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 93 institutions that hold shares in the stock, with a total of 2.66 Million shares, which have been reported (via 13F filing form) to have a value of $117 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 04, 2025 Q3 2025 |
414,221
shares
|
$18.2 Million
0.24% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 04, 2025 Q3 2025 |
211,038
shares
|
$9.29 Million
3.41% of portfolio
|
Q3 2025
Reduced 1.69%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
186,211
shares
|
$8.19 Million
0.0% of portfolio
|
Q3 2025
Added 2.01%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
143,191
shares
|
$6.3 Million
0.01% of portfolio
|
Q3 2025
Reduced 9.92%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
141,134
shares
|
$6.21 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
124,814
shares
|
$5.49 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.13%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
95,081
shares
|
$4.18 Million
0.01% of portfolio
|
Q3 2025
Reduced 7.08%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
70,014
shares
|
$3.08 Million
0.49% of portfolio
|
Q3 2025
Reduced 1.99%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
69,165
shares
|
$3.04 Million
0.0% of portfolio
|
Q3 2025
Reduced 29.4%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
46,707
shares
|
$2.06 Million
0.25% of portfolio
|
Q3 2022
Added 75.71%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
44,017
shares
|
$1.94 Million
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
43,992
shares
|
$1.94 Million
0.07% of portfolio
|
Q4 2022
Added 11.74%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
43,173
shares
|
$1.9 Million
0.0% of portfolio
|
Q3 2025
Added 13.13%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
42,679
shares
|
$1.88 Million
0.01% of portfolio
|
Q3 2025
Reduced 40.05%
|
|
|
Beck Capital Management, LLC
Austin, TX |
Nov 14, 2025 Q3 2025 |
42,383
shares
|
$1.86 Million
0.53% of portfolio
|
Q3 2025
Reduced 3.79%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 07, 2025 Q3 2025 |
40,505
shares
|
$1.78 Million
0.75% of portfolio
|
Q2 2025
Reduced 1.91%
|
|
|
Integral Investment Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
37,478
shares
|
$1.65 Million
0.46% of portfolio
|
Q3 2025
Reduced 23.91%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
37,005
shares
|
$1.63 Million
0.0% of portfolio
|
Q2 2022
Added 2.07%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
36,947
shares
|
$1.63 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
33,416
shares
|
$1.47 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
32,764
shares
|
$1.44 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
32,313
shares
|
$1.42 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
31,888
shares
|
$1.4 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.04%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
27,313
shares
|
$1.2 Million
0.02% of portfolio
|
Q3 2022
Reduced 10.77%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
26,228
shares
|
$1.15 Million
0.01% of portfolio
|
Q3 2025
Added 100.0%
|
|