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 $88.2 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
28,556
shares
|
$1.09 Million
0.0% of portfolio
|
Q1 2024
Reduced 8.13%
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
28,007
shares
|
$1.07 Million
0.01% of portfolio
|
Q1 2024
Added 4.31%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
27,726
shares
|
$1.06 Million
0.0% of portfolio
|
Q1 2024
Reduced 6.6%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
27,648
shares
|
$1.06 Million
0.0% of portfolio
|
Q1 2024
Reduced 4.14%
|
|
Signaturefd, LLC
Atlanta, GA |
May 03, 2024 Q1 2024 |
27,313
shares
|
$1.04 Million
0.02% of portfolio
|
Q3 2022
Reduced 10.77%
|
|
Kfg Wealth Management, LLC
Granger, IN |
Apr 19, 2024 Q1 2024 |
27,131
shares
|
$1.04 Million
0.44% of portfolio
|
Q4 2023
Reduced 4.11%
|
|
Integral Investment Advisors, Inc.
|
May 01, 2024 Q1 2024 |
24,802
shares
|
$946,444
0.37% of portfolio
|
Q1 2024
Reduced 0.68%
|
|
Outlook Wealth Advisors, LLC
|
Apr 22, 2024 Q1 2024 |
20,011
shares
|
$763,619
0.25% of portfolio
|
Q1 2024
Reduced 7.57%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
19,715
shares
|
$752,324
0.0% of portfolio
|
Q1 2024
New holding
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 11, 2024 Q1 2024 |
19,450
shares
|
$742,211
0.34% of portfolio
|
Q1 2024
Reduced 3.41%
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 12, 2024 Q4 2023 |
18,270
shares
|
$697,183
0.04% of portfolio
|
Q4 2023
Added 5.63%
|
|
Weaver Capital Management LLC
Suwanee, GA |
May 15, 2024 Q1 2024 |
16,736
shares
|
$638,645
0.2% of portfolio
|
Q4 2023
New holding
|
|
Maltin Wealth Management, Inc.
|
Apr 15, 2024 Q1 2024 |
15,820
shares
|
$603,691
0.35% of portfolio
|
Q1 2024
Reduced 1.62%
|
|
Snowden Capital Advisors LLC
New York, NY |
May 15, 2024 Q1 2024 |
15,735
shares
|
$600,447
0.02% of portfolio
|
Q1 2024
Reduced 29.5%
|
|
Ae Wealth Management LLC
|
May 15, 2024 Q1 2024 |
15,501
shares
|
$591,518
0.01% of portfolio
|
Q1 2024
Reduced 58.29%
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Apr 10, 2024 Q1 2024 |
14,848
shares
|
$566,599
0.05% of portfolio
|
Q4 2023
Reduced 4.34%
|
|
Gill Capital Partners, LLC
Denver, CO |
May 06, 2024 Q1 2024 |
14,835
shares
|
$566,103
0.22% of portfolio
|
Q2 2023
New holding
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2024 Q1 2024 |
14,809
shares
|
$565,111
0.02% of portfolio
|
Q1 2024
Added 79.11%
|
|
Stratos Wealth Advisors, LLC
|
Apr 16, 2024 Q1 2024 |
14,124
shares
|
$538,971
0.03% of portfolio
|
Q3 2023
Added 54.23%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
14,058
shares
|
$536,453
0.0% of portfolio
|
Q1 2024
New holding
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Apr 30, 2024 Q1 2024 |
13,114
shares
|
$500,430
0.19% of portfolio
|
Q4 2022
New holding
|
|
Retirement Guys Formula LLC
|
Apr 19, 2024 Q1 2024 |
13,061
shares
|
$498,407
0.23% of portfolio
|
Q2 2023
Reduced 30.12%
|
|
Secure Asset Management, LLC
|
Apr 30, 2024 Q1 2024 |
12,896
shares
|
$492,111
0.11% of portfolio
|
Q1 2024
New holding
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
12,614
shares
|
$481,350
0.0% of portfolio
|
Q1 2024
Added 95.78%
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
12,173
shares
|
$464,521
0.04% of portfolio
|
Q1 2024
Reduced 0.2%
|