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 107 institutions that hold shares in the stock, with a total of 2.43 Million shares, which have been reported (via 13F filing form) to have a value of $126 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 04, 2025 Q3 2025 |
360,153
shares
|
$18.7 Million
0.24% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Macroview Investment Management LLC
|
Oct 24, 2025 Q3 2025 |
138,452
shares
|
$7.18 Million
5.48% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
125,879
shares
|
$6.53 Million
0.01% of portfolio
|
Q3 2025
Reduced 6.68%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
120,086
shares
|
$6.23 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.38%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
100,950
shares
|
$5.24 Million
0.6% of portfolio
|
Q3 2022
Reduced 2.52%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
100,614
shares
|
$5.22 Million
0.01% of portfolio
|
Q3 2025
Added 10.17%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
91,210
shares
|
$4.73 Million
0.23% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
85,283
shares
|
$4.43 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 04, 2025 Q3 2025 |
77,709
shares
|
$4.03 Million
1.48% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
62,793
shares
|
$3.26 Million
0.0% of portfolio
|
Q3 2025
Added 11.08%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
56,792
shares
|
$2.95 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.76%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
41,942
shares
|
$2.18 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.9%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
38,983
shares
|
$2.02 Million
0.13% of portfolio
|
Q2 2025
Reduced 12.76%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
37,204
shares
|
$1.93 Million
0.31% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
35,316
shares
|
$1.83 Million
0.01% of portfolio
|
Q3 2025
Reduced 52.92%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
34,718
shares
|
$1.8 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 06, 2025 Q3 2025 |
34,640
shares
|
$1.8 Million
0.14% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
33,618
shares
|
$1.74 Million
0.06% of portfolio
|
Q3 2025
Reduced 3.63%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
32,388
shares
|
$1.68 Million
0.0% of portfolio
|
Q3 2025
Added 198.75%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
32,069
shares
|
$1.66 Million
0.02% of portfolio
|
Q3 2025
Reduced 93.89%
|
|
|
Integral Investment Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
30,455
shares
|
$1.58 Million
0.44% of portfolio
|
Q3 2025
Added 6.93%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
30,433
shares
|
$1.58 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 19, 2025 Q3 2025 |
28,313
shares
|
$1.47 Million
0.42% of portfolio
|
Q3 2025
New holding
|
|
|
Lantz Financial LLC
|
Nov 05, 2025 Q3 2025 |
27,673
shares
|
$1.44 Million
0.34% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
27,119
shares
|
$1.41 Million
0.04% of portfolio
|
Q1 2025
Added 11.13%
|
|