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 88 institutions that hold shares in the stock, with a total of 2.45 Million shares, which have been reported (via 13F filing form) to have a value of $98.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
337,001
shares
|
$13.5 Million
0.29% of portfolio
|
Q3 2024
Added 26.11%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 05, 2024 Q3 2024 |
224,716
shares
|
$9.03 Million
3.83% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
141,134
shares
|
$5.67 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
131,505
shares
|
$5.29 Million
0.01% of portfolio
|
Q3 2024
Reduced 7.26%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
116,050
shares
|
$4.67 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.75%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
111,438
shares
|
$4.48 Million
0.01% of portfolio
|
Q3 2024
Added 3.48%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
64,704
shares
|
$2.6 Million
0.51% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
63,140
shares
|
$2.54 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
46,707
shares
|
$1.88 Million
0.25% of portfolio
|
Q3 2022
Added 75.71%
|
|
|
Beck Capital Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
46,437
shares
|
$1.87 Million
0.56% of portfolio
|
Q3 2024
Reduced 2.78%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
44,017
shares
|
$1.77 Million
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
43,992
shares
|
$1.77 Million
0.07% of portfolio
|
Q4 2022
Added 11.74%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 12, 2024 Q3 2024 |
41,679
shares
|
$1.68 Million
0.76% of portfolio
|
Q2 2024
Reduced 10.71%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
40,586
shares
|
$1.63 Million
0.0% of portfolio
|
Q3 2024
Reduced 11.84%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
39,109
shares
|
$1.57 Million
0.0% of portfolio
|
Q3 2024
Reduced 15.99%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
37,005
shares
|
$1.49 Million
0.0% of portfolio
|
Q2 2022
Added 2.07%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
33,416
shares
|
$1.34 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
33,093
shares
|
$1.33 Million
0.05% of portfolio
|
Q3 2024
Reduced 11.02%
|
|
|
Lion Street Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
29,575
shares
|
$1.19 Million
0.41% of portfolio
|
Q3 2024
Reduced 3.27%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
29,203
shares
|
$1.17 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.79%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
29,126
shares
|
$1.17 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.16%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
27,606
shares
|
$1.11 Million
0.0% of portfolio
|
Q3 2024
Added 5.15%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
27,339
shares
|
$1.1 Million
0.07% of portfolio
|
Q3 2024
Reduced 5.95%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
27,313
shares
|
$1.1 Million
0.02% of portfolio
|
Q3 2022
Reduced 10.77%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
26,594
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.0%
|