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 85 institutions that hold shares in the stock, with a total of 2.8 Million shares, which have been reported (via 13F filing form) to have a value of $110 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Brookstone Capital Management
|
Jul 18, 2024 Q2 2024 |
389,120
shares
|
$15.3 Million
0.28% of portfolio
|
Q2 2024
Added 3948.69%
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 13, 2024 Q2 2024 |
267,219
shares
|
$10.5 Million
0.13% of portfolio
|
Q2 2024
Added 9.01%
|
|
Valtinson Bruner Financial Planning LLC
|
Aug 05, 2024 Q2 2024 |
226,156
shares
|
$8.88 Million
4.61% of portfolio
|
Q2 2024
Reduced 0.9%
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
142,388
shares
|
$5.59 Million
0.0% of portfolio
|
Q2 2024
Added 0.37%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
141,793
shares
|
$5.57 Million
0.01% of portfolio
|
Q2 2024
Added 25.48%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
120,566
shares
|
$4.73 Million
0.01% of portfolio
|
Q2 2024
Added 35.31%
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
107,695
shares
|
$4.23 Million
0.01% of portfolio
|
Q2 2024
Added 251.54%
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 05, 2024 Q2 2024 |
65,251
shares
|
$2.56 Million
0.54% of portfolio
|
Q2 2024
Reduced 2.19%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
63,963
shares
|
$2.51 Million
0.0% of portfolio
|
Q2 2024
Added 1.58%
|
|
Beck Capital Management, LLC
Austin, TX |
Aug 14, 2024 Q2 2024 |
47,767
shares
|
$1.88 Million
0.56% of portfolio
|
Q2 2024
Reduced 8.96%
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
46,707
shares
|
$1.83 Million
0.25% of portfolio
|
Q3 2022
Added 75.71%
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
46,553
shares
|
$1.83 Million
0.0% of portfolio
|
Q2 2024
Added 20.16%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
46,035
shares
|
$1.81 Million
0.0% of portfolio
|
Q2 2024
Added 23.0%
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
44,017
shares
|
$1.73 Million
0.06% of portfolio
|
Q4 2023
New holding
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 22, 2024 Q2 2024 |
43,992
shares
|
$1.73 Million
0.07% of portfolio
|
Q4 2022
Added 11.74%
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Aug 09, 2024 Q2 2024 |
41,679
shares
|
$1.64 Million
0.79% of portfolio
|
Q2 2024
Reduced 10.71%
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
37,896
shares
|
$1.49 Million
0.0% of portfolio
|
Q2 2024
Reduced 13.43%
|
|
Chicago Partners Investment Group LLC
|
Jul 31, 2024 Q2 2024 |
37,190
shares
|
$1.46 Million
0.06% of portfolio
|
Q4 2023
Reduced 4.48%
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
37,005
shares
|
$1.45 Million
0.0% of portfolio
|
Q2 2022
Added 2.07%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
33,821
shares
|
$1.33 Million
0.0% of portfolio
|
Q2 2024
Added 22.33%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
30,671
shares
|
$1.2 Million
0.01% of portfolio
|
Q2 2024
Added 9.51%
|
|
Lion Street Advisors, LLC
|
Jul 12, 2024 Q2 2024 |
30,575
shares
|
$1.2 Million
0.44% of portfolio
|
Q2 2024
Reduced 2.62%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
29,769
shares
|
$1.17 Million
0.0% of portfolio
|
Q2 2024
Added 7.37%
|
|
Janney Montgomery Scott LLC
|
Jul 25, 2024 Q2 2024 |
29,363
shares
|
$1.15 Million
0.0% of portfolio
|
Q2 2024
Reduced 13.47%
|
|
Retirement Planning Group
|
Jul 12, 2024 Q2 2024 |
29,068
shares
|
$1.14 Million
0.08% of portfolio
|
Q2 2024
Reduced 3.78%
|