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 |
|---|---|---|---|---|---|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
11,334
shares
|
$556,272
0.11% of portfolio
|
Q1 2024
Reduced 20.16%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
11,197
shares
|
$549,548
0.01% of portfolio
|
Q1 2025
Added 12.68%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
10,863
shares
|
$533,156
0.11% of portfolio
|
Q2 2025
Added 1.44%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
May 07, 2025 Q1 2025 |
10,445
shares
|
$512,640
0.13% of portfolio
|
Q1 2025
Reduced 3.28%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
10,008
shares
|
$491,192
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
9,937
shares
|
$487,707
0.01% of portfolio
|
Q1 2024
Added 10.98%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
May 05, 2025 Q1 2025 |
8,738
shares
|
$428,861
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Castellan Group
Louisville, KY |
May 08, 2025 Q1 2025 |
8,728
shares
|
$428,370
0.11% of portfolio
|
Q1 2025
Reduced 11.01%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
8,349
shares
|
$409,768
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Apr 11, 2025 Q1 2025 |
8,300
shares
|
$407,364
0.32% of portfolio
|
Q1 2025
Reduced 5.68%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
7,856
shares
|
$385,572
0.07% of portfolio
|
Q4 2024
Reduced 22.87%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
7,823
shares
|
$383,952
0.14% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
7,709
shares
|
$378,357
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
7,430
shares
|
$364,664
0.15% of portfolio
|
Q1 2025
Reduced 6.31%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
7,396
shares
|
$362,995
0.01% of portfolio
|
Q1 2025
Reduced 2.99%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
7,353
shares
|
$360,885
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Jul 14, 2025 Q2 2025 |
6,921
shares
|
$339,682
0.09% of portfolio
|
Q2 2025
Reduced 8.73%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
6,731
shares
|
$330,357
0.02% of portfolio
|
Q1 2025
Reduced 50.81%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
6,707
shares
|
$329,179
0.01% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
6,601
shares
|
$323,977
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
6,038
shares
|
$296,345
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
6,036
shares
|
$296,246
0.0% of portfolio
|
Q1 2025
Reduced 50.17%
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
5,883
shares
|
$288,737
0.09% of portfolio
|
Q3 2024
Reduced 25.12%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
5,776
shares
|
$283,486
0.04% of portfolio
|
Q1 2025
Added 9.85%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Apr 21, 2025 Q1 2025 |
5,774
shares
|
$283,387
0.24% of portfolio
|
Q4 2023
New holding
|