Q1 2024 13F Holders as of 3/31/2024
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Type / Class
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Equity / Innovator S&P 500 Buffer ETF - March
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Shares outstanding
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3.49M
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Number of holders
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91
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Total 13F shares, excl. options
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3.08M
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Shares change
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+1.76M
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Total reported value, excl. options
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$128M
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Value change
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+$73.3M
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Number of buys
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62
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Number of sells
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-23
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Price
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$41.67
Significant Holders of Innovator ETFs Trust - Innovator S&P 500 Buffer ETF - March (BMAR) as of Q1 2024
99 filings reported holding BMAR - Innovator ETFs Trust - Innovator S&P 500 Buffer ETF - March as of Q1 2024.
Innovator ETFs Trust - Innovator S&P 500 Buffer ETF - March (BMAR) has 91 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3.08M shares
of 3.49M outstanding shares and own 88.46% of the company stock.
Largest 10 shareholders include Outlook Wealth Advisors, LLC (364K shares), PERSONAL CFO SOLUTIONS, LLC (263K shares), Brookstone Capital Management (234K shares), Penserra Capital Management LLC (210K shares), OSAIC HOLDINGS, INC. (133K shares), Retirement Planning Group, LLC (130K shares), COMMONWEALTH EQUITY SERVICES, LLC (126K shares), HighTower Advisors, LLC (92.2K shares), Valtinson Bruner Financial Planning LLC (81.9K shares), and Cambridge Investment Research Advisors, Inc. (71.7K shares).
This table shows the top 91 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.