.12,182$508K0.5%+71.0%0.271%
5/16/2024WPWealth LLP43,372$1.81M0.5%-1.5%0.964%
5/15/2024Beck Capital Management LLC27,401$1.14M0.3%-9.3%0.609%
5/14/2024First Commonwealth Financial Corp PA 27,217$1.13M0.3%+79.4%0.605%
5/11/2024Orion Capital Management LLC9,260$386K0.2%-13.9%0.206%
5/2/2024Vantage Financial Partners LLC17,774$741K0.2%+104.7%0.404%
5/2/2024Lincoln National Corp54,471$2.27M0.0%+360.1%1.238%
5/1/2024 Janney Montgomery Scott LLC40,400$1.68M0.0%-13.7%0.918%
4/30/2024Consolidated Portfolio Review Corp20,106$838K0.2%N/A0.457%
4/30/2024 Arkadios Wealth Advisors4,812$201K0.0%N/A0.109%
4/30/2024Valtinson Bruner Financial Planning LLC81,938$3.41M1.5%-5.2%1.862%
4/29/2024Commonwealth Equity Services LLC125,979$5.25M0.0%+147.6%2.863%
4/29/2024Benjamin F. Edwards & Company Inc.9,937$414K0.0%+11.0%0.226%
4/25/2024Cambridge Investment Research Advisors Inc.71,691$2.99M0.0%+77.1%1.629%
4/24/2024Blue Bell Private Wealth Management LLC35,458$1.48M0.3%-1.5%0.806%
4/24/2024Spire Wealth Management35,542$1.48M0.1%+41.1%0.808%
4/23/2024Strategic Blueprint LLC20,522$855K0.1%+2.2%0.466%
4/22/2024PFG Investments LLC20,106$838K0.1%N/A0.457%
4/22/2024 Outlook Wealth Advisors LLC364,499$15.19M4.7%N/A8.284%
4/16/2024 Weaver Consulting Group8,094$337K0.1%-10.6%0.294%
4/16/2024 Wealth Enhancement Advisory Services LLC12,193$508K0.0%+38.1%0.443%
4/15/2024 Brookstone Capital Management234,442$9.77M0.2%N/A8.525%
4/15/2024Sunbelt Securities Inc.6,250$260K0.0%+25.0%0.227%
4/13/2024Retirement Planning Group LLC129,689$5.40M0.4%+1,029.7%4.716%
4/12/2024Keystone Wealth Services LLC4,857$202K0.1%N/A0.177%
4/11/2024DHJJ Financial Advisors Ltd.15,872$661K0.3%-12.8%0.577%
4/11/2024RFG Advisory LLC25,629$1.07M0.0%+255.6%0.932%
4/10/2024 Fragasso Group Inc.45,559$1.90M0.2%+1.1%1.657%
Trump currency shock imminent (Ad)

Trump's Quiet $1.9 Trillion Move Against the Fed A small army of Americans, with Trump's support, has launched a $1.9 trillion move against the Fed. What comes next could have dramatic consequences.

4/10/2024 BCS Wealth Management13,699$571K0.2%N/A0.498%
4/10/2024Lantz Financial LLC17,631$735K0.2%+22.2%0.641%
2/9/2024Cambridge Investment Research Advisors Inc.40,472$1.60M0.0%-5.8%1.472%
2/8/2024Main Street Financial Solutions LLC44,832$1.78M0.2%-7.2%1.630%
2/8/2024Beacon Pointe Advisors LLC13,045$517K0.0%-12.4%0.474%
2/8/2024 Janney Montgomery Scott LLC46,789$1.85M0.0%-12.8%1.701%
2/7/2024Integrity Financial Corp WA5,183$205K0.1%-12.4%0.188%
2/6/2024Valtinson Bruner Financial Planning LLC86,448$3.42M1.8%-3.8%3.144%
2/6/2024Lincoln National Corp11,839$469K0.0%-23.3%0.431%
2/6/2024Spire Wealth Management25,198$1.01M0.0%-1.0%0.916%
(Data available from 1/1/2016 forward)

BMAR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BMAR shares?

During the previous two years, 82 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 ($17.69M), Penserra Capital Management LLC ($13.16M), Commonwealth Equity Services LLC ($5.32M), Retirement Planning Group LLC ($5.20M), Osaic Holdings Inc. ($4.16M), HighTower Advisors LLC ($4.04M), and NewEdge Advisors 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 58 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 ($386.97K), Brookstone Capital Management ($352.16K), Penserra Capital Management LLC ($144.71K), Retirement Planning Group LLC ($118.21K), NewEdge Advisors LLC ($104.60K), Raymond James & Associates ($95.71K), 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 1,933,832 shares in the last 24 months. This purchase volume represents approximately $76.88M in transactions.

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

Of the 56 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), OLD Mission Capital LLC ($108.49K), Raymond James & Associates ($100.91K), Beck Capital Management LLC ($87.03K), WPWealth LLP ($48.36K), Janney Montgomery Scott LLC ($31.47K), and Commonwealth Equity Services LLC ($27.84K).

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

Institutional investors have sold a total of 1,001,897 shares in the last 24 months. This volume of shares sold represents approximately $39.97M in transactions.



This page (BATS:BMAR) was last updated on 1/22/2025 by MarketBeat.com Staff
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