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 93 institutions that hold shares in the stock, with a total of 2.66 Million shares, which have been reported (via 13F filing form) to have a value of $117 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Maltin Wealth Management, Inc.
|
Oct 23, 2025 Q3 2025 |
26,185
shares
|
$1.15 Million
0.59% of portfolio
|
Q2 2025
Added 86.52%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
24,321
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2025
Reduced 45.26%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 06, 2025 Q3 2025 |
23,191
shares
|
$1.02 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
22,324
shares
|
$982,256
0.0% of portfolio
|
Q3 2025
Added 4.18%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
20,983
shares
|
$923,252
0.36% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Nov 12, 2025 Q3 2025 |
20,697
shares
|
$910,668
0.15% of portfolio
|
Q3 2025
Reduced 22.91%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
20,114
shares
|
$885,016
0.0% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Lantz Financial LLC
|
Nov 05, 2025 Q3 2025 |
19,036
shares
|
$837,584
0.2% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
18,300
shares
|
$805,200
0.24% of portfolio
|
Q2 2025
Reduced 5.1%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
17,222
shares
|
$757,768
0.01% of portfolio
|
Q3 2025
Added 3.17%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
16,753
shares
|
$737,132
0.0% of portfolio
|
Q3 2025
Added 185.3%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 20, 2025 Q3 2025 |
16,735
shares
|
$736,340
0.16% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
Nov 17, 2025 Q3 2025 |
15,830
shares
|
$696,520
0.32% of portfolio
|
Q2 2025
Added 15.17%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Oct 27, 2025 Q3 2025 |
14,835
shares
|
$652,740
0.22% of portfolio
|
Q2 2023
New holding
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
14,579
shares
|
$641,476
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Weaver Consulting Group
|
Nov 10, 2025 Q3 2025 |
14,310
shares
|
$629,640
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
14,223
shares
|
$625,812
0.0% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
14,051
shares
|
$618,244
0.01% of portfolio
|
Q3 2025
Reduced 2.47%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 19, 2025 Q3 2025 |
13,648
shares
|
$600,512
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Oct 29, 2025 Q3 2025 |
13,114
shares
|
$577,016
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
12,875
shares
|
$566,500
0.0% of portfolio
|
Q3 2025
Reduced 2.03%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
12,415
shares
|
$546,260
0.03% of portfolio
|
Q3 2025
Reduced 13.87%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
12,067
shares
|
$530,948
0.03% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
11,184
shares
|
$492,096
0.05% of portfolio
|
Q1 2023
Reduced 8.09%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
11,080
shares
|
$487,520
0.01% of portfolio
|
Q3 2025
Added 0.11%
|
|