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 94 institutions that hold shares in the stock, with a total of 2.78 Million shares, which have been reported (via 13F filing form) to have a value of $121 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wp Wealth LLP
Fort Worth, TX |
Aug 11, 2025 Q2 2025 |
26,847
shares
|
$1.17 Million
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Maltin Wealth Management, Inc.
|
Aug 06, 2025 Q2 2025 |
26,185
shares
|
$1.14 Million
0.62% of portfolio
|
Q2 2025
Added 86.52%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 06, 2025 Q3 2025 |
23,191
shares
|
$1.01 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
21,428
shares
|
$934,903
0.0% of portfolio
|
Q2 2025
Added 14.52%
|
|
|
Lion Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
21,141
shares
|
$922,381
0.28% of portfolio
|
Q2 2025
Reduced 18.92%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
20,983
shares
|
$915,488
0.36% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
20,257
shares
|
$883,812
0.0% of portfolio
|
Q2 2025
Reduced 21.22%
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
19,081
shares
|
$832,504
0.21% of portfolio
|
Q2 2025
Added 75.15%
|
|
|
Outlook Wealth Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
18,300
shares
|
$798,429
0.24% of portfolio
|
Q2 2025
Reduced 5.1%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 20, 2025 Q3 2025 |
16,735
shares
|
$730,148
0.16% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
16,693
shares
|
$728,315
0.01% of portfolio
|
Q2 2025
Added 106.16%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
15,830
shares
|
$690,662
0.33% of portfolio
|
Q2 2025
Added 15.17%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jul 30, 2025 Q2 2025 |
14,835
shares
|
$647,251
0.22% of portfolio
|
Q2 2023
New holding
|
|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
14,415
shares
|
$628,926
0.04% of portfolio
|
Q2 2025
Reduced 28.86%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
14,338
shares
|
$625,566
0.0% of portfolio
|
Q2 2025
Reduced 48.88%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
14,051
shares
|
$613,045
0.01% of portfolio
|
Q3 2025
Reduced 2.47%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
13,977
shares
|
$609,816
0.0% of portfolio
|
Q2 2025
Reduced 25.56%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Aug 14, 2025 Q2 2025 |
13,648
shares
|
$595,462
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
My Personal Cfo, LLC
|
Jul 21, 2025 Q2 2025 |
13,550
shares
|
$591,186
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
13,142
shares
|
$573,385
0.0% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Jul 23, 2025 Q2 2025 |
13,114
shares
|
$572,163
0.15% of portfolio
|
Q4 2022
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
13,114
shares
|
$572,163
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
12,090
shares
|
$527,486
0.04% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
11,623
shares
|
$507,111
0.03% of portfolio
|
Q2 2025
Reduced 13.13%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
11,184
shares
|
$487,957
0.05% of portfolio
|
Q1 2023
Reduced 8.09%
|