Institutional Ownership Innovator U.S. Equity Buffer E (BMAR)
This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BMAR). We have compiled data on the 108 institutions that hold shares in the stock, with a total of 3.39 Million shares, which have been reported (via 13F filing form) to have a value of $169 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
525,039
shares
|
$26.3 Million
0.39% of portfolio
|
Q2 2025
Added 1496.59%
|
|
|
Outlook Wealth Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
423,681
shares
|
$21.2 Million
6.44% of portfolio
|
Q2 2025
Added 2.1%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 06, 2025 Q2 2025 |
355,851
shares
|
$17.8 Million
0.24% of portfolio
|
Q2 2025
Reduced 8.4%
|
|
|
Macroview Investment Management LLC
|
Jul 22, 2025 Q2 2025 |
138,898
shares
|
$6.95 Million
5.71% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
134,891
shares
|
$6.75 Million
0.01% of portfolio
|
Q2 2025
Added 2.18%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
100,950
shares
|
$5.05 Million
0.6% of portfolio
|
Q3 2022
Reduced 2.52%
|
|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
91,457
shares
|
$4.58 Million
0.27% of portfolio
|
Q2 2025
Reduced 20.53%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
91,322
shares
|
$4.57 Million
0.01% of portfolio
|
Q2 2025
Reduced 11.06%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
86,250
shares
|
$4.32 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Aug 06, 2025 Q2 2025 |
77,709
shares
|
$3.89 Million
1.48% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
75,019
shares
|
$3.76 Million
0.02% of portfolio
|
Q2 2025
Added 125.76%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
74,365
shares
|
$3.72 Million
0.01% of portfolio
|
Q2 2025
Reduced 47.49%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
58,403
shares
|
$2.92 Million
0.0% of portfolio
|
Q2 2025
Added 10.5%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
56,532
shares
|
$2.83 Million
0.0% of portfolio
|
Q2 2025
Added 10.36%
|
|
|
My Personal Cfo, LLC
|
Jul 21, 2025 Q2 2025 |
49,490
shares
|
$2.48 Million
1.18% of portfolio
|
Q2 2025
Reduced 10.84%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
43,194
shares
|
$2.16 Million
0.0% of portfolio
|
Q2 2025
Added 4.86%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
38,983
shares
|
$1.95 Million
0.14% of portfolio
|
Q2 2025
Reduced 12.76%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
37,917
shares
|
$1.9 Million
0.33% of portfolio
|
Q2 2025
Reduced 3.75%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
35,431
shares
|
$1.77 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
34,886
shares
|
$1.75 Million
0.06% of portfolio
|
Q2 2025
Reduced 8.1%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
34,640
shares
|
$1.73 Million
0.14% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
30,728
shares
|
$1.54 Million
0.0% of portfolio
|
Q2 2025
Added 16.79%
|
|
|
Integral Investment Advisors, Inc.
|
Aug 01, 2025 Q2 2025 |
28,480
shares
|
$1.43 Million
0.41% of portfolio
|
Q1 2025
Added 22.47%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Aug 14, 2025 Q2 2025 |
28,289
shares
|
$1.42 Million
0.32% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
27,734
shares
|
$1.39 Million
0.36% of portfolio
|
Q2 2025
Reduced 1.07%
|