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 100 institutions that hold shares in the stock, with a total of 2.62 Million shares, which have been reported (via 13F filing form) to have a value of $120 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
24,576
shares
|
$1.13 Million
0.01% of portfolio
|
Q3 2024
Reduced 58.29%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
24,404
shares
|
$1.12 Million
0.03% of portfolio
|
Q2 2024
Reduced 2.94%
|
|
|
Beck Capital Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
23,973
shares
|
$1.1 Million
0.33% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Integral Investment Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
23,254
shares
|
$1.06 Million
0.29% of portfolio
|
Q1 2024
Reduced 1.47%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
21,524
shares
|
$985,368
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
21,154
shares
|
$968,430
0.0% of portfolio
|
Q3 2024
Reduced 3.78%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
21,096
shares
|
$965,774
0.0% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Bullseye Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
20,649
shares
|
$945,311
1.36% of portfolio
|
Q3 2024
Added 43.57%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
20,278
shares
|
$928,326
0.2% of portfolio
|
Q2 2024
Added 0.86%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
20,248
shares
|
$926,953
0.02% of portfolio
|
Q3 2024
Reduced 94.25%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
19,899
shares
|
$910,976
0.06% of portfolio
|
Q3 2024
Reduced 4.95%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
18,950
shares
|
$867,531
0.01% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
17,978
shares
|
$823,032
0.0% of portfolio
|
Q3 2024
Added 20.34%
|
|
|
Lantz Financial LLC
|
Oct 15, 2024 Q3 2024 |
17,631
shares
|
$807,147
0.23% of portfolio
|
Q1 2024
Added 22.18%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
17,041
shares
|
$780,136
0.02% of portfolio
|
Q3 2024
Reduced 18.04%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
15,547
shares
|
$711,741
0.31% of portfolio
|
Q2 2024
Reduced 2.05%
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Oct 04, 2024 Q3 2024 |
14,424
shares
|
$660,330
0.4% of portfolio
|
Q2 2024
New holding
|
|
|
Castellan Group
Louisville, KY |
Aug 09, 2024 Q2 2024 |
13,798
shares
|
$631,672
0.3% of portfolio
|
Q2 2024
Reduced 25.0%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
13,707
shares
|
$627,506
0.03% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Bcs Wealth Management
|
Oct 17, 2024 Q3 2024 |
13,662
shares
|
$625,446
0.26% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
13,570
shares
|
$621,234
0.07% of portfolio
|
Q2 2024
Added 3.15%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
12,738
shares
|
$583,145
0.05% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
12,653
shares
|
$579,254
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Oct 24, 2024 Q3 2024 |
12,507
shares
|
$572,570
0.56% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
12,113
shares
|
$554,533
0.0% of portfolio
|
Q3 2024
Reduced 0.66%
|