Institutional Ownership Innovator U.S. Equity Buffer E (BMAY)
This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BMAY). We have compiled data on the 89 institutions that hold shares in the stock, with a total of 2.42 Million shares, which have been reported (via 13F filing form) to have a value of $99.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
11,184
shares
|
$458,991
0.05% of portfolio
|
Q1 2023
Reduced 8.09%
|
|
|
Lantz Financial LLC
|
Jan 21, 2025 Q4 2024 |
10,913
shares
|
$447,869
0.12% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
9,890
shares
|
$405,885
0.01% of portfolio
|
Q4 2024
Reduced 11.56%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
9,879
shares
|
$405,434
0.0% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
9,751
shares
|
$400,181
0.1% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Jan 24, 2025 Q4 2024 |
9,391
shares
|
$385,406
0.19% of portfolio
|
Q1 2024
Reduced 3.75%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Jan 13, 2025 Q4 2024 |
9,220
shares
|
$378,388
0.27% of portfolio
|
Q3 2024
Reduced 11.94%
|
|
|
John W. Brooker & Co., Cp As
|
Jan 27, 2025 Q4 2024 |
8,850
shares
|
$363,204
0.18% of portfolio
|
Q2 2024
New holding
|
|
|
Orion Capital Management LLC
|
Nov 15, 2024 Q3 2024 |
8,700
shares
|
$357,048
0.17% of portfolio
|
Q3 2023
Reduced 31.5%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
7,580
shares
|
$311,083
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
7,558
shares
|
$310,180
0.0% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
7,176
shares
|
$294,503
0.03% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Berkshire Money Management, Inc.
|
Jan 27, 2025 Q4 2024 |
7,127
shares
|
$292,492
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jan 31, 2025 Q4 2024 |
6,947
shares
|
$285,104
0.24% of portfolio
|
Q4 2023
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,760
shares
|
$277,430
0.01% of portfolio
|
Q2 2024
Reduced 57.04%
|
|
|
Pathway Financial Advisors LLC
|
Jan 30, 2025 Q4 2024 |
6,620
shares
|
$271,684
0.06% of portfolio
|
Q4 2023
Reduced 1.49%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
6,557
shares
|
$269,099
0.03% of portfolio
|
Q2 2024
Reduced 9.8%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Jan 13, 2025 Q4 2024 |
6,102
shares
|
$250,426
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jan 14, 2025 Q4 2024 |
5,739
shares
|
$235,528
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
5,667
shares
|
$232,573
0.01% of portfolio
|
Q2 2024
Added 36.88%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,647
shares
|
$231,752
0.0% of portfolio
|
Q3 2024
Reduced 85.1%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
5,138
shares
|
$210,863
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Jan 23, 2025 Q4 2024 |
5,127
shares
|
$210,412
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Guys Formula LLC
|
Jan 29, 2025 Q4 2024 |
5,085
shares
|
$208,688
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
4,880
shares
|
$200,275
0.0% of portfolio
|
Q3 2024
New holding
|