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 2.52 Million shares, which have been reported (via 13F filing form) to have a value of $104 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
|
$384,028
0.01% of portfolio
|
Q1 2025
Reduced 2.71%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
8,876
shares
|
$366,756
0.01% of portfolio
|
Q1 2025
Reduced 10.25%
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
8,700
shares
|
$359,484
0.15% of portfolio
|
Q3 2023
Reduced 31.5%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
8,097
shares
|
$334,568
0.0% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
7,580
shares
|
$313,205
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bullseye Investment Management, LLC
|
May 15, 2025 Q1 2025 |
7,482
shares
|
$309,156
0.5% of portfolio
|
Q1 2025
New holding
|
|
|
Bcs Wealth Management
|
Apr 14, 2025 Q1 2025 |
7,191
shares
|
$297,132
0.07% of portfolio
|
Q1 2025
Reduced 26.25%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
May 01, 2025 Q1 2025 |
7,176
shares
|
$296,512
0.03% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Berkshire Money Management, Inc.
|
Apr 23, 2025 Q1 2025 |
7,127
shares
|
$294,487
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Apr 21, 2025 Q1 2025 |
6,947
shares
|
$287,050
0.25% of portfolio
|
Q4 2023
New holding
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Apr 23, 2025 Q1 2025 |
6,796
shares
|
$280,810
0.16% of portfolio
|
Q1 2025
Reduced 27.63%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
6,760
shares
|
$279,323
0.01% of portfolio
|
Q2 2024
Reduced 57.04%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
May 13, 2025 Q1 2025 |
6,557
shares
|
$270,935
0.02% of portfolio
|
Q2 2024
Reduced 9.8%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
6,345
shares
|
$262,175
0.01% of portfolio
|
Q1 2025
Reduced 12.84%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Apr 15, 2025 Q1 2025 |
5,739
shares
|
$237,135
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
5,667
shares
|
$234,160
0.01% of portfolio
|
Q2 2024
Added 36.88%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
5,138
shares
|
$212,302
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Guys Formula LLC
|
Apr 23, 2025 Q1 2025 |
5,085
shares
|
$210,112
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
4,294
shares
|
$177,428
0.01% of portfolio
|
Q4 2023
Reduced 31.34%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
3,585
shares
|
$148,132
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
|
$109,084
0.0% of portfolio
|
Q2 2023
Added 3.94%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
2,101
shares
|
$86,813
0.0% of portfolio
|
Q1 2025
Reduced 28.02%
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
1,629
shares
|
$67,310
0.04% of portfolio
|
Q3 2022
Reduced 33.48%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1,609
shares
|
$66,483
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
1,300
shares
|
$53,716
0.04% of portfolio
|
Q4 2024
New holding
|