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

$50.72 +5.19 (+11.39%)
As of 03:50 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)
52
Total
Institutional Inflows
(last 12 months)
$73.69M
Number of
Institutional Sellers
(last 12 months)
59
Total
Institutional Outflows
(last 12 months)
$32.17M
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BMAR Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/4/2025Osaic Holdings Inc.124,285$6.10M0.0%-12.2%2.806%
8/15/2025MML Investors Services LLC16,782$823K0.0%-2.6%0.379%
8/14/2025Raymond James Financial Inc.56,532$2.77M0.0%+10.4%1.276%
8/14/2025Main Street Financial Solutions LLC38,983$1.91M0.1%-12.8%0.880%
8/14/2025Cerity Partners LLC86,250$4.23M0.0%-0.4%1.947%
8/13/2025Beacon Pointe Advisors LLC15,723$771K0.0%-7.2%0.355%
8/12/2025Weaver Consulting Group19,416$952K0.3%+13.7%0.438%
8/11/2025Outlook Wealth Advisors LLC423,681$20.78M5.3%+2.1%9.564%
8/8/2025Cetera Investment Advisers43,194$2.12M0.0%+4.9%0.975%
8/8/2025WealthShield Partners LLC2,110$103K0.0%-50.9%0.048%
8/6/2025Penserra Capital Management LLC355,851$17.45M0.2%-8.4%8.033%
8/6/2025Valtinson Bruner Financial Planning LLC77,709$3.81M1.2%-1.1%1.754%
8/5/2025Sigma Planning Corp9,525$467K0.0%-17.8%0.215%
8/4/2025Spire Wealth Management34,886$1.71M0.1%-8.1%0.787%
8/4/2025Arkadios Wealth Advisors21,498$1.05M0.0%+322.0%0.485%
8/1/2025Corrado Advisors LLC20,083$985K0.6%-1.3%0.453%
8/1/2025Stuart Chaussee & Associates Inc.19,326$948K0.2%N/A0.436%
8/1/2025FSA Advisors Inc.18,226$894K0.7%+2.6%0.411%
8/1/2025Envestnet Asset Management Inc.58,403$2.86M0.0%+10.5%1.318%
7/31/2025Pinnacle Wealth Management Group Inc.9,000$441K0.3%+8.4%0.203%
7/30/2025Brookstone Capital Management525,039$25.75M0.3%+1,496.6%11.852%
7/30/2025Retirement Planning Group LLC91,457$4.49M0.2%-20.5%2.064%
7/30/2025IMG Wealth Management Inc.2,524$124K0.1%+70.8%0.057%
7/24/2025Castellan Group7,928$389K0.1%-9.2%0.179%
7/24/2025IFP Advisors Inc3,832$188K0.0%+14.8%0.087%
7/24/2025McElhenny Sheffield Capital Management LLC231,000$11.33M0.7%N/A5.214%
7/22/2025Fortitude Advisory Group L.L.C.4,300$211K0.1%N/A0.097%
7/21/2025Ameritas Advisory Services LLC1,215$60K0.0%N/A0.027%
7/18/2025Consolidated Portfolio Review Corp22,008$1.08M0.1%+6.1%0.497%
7/17/2025Janney Montgomery Scott LLC20,045$983K0.0%-9.7%0.452%
7/17/2025Clear Point Advisors Inc.4,547$223K0.2%-21.3%0.103%
7/16/2025Novem Group12,518$614K0.1%-32.2%0.283%
7/14/2025Chris Bulman Inc26,937$1.32M0.8%+26.6%0.608%
7/14/2025Buska Wealth Management LLC6,921$339K0.1%-8.7%0.156%
7/11/2025Farther Finance Advisors LLC748$37K0.0%-90.1%0.017%
7/11/2025Lantz Financial LLC27,734$1.36M0.3%-1.1%0.626%
7/9/2025Fragasso Financial Advisors Inc34,640$1.70M0.1%-2.2%0.782%
5/19/2025Jane Street Group LLC10,008$456K0.0%N/A0.250%
5/14/2025CreativeOne Wealth LLC7,396$337K0.0%-3.0%0.183%
5/14/2025Orion Capital Management LLC7,430$338K0.1%-6.3%0.183%
5/14/2025Kestra Advisory Services LLC33,229$1.51M0.0%-43.1%0.820%
5/13/2025HighTower Advisors LLC102,679$4.68M0.0%+14.6%2.535%
5/12/2025Benjamin Edwards Inc.11,197$510K0.0%+12.7%0.276%
5/12/2025Integrity Financial Corp WA4,123$188K0.1%-16.2%0.102%
5/9/2025WealthShield Partners LLC4,294$196K0.0%N/A0.106%
5/8/2025Castellan Group8,728$397K0.1%-11.0%0.216%
5/8/2025Arkadios Wealth Advisors5,094$232K0.0%-8.6%0.126%
5/8/2025FSA Advisors Inc.17,768$809K0.6%+42.1%0.439%
5/7/2025Vantage Financial Partners LLC10,445$476K0.1%-3.3%0.258%
5/6/2025Cetera Investment Advisers41,193$1.88M0.0%+49.5%1.017%
5/6/2025AE Wealth Management LLC2,328$106K0.0%-11.2%0.057%
5/6/2025Summit Wealth Partners LLC8,349$380K0.1%N/A0.206%
5/5/2025Blue Bell Private Wealth Management LLC39,394$1.79M0.3%+13.5%0.973%
5/2/2025Sigma Planning Corp11,584$527K0.0%+3.0%0.286%
5/1/2025Corrado Advisors LLC20,351$927K0.6%N/A0.502%
4/30/2025Cerity Partners LLC86,609$3.94M0.0%+110.7%2.138%
4/30/2025Stratos Wealth Advisors LLC6,731$307K0.0%-50.8%0.166%
4/29/2025Envestnet Asset Management Inc.52,853$2.41M0.0%+143.5%1.305%
4/29/2025Penserra Capital Management LLC388,492$17.69M0.3%+17.2%9.592%
4/29/2025Macroview Investment Management LLC139,724$6.36M5.9%N/A3.450%
4/29/2025Strategic Blueprint LLC13,311$606K0.0%-31.4%0.329%
4/29/2025Brookstone Capital Management32,885$1.50M0.0%+319.8%0.812%
4/28/2025Weaver Consulting Group17,074$778K0.2%+103.3%0.422%
4/23/2025Spire Wealth Management37,959$1.73M0.1%+32.1%0.937%
4/23/2025IMG Wealth Management Inc.1,478$67K0.1%N/A0.036%
4/23/2025Consolidated Portfolio Review Corp20,734$944K0.2%+1.6%0.512%
4/23/2025Continuum Advisory LLC5,776$263K0.0%+9.9%0.143%
4/22/2025Cambridge Investment Research Advisors Inc.35,778$1.63M0.0%-5.0%0.873%
4/18/2025DHJJ Financial Advisors Ltd.14,833$675K0.3%-4.5%0.362%
4/17/2025Sagespring Wealth Partners LLC7,709$351K0.0%N/A0.188%
4/17/2025Janney Montgomery Scott LLC22,188$1.01M0.0%-7.3%0.541%
4/16/2025Wealth Enhancement Advisory Services LLC6,036$275K0.0%-50.2%0.147%
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%
4/14/2025Farther Finance Advisors LLC7,578$346K0.0%N/A0.185%
4/14/2025Outlook Wealth Advisors LLC414,955$18.90M5.3%+8.3%10.121%
4/14/2025BCS Wealth Management10,709$488K0.1%+3.0%0.261%
4/11/2025KFG Wealth Management LLC4,542$207K0.0%N/A0.111%
4/11/2025Pinnacle Wealth Management Group Inc.8,300$378K0.3%-5.7%0.202%
4/10/2025Secure Asset Management LLC6,038$275K0.1%N/A0.147%
4/9/2025Buska Wealth Management LLC7,583$345K0.1%-4.7%0.185%
4/9/2025RFG Advisory LLC11,683$532K0.0%-36.3%0.285%
4/9/2025Fragasso Financial Advisors Inc35,436$1.61M0.1%+34.1%0.864%
4/8/2025Lantz Financial LLC28,035$1.28M0.3%+59.0%0.684%
3/6/2025Wood Tarver Financial Group LLC7,791$359K0.1%N/A0.215%
3/4/2025Buska 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%
2/18/2025Retirement 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%
(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, 103 institutional investors and hedge funds held shares of Innovator U.S. Equity Buffer ETF - March. The most heavily invested institutionals were Brookstone Capital Management ($25.75M), Outlook Wealth Advisors LLC ($20.78M), Penserra Capital Management LLC ($17.45M), McElhenny Sheffield Capital Management LLC ($11.33M), Macroview Investment Management LLC ($6.36M), Osaic Holdings Inc. ($6.10M), and Commonwealth Equity Services LLC ($5.53M).Learn more on Innovator U.S. Equity Buffer ETF - March's institutional investors.

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

Of the 74 institutional investors that purchased Innovator U.S. Equity Buffer ETF - March's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Brookstone Capital Management ($869.37K), Outlook Wealth Advisors LLC ($427.35K), McElhenny Sheffield Capital Management LLC ($231K), Penserra Capital Management LLC ($157.01K), Macroview Investment Management LLC ($139.72K), Retirement Planning Group LLC ($118.21K), and Raymond James Financial Inc. ($99.17K).

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

Institutional investors have bought a total of 1,557,203 shares in the last 24 months. This purchase volume represents approximately $73.69M in transactions.

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

Of the 59 institutional investors that sold Innovator U.S. Equity Buffer ETF - March's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Brookstone Capital Management ($344.33K), Retirement Planning Group LLC ($37.97K), Penserra Capital Management LLC ($32.64K), Kestra Advisory Services LLC ($25.12K), Envestnet Asset Management Inc. ($24.08K), Fragasso Financial Advisors Inc ($19.93K), and Osaic Holdings Inc. ($17.35K).

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

Institutional investors have sold a total of 701,136 shares in the last 24 months. This volume of shares sold represents approximately $32.17M in transactions.


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This page (BATS:BMAR) was last updated on 9/8/2025 by MarketBeat.com Staff
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