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 100 institutions that hold shares in the stock, with a total of 2.61 Million shares, which have been reported (via 13F filing form) to have a value of $121 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
11,521
shares
|
$535,496
0.03% of portfolio
|
Q3 2024
Reduced 24.27%
|
|
|
Bellwether Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
11,334
shares
|
$526,804
0.1% of portfolio
|
Q1 2024
Reduced 20.16%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 08, 2024 Q3 2024 |
10,799
shares
|
$501,937
0.13% of portfolio
|
Q3 2024
Reduced 6.62%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Nov 13, 2024 Q3 2024 |
10,185
shares
|
$473,398
0.1% of portfolio
|
Q2 2024
Reduced 76.52%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
9,937
shares
|
$461,871
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
9,937
shares
|
$461,871
0.01% of portfolio
|
Q1 2024
Added 10.98%
|
|
|
Castellan Group
Louisville, KY |
Nov 25, 2024 Q3 2024 |
9,808
shares
|
$455,875
0.19% of portfolio
|
Q3 2024
Reduced 28.92%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Oct 01, 2024 Q2 2024 |
9,071
shares
|
$421,620
0.14% of portfolio
|
Q2 2024
Reduced 26.62%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Oct 10, 2024 Q3 2024 |
8,800
shares
|
$409,024
0.29% of portfolio
|
Q3 2023
New holding
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
8,656
shares
|
$402,330
0.0% of portfolio
|
Q3 2024
Reduced 52.09%
|
|
|
Weaver Consulting Group
|
Nov 14, 2024 Q3 2024 |
8,399
shares
|
$390,385
0.13% of portfolio
|
Q3 2024
Reduced 7.64%
|
|
|
Orion Capital Management LLC
|
Nov 15, 2024 Q3 2024 |
7,930
shares
|
$368,586
0.18% of portfolio
|
Q2 2024
Reduced 14.36%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
6,645
shares
|
$308,859
0.01% of portfolio
|
Q1 2024
Added 3675.57%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
6,626
shares
|
$307,976
0.12% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
6,315
shares
|
$293,521
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
6,250
shares
|
$290,500
0.03% of portfolio
|
Q1 2024
Added 25.0%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
6,222
shares
|
$289,198
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
6,146
shares
|
$285,666
0.03% of portfolio
|
Q3 2024
Reduced 13.51%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
5,937
shares
|
$275,951
0.02% of portfolio
|
Q3 2024
Reduced 7.82%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
5,886
shares
|
$273,581
0.0% of portfolio
|
Q3 2024
Reduced 72.24%
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
5,883
shares
|
$273,441
0.1% of portfolio
|
Q3 2024
Reduced 25.12%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
5,774
shares
|
$268,375
0.2% of portfolio
|
Q4 2023
New holding
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Oct 31, 2024 Q3 2024 |
5,634
shares
|
$261,868
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
5,258
shares
|
$244,391
0.03% of portfolio
|
Q3 2024
Reduced 2.49%
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
4,920
shares
|
$228,681
0.14% of portfolio
|
Q3 2024
Reduced 5.07%
|