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 |
|---|---|---|---|---|---|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
338
shares
|
$17,241
0.0% of portfolio
|
Q1 2025
Reduced 23.7%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
320
shares
|
$16,323
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Aug 15, 2025 Q2 2025 |
300
shares
|
$15,303
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
180
shares
|
$9,181
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
175
shares
|
$8,926
0.0% of portfolio
|
Q4 2024
Added 16.67%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
100
shares
|
$5,101
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
18
shares
|
$918
0.0% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|