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 |
|---|---|---|---|---|---|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
27,119
shares
|
$1.36 Million
0.04% of portfolio
|
Q1 2025
Added 11.13%
|
|
|
Chris Bulman Inc
Roseville, CA |
Jul 14, 2025 Q2 2025 |
26,937
shares
|
$1.35 Million
0.75% of portfolio
|
Q2 2025
Added 26.64%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
26,789
shares
|
$1.34 Million
0.0% of portfolio
|
Q2 2024
Reduced 2.23%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
26,735
shares
|
$1.34 Million
0.0% of portfolio
|
Q3 2022
Reduced 19.34%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
26,382
shares
|
$1.32 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Beck Capital Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
22,477
shares
|
$1.13 Million
0.32% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
22,008
shares
|
$1.1 Million
0.15% of portfolio
|
Q2 2025
Added 6.14%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
21,498
shares
|
$1.08 Million
0.03% of portfolio
|
Q2 2025
Added 322.03%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Aug 01, 2025 Q2 2025 |
20,083
shares
|
$1.01 Million
0.81% of portfolio
|
Q2 2025
Reduced 1.32%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
20,045
shares
|
$1 Million
0.0% of portfolio
|
Q2 2025
Reduced 9.66%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Aug 01, 2025 Q2 2025 |
19,326
shares
|
$967,652
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
19,024
shares
|
$952,531
0.0% of portfolio
|
Q4 2024
Reduced 11.61%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Aug 01, 2025 Q2 2025 |
18,226
shares
|
$912,575
0.73% of portfolio
|
Q2 2025
Added 2.58%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
17,074
shares
|
$854,895
0.27% of portfolio
|
Q1 2025
Added 103.29%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
16,782
shares
|
$840,274
0.0% of portfolio
|
Q2 2025
Reduced 2.59%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
15,723
shares
|
$787,250
0.01% of portfolio
|
Q2 2025
Reduced 7.2%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
14,913
shares
|
$746,693
0.3% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
13,747
shares
|
$688,312
0.05% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
13,311
shares
|
$666,481
0.04% of portfolio
|
Q1 2025
Reduced 31.44%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
12,653
shares
|
$633,535
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
12,518
shares
|
$626,776
0.08% of portfolio
|
Q2 2025
Reduced 32.22%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
12,004
shares
|
$601,040
0.03% of portfolio
|
Q2 2025
Reduced 4.17%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
11,197
shares
|
$560,633
0.01% of portfolio
|
Q1 2025
Added 12.68%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
10,863
shares
|
$543,910
0.11% of portfolio
|
Q2 2025
Added 1.44%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
10,841
shares
|
$542,808
0.0% of portfolio
|
Q2 2025
Reduced 74.34%
|