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Disclosery

BMAR INNOVATOR ETFS TRUST

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US EQTY BUFR MAR (fund)

98 managers (98 13F filers) reported a position in BMAR shares at 2024-12-31, 2,373,067 shares in all. 5 filers opened a position and 7 filers sold out during the quarter.

Managers
98
13F filers
98
New
5
Added
9
Reduced
41
Sold out
7
Shares held by filers
2,373,067

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Outlook Wealth Advisors, LLC383,304$17.7M5.08%-3,66813F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…331,552$15.3M0.28%+39,17813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.122,835$5.67M0.01%-19,24713F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC119,804$5.53M0.01%-11,35613F-HRTimeline
Retirement Planning Group, LLC115,066$5.31M0.27%-35913F-HRTimeline
HighTower Advisors, LLC89,623$4.14M0.01%-21013F-HRTimeline
Valtinson Bruner Financial Planning LLC78,711$3.63M1.27%-3,22713F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC58,350$2.69M0.01%+33,77413F-HRTimelineGroup
My Personal CFO, LLC49,810$2.3M1.18%-95013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC46,931$2.17M<0.01%13F-HR/ATimelineGroup
Main Street Financial Solutions, LLC44,002$2.03M0.2%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC41,107$1.9M<0.01%-3,14213F-HRTimelineGroup
Cambridge Investment Research Advisors,…37,643$1.74M0.01%-1,42213F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC34,715$1.6M0.31%-49513F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …30,913$1.43M0.34%-12913F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management28,737$1.33M0.04%-5,68113F-HRTimelineGroup
Cetera Investment Advisers27,558$1.27M<0.01%-2,31413F-HRTimeline
Fragasso Financial Advisors Inc26,426$1.22M0.09%-19,13313F-HRTimeline
Snowden Capital Advisors LLC24,404$1.13M0.03%013F-HRTimeline
Janney Montgomery Scott LLC23,932$1.1M<0.01%-1,33013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…23,781$1.1M0.02%-1,58513F-HRTimelineGroup
BECK CAPITAL MANAGEMENT, LLC23,282$1.07M0.29%-69113F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.23,254$1.07M0.35%013F-HRTimeline
OLD MISSION CAPITAL LLC22,604$1.04M0.02%+5,56313F-HRTimeline
LPL Financial LLC21,961$1.01M<0.01%+86513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC21,707$1M<0.01%-24,08313F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…21,019$970K<0.01%+15,13313F-HRTimelineGroup
Consolidated Portfolio Review Corp20,408$942K0.15%+13013F-HRTimeline
Strategic Blueprint, LLC19,414$896K0.05%-48513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV19,024$878K<0.01%-2,50013F-HRTimeline
Beacon Pointe Advisors, LLC18,890$872K0.01%-6013F-HRTimeline
NOVEM GROUP18,469$852K0.13%13F-HRTimeline
RFG Advisory, LLC18,335$846K0.02%-7,35013F-HRTimeline
Lantz Financial LLC17,631$814K0.22%013F-HRTimeline
DHJJ Financial Advisors, Ltd.15,527$716K0.28%-2013F-HRTimeline
HFG Wealth Management, LLC15,522$699K0.45%+1,09813F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.13,685$631K0.03%-2213F-HRTimelineGroup
Ausdal Financial Partners, Inc.13,602$628K0.05%+3213F-HRTimeline
Arax Advisory Partners12,738$588K0.04%013F-HRTimeline
Trek Financial, LLC12,653$584K0.04%013F-HRTimeline
FSA Advisors, Inc.12,507$563K0.69%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…12,113$559K<0.01%013F-HR/ATimeline
Bellwether Advisors, LLC11,334$523K0.09%013F-HRTimeline
Sigma Planning Corp11,247$519K0.02%-41513F-HRTimeline
Vantage Financial Partners, LLC10,799$498K0.12%013F-HRTimeline
BCS Wealth Management10,396$480K0.12%-3,26613F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC9,937$458K0.01%013F-HRTimelineGroup
Castellan Group9,808$453K0.2%013F-HRTimeline
Pinnacle Wealth Management Group, Inc.8,800$406K0.25%013F-HRTimeline
Impact Partnership Wealth, LLC8,738$403K0.08%new13F-HRTimeline
Weaver Consulting Group8,399$388K0.12%013F-HRTimeline
Buska Wealth Management, LLC7,954$367K0.12%-1,07013F-HRTimeline
Orion Capital Management LLC7,930$366K0.16%013F-HRTimeline
WPWealth LLP7,856$362K0.07%-2,32913F-HRTimeline
Blue Sky Capital Consultants Group, Inc.7,853$362K0.22%13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management7,834$361K0.01%-12,41413F-HRTimelineGroup
Wood Tarver Financial Group, LLC7,791$359K0.12%13F-HRTimeline
MML INVESTORS SERVICES, LLC7,654$353K<0.01%-22,88013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC7,624$352K0.01%new13F-HRTimelineGroup
Advisory Services Network, LLC6,645$307K0.01%013F-HRTimeline
World Investment Advisors6,315$291K0.01%013F-HRTimeline
Sunbelt Securities, Inc.6,250$289K0.03%013F-HRTimeline
VISTA INVESTMENT MANAGEMENT6,247$288K0.11%-37913F-HRTimeline
Beacon Financial Advisory LLC5,883$271K0.09%013F-HRTimeline
Clear Point Advisors Inc.5,774$266K0.23%013F-HRTimeline
Arkadios Wealth Advisors5,575$257K0.01%-36213F-HRTimeline
Bullseye Investment Management, LLC5,514$254K0.17%-15,13513F-HRTimeline
Continuum Advisory, LLC5,258$243K0.03%013F-HRTimeline
Integrity Financial Corp /WA4,920$227K0.13%013F-HRTimeline
Keystone Wealth Services, LLC4,857$224K0.06%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP4,750$219K<0.01%013F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC4,632$214K<0.01%-4,02413F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC4,604$212K<0.01%new13F-HRTimelineGroup
Crown Wealth Group, LLC4,400$203K0.08%new13F-HRTimeline
Steward Partners Investment Advisory, L…4,168$192K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.4,001$185K0.01%013F-HRTimeline
IFP Advisors, Inc3,338$154K0.01%-40013F-HRTimeline
AE Wealth Management LLC2,621$121K<0.01%-2,19913F-HRTimeline
Financial Network Wealth Advisors LLC1,951$90K0.17%-70013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,682$77.6K<0.01%013F-HRTimelineGroup
Sugarloaf Wealth Management, LLC1,314$60.6K0.01%-10013F-HRTimeline
Cape Investment Advisory, Inc.1,100$50.8K0.02%013F-HRTimeline
CoreCap Advisors, LLC1,017$46.9K<0.01%-10,50413F-HRTimeline
Castleview Partners, LLC946$43.6K0.02%013F-HR/ATimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO718$33.1K<0.01%-17,26013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV500$23.1K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC479$22.1K<0.01%013F-HRTimelineGroup
Larson Financial Group LLC446$20.6K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc443$20.4K<0.01%013F-HRTimeline
Allworth Financial LP400$18.9K<0.01%013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC300$13.8K0.01%13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…175$8.07K<0.01%+2513F-HRTimelineGroup
Geneos Wealth Management Inc.160$7.38K<0.01%013F-HRTimeline
Noble Wealth Management PBC100$4.61K<0.01%13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC43$1.98K<0.01%-81813F-HR/ATimelineGroup
CWM, LLCin group CWM, LLC18$1K<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN20$923<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.