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 |
|---|---|---|---|---|---|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Feb 06, 2025 Q4 2024 |
10,799
shares
|
$510,144
0.14% of portfolio
|
Q3 2024
Reduced 6.62%
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
10,396
shares
|
$491,107
0.12% of portfolio
|
Q4 2024
Reduced 23.91%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Nov 13, 2024 Q3 2024 |
10,185
shares
|
$481,139
0.1% of portfolio
|
Q2 2024
Reduced 76.52%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
9,937
shares
|
$469,423
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
9,937
shares
|
$469,423
0.01% of portfolio
|
Q1 2024
Added 10.98%
|
|
|
Castellan Group
Louisville, KY |
Jan 29, 2025 Q4 2024 |
9,808
shares
|
$463,329
0.2% of portfolio
|
Q3 2024
Reduced 28.92%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Jan 13, 2025 Q4 2024 |
8,800
shares
|
$415,712
0.3% of portfolio
|
Q3 2023
New holding
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Jan 21, 2025 Q4 2024 |
8,738
shares
|
$412,783
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
8,656
shares
|
$408,909
0.0% of portfolio
|
Q3 2024
Reduced 52.09%
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
8,399
shares
|
$396,768
0.13% of portfolio
|
Q3 2024
Reduced 7.64%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Jan 08, 2025 Q3 2024 |
7,954
shares
|
$375,746
0.12% of portfolio
|
Q1 2024
Added 99.67%
|
|
|
Orion Capital Management LLC
|
Nov 15, 2024 Q3 2024 |
7,930
shares
|
$374,613
0.18% of portfolio
|
Q2 2024
Reduced 14.36%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
7,834
shares
|
$370,078
0.01% of portfolio
|
Q4 2024
Reduced 61.31%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
6,645
shares
|
$313,909
0.01% of portfolio
|
Q1 2024
Added 3675.57%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
6,626
shares
|
$313,012
0.12% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
6,315
shares
|
$298,320
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
6,250
shares
|
$295,250
0.03% of portfolio
|
Q1 2024
Added 25.0%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
6,222
shares
|
$293,927
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
6,146
shares
|
$290,337
0.03% of portfolio
|
Q3 2024
Reduced 13.51%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
5,886
shares
|
$278,054
0.0% of portfolio
|
Q3 2024
Reduced 72.24%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
5,883
shares
|
$277,912
0.1% of portfolio
|
Q3 2024
Reduced 25.12%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jan 31, 2025 Q4 2024 |
5,774
shares
|
$272,763
0.23% of portfolio
|
Q4 2023
New holding
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
5,575
shares
|
$263,363
0.02% of portfolio
|
Q4 2024
Reduced 6.1%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
5,258
shares
|
$248,387
0.03% of portfolio
|
Q3 2024
Reduced 2.49%
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
4,920
shares
|
$232,420
0.14% of portfolio
|
Q3 2024
Reduced 5.07%
|