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 2.43 Million shares, which have been reported (via 13F filing form) to have a value of $99.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
25,689
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2024
Added 213.05%
|
|
|
Integral Investment Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
24,802
shares
|
$1.02 Million
0.27% of portfolio
|
Q1 2024
Reduced 0.68%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Nov 12, 2024 Q3 2024 |
24,214
shares
|
$994,226
0.39% of portfolio
|
Q3 2024
Added 3.32%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
23,389
shares
|
$960,352
0.06% of portfolio
|
Q4 2024
Reduced 2.99%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
21,729
shares
|
$892,192
0.38% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Outlook Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
19,284
shares
|
$791,801
0.27% of portfolio
|
Q4 2024
Reduced 3.63%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
19,260
shares
|
$790,815
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
19,103
shares
|
$784,369
0.0% of portfolio
|
Q4 2024
Reduced 8.58%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
18,893
shares
|
$775,746
0.04% of portfolio
|
Q3 2024
Reduced 7.59%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
18,162
shares
|
$745,731
0.0% of portfolio
|
Q3 2024
Added 16.7%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
17,800
shares
|
$730,868
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 13, 2025 Q4 2024 |
17,244
shares
|
$708,038
0.06% of portfolio
|
Q4 2024
Reduced 5.36%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
17,163
shares
|
$704,712
0.02% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
16,782
shares
|
$689,068
0.03% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 22, 2024 Q3 2024 |
16,736
shares
|
$687,180
0.2% of portfolio
|
Q4 2023
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
16,063
shares
|
$659,546
0.01% of portfolio
|
Q3 2024
Reduced 3.28%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
15,149
shares
|
$622,017
0.02% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jan 15, 2025 Q4 2024 |
14,835
shares
|
$609,125
0.23% of portfolio
|
Q2 2023
New holding
|
|
|
Maltin Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
14,039
shares
|
$576,441
0.31% of portfolio
|
Q4 2024
Reduced 5.27%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
13,404
shares
|
$550,368
0.05% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
Nov 25, 2024 Q3 2024 |
13,134
shares
|
$539,282
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Nov 13, 2024 Q3 2024 |
13,114
shares
|
$538,460
0.18% of portfolio
|
Q4 2022
New holding
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
12,338
shares
|
$506,598
0.08% of portfolio
|
Q2 2024
Reduced 4.33%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
12,143
shares
|
$498,591
0.04% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
11,792
shares
|
$484,179
0.0% of portfolio
|
Q2 2024
New holding
|