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 |
|---|---|---|---|---|---|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
9,294
shares
|
$396,760
0.01% of portfolio
|
Q1 2025
Reduced 2.71%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
8,876
shares
|
$378,916
0.01% of portfolio
|
Q1 2025
Reduced 10.25%
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
8,700
shares
|
$371,403
0.15% of portfolio
|
Q3 2023
Reduced 31.5%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
8,097
shares
|
$345,660
0.0% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
7,580
shares
|
$323,590
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bullseye Investment Management, LLC
|
May 15, 2025 Q1 2025 |
7,482
shares
|
$319,406
0.5% of portfolio
|
Q1 2025
New holding
|
|
|
Berkshire Money Management, Inc.
|
Jul 22, 2025 Q2 2025 |
7,127
shares
|
$304,251
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
7,101
shares
|
$303,141
0.02% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
7,070
shares
|
$301,818
0.0% of portfolio
|
Q2 2025
Reduced 31.21%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jul 16, 2025 Q2 2025 |
6,947
shares
|
$296,567
0.25% of portfolio
|
Q4 2023
New holding
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Jul 17, 2025 Q2 2025 |
6,796
shares
|
$290,121
0.15% of portfolio
|
Q1 2025
Reduced 27.63%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
6,760
shares
|
$288,584
0.01% of portfolio
|
Q2 2024
Reduced 57.04%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
May 13, 2025 Q1 2025 |
6,557
shares
|
$279,918
0.02% of portfolio
|
Q2 2024
Reduced 9.8%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
6,345
shares
|
$270,868
0.01% of portfolio
|
Q1 2025
Reduced 12.84%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
5,828
shares
|
$248,797
0.05% of portfolio
|
Q2 2025
Reduced 18.95%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
5,739
shares
|
$244,997
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
5,667
shares
|
$241,924
0.01% of portfolio
|
Q2 2024
Added 36.88%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
5,138
shares
|
$219,341
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Guys Formula LLC
|
Jul 15, 2025 Q2 2025 |
5,085
shares
|
$217,078
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
4,294
shares
|
$183,310
0.01% of portfolio
|
Q4 2023
Reduced 31.34%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
3,585
shares
|
$153,043
0.0% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,640
shares
|
$112,701
0.0% of portfolio
|
Q2 2023
Added 3.94%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
2,101
shares
|
$89,691
0.0% of portfolio
|
Q1 2025
Reduced 28.02%
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
1,629
shares
|
$69,542
0.04% of portfolio
|
Q3 2022
Reduced 33.48%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1,609
shares
|
$68,688
0.0% of portfolio
|
Q1 2025
New holding
|