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 $141 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clear Point Advisors Inc.
Melville, NY |
Apr 21, 2025 Q1 2025 |
5,774
shares
|
$269,299
0.24% of portfolio
|
Q4 2023
New holding
|
|
|
Bullseye Investment Management, LLC
|
May 15, 2025 Q1 2025 |
5,440
shares
|
$253,721
0.42% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
5,094
shares
|
$237,584
0.01% of portfolio
|
Q1 2025
Reduced 8.63%
|
|
|
Keystone Wealth Services, LLC
|
Apr 17, 2025 Q1 2025 |
4,857
shares
|
$226,530
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
4,750
shares
|
$221,540
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Apr 11, 2025 Q1 2025 |
4,542
shares
|
$211,838
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Vista Investment Management
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
4,500
shares
|
$209,880
0.08% of portfolio
|
Q1 2025
Reduced 27.97%
|
|
|
Crown Wealth Group, LLC
|
Apr 25, 2025 Q1 2025 |
4,400
shares
|
$205,216
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
4,294
shares
|
$200,272
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
4,123
shares
|
$192,296
0.11% of portfolio
|
Q1 2025
Reduced 16.2%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
4,001
shares
|
$186,606
0.01% of portfolio
|
Q1 2024
Added 4.79%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
3,338
shares
|
$155,684
0.0% of portfolio
|
Q4 2024
Reduced 10.7%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
3,062
shares
|
$142,811
0.0% of portfolio
|
Q1 2025
Reduced 26.54%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
2,328
shares
|
$108,577
0.0% of portfolio
|
Q1 2025
Reduced 11.18%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
1,951
shares
|
$90,994
0.12% of portfolio
|
Q4 2024
Reduced 26.41%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,775
shares
|
$82,786
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
1,682
shares
|
$78,448
0.0% of portfolio
|
Q2 2024
Added 1.94%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
1,478
shares
|
$68,933
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,314
shares
|
$61,284
0.01% of portfolio
|
Q4 2024
Reduced 7.07%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
1,100
shares
|
$51,304
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
871
shares
|
$40,623
0.0% of portfolio
|
Q1 2025
Reduced 14.36%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
601
shares
|
$28,030
0.0% of portfolio
|
Q1 2025
Reduced 16.3%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
500
shares
|
$23,320
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
479
shares
|
$22,340
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
446
shares
|
$20,801
0.0% of portfolio
|
Q3 2024
Reduced 44.39%
|