Institutional Ownership Innovator U.S. Equity Buffer E (BMAR)
This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BMAR). We have compiled data on the 111 institutions that hold shares in the stock, with a total of 3.03 Million shares, which have been reported (via 13F filing form) to have a value of $149 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Outlook Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
414,955
shares
|
$20.4 Million
6.33% of portfolio
|
Q1 2025
Added 8.26%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
388,492
shares
|
$19.1 Million
0.32% of portfolio
|
Q1 2025
Added 17.17%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
141,633
shares
|
$6.95 Million
0.02% of portfolio
|
Q4 2024
Reduced 13.27%
|
|
|
Macroview Investment Management LLC
|
Apr 29, 2025 Q1 2025 |
139,724
shares
|
$6.86 Million
6.15% of portfolio
|
Q1 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
132,014
shares
|
$6.48 Million
0.01% of portfolio
|
Q1 2025
Added 10.19%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
115,086
shares
|
$5.65 Million
0.35% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
102,679
shares
|
$5.04 Million
0.01% of portfolio
|
Q1 2025
Added 14.57%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
100,950
shares
|
$4.95 Million
0.6% of portfolio
|
Q3 2022
Reduced 2.52%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
86,609
shares
|
$4.25 Million
0.01% of portfolio
|
Q1 2025
Added 110.69%
|
|
|
Valtinson Bruner Financial Planning LLC
|
May 14, 2025 Q1 2025 |
78,537
shares
|
$3.85 Million
1.5% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
My Personal Cfo, LLC
|
Apr 23, 2025 Q1 2025 |
55,510
shares
|
$2.72 Million
1.35% of portfolio
|
Q1 2025
Added 11.44%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
52,853
shares
|
$2.59 Million
0.0% of portfolio
|
Q1 2025
Added 143.48%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
51,224
shares
|
$2.51 Million
0.0% of portfolio
|
Q1 2025
Added 9.15%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
44,683
shares
|
$2.19 Million
0.18% of portfolio
|
Q1 2025
Added 1.55%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
42,241
shares
|
$2.07 Million
0.0% of portfolio
|
Q1 2025
Added 100.97%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
41,193
shares
|
$2.02 Million
0.0% of portfolio
|
Q1 2025
Added 49.48%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
39,394
shares
|
$1.93 Million
0.36% of portfolio
|
Q1 2025
Added 13.48%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
37,959
shares
|
$1.86 Million
0.06% of portfolio
|
Q1 2025
Added 32.09%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
35,778
shares
|
$1.76 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.95%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
34,640
shares
|
$1.7 Million
0.14% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
33,229
shares
|
$1.63 Million
0.01% of portfolio
|
Q1 2025
Reduced 43.05%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
32,885
shares
|
$1.61 Million
0.02% of portfolio
|
Q1 2025
Added 319.77%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
May 15, 2025 Q1 2025 |
28,676
shares
|
$1.41 Million
0.33% of portfolio
|
Q1 2025
Reduced 7.24%
|
|
|
Integral Investment Advisors, Inc.
|
Apr 15, 2025 Q1 2025 |
28,480
shares
|
$1.4 Million
0.43% of portfolio
|
Q1 2025
Added 22.47%
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
27,734
shares
|
$1.36 Million
0.36% of portfolio
|
Q2 2025
Reduced 1.07%
|