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 104 institutions that hold shares in the stock, with a total of 2.58 Million shares, which have been reported (via 13F filing form) to have a value of $119 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Outlook Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
383,304
shares
|
$17.4 Million
6.13% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Feb 13, 2025 Q4 2024 |
331,552
shares
|
$15 Million
0.28% of portfolio
|
Q4 2024
Added 13.4%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
137,949
shares
|
$6.26 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
119,804
shares
|
$5.44 Million
0.01% of portfolio
|
Q4 2024
Reduced 8.66%
|
|
|
Retirement Planning Group
|
Feb 18, 2025 Q4 2024 |
115,066
shares
|
$5.22 Million
0.32% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
100,950
shares
|
$4.58 Million
0.6% of portfolio
|
Q3 2022
Reduced 2.52%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
89,623
shares
|
$4.07 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Feb 10, 2025 Q4 2024 |
78,711
shares
|
$3.57 Million
1.5% of portfolio
|
Q4 2024
Reduced 3.94%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
58,350
shares
|
$2.65 Million
0.02% of portfolio
|
Q4 2024
Added 137.43%
|
|
|
My Personal Cfo, LLC
|
Jan 24, 2025 Q4 2024 |
49,810
shares
|
$2.26 Million
1.25% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
46,931
shares
|
$2.13 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
44,002
shares
|
$2 Million
0.2% of portfolio
|
Q2 2024
Reduced 1.85%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
41,107
shares
|
$1.87 Million
0.0% of portfolio
|
Q4 2024
Reduced 7.1%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
37,643
shares
|
$1.71 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.64%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
34,715
shares
|
$1.58 Million
0.32% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Feb 13, 2025 Q4 2024 |
30,913
shares
|
$1.4 Million
0.36% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
28,737
shares
|
$1.3 Million
0.04% of portfolio
|
Q4 2024
Reduced 16.51%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
27,558
shares
|
$1.25 Million
0.0% of portfolio
|
Q4 2024
Reduced 7.75%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
26,789
shares
|
$1.22 Million
0.0% of portfolio
|
Q2 2024
Reduced 2.23%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
26,735
shares
|
$1.21 Million
0.0% of portfolio
|
Q3 2022
Reduced 19.34%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 13, 2025 Q4 2024 |
26,426
shares
|
$1.2 Million
0.1% of portfolio
|
Q4 2024
Reduced 42.0%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
26,382
shares
|
$1.2 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
24,404
shares
|
$1.11 Million
0.04% of portfolio
|
Q2 2024
Reduced 2.94%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
23,932
shares
|
$1.09 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.26%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
23,781
shares
|
$1.08 Million
0.02% of portfolio
|
Q4 2024
Reduced 6.25%
|