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 93 institutions that hold shares in the stock, with a total of 2.66 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 |
|---|---|---|---|---|---|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
3,708
shares
|
$163,152
0.0% of portfolio
|
Q3 2025
Reduced 47.55%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,640
shares
|
$116,160
0.0% of portfolio
|
Q2 2023
Added 3.94%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
2,265
shares
|
$99,660
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
2,216
shares
|
$97,504
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
2,101
shares
|
$92,444
0.0% of portfolio
|
Q1 2025
Reduced 28.02%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
2,015
shares
|
$88,660
0.0% of portfolio
|
Q2 2025
Added 83.68%
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
1,629
shares
|
$71,676
0.04% of portfolio
|
Q3 2022
Reduced 33.48%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Nov 12, 2025 Q3 2025 |
800
shares
|
$35,200
0.02% of portfolio
|
Q3 2025
Reduced 38.46%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
750
shares
|
$33,000
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
750
shares
|
$33,000
0.0% of portfolio
|
Q3 2024
Reduced 90.96%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
700
shares
|
$30,800
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
517
shares
|
$22,748
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
272
shares
|
$11,968
0.01% of portfolio
|
Q1 2025
Added 180.41%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
198
shares
|
$8,712
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
188
shares
|
$8,272
0.0% of portfolio
|
Q3 2025
Reduced 37.33%
|
|
|
Global Trust Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
26
shares
|
$1,144
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
25
shares
|
$1,100
0.0% of portfolio
|
Q3 2025
Reduced 28.57%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|