Institutional Ownership Innovator U.S. Equity Buffer E (BMAR)
This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BMAR). We have compiled data on the 101 institutions that hold shares in the stock, with a total of 2.62 Million shares, which have been reported (via 13F filing form) to have a value of $124 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Outlook Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
383,304
shares
|
$18.1 Million
6.13% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
292,374
shares
|
$13.8 Million
0.29% of portfolio
|
Q3 2024
Added 26.1%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
137,949
shares
|
$6.52 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
119,804
shares
|
$5.66 Million
0.01% of portfolio
|
Q4 2024
Reduced 8.66%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
115,425
shares
|
$5.45 Million
0.33% of portfolio
|
Q3 2024
Reduced 10.81%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
100,950
shares
|
$4.77 Million
0.6% of portfolio
|
Q3 2022
Reduced 2.52%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
89,623
shares
|
$4.23 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Feb 10, 2025 Q4 2024 |
78,711
shares
|
$3.72 Million
1.5% of portfolio
|
Q4 2024
Reduced 3.94%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
58,350
shares
|
$2.76 Million
0.02% of portfolio
|
Q4 2024
Added 137.43%
|
|
|
My Personal Cfo, LLC
|
Jan 24, 2025 Q4 2024 |
49,810
shares
|
$2.35 Million
1.25% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
46,931
shares
|
$2.22 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
45,790
shares
|
$2.16 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.49%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
44,249
shares
|
$2.09 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
44,002
shares
|
$2.08 Million
0.18% of portfolio
|
Q2 2024
Reduced 1.85%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
39,065
shares
|
$1.85 Million
0.01% of portfolio
|
Q3 2024
Reduced 30.8%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
34,715
shares
|
$1.64 Million
0.32% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 13, 2024 Q3 2024 |
31,042
shares
|
$1.47 Million
0.35% of portfolio
|
Q3 2024
Added 2.22%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
30,534
shares
|
$1.44 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
29,872
shares
|
$1.41 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.26%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
28,737
shares
|
$1.36 Million
0.04% of portfolio
|
Q4 2024
Reduced 16.51%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
26,789
shares
|
$1.27 Million
0.0% of portfolio
|
Q2 2024
Reduced 2.23%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
26,735
shares
|
$1.26 Million
0.0% of portfolio
|
Q3 2022
Reduced 19.34%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 13, 2025 Q4 2024 |
26,426
shares
|
$1.25 Million
0.1% of portfolio
|
Q4 2024
Reduced 42.0%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
26,382
shares
|
$1.25 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
24,404
shares
|
$1.15 Million
0.03% of portfolio
|
Q2 2024
Reduced 2.94%
|