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 |
|---|---|---|---|---|---|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
10,709
shares
|
$536,199
0.09% of portfolio
|
Q2 2025
Reduced 5.51%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Aug 06, 2025 Q2 2025 |
10,445
shares
|
$522,981
0.14% of portfolio
|
Q1 2025
Reduced 3.28%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
9,937
shares
|
$497,545
0.01% of portfolio
|
Q1 2024
Added 10.98%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
9,525
shares
|
$476,916
0.01% of portfolio
|
Q2 2025
Reduced 17.77%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Jul 31, 2025 Q2 2025 |
9,000
shares
|
$450,630
0.3% of portfolio
|
Q2 2025
Added 8.43%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Aug 04, 2025 Q2 2025 |
8,551
shares
|
$428,148
0.08% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Aug 11, 2025 Q2 2025 |
8,349
shares
|
$418,034
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Aug 11, 2025 Q2 2025 |
8,093
shares
|
$405,216
0.07% of portfolio
|
Q1 2025
Added 3.37%
|
|
|
Castellan Group
Louisville, KY |
Jul 24, 2025 Q2 2025 |
7,928
shares
|
$396,954
0.55% of portfolio
|
Q2 2025
Reduced 9.17%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
7,823
shares
|
$391,697
0.12% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
7,430
shares
|
$372,020
0.14% of portfolio
|
Q1 2025
Reduced 6.31%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
7,353
shares
|
$368,164
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
7,339
shares
|
$367,463
0.01% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Jul 14, 2025 Q2 2025 |
6,921
shares
|
$346,534
0.09% of portfolio
|
Q2 2025
Reduced 8.73%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
6,707
shares
|
$335,819
0.01% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
6,686
shares
|
$334,768
0.02% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
6,601
shares
|
$330,512
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
6,250
shares
|
$312,937
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
6,038
shares
|
$302,322
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
6,036
shares
|
$302,222
0.0% of portfolio
|
Q1 2025
Reduced 50.17%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
5,947
shares
|
$297,766
0.08% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
5,776
shares
|
$289,204
0.04% of portfolio
|
Q1 2025
Added 9.85%
|
|
|
Bullseye Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
5,440
shares
|
$272,380
0.43% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
4,857
shares
|
$243,189
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
4,750
shares
|
$237,832
0.0% of portfolio
|
Q2 2024
New holding
|