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 |
|---|---|---|---|---|---|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
26,789
shares
|
$1.37 Million
0.0% of portfolio
|
Q2 2024
Reduced 2.23%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
26,735
shares
|
$1.37 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
|
$1.35 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Beck Capital Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
22,477
shares
|
$1.15 Million
0.32% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
22,008
shares
|
$1.13 Million
0.15% of portfolio
|
Q2 2025
Added 6.14%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
21,498
shares
|
$1.1 Million
0.03% of portfolio
|
Q2 2025
Added 322.03%
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 20, 2025 Q3 2025 |
21,127
shares
|
$1.08 Million
0.55% of portfolio
|
Q3 2025
Reduced 21.57%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Aug 01, 2025 Q2 2025 |
20,083
shares
|
$1.03 Million
0.81% of portfolio
|
Q2 2025
Reduced 1.32%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
19,024
shares
|
$976,311
0.0% of portfolio
|
Q4 2024
Reduced 11.61%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Aug 01, 2025 Q2 2025 |
18,226
shares
|
$935,358
0.73% of portfolio
|
Q2 2025
Added 2.58%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
17,553
shares
|
$900,819
0.0% of portfolio
|
Q3 2025
Reduced 12.43%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
17,074
shares
|
$876,237
0.27% of portfolio
|
Q1 2025
Added 103.29%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
16,782
shares
|
$861,252
0.0% of portfolio
|
Q2 2025
Reduced 2.59%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Oct 22, 2025 Q3 2025 |
16,500
shares
|
$846,780
0.32% of portfolio
|
Q3 2025
Reduced 14.62%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
15,723
shares
|
$806,904
0.01% of portfolio
|
Q2 2025
Reduced 7.2%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
14,912
shares
|
$765,283
0.3% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
13,747
shares
|
$705,496
0.05% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
13,311
shares
|
$683,120
0.03% of portfolio
|
Q1 2025
Reduced 31.44%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
12,653
shares
|
$649,351
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
12,518
shares
|
$642,423
0.08% of portfolio
|
Q2 2025
Reduced 32.22%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
12,004
shares
|
$616,045
0.03% of portfolio
|
Q2 2025
Reduced 4.17%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
11,197
shares
|
$574,630
0.01% of portfolio
|
Q1 2025
Added 12.68%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
10,841
shares
|
$556,360
0.0% of portfolio
|
Q2 2025
Reduced 74.34%
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
10,709
shares
|
$549,585
0.09% of portfolio
|
Q2 2025
Reduced 5.51%
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
10,689
shares
|
$548,559
0.13% of portfolio
|
Q3 2025
Reduced 1.6%
|