Innovator U.S. Equity BufferBMARETF
13F holders, Q1 2024 (March 31)93holders
$41.67avg. 13F price*
At the end of Q1 2024, 93 institutions reported holding Innovator U.S. Equity Buffer (BMAR) in their 13F filings. The largest holders were Outlook Wealth Advisors, LLC ($15.2M), Personal Cfo Solutions, LLC ($11.0M) and Brookstone Capital Management ($9.8M).
- Company
- Innovator U.S. Equity Buffer
- CUSIP
- 45782C391
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $47.7M |
| Exits | 6 | $1.7M |
Ownership 93 holders
| Outlook Wealth Advisors, LLC | 4.69% | New | 364,499 | $15.2M |
| Personal Cfo Solutions, LLC | 1.71% | New | 262,866 | $11.0M |
| Brookstone Capital Management | 0.17% | New | 234,442 | $9.8M |
| Penserra Capital Management LLC | 0.11% | Add +37.1% | 209,710 | $8.7M |
| Osaic Holdings, Inc. | 0.01% | Add +81.6% | 132,595 | $5.5M |
| Retirement Planning Group, LLC | 0.41% | Add +1029.7% | 129,689 | $5.4M |
| Commonwealth Equity Services, LLC | 0.01% | Add +147.6% | 125,979 | $5.2M |
| HighTower Advisors, LLC | 0.01% | Add +72.8% | 92,189 | $3.8M |
| Valtinson Bruner Financial Planning LLC | 1.45% | Reduce -5.2% | 81,938 | $3.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +77.1% | 71,691 | $3.0M |
| Lincoln National Corp. | 0.04% | Add +360.1% | 54,471 | $2.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +117.8% | 53,295 | $2.2M |
| My Personal CFO, LLC | 1.26% | Add +48.6% | 52,310 | $2.2M |
| Belpointe Asset Management LLC | 0.14% | New | 46,454 | $1.9M |
| Fragasso Financial Advisors Inc | 0.16% | Add +1.1% | 45,559 | $1.9M |
| Main Street Financial Solutions, LLC | 0.20% | No change | 44,832 | $1.9M |
| Cerity Partners LLC | 0.00% | Add +253.3% | 44,707 | $1.9M |
| WPWealth LLP | 0.47% | Reduce -1.4% | 43,372 | $1.8M |
| Kestra Advisory Services, LLC | 0.01% | Add +679.9% | 42,429 | $1.8M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -13.7% | 40,400 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | Add +177.4% | 37,257 | $1.6M |
| Cetera Investment Advisers | 0.00% | Add +541.0% | 36,535 | $1.5M |
| Spire Wealth Management | 0.03% | Add +41.0% | 35,542 | $1.5M |
| Blue Bell Private Wealth Management, LLC | 0.32% | Reduce -1.5% | 35,458 | $1.5M |
| MML Investors Services, LLC | 0.01% | Add +171.3% | 30,995 | $1.3M |
| CoreCap Advisors, LLC | 0.06% | Add +84.8% | 27,726 | $1.2M |
| Beck Capital Management, LLC | 0.33% | Reduce -9.3% | 27,401 | $1.1M |
| Raymond James & Associates | 0.00% | Add +3.4% | 27,399 | $1.1M |
| First Commonwealth Financial Corp | 0.30% | Add +79.4% | 27,217 | $1.1M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | New | 26,278 | $1.1M |
| RFG Advisory, LLC | 0.04% | Add +255.6% | 25,629 | $1.1M |
| Stephens Inc. | 0.02% | New | 25,432 | $1.1M |
| Snowden Capital Advisors LLC | 0.03% | Add +71.9% | 25,144 | $1.0M |
| Integral Investment Advisors, Inc. | 0.40% | Reduce -1.5% | 23,254 | $968K |
| Mercer Global Advisors Inc. | 0.00% | New | 21,524 | $897K |
| Townsquare Capital LLC | 0.01% | Reduce -34.9% | 21,046 | $877K |
| Strategic Blueprint, LLC | 0.06% | Add +2.2% | 20,522 | $855K |
| Consolidated Portfolio Review Corp | 0.22% | New | 20,106 | $838K |
| PFG Investments, LLC | 0.05% | New | 20,106 | $838K |
| Castellan Group | 0.39% | New | 18,398 | $767K |
| Buska Wealth Management, LLC | 0.33% | — | 18,018 | $751K |
| Vantage Financial Partners, LLC | 0.20% | Add +104.7% | 17,774 | $741K |
| Lantz Financial LLC | 0.24% | Add +22.2% | 17,631 | $735K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +33.7% | 17,436 | $727K |
| LPL Financial LLC | 0.00% | Add +79.6% | 16,325 | $680K |
| DHJJ Financial Advisors, Ltd. | 0.29% | Reduce -12.8% | 15,872 | $661K |
| BCS Wealth Management | 0.18% | New | 13,699 | $571K |
| Stratos Wealth Advisors, LLC | 0.03% | New | 13,695 | $571K |
| Ausdal Financial Partners, Inc. | 0.06% | New | 13,156 | $548K |
| Sigma Planning Corp | 0.02% | New | 12,810 | $534K |
| Arax Advisory Partners | 0.06% | Add +10.6% | 12,784 | $533K |
| Trek Financial, LLC | 0.04% | New | 12,653 | $527K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +38.1% | 12,193 | $508K |
| FSA Advisors, Inc. | 0.54% | Add +71.0% | 12,182 | $508K |
| Bellwether Advisors, LLC | 0.10% | Reduce -20.2% | 11,334 | $472K |
| Benjamin F. Edwards & Company, Inc. | 0.01% | Add +11.0% | 9,937 | $414K |
| Orion Capital Management LLC | 0.21% | Reduce -13.9% | 9,260 | $386K |
| Brown Wealth Management, LLC | 0.15% | No change | 8,878 | $370K |
| Pinnacle Wealth Management Group, Inc. | 0.27% | No change | 8,800 | $367K |
| Weaver Consulting Group | 0.12% | Reduce -10.6% | 8,094 | $337K |
| Beacon Financial Advisory LLC | 0.16% | Add +14.1% | 7,857 | $327K |
| Firestone Capital Management | 0.09% | New | 7,803 | $325K |
| Old Mission Capital LLC | 0.01% | Reduce -70.8% | 6,780 | $283K |
| Advisory Services Network, LLC | 0.01% | Add +3675.6% | 6,645 | $277K |
| Vista Investment Management | 0.11% | New | 6,587 | $274K |
| Sunbelt Securities, Inc. | 0.03% | Add +25.0% | 6,250 | $260K |
| Tradition Wealth Management, LLC | 0.03% | New | 5,944 | $248K |
| Bright Futures Wealth Management, LLC. | 0.13% | — | 5,634 | $244K |
| Clear Point Advisors Inc. | 0.20% | No change | 5,774 | $241K |
| Mutual Advisors, LLC | 0.01% | Reduce -1.7% | 5,507 | $229K |
| Continuum Advisory, LLC | 0.03% | Reduce -2.1% | 5,392 | $224K |
| Integrity Financial Corp | 0.15% | No change | 5,183 | $216K |
| Keystone Wealth Services, LLC | 0.07% | New | 4,857 | $202K |
| Arkadios Wealth Advisors | 0.02% | New | 4,812 | $201K |
| PCA Investment Advisory Services Inc. | 0.11% | New | 4,810 | $200K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +1294.0% | 4,168 | $174K |
| Harbour Investments, Inc. | 0.01% | Add +4.8% | 4,001 | $167K |
| Larson Financial Group LLC | 0.01% | No change | 3,814 | $159K |
| IFP Advisors, Inc | 0.01% | Add +36.4% | 3,338 | $139K |
| Castleview Partners, LLC | 0.04% | No change | 1,722 | $72K |
| Sugarloaf Wealth Management, LLC | 0.01% | New | 1,664 | $69K |
| Principal Securities, Inc. | 0.00% | New | 1,650 | $69K |
| Cape Investment Advisory, Inc. | 0.02% | No change | 1,100 | $46K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -8.0% | 874 | $36K |
| Creative Financial Designs Inc. | 0.00% | No change | 500 | $21K |
| NorthRock Partners, LLC | 0.00% | New | 489 | $20K |
| Royal Bank of Canada | 0.00% | Reduce -95.1% | 484 | $20K |
| AdvisorNet Financial, Inc | 0.00% | No change | 443 | $18K |
| Vima LLC | 0.01% | New | 235 | $8K |
| Lanark Financial, Inc. | 0.00% | New | 180 | $7K |
| Geneos Wealth Management Inc. | 0.00% | New | 160 | $7K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 150 | $6K |
| Cwm, LLC | 0.00% | New | 9 | $0 |
"% of holder's portfolio" is BMAR's weight in each manager's 13F, not the share of Innovator U.S. Equity Buffer the manager owns.