Innovator U.S. Equity Buffer ETF - May (BMAY) Institutional Ownership

$39.29

+0.35 (+0.90%)

(As of 09/19/2024 ET)

Number of Institutional Buyers (last 12 months): 35
Total Institutional Inflows (last 12 months): $31.39M

Number of Institutional Sellers (last 12 months): 38
Total Institutional Outflows (last 12 months): $13.94M

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BMAY Institutional Buying and Selling by Quarter

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Innovator U.S. Equity Buffer ETF - May Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
8/22/2024	Cetera Investment Advisers	46,035	$1.75M	0.0%	+23.0%	1.519%
8/21/2024	Truist Financial Corp	27,136	$1.03M	0.0%	-5.0%	0.896%
8/14/2024	Beck Capital Management LLC	47,767	$1.81M	0.5%	-9.0%	1.576%
8/13/2024	AE Wealth Management LLC	16,607	$631K	0.0%	+7.1%	0.548%
8/12/2024	Blair William & Co. IL	11,792	$448K	0.0%	N/A	0.389%
8/9/2024	Collaborative Wealth Managment Inc.	41,679	$1.58M	0.8%	-10.7%	1.376%
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8/8/2024	Envestnet Asset Management Inc.	63,963	$2.43M	0.0%	+1.6%	2.111%
8/8/2024	CoreCap Advisors LLC	20,445	$776K	0.1%	N/A	0.675%
8/7/2024	Ashton Thomas Private Wealth LLC	1,542	$59K	0.0%	N/A	0.051%
8/6/2024	Chris Bulman Inc	6,896	$262K	0.2%	N/A	0.228%
8/6/2024	Valtinson Bruner Financial Planning LLC	226,156	$8.59M	3.4%	-0.9%	7.464%
8/5/2024	Blue Bell Private Wealth Management LLC	65,251	$2.48M	0.5%	-2.2%	2.153%
8/1/2024	Consolidated Portfolio Review Corp	5,504	$209K	0.0%	N/A	0.182%
7/31/2024	Spire Wealth Management	15,148	$575K	0.0%	+52.2%	0.500%
7/31/2024	Commonwealth Equity Services LLC	141,793	$5.39M	0.0%	+25.5%	4.680%
7/27/2024	Strategic Blueprint LLC	25,493	$968K	0.1%	-28.1%	0.841%
7/26/2024	Cambridge Investment Research Advisors Inc.	29,769	$1.13M	0.0%	+7.4%	0.982%
7/24/2024	Secure Asset Management LLC	12,338	$469K	0.1%	-4.3%	0.407%
7/19/2024	Raymond James & Associates	142,388	$5.41M	0.0%	+0.4%	4.699%
7/18/2024	Brookstone Capital Management	389,120	$14.97M	0.2%	+3,948.7%	12.842%
7/16/2024	BCS Wealth Management	10,980	$417K	0.2%	+2.9%	0.362%
7/15/2024	RFG Advisory LLC	20,604	$782K	0.0%	+94.7%	0.680%
7/13/2024	Retirement Planning Group LLC	29,068	$1.10M	0.1%	-3.8%	0.959%
7/12/2024	Maltin Wealth Management Inc.	14,820	$563K	0.3%	-6.3%	0.489%
7/12/2024	Lion Street Advisors LLC	30,575	$1.16M	0.4%	-2.6%	1.009%
7/12/2024	DHJJ Financial Advisors Ltd.	21,794	$828K	0.3%	+12.1%	0.719%
7/11/2024	John W. Brooker & Co. CPAs	8,850	$336K	0.2%	N/A	0.292%
7/10/2024	Lantz Financial LLC	10,936	$415K	0.1%	+32.2%	0.361%
7/9/2024	Fragasso Financial Advisors Inc	16,647	$632K	0.1%	+12.1%	0.549%
7/1/2024	Kathmere Capital Management LLC	10,736	$408K	0.1%	+19.5%	0.354%
5/24/2024	Cetera Advisors LLC	9,272	$330K	0.0%	+3.3%	0.306%
5/15/2024	Beck Capital Management LLC	52,467	$1.87M	0.5%	-14.0%	1.732%
5/8/2024	Berkshire Money Management Inc.	7,335	$261K	0.0%	N/A	0.242%
5/1/2024	Janney Montgomery Scott LLC	33,933	$1.21M	0.0%	-29.4%	1.113%
4/30/2024	Valtinson Bruner Financial Planning LLC	228,213	$8.12M	3.5%	-2.9%	7.482%
4/29/2024	Commonwealth Equity Services LLC	113,002	$4.02M	0.0%	-15.6%	3.705%
4/24/2024	Pinnacle Wealth Management Group Inc.	10,470	$373K	0.3%	-22.3%	0.343%
4/24/2024	Blue Bell Private Wealth Management LLC	66,713	$2.38M	0.5%	-2.9%	2.187%
4/23/2024	Nations Financial Group Inc. IA ADV	7,045	$251K	0.0%	-14.1%	0.231%
4/23/2024	Bluesphere Advisors LLC	9,391	$334K	0.2%	-3.8%	0.308%
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4/23/2024	Strategic Blueprint LLC	35,472	$1.26M	0.1%	-3.6%	1.163%
4/22/2024	Outlook Wealth Advisors LLC	20,011	$712K	0.2%	-7.6%	0.656%
4/22/2024	Raymond James & Associates	141,863	$5.05M	0.0%	+0.6%	4.651%
4/16/2024	Kathmere Capital Management LLC	8,982	$320K	0.0%	-16.3%	0.211%
4/15/2024	Brookstone Capital Management	9,611	$342K	0.0%	-22.7%	0.226%
4/13/2024	Retirement Planning Group LLC	30,211	$1.08M	0.1%	-82.6%	0.711%
4/12/2024	Central Valley Advisors LLC	5,739	$204K	0.1%	N/A	0.135%
4/11/2024	DHJJ Financial Advisors Ltd.	19,450	$692K	0.3%	-3.4%	0.458%
4/11/2024	RFG Advisory LLC	10,583	$377K	0.0%	N/A	0.249%
4/10/2024	BCS Wealth Management	10,667	$380K	0.1%	-51.9%	0.251%
4/10/2024	Lantz Financial LLC	8,272	$294K	0.1%	-3.9%	0.195%
3/6/2024	SageView Advisory Group LLC	65,702	$2.23M	0.1%	N/A	1.546%
2/23/2024	Chicago Partners Investment Group LLC	37,190	$1.28M	0.1%	-4.5%	0.875%
2/12/2024	Focus Financial Network Inc. ADV	44,017	$1.49M	0.1%	N/A	1.036%
2/9/2024	SageView Advisory Group LLC	65,702	$2.23M	0.1%	N/A	1.546%
2/8/2024	Kingsview Wealth Management LLC	8,292	$281K	0.0%	N/A	0.195%
2/8/2024	Beacon Pointe Advisors LLC	10,777	$365K	0.0%	-18.5%	0.254%
2/8/2024	Janney Montgomery Scott LLC	48,087	$1.63M	0.0%	N/A	1.131%
2/7/2024	Avantax Advisory Services Inc.	7,087	$240K	0.0%	-18.7%	0.167%
2/7/2024	Principal Securities Inc.	4,140	$140K	0.0%	N/A	0.097%
2/6/2024	Valtinson Bruner Financial Planning LLC	234,982	$7.96M	4.1%	-2.6%	5.529%
2/6/2024	SRS Capital Advisors Inc.	11,909	$403K	0.0%	-9.0%	0.280%
2/2/2024	Truist Financial Corp	31,084	$1.05M	0.0%	-20.1%	0.731%
2/1/2024	Sigma Planning Corp	8,268	$280K	0.0%	-50.0%	0.195%
1/31/2024	KFG Wealth Management LLC	27,131	$919K	0.4%	-4.1%	0.638%
1/30/2024	DHJJ Financial Advisors Ltd.	20,137	$682K	0.3%	-5.8%	0.474%
1/26/2024	Cerity Partners LLC	31,455	$1.07M	0.0%	-31.0%	0.740%
1/26/2024	Soltis Investment Advisors LLC	7,269	$246K	0.0%	-6.2%	0.171%
1/25/2024	Strategic Blueprint LLC	36,786	$1.25M	0.1%	-11.4%	0.866%
1/25/2024	Blue Bell Private Wealth Management LLC	68,690	$2.33M	0.6%	-1.1%	1.616%
1/24/2024	Arkadios Wealth Advisors	9,483	$321K	0.0%	-4.1%	0.223%
1/18/2024	Maltin Wealth Management Inc.	16,081	$545K	0.3%	-65.9%	0.378%
1/16/2024	Raymond James & Associates	141,029	$4.78M	0.0%	-6.8%	3.318%
1/16/2024	Retirement Planning Group LLC	173,244	$5.87M	0.5%	-3.5%	4.076%
1/16/2024	CoreCap Advisors LLC	18,270	$619K	0.0%	+5.6%	0.430%
1/11/2024	Brookstone Capital Management	12,433	$421K	0.0%	-18.4%	0.293%
1/11/2024	BCS Wealth Management	22,180	$751K	0.3%	-19.5%	0.522%
1/8/2024	Fragasso Group Inc.	14,848	$503K	0.0%	-4.3%	0.349%
11/16/2023	Orion Capital Management LLC	8,700	$270K	0.2%	-31.5%	0.205%
11/16/2023	Penserra Capital Management LLC	150,768	$4.69M	0.1%	+43.5%	3.547%
11/13/2023	Kestra Advisory Services LLC	19,585	$609K	0.0%	-5.6%	0.461%
11/8/2023	HighTower Advisors LLC	47,590	$1.48M	0.0%	+34.4%	1.120%
11/6/2023	Sigma Planning Corp	16,544	$514K	0.0%	-6.2%	0.389%
11/6/2023	Lincoln National Corp	39,139	$1.22M	0.0%	+11.7%	0.921%
11/1/2023	Krilogy Financial LLC	13,092	$407K	0.0%	-34.3%	0.308%
10/31/2023	Allworth Financial LP	7,580	$236K	0.0%	N/A	0.178%
10/30/2023	Blue Bell Private Wealth Management LLC	69,489	$2.16M	0.6%	+58.5%	1.635%
10/25/2023	Retirement Planning Group LLC	179,512	$5.58M	0.6%	-1.2%	4.224%
10/24/2023	Valtinson Bruner Financial Planning LLC	241,217	$7.50M	4.1%	-0.5%	5.676%
10/24/2023	Stratos Wealth Advisors LLC	14,124	$439K	0.0%	+54.2%	0.332%
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10/24/2023	Raymond James Financial Services Advisors Inc.	28,843	$896K	0.0%	-1.7%	0.679%
10/24/2023	Raymond James & Associates	151,379	$4.70M	0.0%	-1.6%	3.562%
10/24/2023	Cambridge Investment Research Advisors Inc.	30,185	$938K	0.0%	-1.9%	0.710%
10/23/2023	Commonwealth Equity Services LLC	144,914	$4.50M	0.0%	-12.7%	3.410%
10/18/2023	Strategic Blueprint LLC	41,534	$1.29M	0.1%	+1.5%	0.977%
10/17/2023	Berkshire Money Management Inc.	435,799	$13.54M	2.1%	+1.4%	10.254%
10/16/2023	RFG Advisory LLC	11,450	$356K	0.0%	-5.9%	0.269%
10/11/2023	Pinnacle Wealth Management Group Inc.	13,470	$419K	0.4%	-3.6%	0.317%
10/11/2023	AE Wealth Management LLC	40,393	$1.26M	0.0%	+13.2%	0.950%
10/11/2023	Maltin Wealth Management Inc.	47,216	$1.47M	1.0%	-0.8%	1.111%

(Data available from 1/1/2016 forward)

BMAY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BMAY shares?: During the previous two years, 81 institutional investors and hedge funds held shares of Innovator U.S. Equity Buffer ETF - May. The most heavily invested institutionals were Wealthquest Corp ($50.73M), Brookstone Capital Management ($14.97M), Frisch Financial Group Inc. ($8.76M), Valtinson Bruner Financial Planning LLC ($8.59M), Retirement Planning Group ($5.63M), Raymond James & Associates ($5.41M), and Commonwealth Equity Services LLC ($5.39M).Learn more on BMAY's institutional investors.
Which institutional investors have been buying Innovator U.S. Equity Buffer ETF - May stock?: Of the 58 institutional investors that purchased Innovator U.S. Equity Buffer ETF - May stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Brookstone Capital Management ($546.62K), Frisch Financial Group Inc. ($289.84K), SageView Advisory Group LLC ($131.40K), Penserra Capital Management LLC ($101.02K), Envestnet Asset Management Inc. ($62.42K), Janney Montgomery Scott LLC ($53.95K), and Focus Financial Network Inc. ADV ($44.02K).
How much institutional buying is happening at Innovator U.S. Equity Buffer ETF - May?: Institutional investors have bought a total of 1,857,947 shares in the last 24 months. This purchase volume represents approximately $61.54M in transactions.

Which Innovator U.S. Equity Buffer ETF - May major shareholders have been selling company stock?: Of the 48 institutional investors that sold Innovator U.S. Equity Buffer ETF - May stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Valtinson Bruner Financial Planning LLC ($187.52K), Retirement Planning Group LLC ($157.01K), Wealthquest Corp ($139.78K), Commonwealth Equity Services LLC ($66.51K), Cerity Partners LLC ($55.62K), Beck Capital Management LLC ($45.09K), and Maltin Wealth Management Inc. ($33.26K).
How much institutional selling is happening at Innovator U.S. Equity Buffer ETF - May?: Institutional investors have sold a total of 966,623 shares in the last 24 months. This volume of shares sold represents approximately $31.07M in transactions.