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 $117 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
4,750
shares
|
$215,507
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
4,632
shares
|
$210,153
0.0% of portfolio
|
Q4 2024
Reduced 46.49%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
4,604
shares
|
$208,883
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Crown Wealth Group, LLC
|
Feb 05, 2025 Q4 2024 |
4,400
shares
|
$199,628
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
4,168
shares
|
$189,102
0.0% of portfolio
|
Q1 2024
Added 1293.98%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
4,001
shares
|
$181,525
0.01% of portfolio
|
Q1 2024
Added 4.79%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
3,338
shares
|
$151,445
0.01% of portfolio
|
Q4 2024
Reduced 10.7%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
2,621
shares
|
$118,914
0.0% of portfolio
|
Q4 2024
Reduced 45.62%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
1,951
shares
|
$88,516
0.17% of portfolio
|
Q4 2024
Reduced 26.41%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,775
shares
|
$80,531
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
1,682
shares
|
$76,312
0.0% of portfolio
|
Q2 2024
Added 1.94%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,314
shares
|
$59,616
0.01% of portfolio
|
Q4 2024
Reduced 7.07%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
1,100
shares
|
$49,907
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
1,017
shares
|
$46,141
0.0% of portfolio
|
Q4 2024
Reduced 91.17%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
946
shares
|
$42,920
0.03% of portfolio
|
Q3 2024
Reduced 45.06%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
718
shares
|
$32,575
0.0% of portfolio
|
Q4 2024
Reduced 96.01%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
500
shares
|
$22,685
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
479
shares
|
$21,732
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
446
shares
|
$20,235
0.0% of portfolio
|
Q3 2024
Reduced 44.39%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
443
shares
|
$20,098
0.0% of portfolio
|
Q4 2023
Reduced 34.47%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
400
shares
|
$18,148
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
300
shares
|
$13,611
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
175
shares
|
$7,939
0.0% of portfolio
|
Q4 2024
Added 16.67%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
160
shares
|
$7,259
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
100
shares
|
$4,537
0.0% of portfolio
|
Q4 2024
New holding
|