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 88 institutions that hold shares in the stock, with a total of 2.54 Million shares, which have been reported (via 13F filing form) to have a value of $108 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
24,269
shares
|
$1.04 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.92%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
23,295
shares
|
$994,463
0.08% of portfolio
|
Q2 2025
Added 35.09%
|
|
|
Lion Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
21,141
shares
|
$902,509
0.28% of portfolio
|
Q2 2025
Reduced 18.92%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
20,991
shares
|
$896,105
0.37% of portfolio
|
Q2 2025
Added 9.39%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
20,263
shares
|
$865,027
0.05% of portfolio
|
Q4 2024
Reduced 25.88%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
20,257
shares
|
$864,771
0.0% of portfolio
|
Q2 2025
Reduced 21.22%
|
|
|
Outlook Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
19,284
shares
|
$823,233
0.26% of portfolio
|
Q4 2024
Reduced 3.63%
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
19,081
shares
|
$814,567
0.21% of portfolio
|
Q2 2025
Added 75.15%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
18,711
shares
|
$798,772
0.0% of portfolio
|
Q1 2025
Reduced 4.82%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jul 24, 2025 Q2 2025 |
16,735
shares
|
$714,417
0.17% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
15,150
shares
|
$646,753
0.02% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
May 09, 2025 Q1 2025 |
14,835
shares
|
$633,306
0.22% of portfolio
|
Q2 2023
New holding
|
|
|
Maltin Wealth Management, Inc.
|
Apr 10, 2025 Q1 2025 |
14,039
shares
|
$599,324
0.3% of portfolio
|
Q4 2024
Reduced 5.27%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
13,977
shares
|
$596,678
0.0% of portfolio
|
Q2 2025
Reduced 25.56%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
13,885
shares
|
$592,750
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
May 05, 2025 Q1 2025 |
13,745
shares
|
$586,774
0.28% of portfolio
|
Q1 2025
Added 3.35%
|
|
|
My Personal Cfo, LLC
|
Jul 21, 2025 Q2 2025 |
13,550
shares
|
$578,449
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
13,379
shares
|
$571,149
0.04% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
13,174
shares
|
$562,398
0.0% of portfolio
|
Q1 2025
Reduced 11.42%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Jul 23, 2025 Q2 2025 |
13,114
shares
|
$559,836
0.15% of portfolio
|
Q4 2022
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
12,105
shares
|
$516,762
0.04% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
11,971
shares
|
$511,041
0.02% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
11,184
shares
|
$477,444
0.05% of portfolio
|
Q1 2023
Reduced 8.09%
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
10,938
shares
|
$466,943
0.09% of portfolio
|
Q2 2025
Reduced 6.22%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
9,825
shares
|
$419,429
0.02% of portfolio
|
Q1 2025
Reduced 41.46%
|