BMAY institutional holders

Innovator U.S. Equity Buffer ETF - May · 101 reporting institutions · $148.4M reported value

Funds that can replace BMAY · BMAY return decomposition

Institutional holdings

Institutions reporting BMAY, largest first
InstitutionReported positionAdvisors at firmReport period
Brookstone Capital Management$48.2M3372026-06-30
Raymond James Financial Inc$9.2M02026-06-30
Valtinson Bruner Financial Planning LLC$9M72026-06-30
Osaic Holdings, Inc.$6.6M02026-06-30
Commonwealth Equity Services, LLC$5.5M2,8632026-06-30
Cerity Partners LLC$5.3M7772026-06-30
Blue Bell Private Wealth Management, LLC$4.5M112026-06-30
Envestnet Pmc$4.2M602026-06-30
Cetera Investment Advisers$3.1M10,3702026-06-30
Susquehanna International Group, LLP$2.6M02026-06-30
MML Investors Services, LLC$2.5M5,1202026-06-30
Focus Financial$1.9M1212026-06-30
Lpl Financial LLC$1.9M23,4582026-06-30
Beck Capital Management, LLC$1.9M102026-06-30
Lantz Financial LLC$1.8M72026-06-30
Integral Wealth Management$1.8M52026-06-30
Toptier Wealth Management, LLC$1.7M22026-06-30
Hb Wealth Management, LLC$1.6M1692026-06-30
Spire Wealth Management$1.6M32026-06-30
Diligent Investors, LLC$1.3M32026-06-30
Kestra Advisory Services, LLC$1.3M1,4792026-06-30
Chicago Partners Investment Group LLC$1.2M572026-06-30
Arkadios Wealth Advisors$1.2M2262026-06-30
Hightower Advisors, LLC$1.2M1,0462026-06-30
Fragasso Financial Advisors Inc$1.1M252026-06-30
Signaturefd, LLC$966.1K492026-06-30
Truist Financial Corp$934.1K02026-06-30
Beacon Pointe Advisors, LLC$920.8K4662026-06-30
Dhjj Financial Advisors, Ltd.$898.4K72026-06-30
Outlook Wealth Advisors, LLC$866.5K62026-06-30
Chris Bulman Inc$781.6K72026-06-30
Weaver Capital Management LLC$751K32026-06-30
Gill Capital Partners$702.4K102026-06-30
Corrado Advisors, LLC$678.2K52026-06-30
Independent Financial Group, LLC$662.9K4812026-06-30
Integrity Alliance, Llc.$649.5K3532026-06-30
Maltin Wealth Management, Inc.$635.2K42026-06-30
Allegiance Financial Group Advisory Services LLC$620.9K72026-06-30
Optimist Retirement Group LLC$615.6K22026-06-30
My Personal Cfo, LLC$615.1K22026-06-30
Arax Advisory Partners$607.5K2322026-06-30
Chicago Oakbrook Financial Group$606.3K102026-06-30
Retirement Planning Group, LLC$595.2K02026-06-30
Advisor Os, LLC$566K22026-06-30
Ae Wealth Management LLC$559K4712026-06-30
Weaver Consulting Group, LLC$552.6K42026-06-30
Snowden Capital Advisors LLC$498.3K1222026-06-30
First Commonwealth Financial Corp /PA$492.5K02026-06-30
Koshinski Asset Management, Inc.$480.4K692026-06-30
Wpwealth LLP$480K152026-06-30
Sigma Planning Corp$478.2K4742026-06-30
D.B. Root & Company, LLC$457.1K152026-06-30
Selby Wealth Management$427.8K32026-06-30
Orion Capital Management LLC$402.5K42026-06-30
Merit Financial Group, LLC$388.7K2952026-06-30
Corecap Advisors, LLC$387.6K1182026-06-30
Principal Securities, Inc.$371.9K1,4632026-06-30
Citadel Advisors LLC$369.5K02026-06-30
Creativeone Wealth, LLC$361.1K2212026-06-30
Img Wealth Management, Inc.$360.2K72026-06-30
Allworth Financial, LP$358.9K3172026-06-30
Stratos Wealth Advisors, LLC$355.4K712026-06-30
Foundations Investment Advisors, LLC$348.8K3022026-06-30
Kathmere Capital Management, LLC$330.1K172026-06-30
Bluesphere Advisors LLC$321.8K42026-06-30
Gwn Securities Inc.$318K4492026-06-30
Ep Wealth Advisors, LLC$315.4K3382026-06-30
Soltis Investment Advisors LLC$310.5K782026-06-30
Bullseye Investment Management, LLC$296.8K42025-09-30
Phillips Financial Management, LLC$289.9K152026-06-30
Ballast Rock Private Wealth LLC$245.6K102026-06-30
Kfg Wealth Management, LLC$242K492026-06-30
Ifp Advisors, Inc$236.3K3182026-06-30
Fsa Advisors, Inc.$230.5K02026-06-30
Cornerstone Wealth, Llc/tn$227.9K02026-06-30
Victory Financial Group, LLC$203.3K562026-06-30
Old Mission Capital LLC$201.7K02026-06-30
Integrity Financial Corp /wa$77.1K142026-06-30
The Nalls Sherbakoff Group, LLC$75.8K32026-06-30
Harbour Investments, Inc.$61.4K2472026-06-30
Ashton Thomas Private Wealth, LLC$54.6K962026-06-30
Steward Partners Investment Advisory, LLC$52.1K4812026-06-30
Keating Financial Advisory Services, Inc.$44.4K252026-06-30
Chapman Financial Group, LLC$37.9K02026-06-30
Royal Bank of Canada$36K02026-06-30
Morgan Stanley$35.3K23,1852026-06-30
Creative Financial Designs Inc /adv$33.1K02026-06-30
Continuum Advisory, LLC$30K402026-06-30
Blair William & Co/il$26.2K3292026-06-30
Penserra Capital Management LLC$25.5K92026-06-30
Wells Fargo & Company/mn$24.5K02026-06-30
Financial Network Wealth Advisors LLC$23.1K72026-06-30
Advisornet Wealth Partners$20K582026-06-30
Highland Investment Advisors LLC$15.9K102026-06-30
Red Reef Advisors LLC$13.7K32026-06-30
Fiduciary Financial Advisors$10.3K512026-06-30
Jpmorgan Chase & Co$8.9K02026-06-30
Country Trust Bank$3.9K02026-06-30
Janney Montgomery Scott LLC$5311,3422026-06-30
Cambridge Investment Research Advisors, Inc.$4983,9402026-03-31
Pinnacle Wealth Planning Services, Inc.$95202026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30