Innovator U.S. Equity BufferBMARETF
13F holders, Q1 2025 (March 31)103holders +6
16new positions
10sold out
1famous investor
$45.54avg. 13F price*
At the end of Q1 2025, 103 institutions reported holding Innovator U.S. Equity Buffer (BMAR) in their 13F filings, up 6 from Q4 2024. 16 opened new positions and 10 sold out. The largest holders were Outlook Wealth Advisors, LLC ($18.9M), Penserra Capital Management LLC ($17.7M) and Osaic Holdings, Inc. ($6.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Innovator U.S. Equity Buffer
- CUSIP
- 45782C391
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $12.4M |
| Exits | 10 | $4.3M |
All 13F filers, Q4 2024 → Q1 2025: 625,579 shares bought and 160,880 shares sold, net +464,699 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 103 holders
| Outlook Wealth Advisors, LLC | 5.26% | Add +8.3% | 414,955 | $18.9M |
| Penserra Capital Management LLC | 0.32% | Add +17.2% | 388,492 | $17.7M |
| Osaic Holdings, Inc. | 0.01% | Add +15.3% | 141,633 | $6.4M |
| Macroview Investment Management LLC | 5.99% | New | 139,724 | $6.4M |
| Commonwealth Equity Services, LLC | 0.01% | Add +10.2% | 132,014 | $6.0M |
| Retirement Planning Group, LLC | 0.25% | Add +0.0% | 115,086 | $5.2M |
| HighTower Advisors, LLC | 0.01% | Add +14.6% | 102,679 | $4.7M |
| Cerity Partners LLC | 0.01% | Add +110.7% | 86,609 | $3.9M |
| Valtinson Bruner Financial Planning LLC | 1.21% | Reduce -0.2% | 78,537 | $3.6M |
| My Personal CFO, LLC | 1.27% | Add +11.4% | 55,510 | $2.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +143.5% | 52,853 | $2.4M |
| Raymond James Financial Inc. | 0.00% | Add +9.2% | 51,224 | $2.3M |
| Main Street Financial Solutions, LLC | 0.18% | Add +1.6% | 44,683 | $2.0M |
| Susquehanna International Group, LLP | 0.00% | Add +101.0% | 42,241 | $1.9M |
| Cetera Investment Advisers | 0.00% | Add +49.5% | 41,193 | $1.9M |
| Blue Bell Private Wealth Management, LLC | 0.34% | Add +13.5% | 39,394 | $1.8M |
| Spire Wealth Management | 0.06% | Add +32.1% | 37,959 | $1.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -5.0% | 35,778 | $1.6M |
| Fragasso Financial Advisors Inc | 0.12% | Add +34.1% | 35,436 | $1.6M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -43.0% | 33,229 | $1.5M |
| Brookstone Capital Management | 0.02% | Add +319.8% | 32,885 | $1.5M |
| First Commonwealth Financial Corp | 0.31% | Reduce -7.2% | 28,676 | $1.3M |
| Integral Investment Advisors, Inc. | 0.41% | Add +22.5% | 28,480 | $1.3M |
| Lantz Financial LLC | 0.35% | Add +59.0% | 28,035 | $1.3M |
| Snowden Capital Advisors LLC | 0.04% | Add +11.1% | 27,119 | $1.2M |
| LPL Financial LLC | 0.00% | Add +19.8% | 26,310 | $1.2M |
| Beck Capital Management, LLC | 0.30% | Reduce -2.8% | 22,631 | $1.0M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -7.3% | 22,188 | $1.0M |
| Chris Bulman Inc | 0.61% | New | 21,270 | $969K |
| Consolidated Portfolio Review Corp | 0.15% | Add +1.6% | 20,734 | $944K |
| Corrado Advisors, LLC | 0.62% | New | 20,351 | $927K |
| Mercer Global Advisors Inc. | 0.00% | No change | 19,024 | $866K |
| Novem Group | 0.12% | No change | 18,469 | $841K |
| FSA Advisors, Inc. | 0.64% | Add +42.1% | 17,768 | $809K |
| MML Investors Services, LLC | 0.00% | Add +125.1% | 17,229 | $785K |
| Weaver Consulting Group | 0.23% | Add +103.3% | 17,074 | $778K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -10.3% | 16,943 | $772K |
| Citadel Advisors | 0.00% | New | 15,540 | $708K |
| DHJJ Financial Advisors, Ltd. | 0.27% | Reduce -4.5% | 14,833 | $675K |
| Ausdal Financial Partners, Inc. | 0.05% | Add +1.7% | 13,837 | $630K |
| Strategic Blueprint, LLC | 0.03% | Reduce -31.4% | 13,311 | $606K |
| Trek Financial, LLC | 0.04% | No change | 12,653 | $576K |
| GWN Securities Inc. | 0.03% | New | 12,258 | $575K |
| Arax Advisory Partners | 0.04% | Reduce -1.7% | 12,526 | $570K |
| RFG Advisory, LLC | 0.01% | Reduce -36.3% | 11,683 | $532K |
| Sigma Planning Corp | 0.02% | Add +3.0% | 11,584 | $527K |
| Bellwether Advisors, LLC | 0.11% | No change | 11,334 | $516K |
| Benjamin Edwards Inc. | 0.01% | Add +12.7% | 11,197 | $510K |
| BCS Wealth Management | 0.13% | Add +3.0% | 10,709 | $488K |
| Vantage Financial Partners, LLC | 0.12% | Reduce -3.3% | 10,445 | $476K |
| Jane Street Group, LLC | 0.00% | New | 10,008 | $456K |
| Impact Partnership Wealth, LLC | 0.09% | No change | 8,738 | $398K |
| Castellan Group | 0.11% | Reduce -11.0% | 8,728 | $397K |
| WPWealth LLP | 0.08% | Add +6.5% | 8,366 | $381K |
| Summit Wealth Partners, LLC | 0.08% | New | 8,349 | $380K |
| Pinnacle Wealth Management Group, Inc. | 0.26% | Reduce -5.7% | 8,300 | $378K |
| Wood Tarver Financial Group, LLC | 0.12% | Add +0.4% | 7,823 | $356K |
| Sagespring Wealth Partners, LLC | 0.01% | New | 7,709 | $351K |
| Farther Finance Advisors, LLC | 0.01% | New | 7,578 | $346K |
| Buska Wealth Management, LLC | 0.11% | Reduce -4.7% | 7,583 | $345K |
| Orion Capital Management LLC | 0.14% | Reduce -6.3% | 7,430 | $338K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -3.0% | 7,396 | $337K |
| Wolverine Trading, LLC | 0.01% | New | 7,353 | $334K |
| Stratos Wealth Advisors, LLC | 0.02% | Reduce -50.8% | 6,731 | $307K |
| Advisory Services Network, LLC | 0.01% | Add +0.9% | 6,707 | $305K |
| VestGen Advisors, LLC | 0.01% | — | 6,601 | $301K |
| Independent Financial Group, LLC | 0.01% | New | 6,218 | $283K |
| Secure Asset Management, LLC | 0.06% | New | 6,038 | $275K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -50.2% | 6,036 | $275K |
| Beacon Financial Advisory LLC | 0.08% | No change | 5,883 | $268K |
| Continuum Advisory, LLC | 0.03% | Add +9.8% | 5,776 | $263K |
| Clear Point Advisors Inc. | 0.24% | No change | 5,774 | $263K |
| Bullseye Investment Management, LLC | 0.16% | Reduce -1.3% | 5,440 | $248K |
| Arkadios Wealth Advisors | 0.01% | Reduce -8.6% | 5,094 | $232K |
| Keystone Wealth Services, LLC | 0.06% | No change | 4,857 | $221K |
| Truist Financial Corp. | 0.00% | No change | 4,750 | $216K |
| KFG Wealth Management, LLC | 0.04% | New | 4,542 | $207K |
| Vista Investment Management | 0.08% | Reduce -28.0% | 4,500 | $205K |
| Crown Wealth Group, LLC | 0.10% | No change | 4,400 | $200K |
| WealthShield Partners, LLC | 0.03% | New | 4,294 | $196K |
| Integrity Financial Corp | 0.11% | Reduce -16.2% | 4,123 | $188K |
| Harbour Investments, Inc. | 0.01% | No change | 4,001 | $182K |
| IFP Advisors, Inc | 0.00% | No change | 3,338 | $152K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -26.5% | 3,062 | $139K |
| AE Wealth Management LLC | 0.00% | Reduce -11.2% | 2,328 | $106K |
| Financial Network Wealth Advisors LLC | 0.12% | No change | 1,951 | $89K |
| Principal Securities, Inc. | 0.00% | No change | 1,682 | $78K |
| IMG Wealth Management, Inc. | 0.06% | New | 1,478 | $67K |
| Cape Investment Advisory, Inc. | 0.02% | No change | 1,100 | $50K |
| CoreCap Advisors, LLC | 0.00% | Reduce -14.4% | 871 | $40K |
| JPMorgan Chase & Co. | 0.00% | Reduce -16.3% | 601 | $27K |
| Creative Financial Designs Inc. | 0.00% | No change | 500 | $23K |
| Assetmark, Inc. | 0.00% | No change | 479 | $22K |
| Larson Financial Group LLC | 0.00% | No change | 446 | $20K |
| Allworth Financial LP | 0.00% | No change | 400 | $18K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -23.7% | 338 | $15K |
| Golden State Wealth Management, LLC | 0.00% | New | 255 | $12K |
| Lanark Financial, Inc. | 0.00% | — | 180 | $8K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 175 | $8K |
| Geneos Wealth Management Inc. | 0.00% | No change | 160 | $7K |
"% 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.