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 |
|---|---|---|---|---|---|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
26,789
shares
|
$1.39 Million
0.0% of portfolio
|
Q2 2024
Reduced 2.23%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
26,735
shares
|
$1.39 Million
0.0% of portfolio
|
Q3 2022
Reduced 19.34%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
26,382
shares
|
$1.37 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
23,682
shares
|
$1.23 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Beck Capital Management, LLC
Austin, TX |
Nov 14, 2025 Q3 2025 |
21,941
shares
|
$1.14 Million
0.32% of portfolio
|
Q3 2025
Reduced 2.38%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
21,918
shares
|
$1.14 Million
0.14% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 20, 2025 Q3 2025 |
21,127
shares
|
$1.1 Million
0.55% of portfolio
|
Q3 2025
Reduced 21.57%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Nov 03, 2025 Q3 2025 |
20,083
shares
|
$1.04 Million
0.78% of portfolio
|
Q2 2025
Reduced 1.32%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
19,024
shares
|
$987,155
0.0% of portfolio
|
Q4 2024
Reduced 11.61%
|
|
|
Weaver Consulting Group
|
Nov 10, 2025 Q3 2025 |
18,487
shares
|
$959,290
0.32% of portfolio
|
Q3 2025
Added 8.28%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Nov 12, 2025 Q3 2025 |
17,577
shares
|
$912,070
0.72% of portfolio
|
Q3 2025
Reduced 3.56%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
17,553
shares
|
$910,825
0.0% of portfolio
|
Q3 2025
Reduced 12.43%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Oct 22, 2025 Q3 2025 |
16,500
shares
|
$856,185
0.32% of portfolio
|
Q3 2025
Reduced 14.62%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
16,453
shares
|
$853,746
0.01% of portfolio
|
Q3 2025
Added 4.64%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
16,049
shares
|
$832,782
0.0% of portfolio
|
Q3 2025
Added 2570.38%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
14,912
shares
|
$773,783
0.3% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
14,410
shares
|
$747,734
0.0% of portfolio
|
Q3 2025
Reduced 14.13%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
13,632
shares
|
$707,364
0.04% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
13,311
shares
|
$690,707
0.03% of portfolio
|
Q1 2025
Reduced 31.44%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
12,653
shares
|
$656,564
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Novem Group
Rochester, NY |
Nov 10, 2025 Q3 2025 |
12,518
shares
|
$649,559
0.08% of portfolio
|
Q2 2025
Reduced 32.22%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
11,197
shares
|
$581,012
0.01% of portfolio
|
Q1 2025
Added 12.68%
|
|
|
Bellwether Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
10,709
shares
|
$555,690
0.1% of portfolio
|
Q2 2025
Reduced 5.51%
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
10,689
shares
|
$554,652
0.13% of portfolio
|
Q3 2025
Reduced 1.6%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 05, 2025 Q3 2025 |
10,445
shares
|
$541,991
0.14% of portfolio
|
Q1 2025
Reduced 3.28%
|
|