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

$59.24 +0.30 (+0.51%)
As of 02:05 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)
27
Total
Institutional Inflows
(last 12 months)
$23.38M
Number of
Institutional Sellers
(last 12 months)
42
Total
Institutional Outflows
(last 12 months)
$55.33M
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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
8/20/2026 RPg Family Wealth Advisory LLC161,406$4.11M0.7%N/A3.643%
5/13/2026 Cetera Investment Advisers40,265$2.11M0.0%+2.5%0.909%
5/6/2026 FSA Advisors Inc.17,857$937K0.6%+2.4%0.403%
5/5/2026 Sigma Planning Corp9,877$518K0.0%+2.5%0.223%
5/4/2026 Retirement Planning Group LLC88,821$4.66M0.1%-0.5%2.005%
5/1/2026 WealthShield Partners LLC808$42K0.0%-58.0%0.018%
5/1/2026 Corrado Advisors LLC11,126$584K0.3%+41.6%0.251%
4/30/2026 Kestra Advisory Services LLC67,045$3.52M0.0%+118.7%1.513%
4/22/2026 My Personal CFO LLC44,558$2.34M1.0%-7.7%1.006%
4/18/2026 BCS Wealth Management9,209$483K0.1%-56.9%0.208%
4/17/2026 Brookstone Capital Management30,138$1.58M0.0%+7.1%0.680%
4/16/2026 Ballast Rock Private Wealth LLC14,932$784K0.4%+8.5%0.337%
2/18/2026 Beacon Pointe Advisors LLC32,829$1.74M0.0%+99.5%0.741%
2/18/2026 OLD Mission Capital LLC16,097$854K0.0%-32.0%0.363%
2/18/2026 Main Street Financial Solutions LLC38,733$2.06M0.2%-0.6%0.874%
2/17/2026 Cetera Investment Advisers39,290$2.08M0.0%-6.3%0.887%
2/17/2026 Osaic Holdings Inc.109,141$5.79M0.0%-9.1%2.464%
2/17/2026 Beacon Financial Advisory LLC5,092$270K0.1%-14.4%0.115%
2/16/2026 MML Investors Services LLC15,886$843K0.0%+10.2%0.359%
2/16/2026 Integrity Financial Corp WA3,342$177K0.1%-15.6%0.075%
2/16/2026 Arax Advisory Partners11,633$617K0.0%N/A0.263%
2/13/2026 Kestra Advisory Services LLC30,653$1.63M0.0%-13.2%0.692%
2/13/2026 WPWealth LLP6,812$361K0.1%-15.8%0.154%
2/13/2026 Beck Capital Management LLC21,541$1.14M0.3%-1.8%0.486%
2/12/2026 TopTier Wealth Management LLC7,875$418K0.3%N/A0.178%
2/12/2026 Commonwealth Equity Services LLC117,050$6.21M0.0%-7.0%2.642%
2/11/2026 Janney Montgomery Scott LLC16,964$900K0.0%-3.4%0.383%
2/11/2026 Outlook Wealth Advisors LLC7,091$376K0.1%-3.9%0.160%
2/11/2026 Gaddis Premier Wealth Advisors LLC5,075$269K0.2%N/A0.115%
2/11/2026 Cerity Partners LLC71,014$3.77M0.0%-16.7%1.603%
2/11/2026 LPL Financial LLC28,416$1.51M0.0%-6.6%0.641%
2/10/2026 Lido Advisors LLC16,500$875K0.0%N/A0.372%
2/10/2026 COFG Advisors LLC6,979$370K0.1%N/A0.158%
2/10/2026 Clear Point Advisors Inc.4,147$220K0.2%-8.8%0.094%
2/10/2026 Weaver Consulting Group18,059$958K0.2%-2.3%0.408%
2/10/2026 Corrado Advisors LLC7,860$417K0.2%-60.9%0.177%
2/9/2026 Valtinson Bruner Financial Planning LLC76,101$4.04M1.2%-2.1%1.718%
2/9/2026 Blue Bell Private Wealth Management LLC35,267$1.87M0.3%-5.2%0.796%
2/6/2026 IFP Advisors Inc3,651$194K0.0%-8.6%0.082%
2/6/2026 HighTower Advisors LLC100,345$5.32M0.0%-0.3%2.265%
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2/4/2026 Ballast Rock Private Wealth LLC13,763$730K0.5%N/A0.311%
2/3/2026 Retirement Planning Group LLC89,244$4.73M0.2%-2.2%2.015%
2/2/2026 Benjamin Edwards Inc.10,897$578K0.0%-2.7%0.246%
1/30/2026 Strategic Blueprint LLC13,101$695K0.0%-1.6%0.296%
1/26/2026 Merit Financial Group LLC3,882$206K0.0%N/A0.088%
1/26/2026 BCS Wealth Management21,378$1.13M0.1%+100.0%0.483%
1/23/2026 Optima Capital LLC700$37K0.0%N/A0.016%
1/23/2026 Castellan Group7,728$410K0.1%-2.5%0.174%
1/23/2026 DHJJ Financial Advisors Ltd.14,713$781K0.3%-1.3%0.332%
1/22/2026 Buska Wealth Management LLC4,693$249K0.1%-17.6%0.106%
1/15/2026 My Personal CFO LLC48,290$2.56M1.1%N/A1.090%
1/15/2026 Brookstone Capital Management28,142$1.49M0.0%-12.2%0.635%
1/14/2026 Spire Wealth Management32,326$1.72M0.1%-3.8%0.730%
1/14/2026 Chris Bulman Inc20,362$1.08M0.5%-3.6%0.460%
1/1/2026 JPMorgan Chase & Co.16,049$828K0.0%N/A0.362%
11/24/2025CIBC Private Wealth Group LLC700$36K0.0%N/A0.016%
11/17/2025 Susquehanna International Group LLP32,388$1.67M0.0%+198.8%0.731%
11/14/2025 Raymond James Financial Inc.62,793$3.24M0.0%+11.1%1.417%
11/13/2025 CreativeOne Wealth LLC6,713$346K0.0%-8.5%0.152%
11/12/2025 FSA Advisors Inc.17,577$907K0.7%-3.6%0.397%
11/12/2025 Buska Wealth Management LLC5,695$294K0.1%-17.7%0.129%
11/12/2025 Weaver Consulting Group18,487$954K0.2%-4.8%0.417%
11/7/2025 JPMorgan Chase & Co.16,049$828K0.0%N/A0.362%
11/7/2025 HighTower Advisors LLC100,614$5.19M0.0%+10.2%2.271%
11/6/2025 Stratos Wealth Advisors LLC5,092$263K0.0%-23.8%0.115%
11/5/2025 Envestnet Asset Management Inc.56,792$2.93M0.0%-2.8%1.282%
11/4/2025 Penserra Capital Management LLC360,153$18.58M0.2%+1.2%8.130%
11/3/2025 AE Wealth Management LLC2,052$106K0.0%-9.2%0.046%
10/30/2025 Outlook Wealth Advisors LLC7,375$381K0.1%-98.3%0.166%
10/29/2025 Arkadios Wealth Advisors4,452$230K0.0%-79.3%0.100%
10/27/2025 Retirement Planning Group LLC91,210$4.71M0.2%-0.3%2.059%
10/24/2025 Macroview Investment Management LLC138,452$7.14M5.3%-0.3%3.125%
10/23/2025 Spire Wealth Management33,618$1.73M0.1%-3.6%0.759%
10/23/2025 Integral Investment Advisors Inc.30,455$1.57M0.4%+6.9%0.687%
10/22/2025Stuart Chaussee & Associates Inc.16,500$851K0.2%-14.6%0.372%
10/22/2025 Blue Bell Private Wealth Management LLC37,204$1.92M0.3%-1.9%0.840%
10/22/2025 Commonwealth Equity Services LLC125,879$6.50M0.0%-6.7%2.842%
10/21/2025 Silver Oak Securities Incorporated3,942$203K0.0%N/A0.089%
10/20/2025 Chris Bulman Inc21,127$1.09M0.5%-21.6%0.477%
10/15/2025 Brookstone Capital Management32,069$1.66M0.0%-93.9%0.724%
10/8/2025 Pinnacle Wealth Management Group Inc.8,700$449K0.2%-3.3%0.196%
9/4/2025 Osaic Holdings Inc.124,285$6.10M0.0%-12.2%2.806%
8/15/2025 MML Investors Services LLC16,782$823K0.0%-2.6%0.379%
8/14/2025 Raymond James Financial Inc.56,532$2.77M0.0%+10.4%1.276%
8/14/2025 Main Street Financial Solutions LLC38,983$1.91M0.1%-12.8%0.880%
8/14/2025 Cerity Partners LLC86,250$4.23M0.0%-0.4%1.947%
8/13/2025 Beacon Pointe Advisors LLC15,723$771K0.0%-7.2%0.355%
8/12/2025 Weaver Consulting Group19,416$952K0.3%+13.7%0.438%
8/11/2025 Outlook Wealth Advisors LLC423,681$20.78M5.3%+2.1%9.564%
8/8/2025 Cetera Investment Advisers43,194$2.12M0.0%+4.9%0.975%
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8/8/2025 WealthShield Partners LLC2,110$103K0.0%-50.9%0.048%
8/6/2025 Penserra Capital Management LLC355,851$17.45M0.2%-8.4%8.033%
8/6/2025 Valtinson Bruner Financial Planning LLC77,709$3.81M1.2%-1.1%1.754%
8/5/2025 Sigma Planning Corp9,525$467K0.0%-17.8%0.215%
8/4/2025 Spire Wealth Management34,886$1.71M0.1%-8.1%0.787%
8/4/2025 Arkadios Wealth Advisors21,498$1.05M0.0%+322.0%0.485%
8/1/2025 Corrado Advisors LLC20,083$985K0.6%-1.3%0.453%
8/1/2025Stuart Chaussee & Associates Inc.19,326$948K0.2%N/A0.436%
8/1/2025 FSA Advisors Inc.18,226$894K0.7%+2.6%0.411%
8/1/2025 Envestnet Asset Management Inc.58,403$2.86M0.0%+10.5%1.318%


BMAR Institutional Ownership - Frequently Asked Questions

During the previous two years, 98 institutional investors and hedge funds held shares of Innovator U.S. Equity Buffer ETF - March. The most heavily invested institutionals were Penserra Capital Management LLC ($18.58M), McElhenny Sheffield Capital Management LLC ($11.33M), Macroview Investment Management LLC ($7.14M), Commonwealth Equity Services LLC ($6.21M), Osaic Holdings Inc. ($5.79M), HighTower Advisors LLC ($5.32M), and Retirement Planning Group LLC ($4.66M).Learn more on Innovator U.S. Equity Buffer ETF - March's institutional investors.

Of the 67 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 ($519.20K), McElhenny Sheffield Capital Management LLC ($231K), RPg Family Wealth Advisory LLC ($161.41K), Macroview Investment Management LLC ($139.72K), Penserra Capital Management LLC ($121.76K), Raymond James Financial Inc. ($105.43K), and Outlook Wealth Advisors LLC ($52.99K).

Institutional investors have bought a total of 429,212 shares in the last 24 months. This purchase volume represents approximately $23.38M in transactions.

Of the 42 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 ($496.90K), Outlook Wealth Advisors LLC ($416.59K), Osaic Holdings Inc. ($28.29K), Commonwealth Equity Services LLC ($17.84K), Arkadios Wealth Advisors ($17.05K), Cerity Partners LLC ($14.27K), and Corrado Advisors LLC ($12.22K).

Institutional investors have sold a total of 1,070,880 shares in the last 24 months. This volume of shares sold represents approximately $55.33M in transactions.


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Institutional ownership data for BATS:BMAR is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/20/2026. New 13F filings are added each quarter as they're published.
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