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 2.87 Million shares, which have been reported (via 13F filing form) to have a value of $147 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Outlook Wealth Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
423,681
shares
|
$21.7 Million
6.44% of portfolio
|
Q2 2025
Added 2.1%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 06, 2025 Q2 2025 |
355,851
shares
|
$18.3 Million
0.24% of portfolio
|
Q2 2025
Reduced 8.4%
|
|
|
Macroview Investment Management LLC
|
Oct 24, 2025 Q3 2025 |
138,452
shares
|
$7.11 Million
5.48% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
125,879
shares
|
$6.46 Million
0.01% of portfolio
|
Q3 2025
Reduced 6.68%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
124,285
shares
|
$6.38 Million
0.01% of portfolio
|
Q2 2025
Added 67.13%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
100,950
shares
|
$5.18 Million
0.6% of portfolio
|
Q3 2022
Reduced 2.52%
|
|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
91,457
shares
|
$4.69 Million
0.27% of portfolio
|
Q2 2025
Reduced 20.53%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
91,322
shares
|
$4.69 Million
0.01% of portfolio
|
Q2 2025
Reduced 11.06%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
85,283
shares
|
$4.38 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Aug 06, 2025 Q2 2025 |
77,709
shares
|
$3.99 Million
1.48% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
75,019
shares
|
$3.85 Million
0.02% of portfolio
|
Q2 2025
Added 125.76%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
58,403
shares
|
$3 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
|
$2.9 Million
0.0% of portfolio
|
Q2 2025
Added 10.36%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
43,194
shares
|
$2.22 Million
0.0% of portfolio
|
Q2 2025
Added 4.86%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
38,983
shares
|
$2 Million
0.14% of portfolio
|
Q2 2025
Reduced 12.76%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
37,204
shares
|
$1.91 Million
0.31% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
35,431
shares
|
$1.82 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 06, 2025 Q3 2025 |
34,640
shares
|
$1.78 Million
0.14% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
33,618
shares
|
$1.73 Million
0.06% of portfolio
|
Q3 2025
Reduced 3.63%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
32,069
shares
|
$1.65 Million
0.02% of portfolio
|
Q3 2025
Reduced 93.89%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
30,728
shares
|
$1.58 Million
0.0% of portfolio
|
Q2 2025
Added 16.79%
|
|
|
Integral Investment Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
30,455
shares
|
$1.56 Million
0.44% of portfolio
|
Q3 2025
Added 6.93%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Aug 14, 2025 Q2 2025 |
28,289
shares
|
$1.45 Million
0.32% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
27,734
shares
|
$1.42 Million
0.36% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
27,119
shares
|
$1.39 Million
0.04% of portfolio
|
Q1 2025
Added 11.13%
|