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 84 institutions that hold shares in the stock, with a total of 2.51 Million shares, which have been reported (via 13F filing form) to have a value of $99.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
25,713
shares
|
$1.01 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Integral Investment Advisors, Inc.
|
Apr 15, 2025 Q1 2025 |
24,678
shares
|
$973,300
0.32% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
20,263
shares
|
$799,172
0.05% of portfolio
|
Q4 2024
Reduced 25.88%
|
|
|
Outlook Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
19,284
shares
|
$760,560
0.26% of portfolio
|
Q4 2024
Reduced 3.63%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
19,189
shares
|
$756,814
0.35% of portfolio
|
Q1 2025
Reduced 11.69%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
18,775
shares
|
$740,486
0.0% of portfolio
|
Q1 2025
Reduced 1.72%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
18,711
shares
|
$737,961
0.0% of portfolio
|
Q1 2025
Reduced 4.82%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
17,244
shares
|
$680,103
0.06% of portfolio
|
Q4 2024
Reduced 5.36%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Apr 22, 2025 Q1 2025 |
16,735
shares
|
$660,028
0.18% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Feb 14, 2025 Q4 2024 |
16,343
shares
|
$644,567
0.27% of portfolio
|
Q4 2024
Reduced 32.51%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
15,228
shares
|
$600,592
0.0% of portfolio
|
Q4 2024
Reduced 20.93%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
15,150
shares
|
$597,516
0.02% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
May 09, 2025 Q1 2025 |
14,835
shares
|
$585,092
0.22% of portfolio
|
Q2 2023
New holding
|
|
|
Maltin Wealth Management, Inc.
|
Apr 10, 2025 Q1 2025 |
14,039
shares
|
$553,698
0.3% of portfolio
|
Q4 2024
Reduced 5.27%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
May 05, 2025 Q1 2025 |
13,745
shares
|
$542,102
0.28% of portfolio
|
Q1 2025
Added 3.35%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
13,379
shares
|
$527,667
0.04% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
13,174
shares
|
$519,582
0.0% of portfolio
|
Q1 2025
Reduced 11.42%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
May 05, 2025 Q1 2025 |
13,114
shares
|
$517,216
0.16% of portfolio
|
Q4 2022
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
12,130
shares
|
$478,407
0.04% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
11,971
shares
|
$472,136
0.02% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Secure Asset Management, LLC
|
Apr 10, 2025 Q1 2025 |
11,663
shares
|
$459,988
0.1% of portfolio
|
Q1 2025
Reduced 5.47%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
11,184
shares
|
$441,096
0.05% of portfolio
|
Q1 2023
Reduced 8.09%
|
|
|
Lantz Financial LLC
|
Apr 08, 2025 Q1 2025 |
10,894
shares
|
$429,659
0.12% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
10,277
shares
|
$405,324
0.0% of portfolio
|
Q1 2025
Reduced 12.85%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
9,857
shares
|
$388,760
0.0% of portfolio
|
Q4 2024
Reduced 44.62%
|