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

$49.41 +3.87 (+8.51%)
As of 07/3/2025 01:04 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)
$42.27M
Number of
Institutional Sellers
(last 12 months)
51
Total
Institutional Outflows
(last 12 months)
$30.03M
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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
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%
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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%
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%
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%
1/21/2025RFG 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%
1/14/2025Outlook Wealth Advisors LLC383,304$17.69M5.1%-0.9%8.518%
1/13/2025BCS Wealth Management10,396$480K0.1%-23.9%0.231%
1/13/2025Fragasso Financial Advisors Inc26,426$1.22M0.1%-42.0%0.587%
1/13/2025HFG 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%
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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%
(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, 100 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 ($17.69M), Macroview Investment Management LLC ($6.36M), Commonwealth Equity Services LLC ($5.53M), Retirement Planning Group LLC ($5.31M), HighTower Advisors LLC ($4.68M), and Osaic Holdings Inc. ($4.16M).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 71 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: Outlook Wealth Advisors LLC ($418.62K), Brookstone Capital Management ($377.22K), Penserra Capital Management LLC ($161.30K), Macroview Investment Management LLC ($139.72K), Retirement Planning Group LLC ($118.21K), 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 935,669 shares in the last 24 months. This purchase volume represents approximately $42.27M in transactions.

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

Of the 51 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), WPWealth LLP ($35.52K), Envestnet Asset Management Inc. ($27.88K), Kestra Advisory Services LLC ($25.12K), Fragasso Financial Advisors Inc ($19.13K), JPMorgan Chase & Co. ($17.26K), and Cambridge Investment Research Advisors Inc. ($17.10K).

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

Institutional investors have sold a total of 666,021 shares in the last 24 months. This volume of shares sold represents approximately $30.03M in transactions.


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This page (BATS:BMAR) was last updated on 7/5/2025 by MarketBeat.com Staff
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