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 90 institutions that hold shares in the stock, with a total of 2.66 Million shares, which have been reported (via 13F filing form) to have a value of $117 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
11,080
shares
|
$487,520
0.01% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
10,524
shares
|
$463,056
0.01% of portfolio
|
Q2 2025
Added 55.68%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
10,391
shares
|
$457,204
0.0% of portfolio
|
Q3 2025
Reduced 25.66%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 20, 2026 Q4 2025 |
9,500
shares
|
$418,000
0.02% of portfolio
|
Q4 2025
Reduced 3.31%
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
8,700
shares
|
$382,800
0.14% of portfolio
|
Q3 2023
Reduced 31.5%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
8,238
shares
|
$362,472
0.01% of portfolio
|
Q4 2025
Reduced 3.15%
|
|
|
Secure Asset Management, LLC
|
Jan 20, 2026 Q4 2025 |
8,083
shares
|
$355,652
0.06% of portfolio
|
Q4 2025
Reduced 14.13%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
7,732
shares
|
$340,208
0.01% of portfolio
|
Q3 2025
Reduced 16.23%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
7,580
shares
|
$333,520
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bullseye Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
7,482
shares
|
$329,208
0.5% of portfolio
|
Q1 2025
New holding
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 13, 2026 Q4 2025 |
7,007
shares
|
$308,308
0.02% of portfolio
|
Q4 2025
Reduced 0.98%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Jan 20, 2026 Q4 2025 |
6,796
shares
|
$299,024
0.14% of portfolio
|
Q1 2025
Reduced 27.63%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
6,557
shares
|
$288,508
0.02% of portfolio
|
Q2 2024
Reduced 9.8%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Oct 28, 2025 Q3 2025 |
6,554
shares
|
$288,376
0.22% of portfolio
|
Q3 2025
Reduced 5.66%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
6,123
shares
|
$269,412
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jan 12, 2026 Q4 2025 |
5,670
shares
|
$249,480
0.08% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
5,667
shares
|
$249,348
0.0% of portfolio
|
Q2 2024
Added 36.88%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
5,554
shares
|
$244,376
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
5,539
shares
|
$243,716
0.0% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Nov 12, 2025 Q3 2025 |
5,470
shares
|
$240,680
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
5,208
shares
|
$229,152
0.06% of portfolio
|
Q3 2025
Reduced 10.64%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
4,994
shares
|
$219,736
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
4,294
shares
|
$188,936
0.0% of portfolio
|
Q4 2023
Reduced 31.34%
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
4,170
shares
|
$183,480
0.0% of portfolio
|
Q3 2025
Added 95.41%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
3,708
shares
|
$163,152
0.0% of portfolio
|
Q3 2025
Reduced 47.55%
|
|