Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INNOVATOR ETFS TRUST (BMAR)

100 + Investors. Track Smart Money conviction in BMAR. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +6
Streak
1Q ▲
Buyers last Q
28%

Smart Money Signals — BMAR

Based on 100 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added BMAR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
100 hedge funds hold BMAR right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +6% more funds vs a year ago

fund count last 6Q
+6 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🔴

Heavy selling pressure — only 28% buying

22 buying56 selling
Last quarter: 56 funds sold vs only 22 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
📈

More new buyers each quarter (+9 vs last Q)

new funds entering per quarter
Funds opening a new BMAR position: 16 → 7 → 7 → 16. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

53% of holders stayed for 2+ years

■ 53% conviction (2yr+) ■ 34% medium ■ 13% new
53 out of 100 hedge funds have held BMAR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~16 new funds/quarter

10 → 16 → 7 → 7 → 16 new funds/Q
New funds entering each quarter: 16 → 7 → 7 → 16. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 55% of holders stayed 2+ years

■ 55% veterans ■ 23% 1-2yr ■ 22% new
Of 100 current holders: 55 (55%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 3% AUM from top-100

3% from top-100 AUM funds
4 of 100 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.4
out of 10
Moderate Exit Risk
Exit risk score 4.4/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: BMAR

How many hedge funds hold BMAR — quarterly history vs. share price
Quarterly hedge fund ownership of BMAR vs. share price

Market Analysis: BMAR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BMAR

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 0 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: BMAR
2026 Q1 Stats Unlock in 19 days 100 + Investors

Track Smart Money conviction in BMAR. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 100 94 6.38%
13F Shares 2M 2M -1.63%
Total Value $110M $109M 1.13%
New Positions 16 7 +9
Increased Positions 6 11 -5
Closed Positions 10 10 -
Reduced Positions 46 36 +10
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BMAR

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

100 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BMAR. Verified SEC 13F-HR filings.

Top 25 institutional holders of BMAR — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 My Personal CFO, LLC 1.02% 44,558 $2.3M
2 Chris Bulman Inc 0.55% 24,104 $1.3M
3 Ballast Rock Private Wealth LLC 0.43% 14,932 $784K
4 INTEGRAL INVESTMENT ADVISORS, INC. 0.40% 30,365 $1.6M
5 Lantz Financial LLC 0.38% 35,156 $1.8M
6 CORRADO ADVISORS, LLC 0.30% 11,126 $584K
7 DHJJ Financial Advisors, Ltd. 0.27% 15,681 $823K
8 Blue Sky Capital Consultants Group, Inc. 0.12% 4,751 $249K
9 Fortitude Advisory Group L.L.C. 0.10% 4,192 $220K
10 BCS Wealth Management 0.10% 9,209 $483K
11 Fragasso Financial Advisors Inc 0.10% 30,584 $1.6M
12 Outlook Wealth Advisors, LLC 0.09% 7,091 $372K
13 NOVEM GROUP 0.08% 12,518 $657K
14 Diligent Investors, LLC 0.07% 5,365 $282K
15 Summit Wealth Partners, LLC 0.07% 8,349 $438K
16 Crown Wealth Group, LLC 0.07% 4,400 $231K
17 Beacon Financial Advisory LLC 0.06% 4,950 $260K
18 Spire Wealth Management 0.06% 32,326 $1.7M
19 Strategic Blueprint, LLC 0.04% 14,336 $752K
20 KFG WEALTH MANAGEMENT, LLC 0.03% 4,999 $262K
21 Cypress Wealth Services, LLC 0.03% 4,454 $234K
22 Continuum Advisory, LLC 0.03% 5,776 $303K
23 Brookstone Capital Management 0.02% 30,138 $1.6M
24 Stratos Wealth Advisors, LLC 0.01% 4,625 $243K
25 Kestra Advisory Services, LLC 0.01% 67,045 $3.5M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — INNOVATOR ETFS TRUST (BMAR)

What does the Smart Money Trend signal show for BMAR?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added BMAR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for BMAR?

Heavy selling pressure — only 28% buying: Last quarter: 56 funds sold vs only 22 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for BMAR holders?

Smaller funds dominant — 3% AUM from top-100: 4 of 100 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held BMAR?

53% of holders stayed for 2+ years: 53 out of 100 hedge funds have held BMAR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.