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

$40.06 -0.06 (-0.16%)
(As of 12/19/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
34
Total
Institutional Inflows
(last 12 months)
$31.97M
Number of
Institutional Sellers
(last 12 months)
34
Total
Institutional Outflows
(last 12 months)
$29.98M
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BMAY Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/25/2024 Optimist Retirement Group LLC13,134$518K0.2%N/A0.433%
11/19/2024 Barclays PLC4,880$193K0.0%N/A0.161%
11/15/2024 Barclays PLC4,880$193K0.0%N/A0.161%
11/15/2024 MML Investors Services LLC27,606$1.09M0.0%+5.2%0.911%
11/15/2024 Jane Street Group LLC5,647$223K0.0%-85.1%0.186%
11/15/2024 HighTower Advisors LLC39,109$1.54M0.0%-16.0%1.291%
11/15/2024 Beck Capital Management LLC46,437$1.83M0.5%-2.8%1.533%
11/12/2024 Penserra Capital Management LLC337,001$13.30M0.3%+26.1%11.122%
11/12/2024 Cerity Partners LLC111,438$4.40M0.0%+3.5%3.678%
11/6/2024 Valtinson Bruner Financial Planning LLC224,716$8.87M3.1%-0.6%7.416%
11/4/2024 Sigma Planning Corp17,163$677K0.0%-2.9%0.566%
10/29/2024 Janney Montgomery Scott LLC20,896$825K0.0%-28.8%0.690%
10/29/2024 Chicago Partners Investment Group LLC33,093$1.31M0.0%-11.0%1.092%
10/25/2024 Strategic Blueprint LLC24,111$951K0.1%-5.4%0.796%
10/21/2024 Retirement Guys Formula LLC5,085$201K0.1%N/A0.168%
10/18/2024Raymond James & Associates141,134$5.57M0.0%-0.9%4.658%
10/17/2024BCS Wealth Management9,800$387K0.2%-10.7%0.323%
10/10/2024 Retirement Planning Group LLC27,339$1.08M0.1%-5.9%0.902%
10/10/2024 Pinnacle Wealth Management Group Inc.9,220$364K0.2%-11.9%0.304%
10/10/2024 Lion Street Advisors LLC29,575$1.17M0.4%-3.3%0.976%
10/8/2024 Brookstone Capital Management11,183$441K0.0%-97.1%0.369%
8/22/2024 Cetera Investment Advisers46,035$1.75M0.0%+23.0%1.519%
8/21/2024 Truist Financial Corp27,136$1.03M0.0%-5.0%0.896%
8/14/2024 Beck Capital Management LLC47,767$1.81M0.5%-9.0%1.576%
8/13/2024 AE Wealth Management LLC16,607$631K0.0%+7.1%0.548%
8/12/2024 Blair William & Co. IL11,792$448K0.0%N/A0.389%
8/9/2024 Collaborative Wealth Managment Inc.41,679$1.58M0.8%-10.7%1.376%
8/8/2024 Envestnet Asset Management Inc.63,963$2.43M0.0%+1.6%2.111%
8/8/2024 CoreCap Advisors LLC20,445$776K0.1%N/A0.675%
8/7/2024 Ashton Thomas Private Wealth LLC1,542$59K0.0%N/A0.051%
8/6/2024 Chris Bulman Inc6,896$262K0.2%N/A0.228%
8/6/2024 Valtinson Bruner Financial Planning LLC226,156$8.59M3.4%-0.9%7.464%
8/5/2024 Blue Bell Private Wealth Management LLC65,251$2.48M0.5%-2.2%2.153%
8/1/2024 Consolidated Portfolio Review Corp5,504$209K0.0%N/A0.182%
7/31/2024 Spire Wealth Management15,148$575K0.0%+52.2%0.500%
7/31/2024Commonwealth Equity Services LLC141,793$5.39M0.0%+25.5%4.680%
7/27/2024 Strategic Blueprint LLC25,493$968K0.1%-28.1%0.841%
7/26/2024 Cambridge Investment Research Advisors Inc.29,769$1.13M0.0%+7.4%0.982%
7/24/2024 Secure Asset Management LLC12,338$469K0.1%-4.3%0.407%
7/19/2024Raymond James & Associates142,388$5.41M0.0%+0.4%4.699%
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7/18/2024 Brookstone Capital Management389,120$14.97M0.2%+3,948.7%12.842%
7/16/2024BCS Wealth Management10,980$417K0.2%+2.9%0.362%
7/15/2024RFG Advisory LLC20,604$782K0.0%+94.7%0.680%
7/13/2024 Retirement Planning Group LLC29,068$1.10M0.1%-3.8%0.959%
7/12/2024 Maltin Wealth Management Inc.14,820$563K0.3%-6.3%0.489%
7/12/2024 Lion Street Advisors LLC30,575$1.16M0.4%-2.6%1.009%
7/12/2024 DHJJ Financial Advisors Ltd.21,794$828K0.3%+12.1%0.719%
7/11/2024 John W. Brooker & Co. CPAs8,850$336K0.2%N/A0.292%
7/10/2024 Lantz Financial LLC10,936$415K0.1%+32.2%0.361%
7/9/2024 Fragasso Financial Advisors Inc16,647$632K0.1%+12.1%0.549%
7/1/2024 Kathmere Capital Management LLC10,736$408K0.1%+19.5%0.354%
5/24/2024Cetera Advisors LLC9,272$330K0.0%+3.3%0.306%
5/15/2024 Beck Capital Management LLC52,467$1.87M0.5%-14.0%1.732%
5/8/2024 Berkshire Money Management Inc.7,335$261K0.0%N/A0.242%
5/1/2024 Janney Montgomery Scott LLC33,933$1.21M0.0%-29.4%1.113%
4/30/2024 Valtinson Bruner Financial Planning LLC228,213$8.12M3.5%-2.9%7.482%
4/29/2024Commonwealth Equity Services LLC113,002$4.02M0.0%-15.6%3.705%
4/24/2024 Pinnacle Wealth Management Group Inc.10,470$373K0.3%-22.3%0.343%
4/24/2024 Blue Bell Private Wealth Management LLC66,713$2.38M0.5%-2.9%2.187%
4/23/2024 Nations Financial Group Inc. IA ADV7,045$251K0.0%-14.1%0.231%
4/23/2024 Bluesphere Advisors LLC9,391$334K0.2%-3.8%0.308%
4/23/2024 Strategic Blueprint LLC35,472$1.26M0.1%-3.6%1.163%
4/22/2024 Outlook Wealth Advisors LLC20,011$712K0.2%-7.6%0.656%
4/22/2024Raymond James & Associates141,863$5.05M0.0%+0.6%4.651%
4/16/2024 Kathmere Capital Management LLC8,982$320K0.0%-16.3%0.211%
4/15/2024 Brookstone Capital Management9,611$342K0.0%-22.7%0.226%
4/13/2024 Retirement Planning Group LLC30,211$1.08M0.1%-82.6%0.711%
4/12/2024 Central Valley Advisors LLC5,739$204K0.1%N/A0.135%
4/11/2024 DHJJ Financial Advisors Ltd.19,450$692K0.3%-3.4%0.458%
4/11/2024RFG Advisory LLC10,583$377K0.0%N/A0.249%
4/10/2024BCS Wealth Management10,667$380K0.1%-51.9%0.251%
4/10/2024 Lantz Financial LLC8,272$294K0.1%-3.9%0.195%
3/6/2024 SageView Advisory Group LLC65,702$2.23M0.1%N/A1.546%
2/23/2024 Chicago Partners Investment Group LLC37,190$1.28M0.1%-4.5%0.875%
2/12/2024Focus Financial Network Inc. ADV44,017$1.49M0.1%N/A1.036%
2/9/2024 SageView Advisory Group LLC65,702$2.23M0.1%N/A1.546%
2/8/2024 Kingsview Wealth Management LLC8,292$281K0.0%N/A0.195%
2/8/2024 Beacon Pointe Advisors LLC10,777$365K0.0%-18.5%0.254%
2/8/2024 Janney Montgomery Scott LLC48,087$1.63M0.0%N/A1.131%
2/7/2024 Avantax Advisory Services Inc.7,087$240K0.0%-18.7%0.167%
2/7/2024 Principal Securities Inc.4,140$140K0.0%N/A0.097%
2/6/2024 Valtinson Bruner Financial Planning LLC234,982$7.96M4.1%-2.6%5.529%
2/6/2024 SRS Capital Advisors Inc.11,909$403K0.0%-9.0%0.280%
2/2/2024 Truist Financial Corp31,084$1.05M0.0%-20.1%0.731%
2/1/2024 Sigma Planning Corp8,268$280K0.0%-50.0%0.195%
1/31/2024 KFG Wealth Management LLC27,131$919K0.4%-4.1%0.638%
1/30/2024 DHJJ Financial Advisors Ltd.20,137$682K0.3%-5.8%0.474%
1/26/2024 Cerity Partners LLC31,455$1.07M0.0%-31.0%0.740%
1/26/2024 Soltis Investment Advisors LLC7,269$246K0.0%-6.2%0.171%
1/25/2024 Strategic Blueprint LLC36,786$1.25M0.1%-11.4%0.866%
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1/25/2024 Blue Bell Private Wealth Management LLC68,690$2.33M0.6%-1.1%1.616%
1/24/2024 Arkadios Wealth Advisors9,483$321K0.0%-4.1%0.223%
1/18/2024 Maltin Wealth Management Inc.16,081$545K0.3%-65.9%0.378%
1/16/2024Raymond James & Associates141,029$4.78M0.0%-6.8%3.318%
1/16/2024 Retirement Planning Group LLC173,244$5.87M0.5%-3.5%4.076%
1/16/2024 CoreCap Advisors LLC18,270$619K0.0%+5.6%0.430%
1/11/2024 Brookstone Capital Management12,433$421K0.0%-18.4%0.293%
1/11/2024BCS Wealth Management22,180$751K0.3%-19.5%0.522%
1/8/2024 Fragasso Group Inc.14,848$503K0.0%-4.3%0.349%
11/16/2023 Orion Capital Management LLC8,700$270K0.2%-31.5%0.205%
(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, 85 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), Penserra Capital Management LLC ($13.30M), Valtinson Bruner Financial Planning LLC ($8.87M), Frisch Financial Group Inc. ($8.76M), Retirement Planning Group ($5.63M), Raymond James & Associates ($5.57M), 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 63 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), Penserra Capital Management LLC ($170.80K), SageView Advisory Group LLC ($131.40K), 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 1,960,804 shares in the last 24 months. This purchase volume represents approximately $65.59M in transactions.

Which Innovator U.S. Equity Buffer ETF - May major shareholders have been selling company stock?

Of the 50 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: Brookstone Capital Management ($383.56K), Valtinson Bruner Financial Planning LLC ($188.96K), Retirement Planning Group LLC ($158.74K), Wealthquest Corp ($139.78K), Commonwealth Equity Services LLC ($66.51K), Cerity Partners LLC ($55.62K), and Beck Capital Management LLC ($46.42K).

How much institutional selling is happening at Innovator U.S. Equity Buffer ETF - May?

Institutional investors have sold a total of 1,407,897 shares in the last 24 months. This volume of shares sold represents approximately $48.46M in transactions.



This page (BATS:BMAY) was last updated on 12/20/2024 by MarketBeat.com Staff
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