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 |
|---|---|---|---|---|---|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
9,937
shares
|
$515,630
0.01% of portfolio
|
Q1 2024
Added 10.98%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
9,673
shares
|
$501,931
0.02% of portfolio
|
Q3 2025
Added 1.55%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Oct 08, 2025 Q3 2025 |
8,700
shares
|
$451,443
0.27% of portfolio
|
Q3 2025
Reduced 3.33%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
8,349
shares
|
$433,229
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Nov 12, 2025 Q3 2025 |
8,093
shares
|
$419,945
0.07% of portfolio
|
Q1 2025
Added 3.37%
|
|
|
Castellan Group
Louisville, KY |
Oct 23, 2025 Q3 2025 |
7,928
shares
|
$411,383
0.48% of portfolio
|
Q2 2025
Reduced 9.17%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Nov 13, 2025 Q3 2025 |
7,823
shares
|
$405,935
0.12% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
7,430
shares
|
$385,542
0.14% of portfolio
|
Q1 2025
Reduced 6.31%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
7,375
shares
|
$382,688
0.11% of portfolio
|
Q3 2025
Reduced 98.26%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
6,713
shares
|
$348,337
0.01% of portfolio
|
Q3 2025
Reduced 8.53%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
6,707
shares
|
$348,026
0.01% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
6,601
shares
|
$342,525
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Secure Asset Management, LLC
|
Oct 09, 2025 Q3 2025 |
6,038
shares
|
$313,311
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
6,036
shares
|
$313,208
0.0% of portfolio
|
Q1 2025
Reduced 50.17%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
5,947
shares
|
$308,589
0.08% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
5,776
shares
|
$299,716
0.03% of portfolio
|
Q1 2025
Added 9.85%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Nov 10, 2025 Q3 2025 |
5,695
shares
|
$295,513
0.09% of portfolio
|
Q3 2025
Reduced 17.71%
|
|
|
Bullseye Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
5,440
shares
|
$282,281
0.43% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
5,092
shares
|
$264,223
0.01% of portfolio
|
Q3 2025
Reduced 23.84%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
4,857
shares
|
$252,029
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
4,785
shares
|
$248,293
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 07, 2025 Q3 2025 |
4,782
shares
|
$248,137
0.05% of portfolio
|
Q3 2025
Added 2.42%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
4,750
shares
|
$246,477
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Oct 28, 2025 Q3 2025 |
4,547
shares
|
$235,943
0.18% of portfolio
|
Q2 2025
Reduced 21.25%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
4,500
shares
|
$233,505
0.09% of portfolio
|
Q1 2025
Reduced 27.97%
|
|