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 111 institutions that hold shares in the stock, with a total of 3.03 Million shares, which have been reported (via 13F filing form) to have a value of $141 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
11,334
shares
|
$536,438
0.11% of portfolio
|
Q1 2024
Reduced 20.16%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
11,197
shares
|
$529,954
0.01% of portfolio
|
Q1 2025
Added 12.68%
|
|
|
Bcs Wealth Management
|
Apr 14, 2025 Q1 2025 |
10,709
shares
|
$506,856
0.13% of portfolio
|
Q1 2025
Added 3.01%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
May 07, 2025 Q1 2025 |
10,445
shares
|
$494,361
0.13% of portfolio
|
Q1 2025
Reduced 3.28%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
10,008
shares
|
$473,678
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
9,937
shares
|
$470,318
0.01% of portfolio
|
Q1 2024
Added 10.98%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
May 05, 2025 Q1 2025 |
8,738
shares
|
$413,569
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Castellan Group
Louisville, KY |
May 08, 2025 Q1 2025 |
8,728
shares
|
$413,096
0.11% of portfolio
|
Q1 2025
Reduced 11.01%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
8,349
shares
|
$395,158
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Apr 11, 2025 Q1 2025 |
8,300
shares
|
$392,839
0.32% of portfolio
|
Q1 2025
Reduced 5.68%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
7,856
shares
|
$371,824
0.07% of portfolio
|
Q4 2024
Reduced 22.87%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
7,823
shares
|
$370,262
0.14% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
7,709
shares
|
$364,866
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Apr 09, 2025 Q1 2025 |
7,583
shares
|
$358,903
0.11% of portfolio
|
Q1 2025
Reduced 4.66%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
7,578
shares
|
$358,666
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
7,430
shares
|
$351,661
0.15% of portfolio
|
Q1 2025
Reduced 6.31%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
7,396
shares
|
$350,052
0.01% of portfolio
|
Q1 2025
Reduced 2.99%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
7,353
shares
|
$348,017
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
6,731
shares
|
$318,578
0.02% of portfolio
|
Q1 2025
Reduced 50.81%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
6,707
shares
|
$317,442
0.01% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
6,601
shares
|
$312,425
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Secure Asset Management, LLC
|
Apr 10, 2025 Q1 2025 |
6,038
shares
|
$285,778
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
6,036
shares
|
$285,683
0.0% of portfolio
|
Q1 2025
Reduced 50.17%
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
5,883
shares
|
$278,442
0.09% of portfolio
|
Q3 2024
Reduced 25.12%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
5,776
shares
|
$273,378
0.04% of portfolio
|
Q1 2025
Added 9.85%
|