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 |
|---|---|---|---|---|---|
|
Keystone Wealth Services, LLC
|
Feb 06, 2025 Q4 2024 |
4,857
shares
|
$229,444
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
4,820
shares
|
$227,696
0.0% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
4,750
shares
|
$224,390
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Crown Wealth Group, LLC
|
Feb 05, 2025 Q4 2024 |
4,400
shares
|
$207,856
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
4,168
shares
|
$196,896
0.0% of portfolio
|
Q1 2024
Added 1293.98%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
4,001
shares
|
$189,007
0.01% of portfolio
|
Q1 2024
Added 4.79%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
3,338
shares
|
$157,687
0.01% of portfolio
|
Q4 2024
Reduced 10.7%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
2,651
shares
|
$125,233
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,775
shares
|
$83,851
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
1,682
shares
|
$79,457
0.0% of portfolio
|
Q2 2024
Added 1.94%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,314
shares
|
$62,073
0.01% of portfolio
|
Q4 2024
Reduced 7.07%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
1,100
shares
|
$51,964
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,001
shares
|
$47,287
0.0% of portfolio
|
Q3 2024
Added 163.42%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
946
shares
|
$44,689
0.03% of portfolio
|
Q3 2024
Reduced 45.06%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
861
shares
|
$40,673
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
718
shares
|
$33,918
0.0% of portfolio
|
Q4 2024
Reduced 96.01%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
500
shares
|
$23,620
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
479
shares
|
$22,627
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
446
shares
|
$21,069
0.0% of portfolio
|
Q3 2024
Reduced 44.39%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
443
shares
|
$20,927
0.0% of portfolio
|
Q4 2023
Reduced 34.47%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
400
shares
|
$18,896
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
175
shares
|
$8,267
0.0% of portfolio
|
Q4 2024
Added 16.67%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
160
shares
|
$7,558
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
100
shares
|
$4,724
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
18
shares
|
$850
0.0% of portfolio
|
Q2 2024
Added 100.0%
|