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 95 institutions that hold shares in the stock, with a total of 2.74 Million shares, which have been reported (via 13F filing form) to have a value of $118 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 06, 2025 Q2 2025 |
409,271
shares
|
$17.6 Million
0.24% of portfolio
|
Q2 2025
Reduced 7.8%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Aug 06, 2025 Q2 2025 |
214,655
shares
|
$9.23 Million
3.52% of portfolio
|
Q2 2025
Reduced 2.29%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
182,540
shares
|
$7.85 Million
0.0% of portfolio
|
Q2 2025
Added 6.47%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
158,963
shares
|
$6.83 Million
0.01% of portfolio
|
Q2 2025
Added 41.0%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
141,134
shares
|
$6.07 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
102,331
shares
|
$4.4 Million
0.01% of portfolio
|
Q2 2025
Added 40.51%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
97,971
shares
|
$4.21 Million
0.0% of portfolio
|
Q2 2025
Added 87.3%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
77,512
shares
|
$3.33 Million
0.01% of portfolio
|
Q2 2025
Reduced 6.81%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
71,435
shares
|
$3.07 Million
0.53% of portfolio
|
Q2 2025
Added 12.63%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
71,191
shares
|
$3.06 Million
0.01% of portfolio
|
Q2 2025
Added 193.34%
|
|
|
Integral Investment Advisors, Inc.
|
Aug 01, 2025 Q2 2025 |
49,253
shares
|
$2.12 Million
0.61% of portfolio
|
Q2 2025
Added 99.58%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
46,707
shares
|
$2.01 Million
0.25% of portfolio
|
Q3 2022
Added 75.71%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
44,433
shares
|
$1.91 Million
0.01% of portfolio
|
Q2 2025
Added 9.77%
|
|
|
Beck Capital Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
44,053
shares
|
$1.89 Million
0.55% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
44,017
shares
|
$1.89 Million
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
43,992
shares
|
$1.89 Million
0.07% of portfolio
|
Q4 2022
Added 11.74%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Aug 08, 2025 Q2 2025 |
40,505
shares
|
$1.74 Million
0.77% of portfolio
|
Q2 2025
Reduced 1.91%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
38,161
shares
|
$1.64 Million
0.0% of portfolio
|
Q2 2025
Added 13.17%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
37,005
shares
|
$1.59 Million
0.0% of portfolio
|
Q2 2022
Added 2.07%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
36,996
shares
|
$1.59 Million
0.01% of portfolio
|
Q2 2025
Added 3.05%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
33,579
shares
|
$1.44 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
33,416
shares
|
$1.44 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
32,764
shares
|
$1.41 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
32,498
shares
|
$1.4 Million
0.05% of portfolio
|
Q2 2025
Added 114.51%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
27,313
shares
|
$1.17 Million
0.02% of portfolio
|
Q3 2022
Reduced 10.77%
|