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 |
|---|---|---|---|---|---|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
4,452
shares
|
$231,014
0.01% of portfolio
|
Q3 2025
Reduced 79.29%
|
|
|
Crown Wealth Group, LLC
|
Oct 22, 2025 Q3 2025 |
4,400
shares
|
$228,316
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Nov 05, 2025 Q3 2025 |
4,300
shares
|
$223,127
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
3,994
shares
|
$207,248
0.01% of portfolio
|
Q3 2025
Added 4.23%
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
3,958
shares
|
$205,380
0.11% of portfolio
|
Q2 2025
Reduced 4.0%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
3,942
shares
|
$204,550
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
3,882
shares
|
$201,436
0.01% of portfolio
|
Q3 2025
Reduced 2.97%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
3,062
shares
|
$158,887
0.0% of portfolio
|
Q1 2025
Reduced 26.54%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
2,524
shares
|
$130,970
0.09% of portfolio
|
Q2 2025
Added 70.77%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
2,341
shares
|
$121,474
0.0% of portfolio
|
Q3 2025
Added 16.87%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
2,052
shares
|
$106,478
0.0% of portfolio
|
Q3 2025
Reduced 9.16%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
2,017
shares
|
$104,662
0.01% of portfolio
|
Q3 2025
Reduced 4.41%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
1,951
shares
|
$101,237
0.11% of portfolio
|
Q4 2024
Reduced 26.41%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,775
shares
|
$92,104
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,314
shares
|
$68,183
0.01% of portfolio
|
Q4 2024
Reduced 7.07%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
835
shares
|
$43,328
0.0% of portfolio
|
Q2 2025
Reduced 4.13%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
700
shares
|
$36,323
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
654
shares
|
$33,936
0.0% of portfolio
|
Q3 2025
Reduced 12.57%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
500
shares
|
$25,945
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
400
shares
|
$20,756
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
320
shares
|
$16,604
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Nov 12, 2025 Q3 2025 |
300
shares
|
$15,567
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Oct 30, 2025 Q3 2025 |
232
shares
|
$12,038
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
212
shares
|
$11,000
0.0% of portfolio
|
Q3 2025
Reduced 52.47%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
198
shares
|
$10,274
0.0% of portfolio
|
Q3 2025
Reduced 41.42%
|
|