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 91 institutions that hold shares in the stock, with a total of 2.56 Million shares, which have been reported (via 13F filing form) to have a value of $106 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Penserra Capital Management LLC
Orinda, CA |
Feb 13, 2025 Q4 2024 |
378,832
shares
|
$15.7 Million
0.28% of portfolio
|
Q4 2024
Added 12.41%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Feb 10, 2025 Q4 2024 |
222,088
shares
|
$9.19 Million
3.71% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
173,041
shares
|
$7.16 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
141,134
shares
|
$5.84 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
117,875
shares
|
$4.88 Million
0.01% of portfolio
|
Q4 2024
Added 1.57%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
101,889
shares
|
$4.21 Million
0.01% of portfolio
|
Q4 2024
Reduced 22.52%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
79,563
shares
|
$3.29 Million
0.01% of portfolio
|
Q4 2024
Reduced 28.6%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
64,030
shares
|
$2.65 Million
0.52% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
56,176
shares
|
$2.32 Million
0.0% of portfolio
|
Q4 2024
Reduced 11.03%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
46,707
shares
|
$1.93 Million
0.25% of portfolio
|
Q3 2022
Added 75.71%
|
|
|
Beck Capital Management, LLC
Austin, TX |
Feb 14, 2025 Q4 2024 |
45,859
shares
|
$1.9 Million
0.57% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
44,451
shares
|
$1.84 Million
0.0% of portfolio
|
Q4 2024
Added 73.04%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
44,017
shares
|
$1.82 Million
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
43,992
shares
|
$1.82 Million
0.07% of portfolio
|
Q4 2022
Added 11.74%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Feb 10, 2025 Q4 2024 |
41,679
shares
|
$1.72 Million
0.78% of portfolio
|
Q2 2024
Reduced 10.71%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
39,109
shares
|
$1.62 Million
0.0% of portfolio
|
Q3 2024
Reduced 15.99%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
37,005
shares
|
$1.53 Million
0.0% of portfolio
|
Q2 2022
Added 2.07%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
36,135
shares
|
$1.49 Million
0.0% of portfolio
|
Q4 2024
Reduced 10.97%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
33,416
shares
|
$1.38 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
33,093
shares
|
$1.37 Million
0.05% of portfolio
|
Q3 2024
Reduced 11.02%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
28,649
shares
|
$1.18 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
28,048
shares
|
$1.16 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.7%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
27,313
shares
|
$1.13 Million
0.02% of portfolio
|
Q3 2022
Reduced 10.77%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
26,357
shares
|
$1.09 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.52%
|
|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
26,075
shares
|
$1.08 Million
0.34% of portfolio
|
Q4 2024
Reduced 11.83%
|