13FBOX
INNOVATOR U.S. EQUITY BUFFER ETF - MAY · 13F Institutional Holdings
Options Calculator Rankings
I

INNOVATOR U.S. EQUITY BUFFER ETF - MAY

BMAY
Institutions
99
Combined AUM (Q2 2026)
$174.0M
Combined Shares (Q2 2026)
3.7M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+1.6M
53 · 21 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-130,689
28 · 6 Exit · ≈
⚖️ Net
+1.4M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$174.0M
Institutions
99
New Buys
21
Adds
32
Reduces
22
Exits
6
Unchanged
24
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Brookstone Capital Management
0.48%0.01%#4$48.2M1.0M$616,87113,747+1.0M+7,307.20%Add
Penserra Capital Management LLC
0.2%0.24%#16$25.5M538,658$20.4M455,430+83,228+18.27%Add
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#74$9.2M194,683$9.4M208,644-13,961-6.69%Reduce
Valtinson Bruner Financial Planning LLC
2.25%2.42%#1$9.0M189,813$8.8M196,415-6,602-3.36%Reduce
OSAIC HOLDINGS, INC.
0.01%0.01%#59$6.6M139,694$3.9M86,523+53,171+61.45%Add
COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#61$5.5M115,168$4.9M109,032+6,136+5.63%Add
Cerity Partners LLC
0.01%0.01%#62$5.3M112,531$4.4M96,981+15,550+16.03%Add
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
0.56%0.44%#3$4.5M94,047$3.1M68,250+25,797+37.80%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#86$4.2M88,575$2.5M55,775+32,800+58.81%Add
Cetera Investment Advisers
<0.01%<0.01%#72$3.1M65,977$1.5M34,292+31,685+92.40%Add
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#91$2.6M55,749$1.1M23,421+32,328+138.03%Add
MML INVESTORS SERVICES, LLC
0.01%<0.01%#64$2.5M51,853$1.2M27,689+24,164+87.27%Add
Focus Financial Network, Inc.
0.06%0.07%#31$1.9M41,078$2.0M43,858-2,780-6.34%Reduce
LPL Financial LLC
<0.01%<0.01%#89$1.9M40,746$909,21920,262+20,484+101.10%Add
BECK CAPITAL MANAGEMENT, LLC
0.35%0.42%#6$1.9M39,972$1.8M41,001-1,029-2.51%Reduce
Lantz Financial LLC
0.33%0.18%#7$1.8M37,903$853,03819,010+18,893+99.38%Add
INTEGRAL INVESTMENT ADVISORS, INC.
0.39%0.42%#5$1.8M37,478$1.7M37,47800.00%Unchanged
TopTier Wealth Management, LLC
1.03%1.02%#2$1.7M36,112$1.7M36,850-738-2.00%Reduce
HB Wealth Management, LLC
0.01%#57$1.6M34,326$00+34,326New Buy
Spire Wealth Management
0.05%0.05%#35$1.6M32,925$1.5M32,483+442+1.36%Add
Diligent Investors, LLC
0.29%#8$1.3M27,475$00+27,475New Buy
Kestra Advisory Services, LLC
<0.01%0.01%#68$1.3M26,657$1.4M30,342-3,685-12.14%Reduce
Chicago Partners Investment Group LLC
0.02%0.03%#41$1.2M26,211$1.3M29,159-2,948-10.11%Reduce
Arkadios Wealth Advisors
0.02%#47$1.2M25,363$00+25,363New Buy
HighTower Advisors, LLC
<0.01%<0.01%#82$1.2M24,674$1.1M23,676+998+4.22%Add
Fragasso Financial Advisors Inc
0.06%0.06%#32$1.1M22,830$1.0M22,964-134-0.58%Reduce
SIGNATUREFD, LLC
0.01%0.02%#51$966,08120,403$1.2M27,313-6,910-25.30%Reduce
TRUIST FINANCIAL CORP
<0.01%<0.01%#83$934,12119,728$874,03819,478+250+1.28%Add
Beacon Pointe Advisors, LLC
<0.01%<0.01%#66$920,76919,446$715,20615,938+3,508+22.01%Add
DHJJ Financial Advisors, Ltd.
0.26%0.3%#10$898,37218,973$906,07820,192-1,219-6.04%Reduce
Outlook Wealth Advisors, LLC
0.19%0.2%#17$866,50418,300$821,17818,30000.00%Unchanged
Chris Bulman Inc
0.29%#9$781,60816,507$00+16,507New Buy
Weaver Capital Management LLC
0.16%0.16%#18$750,95216,735$750,95216,73500.00%Unchanged
GILL CAPITAL PARTNERS, LLC
0.2%0.19%#15$702,43714,835$665,69214,83500.00%Unchanged
INDEPENDENT FINANCIAL GROUP, LLC
0.01%#53$662,90014,000$00+14,000New Buy
INTEGRITY ALLIANCE, LLC.
0.02%0.02%#45$649,54713,718$615,56913,71800.00%Unchanged
Maltin Wealth Management, Inc.
0.21%0.23%#13$635,15313,414$601,92813,41400.00%Unchanged
Allegiance Financial Group Advisory Services LLC
0.11%0.12%#24$620,94813,114$588,46613,11400.00%Unchanged
Optimist Retirement Group LLC
0.24%0.29%#12$615,59713,001$661,20514,735-1,734-11.77%Reduce
My Personal CFO, LLC
0.24%0.25%#11$615,07712,990$574,37612,800+190+1.48%Add
Arax Advisory Partners
<0.01%0.01%#69$607,54912,831$504,19511,236+1,595+14.20%Add
COFG Advisors, LLC
0.1%0.14%#26$606,26912,804$581,28512,954-150-1.16%Reduce
Retirement Planning Group, LLC
0.02%0.02%#50$595,23712,571$557,10012,415+156+1.26%Add
Advisor OS, LLC
0.04%0.04%#36$565,97411,953$536,36811,95300.00%Unchanged
AE Wealth Management LLC
<0.01%<0.01%#73$559,01411,806$510,16211,369+437+3.84%Add
Weaver Consulting Group
0.11%0.15%#23$552,57511,670$642,13414,310-2,640-18.45%Reduce
Janney Montgomery Scott LLC
<0.01%<0.01%#85$531,22011,219$498,00011,088+131+1.18%Add
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#80$508,06510,730$498,00011,092-362-3.26%Reduce
Snowden Capital Advisors LLC
0.01%0.01%#55$498,31110,524$472,24510,52400.00%Unchanged
FIRST COMMONWEALTH FINANCIAL CORP /PA/
0.07%0.07%#30$492,53510,402$438,0969,763+639+6.55%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow