Institutional Ownership Innovator U.S. Equity Buffer E (BMAY)
This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BMAY). We have compiled data on the 87 institutions that hold shares in the stock, with a total of 2.31 Million shares, which have been reported (via 13F filing form) to have a value of $87.7 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Penserra Capital Management LLC
Orinda, CA |
May 15, 2024 Q1 2024 |
245,130
shares
|
$9.31 Million
0.11% of portfolio
|
Q1 2024
Added 37.13%
|
|
Valtinson Bruner Financial Planning LLC
|
Apr 29, 2024 Q1 2024 |
228,213
shares
|
$8.67 Million
4.38% of portfolio
|
Q1 2024
Reduced 2.88%
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
141,863
shares
|
$5.39 Million
0.0% of portfolio
|
Q1 2024
Added 0.59%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
113,002
shares
|
$4.29 Million
0.01% of portfolio
|
Q1 2024
Reduced 15.65%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
89,101
shares
|
$3.38 Million
0.01% of portfolio
|
Q1 2024
Reduced 21.31%
|
|
Blue Bell Private Wealth Management, LLC
|
Apr 24, 2024 Q1 2024 |
66,713
shares
|
$2.53 Million
0.54% of portfolio
|
Q1 2024
Reduced 2.88%
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
62,968
shares
|
$2.39 Million
0.0% of portfolio
|
Q1 2024
Reduced 32.88%
|
|
Beck Capital Management, LLC
Austin, TX |
May 15, 2024 Q1 2024 |
52,467
shares
|
$1.99 Million
0.59% of portfolio
|
Q1 2024
Reduced 13.99%
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
46,707
shares
|
$1.77 Million
0.25% of portfolio
|
Q3 2022
Added 75.71%
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
May 10, 2024 Q1 2024 |
46,679
shares
|
$1.77 Million
0.85% of portfolio
|
Q1 2024
Reduced 7.89%
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
44,017
shares
|
$1.67 Million
0.06% of portfolio
|
Q4 2023
New holding
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 24, 2024 Q1 2024 |
44,017
shares
|
$1.67 Million
0.08% of portfolio
|
Q1 2024
New holding
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
43,775
shares
|
$1.66 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
38,743
shares
|
$1.47 Million
0.0% of portfolio
|
Q1 2024
Reduced 15.39%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
37,427
shares
|
$1.42 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|
Chicago Partners Investment Group LLC
|
Apr 25, 2024 Q1 2024 |
37,190
shares
|
$1.41 Million
0.06% of portfolio
|
Q4 2023
Reduced 4.48%
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
37,005
shares
|
$1.41 Million
0.0% of portfolio
|
Q2 2022
Added 2.07%
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 23, 2024 Q1 2024 |
35,472
shares
|
$1.35 Million
0.1% of portfolio
|
Q1 2024
Reduced 3.57%
|
|
Janney Montgomery Scott LLC
|
May 01, 2024 Q1 2024 |
33,933
shares
|
$1.29 Million
0.0% of portfolio
|
Q1 2024
Reduced 29.43%
|
|
Lincoln National Corp
|
May 01, 2024 Q1 2024 |
33,236
shares
|
$1.26 Million
0.02% of portfolio
|
Q1 2024
Reduced 15.08%
|
|
Old Mission Capital LLC
|
May 14, 2024 Q1 2024 |
33,036
shares
|
$1.25 Million
0.03% of portfolio
|
Q1 2024
Added 34.41%
|
|
Lion Street Advisors, LLC
|
Apr 12, 2024 Q1 2024 |
31,397
shares
|
$1.19 Million
0.43% of portfolio
|
Q3 2023
New holding
|
|
Cerity Partners LLC
New York, NY |
May 14, 2024 Q1 2024 |
30,635
shares
|
$1.16 Million
0.0% of portfolio
|
Q1 2024
Reduced 2.61%
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
30,315
shares
|
$1.15 Million
0.0% of portfolio
|
Q1 2024
Reduced 45.8%
|
|
Retirement Planning Group
|
Apr 12, 2024 Q1 2024 |
30,211
shares
|
$1.15 Million
0.09% of portfolio
|
Q1 2024
Reduced 82.56%
|