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 110 institutions that hold shares in the stock, with a total of 2.66 Million shares, which have been reported (via 13F filing form) to have a value of $116 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
23,781
shares
|
$1.04 Million
0.02% of portfolio
|
Q4 2024
Reduced 6.25%
|
|
|
Beck Capital Management, LLC
Austin, TX |
Feb 14, 2025 Q4 2024 |
23,282
shares
|
$1.02 Million
0.33% of portfolio
|
Q4 2024
Reduced 2.88%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
22,604
shares
|
$985,534
0.0% of portfolio
|
Q4 2024
Added 32.64%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
22,188
shares
|
$967,396
0.0% of portfolio
|
Q1 2025
Reduced 7.29%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
21,961
shares
|
$957,499
0.0% of portfolio
|
Q4 2024
Added 4.1%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
21,707
shares
|
$946,425
0.0% of portfolio
|
Q4 2024
Reduced 52.59%
|
|
|
Chris Bulman Inc
Roseville, CA |
Apr 15, 2025 Q1 2025 |
21,270
shares
|
$927,372
0.61% of portfolio
|
Q1 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
21,019
shares
|
$916,428
0.0% of portfolio
|
Q4 2024
Added 257.1%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Apr 22, 2025 Q1 2025 |
20,734
shares
|
$904,002
0.15% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
19,414
shares
|
$846,450
0.06% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
19,024
shares
|
$829,446
0.0% of portfolio
|
Q4 2024
Reduced 11.61%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
18,890
shares
|
$823,604
0.01% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Novem Group
Rochester, NY |
Feb 14, 2025 Q4 2024 |
18,469
shares
|
$805,248
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
14,833
shares
|
$646,718
0.31% of portfolio
|
Q1 2025
Reduced 4.47%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
13,685
shares
|
$596,666
0.03% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
13,602
shares
|
$593,047
0.06% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
12,738
shares
|
$555,376
0.04% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
12,653
shares
|
$551,670
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Jan 23, 2025 Q4 2024 |
12,507
shares
|
$545,305
0.69% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
11,683
shares
|
$509,378
0.02% of portfolio
|
Q1 2025
Reduced 36.28%
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
11,334
shares
|
$494,162
0.1% of portfolio
|
Q1 2024
Reduced 20.16%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
11,247
shares
|
$490,369
0.02% of portfolio
|
Q4 2024
Reduced 3.56%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Feb 06, 2025 Q4 2024 |
10,799
shares
|
$470,836
0.14% of portfolio
|
Q3 2024
Reduced 6.62%
|
|
|
Bcs Wealth Management
|
Apr 14, 2025 Q1 2025 |
10,709
shares
|
$466,912
0.13% of portfolio
|
Q1 2025
Added 3.01%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
9,937
shares
|
$433,253
0.01% of portfolio
|
Q3 2024
New holding
|