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 2.54 Million shares, which have been reported (via 13F filing form) to have a value of $107 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
25,713
shares
|
$1.08 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Integral Investment Advisors, Inc.
|
Apr 15, 2025 Q1 2025 |
24,678
shares
|
$1.04 Million
0.32% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
24,269
shares
|
$1.02 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.92%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
23,295
shares
|
$982,583
0.08% of portfolio
|
Q2 2025
Added 35.09%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
20,263
shares
|
$854,693
0.05% of portfolio
|
Q4 2024
Reduced 25.88%
|
|
|
Outlook Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
19,284
shares
|
$813,399
0.26% of portfolio
|
Q4 2024
Reduced 3.63%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
19,189
shares
|
$809,392
0.35% of portfolio
|
Q1 2025
Reduced 11.69%
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
19,081
shares
|
$804,836
0.21% of portfolio
|
Q2 2025
Added 75.15%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
18,775
shares
|
$791,929
0.0% of portfolio
|
Q1 2025
Reduced 1.72%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
18,711
shares
|
$789,229
0.0% of portfolio
|
Q1 2025
Reduced 4.82%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Apr 22, 2025 Q1 2025 |
16,735
shares
|
$705,882
0.18% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
15,150
shares
|
$639,027
0.02% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
May 09, 2025 Q1 2025 |
14,835
shares
|
$625,740
0.22% of portfolio
|
Q2 2023
New holding
|
|
|
Maltin Wealth Management, Inc.
|
Apr 10, 2025 Q1 2025 |
14,039
shares
|
$592,165
0.3% of portfolio
|
Q4 2024
Reduced 5.27%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
13,885
shares
|
$585,669
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
May 05, 2025 Q1 2025 |
13,745
shares
|
$579,764
0.28% of portfolio
|
Q1 2025
Added 3.35%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
13,379
shares
|
$564,326
0.04% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
13,174
shares
|
$555,679
0.0% of portfolio
|
Q1 2025
Reduced 11.42%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
May 05, 2025 Q1 2025 |
13,114
shares
|
$553,148
0.16% of portfolio
|
Q4 2022
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
12,105
shares
|
$510,588
0.04% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
11,971
shares
|
$504,936
0.02% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
11,184
shares
|
$471,741
0.05% of portfolio
|
Q1 2023
Reduced 8.09%
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
10,938
shares
|
$461,364
0.09% of portfolio
|
Q2 2025
Reduced 6.22%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
10,277
shares
|
$433,483
0.0% of portfolio
|
Q1 2025
Reduced 12.85%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
9,825
shares
|
$414,418
0.02% of portfolio
|
Q1 2025
Reduced 41.46%
|