Institutional Ownership Innovator U.S. Equity Buffer E (BMAY)
This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BMAY). We have compiled data on the 87 institutions that hold shares in the stock, with a total of 2.52 Million shares, which have been reported (via 13F filing form) to have a value of $99.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
443,884
shares
|
$17.5 Million
0.31% of portfolio
|
Q1 2025
Added 17.17%
|
|
|
Valtinson Bruner Financial Planning LLC
|
May 14, 2025 Q1 2025 |
219,684
shares
|
$8.66 Million
3.64% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
171,451
shares
|
$6.76 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
141,134
shares
|
$5.57 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
112,736
shares
|
$4.45 Million
0.01% of portfolio
|
Q1 2025
Added 10.65%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
83,175
shares
|
$3.28 Million
0.01% of portfolio
|
Q1 2025
Reduced 29.44%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
72,826
shares
|
$2.87 Million
0.01% of portfolio
|
Q1 2025
Reduced 8.47%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
72,439
shares
|
$2.86 Million
0.0% of portfolio
|
Q1 2025
Added 62.96%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
63,427
shares
|
$2.5 Million
0.5% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
52,307
shares
|
$2.06 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.89%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
46,707
shares
|
$1.84 Million
0.25% of portfolio
|
Q3 2022
Added 75.71%
|
|
|
Beck Capital Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
45,024
shares
|
$1.78 Million
0.6% of portfolio
|
Q1 2025
Reduced 1.82%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
44,017
shares
|
$1.74 Million
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
43,992
shares
|
$1.74 Million
0.07% of portfolio
|
Q4 2022
Added 11.74%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
May 08, 2025 Q1 2025 |
41,295
shares
|
$1.63 Million
0.79% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
40,480
shares
|
$1.6 Million
0.01% of portfolio
|
Q1 2025
Added 165.83%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
37,005
shares
|
$1.46 Million
0.0% of portfolio
|
Q2 2022
Added 2.07%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
35,901
shares
|
$1.42 Million
0.01% of portfolio
|
Q1 2025
Added 25.31%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
33,843
shares
|
$1.33 Million
0.0% of portfolio
|
Q1 2025
Reduced 13.46%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
33,721
shares
|
$1.33 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.68%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
33,416
shares
|
$1.32 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
32,764
shares
|
$1.29 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
28,048
shares
|
$1.11 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.7%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
27,313
shares
|
$1.08 Million
0.02% of portfolio
|
Q3 2022
Reduced 10.77%
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
26,075
shares
|
$1.03 Million
0.34% of portfolio
|
Q4 2024
Reduced 11.83%
|