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 |
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
9,825
shares
|
$387,498
0.02% of portfolio
|
Q1 2025
Reduced 41.46%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
9,553
shares
|
$376,770
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
8,876
shares
|
$350,069
0.01% of portfolio
|
Q1 2025
Reduced 10.25%
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
8,700
shares
|
$343,128
0.16% of portfolio
|
Q3 2023
Reduced 31.5%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
8,134
shares
|
$320,804
0.0% of portfolio
|
Q4 2024
Reduced 17.66%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
7,580
shares
|
$298,955
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bcs Wealth Management
|
Apr 14, 2025 Q1 2025 |
7,191
shares
|
$283,613
0.07% of portfolio
|
Q1 2025
Reduced 26.25%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
May 01, 2025 Q1 2025 |
7,176
shares
|
$283,021
0.03% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Berkshire Money Management, Inc.
|
Apr 23, 2025 Q1 2025 |
7,127
shares
|
$281,088
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Apr 21, 2025 Q1 2025 |
6,947
shares
|
$273,989
0.25% of portfolio
|
Q4 2023
New holding
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Apr 23, 2025 Q1 2025 |
6,796
shares
|
$268,034
0.16% of portfolio
|
Q1 2025
Reduced 27.63%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
6,760
shares
|
$266,614
0.01% of portfolio
|
Q2 2024
Reduced 57.04%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
6,557
shares
|
$258,608
0.03% of portfolio
|
Q2 2024
Reduced 9.8%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
6,345
shares
|
$250,246
0.01% of portfolio
|
Q1 2025
Reduced 12.84%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Apr 15, 2025 Q1 2025 |
5,739
shares
|
$226,346
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
5,667
shares
|
$223,506
0.01% of portfolio
|
Q2 2024
Added 36.88%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
5,138
shares
|
$202,642
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Guys Formula LLC
|
Apr 23, 2025 Q1 2025 |
5,085
shares
|
$200,552
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
4,294
shares
|
$169,355
0.01% of portfolio
|
Q4 2023
Reduced 31.34%
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
3,640
shares
|
$143,561
0.0% of portfolio
|
Q4 2024
Reduced 25.41%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
2,919
shares
|
$115,125
0.0% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,640
shares
|
$104,121
0.0% of portfolio
|
Q2 2023
Added 3.94%
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
1,629
shares
|
$64,247
0.04% of portfolio
|
Q3 2022
Reduced 33.48%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
1,300
shares
|
$51,272
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
1,097
shares
|
$43,265
0.0% of portfolio
|
Q1 2025
Reduced 26.72%
|