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

$47.17 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Innovator U.S. Equity Buffer ETF - May (BATS:BMAY)

Number of
Institutional Buyers
(last 12 months)
41
Total
Institutional Inflows
(last 12 months)
$22.20M
Number of
Institutional Sellers
(last 12 months)
40
Total
Institutional Outflows
(last 12 months)
$11.05M
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BMAY Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/13/2026 Cetera Investment Advisers34,292$1.54M0.0%-13.9%0.932%
5/4/2026 Chicago Partners Investment Group LLC29,159$1.34M0.0%-6.7%0.792%
4/30/2026 Kestra Advisory Services LLC30,342$1.36M0.0%-18.3%0.825%
4/27/2026 Private Advisor Group LLC20,617$925K0.0%N/A0.560%
4/21/2026 Maltin Wealth Management Inc.13,414$602K0.2%-48.8%0.365%
4/16/2026 Ballast Rock Private Wealth LLC4,492$202K0.1%-6.1%0.122%
3/12/2026Nalls Sherbakoff Group LLC1,600$72K0.1%N/A0.043%
2/18/2026 First Commonwealth Financial Corp PA 9,898$444K0.1%-27.5%0.269%
2/18/2026 Beacon Pointe Advisors LLC14,082$631K0.0%-18.2%0.383%
2/17/2026 Cetera Investment Advisers39,835$1.79M0.0%-7.7%1.082%
2/17/2026 Osaic Holdings Inc.117,124$5.25M0.0%-6.2%3.183%
2/16/2026 MML Investors Services LLC44,519$2.00M0.0%+4.3%1.210%
2/16/2026 Arax Advisory Partners11,236$504K0.0%N/A0.305%
2/16/2026 Barclays PLC633$28K0.0%-84.8%0.017%
2/13/2026 WPWealth LLP16,782$752K0.1%-18.9%0.456%
2/13/2026 Beck Capital Management LLC41,422$1.86M0.4%-2.3%1.126%
2/12/2026 TopTier Wealth Management LLC36,872$1.65M1.1%N/A1.002%
2/12/2026 Commonwealth Equity Services LLC109,687$4.92M0.0%-23.4%2.981%
2/11/2026 Janney Montgomery Scott LLC11,088$497K0.0%+6.7%0.301%
2/11/2026 Cerity Partners LLC97,231$4.36M0.0%+2.3%2.642%
2/11/2026 LPL Financial LLC20,651$925K0.0%-7.5%0.561%
2/10/2026 COFG Advisors LLC12,954$581K0.1%N/A0.352%
2/10/2026 Clear Point Advisors Inc.6,154$276K0.2%-6.1%0.167%
2/10/2026 Foundations Investment Advisors LLC5,002$224K0.0%-9.7%0.136%
2/9/2026 Optimist Retirement Group LLC15,054$675K0.3%-4.9%0.409%
2/9/2026 Valtinson Bruner Financial Planning LLC200,763$9.00M2.6%-4.9%5.456%
2/9/2026 Integrity Alliance LLC.27,647$1.24M0.0%N/A0.751%
2/9/2026 Blue Bell Private Wealth Management LLC69,067$3.10M0.5%-1.4%1.877%
2/9/2026 Harbour Investments Inc.824$37K0.0%-80.8%0.022%
2/4/2026 Ballast Rock Private Wealth LLC4,786$214K0.1%N/A0.130%
2/2/2026 Truist Financial Corp19,543$876K0.0%-2.8%0.531%
1/30/2026 Sigma Planning Corp10,770$483K0.0%-2.8%0.293%
1/28/2026 Chicago Partners Investment Group LLC31,264$1.41M0.0%-4.6%0.850%
1/27/2026 Berkshire Money Management Inc.6,072$272K0.0%N/A0.165%
1/26/2026 Merit Financial Group LLC7,276$326K0.0%N/A0.198%
1/26/2026 BCS Wealth Management8,982$403K0.0%+72.5%0.244%
1/23/2026 DHJJ Financial Advisors Ltd.20,632$925K0.3%-1.7%0.561%
1/20/2026 Secure Asset Management LLC8,083$362K0.1%-14.1%0.220%
1/20/2026 Stratos Wealth Advisors LLC9,500$426K0.0%-3.3%0.258%
1/15/2026 My Personal CFO LLC13,000$583K0.2%N/A0.353%
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1/13/2026 CoreCap Advisors LLC8,238$369K0.0%-3.2%0.224%
11/18/2025 Advisory Services Network LLC2,216$97K0.0%N/A0.060%
11/17/2025 Susquehanna International Group LLP16,753$734K0.0%+185.3%0.455%
11/17/2025 Citadel Advisors LLC5,554$243K0.0%N/A0.151%
11/14/2025 Raymond James Financial Inc.186,211$8.16M0.0%+2.0%5.060%
11/13/2025 CreativeOne Wealth LLC7,732$339K0.0%-16.2%0.210%
11/13/2025 Blair William & Co. IL3,708$162K0.0%-47.6%0.101%
11/12/2025 Chapman Financial Group LLC800$35K0.0%-38.5%0.022%
11/12/2025 Focus Partners Advisor Solutions LLC26,228$1.16M0.0%+100.0%0.713%
11/7/2025 HighTower Advisors LLC31,888$1.40M0.0%-5.0%0.867%
11/5/2025 Envestnet Asset Management Inc.69,165$3.03M0.0%-29.4%1.879%
11/4/2025 Penserra Capital Management LLC414,221$18.15M0.2%+1.2%11.256%
11/4/2025 Valtinson Bruner Financial Planning LLC211,038$9.25M2.7%-1.7%5.735%
11/3/2025 AE Wealth Management LLC12,875$564K0.0%-2.0%0.350%
10/28/2025 Clear Point Advisors Inc.6,554$287K0.2%-5.7%0.178%
10/27/2025 Retirement Planning Group LLC12,415$544K0.0%-13.9%0.337%
10/23/2025 Integral Investment Advisors Inc.37,478$1.64M0.4%-23.9%1.018%
10/22/2025 BCS Wealth Management5,208$228K0.1%-10.6%0.142%
10/22/2025 Blue Bell Private Wealth Management LLC70,014$3.07M0.5%-2.0%1.903%
10/22/2025 Commonwealth Equity Services LLC143,191$6.28M0.0%-9.9%3.891%
10/15/2025 Brookstone Capital Management14,051$616K0.0%-2.5%0.382%
10/9/2025 Secure Asset Management LLC9,413$413K0.1%-13.9%0.256%
9/4/2025 Osaic Holdings Inc.127,532$5.38M0.0%+53.3%3.466%
8/15/2025 Chapman Financial Group LLC1,300$55K0.0%N/A0.035%
8/15/2025 Optimist Retirement Group LLC15,830$668K0.3%+15.2%0.430%
8/15/2025 Snowden Capital Advisors LLC10,524$444K0.0%+55.7%0.286%
8/15/2025 MML Investors Services LLC71,191$3.00M0.0%+193.3%1.935%
8/14/2025 Raymond James Financial Inc.182,540$7.70M0.0%+6.5%4.960%
8/14/2025 Cerity Partners LLC102,331$4.32M0.0%+40.5%2.781%
8/13/2025 Beacon Pointe Advisors LLC16,693$704K0.0%+106.2%0.454%
8/12/2025 Weaver Consulting Group14,310$604K0.2%N/A0.389%
8/11/2025 Outlook Wealth Advisors LLC18,300$772K0.2%-5.1%0.497%
8/8/2025 Collaborative Wealth Managment Inc.40,505$1.71M0.7%-1.9%1.101%
8/8/2025 Cetera Investment Advisers38,161$1.61M0.0%+13.2%1.037%
8/8/2025 Foundations Investment Advisors LLC5,601$236K0.0%N/A0.152%
8/6/2025 Penserra Capital Management LLC409,271$17.27M0.2%-7.8%11.121%
8/6/2025 Maltin Wealth Management Inc.26,185$1.11M0.5%+86.5%0.712%
8/6/2025 Valtinson Bruner Financial Planning LLC214,655$9.06M2.8%-2.3%5.833%
8/5/2025 Sigma Planning Corp11,068$467K0.0%-7.5%0.301%
8/4/2025 Creative Financial Designs Inc. ADV700$30K0.0%N/A0.019%
8/4/2025 Spire Wealth Management32,498$1.37M0.0%+114.5%0.883%
8/1/2025 FSA Advisors Inc.5,470$231K0.2%N/A0.149%
8/1/2025 Integral Investment Advisors Inc.49,253$2.08M0.6%+99.6%1.338%
8/1/2025 Envestnet Asset Management Inc.97,971$4.13M0.0%+87.3%2.662%
7/31/2025 Focus Partners Advisor Solutions LLC13,114$553K0.0%N/A0.356%
7/31/2025 Pinnacle Wealth Management Group Inc.4,950$209K0.1%N/A0.135%
7/30/2025 Brookstone Capital Management14,407$608K0.0%+62.3%0.391%
7/30/2025 Phillips Financial Management LLC6,123$258K0.0%N/A0.166%
7/30/2025 Retirement Planning Group LLC14,415$608K0.0%-28.9%0.392%
7/25/2025Lion Street Advisors LLC21,141$892K0.3%-18.9%0.574%
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7/24/2025 IFP Advisors Inc2,015$85K0.0%+83.7%0.055%
7/24/2025 Blair William & Co. IL7,070$298K0.0%-31.2%0.192%
7/21/2025 DHJJ Financial Advisors Ltd.20,991$886K0.3%+9.4%0.570%
7/18/2025 Truist Financial Corp20,257$855K0.0%-21.2%0.550%
7/17/2025 Janney Montgomery Scott LLC13,977$590K0.0%-25.6%0.380%
7/15/2025 BCS Wealth Management5,828$246K0.1%-19.0%0.158%
7/11/2025 Lantz Financial LLC19,081$805K0.2%+75.2%0.519%
7/10/2025 Secure Asset Management LLC10,938$462K0.1%-6.2%0.297%
7/9/2025 Fragasso Financial Advisors Inc23,295$983K0.1%+35.1%0.633%
5/15/2025OLD Mission Capital LLC40,480$1.61M0.0%+165.8%1.327%


BMAY Institutional Ownership - Frequently Asked Questions

During the previous two years, 79 institutional investors and hedge funds held shares of Innovator U.S. Equity Buffer ETF - May. The most heavily invested institutionals were Penserra Capital Management LLC ($18.15M), Valtinson Bruner Financial Planning LLC ($9.00M), Raymond James Financial Inc. ($8.16M), Raymond James & Associates ($5.57M), Osaic Holdings Inc. ($5.25M), Commonwealth Equity Services LLC ($4.92M), and Cerity Partners LLC ($4.36M).Learn more on Innovator U.S. Equity Buffer ETF - May's institutional investors.

Of the 59 institutional investors that purchased Innovator U.S. Equity Buffer ETF - May's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Brookstone Capital Management ($385.04K), Raymond James Financial Inc. ($360.84K), Penserra Capital Management LLC ($139.78K), MML Investors Services LLC ($50.12K), Envestnet Asset Management Inc. ($46.66K), Osaic Holdings Inc. ($44.36K), and TopTier Wealth Management LLC ($36.87K).

Institutional investors have bought a total of 515,455 shares in the last 24 months. This purchase volume represents approximately $22.20M in transactions.

Of the 40 institutional investors that sold Innovator U.S. Equity Buffer ETF - May's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Commonwealth Equity Services LLC ($49.28K), Penserra Capital Management LLC ($34.61K), Envestnet Asset Management Inc. ($28.81K), Valtinson Bruner Financial Planning LLC ($18.92K), Maltin Wealth Management Inc. ($12.77K), Integral Investment Advisors Inc. ($11.78K), and Cetera Investment Advisers ($8.88K).

Institutional investors have sold a total of 252,340 shares in the last 24 months. This volume of shares sold represents approximately $11.05M in transactions.


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This page (BATS:BMAY) was last updated on 5/26/2026 by MarketBeat.com Staff.
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