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

$40.61
-0.18 (-0.44%)
(As of 04/25/2024 ET)

Institutional Ownership Changes (13F Filings) for Innovator U.S. Equity Buffer ETF - March (BATS:BMAR)

Number of
Institutional Buyers
(last 12 months)
36
Total
Institutional Inflows
(last 12 months)
$49.29M
Number of
Institutional Sellers
(last 12 months)
34
Total
Institutional Outflows
(last 12 months)
$10.71M
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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
4/25/2024 Cambridge Investment Research Advisors Inc.71,691$2.99M0.0%+77.1%1.629%
4/24/2024 Blue Bell Private Wealth Management LLC35,458$1.48M0.3%-1.5%0.806%
4/24/2024 Spire Wealth Management35,542$1.48M0.1%+41.1%0.808%
4/23/2024 Strategic Blueprint LLC20,522$855K0.1%+2.2%0.466%
4/22/2024 PFG 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%
4/15/2024 Sunbelt Securities Inc.6,250$260K0.0%+25.0%0.227%
4/13/2024 Retirement Planning Group LLC129,689$5.40M0.4%+1,029.7%4.716%
4/12/2024 Keystone Wealth Services LLC4,857$202K0.1%N/A0.177%
4/11/2024 DHJJ Financial Advisors Ltd.15,872$661K0.3%-12.8%0.577%
4/11/2024 RFG 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%
4/10/2024 BCS Wealth Management13,699$571K0.2%N/A0.498%
4/10/2024 Lantz Financial LLC17,631$735K0.2%+22.2%0.641%
2/9/2024 Cambridge Investment Research Advisors Inc.40,472$1.60M0.0%-5.8%1.472%
2/8/2024 Main 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%
2/8/2024Janney 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%
2/6/2024 Spire Wealth Management25,198$1.01M0.0%-1.0%0.916%
2/6/2024SRS Capital Advisors Inc.11,558$458K0.1%-8.7%0.420%
2/6/2024Orion Capital Management LLC10,760$426K0.2%-8.5%0.391%
2/5/2024Vantage Financial Partners LLC8,683$344K0.1%-6.7%0.316%
2/5/2024Silver Oak Securities Incorporated8,401$333K0.0%+78.4%0.305%
1/30/2024 DHJJ Financial Advisors Ltd.18,193$721K0.3%-8.2%0.662%
1/26/2024Cerity Partners LLC12,655$501K0.0%-9.5%0.460%
1/25/2024 Strategic Blueprint LLC20,073$795K0.1%-2.9%0.730%
1/25/2024 Blue Bell Private Wealth Management LLC36,009$1.43M0.3%-2.8%1.309%
1/16/2024 Raymond James & Associates26,500$1.05M0.0%-6.0%0.964%
1/16/2024 Retirement Planning Group LLC11,480$455K0.0%-13.4%0.417%
1/16/2024CoreCap Advisors LLC15,002$594K0.0%+4.7%0.546%
1/12/2024Bellwether Advisors LLC14,196$562K0.1%-5.9%0.516%
11/20/2023Silver Oak Securities Incorporated4,709$171K0.0%-43.9%0.171%
11/16/2023Penserra Capital Management LLC130,411$4.74M0.1%+43.5%4.742%
11/15/2023Townsquare Capital LLC28,725$1.04M0.0%+93.9%1.045%
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11/8/2023HighTower Advisors LLC53,140$1.93M0.0%-3.5%1.932%
11/8/2023Janney Montgomery Scott LLC53,664$1.95M0.0%-12.0%1.951%
11/6/2023Sigma Planning Corp7,221$262K0.0%-7.9%0.263%
11/3/2023 Main Street Financial Solutions LLC48,332$1.76M0.2%-3.3%1.758%
11/2/2023Vantage Financial Partners LLC9,302$338K0.1%-5.3%0.338%
10/30/2023 Blue Bell Private Wealth Management LLC37,055$1.35M0.4%+5.1%1.347%
10/24/2023Valtinson Bruner Financial Planning LLC89,857$3.27M1.8%-0.4%3.268%
10/24/2023 Raymond James & Associates28,200$1.03M0.0%-77.5%1.025%
10/24/2023 Cambridge Investment Research Advisors Inc.42,977$1.56M0.0%+2.8%1.563%
10/18/2023 Strategic Blueprint LLC20,673$751K0.1%+4.3%0.752%
10/13/2023 Weaver Consulting Group9,052$329K0.1%-10.3%0.329%
10/12/2023WPWealth LLP44,012$1.60M0.6%-24.8%1.600%
10/11/2023 Pinnacle Wealth Management Group Inc.8,800$320K0.3%N/A0.320%
10/11/2023AE Wealth Management LLC25,672$933K0.0%+11.6%0.934%
10/10/2023 DHJJ Financial Advisors Ltd.19,823$720K0.3%-9.7%0.721%
8/11/2023Penserra Capital Management LLC90,856$3.37M0.1%+5.0%3.304%
8/10/2023Osaic Holdings Inc.112,077$4.16M0.0%-17.0%4.076%
8/10/2023Integral Investment Advisors Inc.23,600$876K0.6%-4.7%0.858%
8/10/2023First Commonwealth Financial Corp PA23,125$858K0.3%-29.3%0.841%
8/10/2023Commonwealth Equity Services LLC50,871$1.89M0.0%-1.6%1.850%
8/10/2023Cetera Advisors LLC15,165$563K0.0%-7.4%0.551%
8/10/2023Cetera Investment Advisers5,700$212K0.0%N/A0.207%
8/9/2023 Spire Wealth Management25,454$945K0.0%-1.7%0.926%
8/8/2023 Blue Bell Private Wealth Management LLC35,255$1.31M0.3%+11.7%1.282%
8/8/2023Brown Wealth Management LLC8,878$329K0.2%N/A0.323%
8/8/2023Orion Capital Management LLC11,760$436K0.3%-5.7%0.428%
8/4/2023Envestnet Asset Management Inc.31,172$1.16M0.0%+32.6%1.082%
8/4/2023Bellwether Advisors LLC15,091$560K0.2%-2.0%0.524%
8/3/2023Larson Financial Group LLC3,983$148K0.0%-16.2%0.138%
8/2/2023Sigma Planning Corp7,840$291K0.0%-40.2%0.272%
8/1/2023Truist Financial Corp8,194$304K0.0%+27.2%0.285%
7/28/2023 DHJJ Financial Advisors Ltd.21,942$814K0.4%-2.7%0.762%
7/26/2023Janney Montgomery Scott LLC60,948$2.26M0.0%-4.9%2.116%
7/25/2023 Raymond James & Associates125,413$4.65M0.0%+45.6%4.355%
7/24/2023Valtinson Bruner Financial Planning LLC90,215$3.35M1.8%-1.0%3.132%
7/19/2023 Krilogy Financial LLC11,190$415K0.0%-19.5%0.389%
7/19/2023 Weaver Consulting Group10,092$374K0.2%-17.9%0.350%
7/13/2023 Cambridge Investment Research Advisors Inc.41,787$1.55M0.0%-8.7%1.451%
7/10/2023AE Wealth Management LLC23,003$854K0.0%-13.5%0.799%
7/10/2023 Fragasso Group Inc.45,073$1.67M0.2%-0.9%1.565%
5/15/2023Beck Capital Management LLC33,701$1.17M0.5%-58.7%1.170%
5/15/2023First Commonwealth Financial Corp PA32,689$1.13M0.4%+1.4%1.135%
5/12/2023WPWealth LLP58,548$2.03M0.9%N/A2.033%
5/12/2023NewEdge Advisors LLC104,598$3.63M0.0%N/A3.632%
5/11/2023 Cambridge Investment Research Advisors Inc.45,745$1.59M0.0%+11.8%1.588%
5/11/2023Cerity Partners LLC59,003$2.05M0.0%-18.1%2.049%
5/10/2023Orion Capital Management LLC12,474$432K0.3%-3.9%0.433%
5/9/2023 Spire Wealth Management25,885$897K0.0%N/A0.899%
5/9/2023 RFG Advisory LLC7,207$250K0.0%N/A0.250%
5/9/2023Personal CFO Solutions LLC6,169$214K0.0%N/A0.214%
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5/8/2023Vantage Financial Partners LLC9,823$340K0.1%N/A0.341%
5/8/2023 Blue Bell Private Wealth Management LLC31,554$1.09M0.3%+22.8%1.096%
5/8/2023Sigma Planning Corp13,100$454K0.0%N/A0.455%
5/5/2023Bellwether Advisors LLC15,403$534K0.1%-2.1%0.685%
5/5/2023Truist Financial Corp6,440$223K0.0%N/A0.286%
5/5/2023Silver Oak Securities Incorporated8,401$291K0.0%N/A0.373%
5/4/2023Larson Financial Group LLC4,753$165K0.0%+7.5%0.211%
5/3/2023 Krilogy Financial LLC13,900$482K0.0%N/A0.618%
5/2/2023 DHJJ Financial Advisors Ltd.22,562$782K0.4%-1.8%1.003%
5/2/2023Arkadios Wealth Advisors8,402$291K0.0%-5.7%0.373%
(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, 62 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 ($15.19M), Brookstone Capital Management ($9.77M), Retirement Planning Group LLC ($5.40M), Penserra Capital Management LLC ($4.74M), Osaic Holdings Inc. ($4.16M), NewEdge Advisors LLC ($3.63M), and Valtinson Bruner Financial Planning LLC ($3.42M).Learn more on BMAR's institutional investors.

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

Of the 42 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 ($364.50K), Brookstone Capital Management ($234.91K), Retirement Planning Group LLC ($118.21K), NewEdge Advisors LLC ($104.60K), Raymond James & Associates ($95.71K), Penserra Capital Management LLC ($84.19K), and WPWealth LLP ($58.55K).

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

Institutional investors have bought a total of 1,467,477 shares in the last 24 months. This purchase volume represents approximately $56.83M in transactions.

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

Of the 41 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: OLD Mission Capital LLC ($108.49K), Raymond James & Associates ($100.91K), Beck Capital Management LLC ($80.92K), Commonwealth Equity Services LLC ($25.00K), Osaic Holdings Inc. ($23.00K), Janney Montgomery Scott LLC ($18.79K), and WPWealth LLP ($14.54K).

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

Institutional investors have sold a total of 496,167 shares in the last 24 months. This volume of shares sold represents approximately $17.27M in transactions.


This page (BATS:BMAR) was last updated on 4/25/2024 by MarketBeat.com Staff

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