Who Owns BMAR?
Innovator U.S. Equity Buffer ETF — Institutional Ownership & 13F Holdings
$55.78
-0.16 (-0.28%)
Market Cap
$182.9M
Shares Outstanding
3,188,165
Institutional Holders
101
Total Inst. Value
$108.5M
% of Float Held
—
QoQ Holder Change
+43
Institutional data as of Q1 2025
New Positions
28
Closed Positions
11
Increased
27
Decreased
25
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Outlook Wealth Advisors, LLCNew | $18.9M | 414,955 |
| 2 | Penserra Capital Management LLC | $17.7M | 388,492 |
| 3 | OSAIC HOLDINGS, INC. | $6.4M | 141,633 |
| 4 | MACROVIEW INVESTMENT MANAGEMENT LLCNew | $6.4M | 139,724 |
| 5 | Retirement Planning Group, LLC | $5.2M | 115,086 |
| 6 | HighTower Advisors, LLC | $4.7M | 102,679 |
| 7 | Valtinson Bruner Financial Planning LLC | $3.6M | 78,537 |
| 8 | My Personal CFO, LLCNew | $2.5M | 55,510 |
| 9 | RAYMOND JAMES FINANCIAL INC | $2.3M | 51,224 |
| 10 | Main Street Financial Solutions, LLC | $2.0M | 44,683 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Outlook Wealth Advisors, LLCNew | +415K | $18.9M |
| Penserra Capital Management LLC | +57K | $17.7M |
| OSAIC HOLDINGS, INC. | +4K | $6.4M |
| MACROVIEW INVESTMENT MANAGEMENT LLCNew | +140K | $6.4M |
| Retirement Planning Group, LLC | +20 | $5.2M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Kestra Advisory Services, LLC | -25K | $2K |
| Stratos Wealth Advisors, LLC | -7K | $307K |
| RFG Advisory, LLC | -7K | $532K |
| Strategic Blueprint, LLC | -6K | $606K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | -6K | $275K |
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Frequently Asked Questions
How many institutional investors hold BMAR?
As of Q1 2025, 101 institutional investors report holding BMAR (Innovator U.S. Equity Buffer ETF) in their 13F filings.
Which hedge fund owns the most BMAR?
The largest institutional holder of BMAR is Outlook Wealth Advisors, LLC with $18.9M in shares.
Are institutions buying or selling BMAR?
This quarter, 28 institutions opened new positions in BMAR and 11 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.