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 |
|---|---|---|---|---|---|
|
Beck Capital Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
23,973
shares
|
$1.13 Million
0.33% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
23,932
shares
|
$1.13 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.26%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
23,781
shares
|
$1.12 Million
0.02% of portfolio
|
Q4 2024
Reduced 6.25%
|
|
|
Integral Investment Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
23,254
shares
|
$1.1 Million
0.29% of portfolio
|
Q1 2024
Reduced 1.47%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
21,961
shares
|
$1.04 Million
0.0% of portfolio
|
Q4 2024
Added 4.1%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
21,524
shares
|
$1.02 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
21,154
shares
|
$999,314
0.0% of portfolio
|
Q3 2024
Reduced 3.78%
|
|
|
Bullseye Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
20,649
shares
|
$975,458
1.36% of portfolio
|
Q3 2024
Added 43.57%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
20,408
shares
|
$964,073
0.15% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
19,414
shares
|
$917,117
0.06% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
18,950
shares
|
$895,198
0.01% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
18,335
shares
|
$866,145
0.02% of portfolio
|
Q4 2024
Reduced 28.62%
|
|
|
Lantz Financial LLC
|
Jan 21, 2025 Q4 2024 |
17,631
shares
|
$832,888
0.23% of portfolio
|
Q1 2024
Added 22.18%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
17,041
shares
|
$805,016
0.02% of portfolio
|
Q3 2024
Reduced 18.04%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
15,527
shares
|
$733,495
0.31% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Jan 13, 2025 Q4 2024 |
15,522
shares
|
$733,259
0.45% of portfolio
|
Q4 2024
Added 7.61%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
13,685
shares
|
$646,479
0.03% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
13,602
shares
|
$642,558
0.06% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
12,738
shares
|
$601,743
0.04% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
12,653
shares
|
$597,727
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Jan 23, 2025 Q4 2024 |
12,507
shares
|
$590,830
0.69% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
12,113
shares
|
$572,218
0.0% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
11,521
shares
|
$544,252
0.03% of portfolio
|
Q3 2024
Reduced 24.27%
|
|
|
Bellwether Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
11,334
shares
|
$535,418
0.1% of portfolio
|
Q1 2024
Reduced 20.16%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
11,247
shares
|
$531,308
0.02% of portfolio
|
Q4 2024
Reduced 3.56%
|