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 |
|---|---|---|---|---|---|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
25,946
shares
|
$1.07 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
|
Integral Investment Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
24,802
shares
|
$1.03 Million
0.27% of portfolio
|
Q1 2024
Reduced 0.68%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
23,389
shares
|
$967,369
0.06% of portfolio
|
Q4 2024
Reduced 2.99%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
21,729
shares
|
$898,711
0.38% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Retirement Planning Group
|
Feb 18, 2025 Q4 2024 |
20,263
shares
|
$838,077
0.05% of portfolio
|
Q4 2024
Reduced 25.88%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
19,658
shares
|
$813,054
0.0% of portfolio
|
Q4 2024
Added 8.24%
|
|
|
Outlook Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
19,284
shares
|
$797,586
0.27% of portfolio
|
Q4 2024
Reduced 3.63%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
19,103
shares
|
$790,100
0.0% of portfolio
|
Q4 2024
Reduced 8.58%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 13, 2025 Q4 2024 |
17,244
shares
|
$713,211
0.06% of portfolio
|
Q4 2024
Reduced 5.36%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
16,782
shares
|
$694,103
0.03% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jan 27, 2025 Q4 2024 |
16,735
shares
|
$692,159
0.19% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Feb 14, 2025 Q4 2024 |
16,343
shares
|
$675,946
0.27% of portfolio
|
Q4 2024
Reduced 32.51%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
15,228
shares
|
$629,830
0.0% of portfolio
|
Q4 2024
Reduced 20.93%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
15,149
shares
|
$626,562
0.02% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
14,976
shares
|
$619,407
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
14,873
shares
|
$615,147
0.01% of portfolio
|
Q4 2024
Reduced 7.41%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jan 15, 2025 Q4 2024 |
14,835
shares
|
$613,575
0.23% of portfolio
|
Q2 2023
New holding
|
|
|
Maltin Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
14,039
shares
|
$580,653
0.31% of portfolio
|
Q4 2024
Reduced 5.27%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
13,379
shares
|
$553,355
0.04% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
Jan 27, 2025 Q4 2024 |
13,300
shares
|
$550,088
0.25% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Feb 04, 2025 Q4 2024 |
13,114
shares
|
$542,395
0.17% of portfolio
|
Q4 2022
New holding
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
12,338
shares
|
$510,299
0.08% of portfolio
|
Q2 2024
Reduced 4.33%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
12,178
shares
|
$503,682
0.02% of portfolio
|
Q4 2024
Reduced 29.05%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
12,130
shares
|
$501,696
0.04% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
11,792
shares
|
$487,717
0.0% of portfolio
|
Q2 2024
New holding
|