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 108 institutions that hold shares in the stock, with a total of 3.43 Million shares, which have been reported (via 13F filing form) to have a value of $175 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clear Point Advisors Inc.
Melville, NY |
Jul 16, 2025 Q2 2025 |
4,547
shares
|
$231,942
0.19% of portfolio
|
Q2 2025
Reduced 21.25%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Aug 14, 2025 Q2 2025 |
4,500
shares
|
$229,545
0.09% of portfolio
|
Q1 2025
Reduced 27.97%
|
|
|
Crown Wealth Group, LLC
|
Jul 16, 2025 Q2 2025 |
4,400
shares
|
$224,444
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Aug 18, 2025 Q2 2025 |
4,400
shares
|
$224,444
0.0% of portfolio
|
Q2 2025
Reduced 40.16%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jul 22, 2025 Q2 2025 |
4,300
shares
|
$219,343
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
4,001
shares
|
$204,091
0.01% of portfolio
|
Q1 2024
Added 4.79%
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
3,958
shares
|
$201,897
0.11% of portfolio
|
Q2 2025
Reduced 4.0%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
3,832
shares
|
$195,470
0.01% of portfolio
|
Q2 2025
Added 14.8%
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
3,787
shares
|
$193,174
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
3,062
shares
|
$156,192
0.0% of portfolio
|
Q1 2025
Reduced 26.54%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
2,524
shares
|
$128,749
0.1% of portfolio
|
Q2 2025
Added 70.77%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
2,259
shares
|
$115,231
0.0% of portfolio
|
Q2 2025
Reduced 2.96%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
2,110
shares
|
$107,631
0.01% of portfolio
|
Q2 2025
Reduced 50.86%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
2,003
shares
|
$102,173
0.0% of portfolio
|
Q2 2025
Added 19.08%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
1,951
shares
|
$99,520
0.12% of portfolio
|
Q4 2024
Reduced 26.41%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,775
shares
|
$90,542
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,314
shares
|
$67,027
0.01% of portfolio
|
Q4 2024
Reduced 7.07%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
1,215
shares
|
$61,977
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
1,100
shares
|
$56,111
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
835
shares
|
$42,593
0.0% of portfolio
|
Q2 2025
Reduced 4.13%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
748
shares
|
$38,155
0.0% of portfolio
|
Q2 2025
Reduced 90.13%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
601
shares
|
$30,657
0.0% of portfolio
|
Q1 2025
Reduced 16.3%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
500
shares
|
$25,505
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
446
shares
|
$22,750
0.0% of portfolio
|
Q3 2024
Reduced 44.39%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
400
shares
|
$20,404
0.0% of portfolio
|
Q2 2024
New holding
|