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 113 institutions that hold shares in the stock, with a total of 3.02 Million shares, which have been reported (via 13F filing form) to have a value of $150 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
479
shares
|
$23,772
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
446
shares
|
$22,134
0.0% of portfolio
|
Q3 2024
Reduced 44.39%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
400
shares
|
$19,852
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
338
shares
|
$16,774
0.0% of portfolio
|
Q1 2025
Reduced 23.7%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
300
shares
|
$14,889
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
255
shares
|
$12,655
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
180
shares
|
$8,933
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
175
shares
|
$8,685
0.0% of portfolio
|
Q4 2024
Added 16.67%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
160
shares
|
$7,940
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
100
shares
|
$4,963
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
20
shares
|
$992
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
18
shares
|
$893
0.0% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|