INNOVATOR ETFS TRUST BMAY
US EQTY BUFR MAY · ETP · CUSIP 45782C326
72
institutional holders
4.9m
shares reported held*
$133.4mreported value*
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $27.43.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| Brookstone Capital Management 13G · institution new · filed 2026-06-03 | 18.7% |
Holders, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| Wealthquest Corp 7.24% of their portfolio | 1.9m $51.8m | — |
| Valtinson Bruner Financial Planning LLC 7.00% of their portfolio | 413.7k $11.3m | — |
| Berkshire Money Management, Inc. 1.64% of their portfolio | 348.3k $9.6m | — |
| Retirement Planning Group, LLC 0.72% of their portfolio | 208.5k $5.7m | — |
| OSAIC HOLDINGS, INC. 0.01% of their portfolio | 185.3k $5.1m | — |
| COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio | 178.5k $4.9m | — |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 154.0k $4.2m | — |
| Hudson Capital Management LLC 1.64% of their portfolio | 120.2k $3.3m | — |
| BECK CAPITAL MANAGEMENT, LLC 1.22% of their portfolio | 104.2k $2.9m | — |
| Krilogy Financial LLC 0.27% of their portfolio | 82.3k $2.3m | — |
| Janney Montgomery Scott LLC 0.01% of their portfolio | 60.0k $1.6m | — |
| Penserra Capital Management LLC 0.04% of their portfolio | 56.3k $1.5m | — |
| Collaborative Wealth Managment Inc. 0.98% of their portfolio | 50.3k $1.4m | — |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.49% of their portfolio | 49.8k $1.4m | — |
| Focus Financial Network, Inc. 0.12% of their portfolio | 49.2k $1.3m | — |
| Maltin Wealth Management, Inc. 1.01% of their portfolio | 46.8k $1.3m | — |
| Round Table Services, LLC 0.25% of their portfolio | 46.7k $1.3m | — |
| Capital Investment Advisory Services, LLC 0.15% of their portfolio | 41.8k $1.1m | — |
| Covington Capital Management 0.04% of their portfolio | 37.0k $1.0m | — |
| Sageworth Trust Co 0.09% of their portfolio | 35.1k $962.0k | — |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 34.1k $936.0k | — |
| Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio | 32.8k $900.0k | — |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 31.4k $861.0k | — |
| AE Wealth Management LLC 0.01% of their portfolio | 28.2k $773.0k | — |
| TRUIST FINANCIAL CORP 0.00% of their portfolio | 27.9k $766.0k | — |
| SIGNATUREFD, LLC 0.03% of their portfolio | 27.3k $749.0k | — |
| LINCOLN NATIONAL CORP 0.02% of their portfolio | 27.3k $747.0k | — |
| INTEGRAL INVESTMENT ADVISORS, INC. 0.58% of their portfolio | 25.9k $711.0k | — |
| Outlook Wealth Advisors, LLC 0.31% of their portfolio | 25.6k $702.0k | — |
| BCS Wealth Management 0.29% of their portfolio | 22.6k $619.0k | — |
| OLD MISSION CAPITAL LLC 0.03% of their portfolio | 21.6k $592.0k | — |
| DHJJ Financial Advisors, Ltd. 0.35% of their portfolio | 21.5k $591.0k | — |
| CoreCap Advisors, LLC 0.05% of their portfolio | 19.8k $543.0k | — |
| Chicago Partners Investment Group LLC 0.04% of their portfolio | 19.0k $546.0k | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 19.0k $521.0k | — |
| RETIREMENT GUYS FORMULA LLC 0.54% of their portfolio | 18.7k $513.0k | — |
| First Commonwealth Financial Corp /PA/ 0.21% of their portfolio | 18.5k $506.0k | — |
| CreativeOne Wealth, LLC 0.03% of their portfolio | 17.4k $476.0k | — |
| Orion Capital Management LLC 0.35% of their portfolio | 15.7k $431.0k | — |
| HighTower Advisors, LLC 0.00% of their portfolio | 14.0k $384.0k | — |
| Kathmere Capital Management, LLC 0.07% of their portfolio | 13.6k $372.0k | — |
| Kestra Advisory Services, LLC 0.00% of their portfolio | 13.5k $371.0k | — |
| M Holdings Securities, Inc. 0.04% of their portfolio | 13.4k $368.0k | — |
| Arax Advisory Partners 0.06% of their portfolio | 13.3k $364.0k | — |
| Ausdal Financial Partners, Inc. 0.06% of their portfolio | 13.2k $361.0k | — |
| Pinnacle Wealth Management Group, Inc. 0.31% of their portfolio | 12.7k $349.0k | — |
| Financial Architects, Inc 0.06% of their portfolio | 12.2k $334.0k | — |
| Arkadios Wealth Advisors 0.05% of their portfolio | 11.7k $322.0k | — |
| HARBOUR INVESTMENTS, INC. 0.02% of their portfolio | 11.4k $322.0k | — |
| WOLVERINE TRADING, LLC 0.01% of their portfolio | 11.2k $310.0k | — |
| Strategic Blueprint, LLC 0.04% of their portfolio | 11.0k $300.0k | — |
| MML INVESTORS SERVICES, LLC 0.00% of their portfolio | 10.5k $289.0k | — |
| IFP Advisors, Inc 0.01% of their portfolio | 10.4k $264.0k | — |
| RFG Advisory, LLC 0.02% of their portfolio | 10.1k $292.0k | — |
| Bluesphere Advisors LLC 0.27% of their portfolio | 10.0k $274.0k | — |
| Fragasso Financial Advisors Inc 0.04% of their portfolio | 9.4k $258.0k | — |
| Brookstone Capital Management 0.01% of their portfolio | 9.0k $248.0k | — |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 8.3k $227.0k | — |
| AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio | 7.6k $208.0k | — |
| Soltis Investment Advisors LLC 0.03% of their portfolio | 7.4k $204.0k | — |
| Castleview Partners, LLC 0.09% of their portfolio | 3.6k $99.0k | — |
| TRUSTCORE FINANCIAL SERVICES, LLC 0.01% of their portfolio | 3.3k $90.0k | — |
| BENJAMIN F. EDWARDS & COMPANY, INC. 0.00% of their portfolio | 2.5k $70.0k | — |
| BLAIR WILLIAM & CO/IL 0.00% of their portfolio | 2.4k $66.0k | — |
| Bellwether Advisors, LLC 0.02% of their portfolio | 1.9k $51.0k | — |
| Integrity Financial Corp /WA 0.05% of their portfolio | 1.6k $45.0k | — |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 1.0k $28.0k | — |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 750 $22.0k | — |
| MORGAN STANLEY 0.00% of their portfolio | 500 $14.0k | — |
| Sutton Wealth Advisors Inc. 0.00% of their portfolio | 198 $5.4k | — |
| UBS Group AG 0.00% of their portfolio | 164 $5.0k | — |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | — |