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Innovator U.S. Equity Buffer (BMAY)

CUSIP: 45782C326 | NYSE | 193 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

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5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/ABrookstone Capital Management26,1310.7%Newly reportedOct 30, 20261,137,188 sh (Sep 30, 2026)
13G/ABrookstone Capital Management26,131
0.7% of class · Oct 30, 2026Newly reported
1,137,188 sh (Sep 30, 2026)

Institutional Holders — Q3 2026

Brookstone Capital Management1,137,188
0.5% of portfolio›$55.1M
Valtinson Bruner Financial Planning LLC178,980
2.1% of portfolio›$8.7M
Blue Bell Private Wealth Management, LLC94,845
0.5% of portfolio›$4.6M
Commonwealth Equity Services, LLC82,847
0.0% of portfolio›$4.0M
Focus Financial Network, Inc.41,078
0.1% of portfolio›$2.0M
Lantz Financial LLC37,691
0.3% of portfolio›$1.8M
Integral Investment Advisors, Inc.37,478
0.4% of portfolio›$1.8M
TopTier Wealth Management, LLC35,657
1.0% of portfolio›$1.7M
HB Wealth Management, LLC33,785
0.0% of portfolio›$1.6M
Kestra Advisory Services, LLC32,929
0.0% of portfolio›$1.6M
Concurrent Investment Advisors, LLC32,925
0.0% of portfolio›$1.6M
Spire Wealth Management32,925
0.0% of portfolio›$1.6M
Diligent Investors, LLC27,475
0.3% of portfolio›$1.3M
Chicago Partners Investment Group LLC24,791
0.0% of portfolio›$1.2M
Fragasso Financial Advisors Inc22,775
0.1% of portfolio›$1.1M
Signaturefd, LLC20,403
0.0% of portfolio›$988.7K
Dhjj Financial Advisors, Ltd.18,929
0.3% of portfolio›$917.3K
Outlook Wealth Advisors, LLC18,300
0.2% of portfolio›$886.8K
Weaver Capital Management LLC16,735
0.2% of portfolio›$811.0K
Chris Bulman Inc15,995
0.3% of portfolio›$775.1K
Gill Capital Partners, LLC14,835
0.2% of portfolio›$718.9K
Truist Financial Corp14,596
0.0% of portfolio›$707.3K
Corrado Advisors, LLC14,324
0.3% of portfolio›$694.1K
Independent Financial Group, LLC14,000
0.0% of portfolio›$678.4K
Maltin Wealth Management, Inc.13,779
0.2% of portfolio›$667.7K
Integrity Alliance, Llc.13,348
0.0% of portfolio›$646.9K
Allegiance Financial Group Advisory Services LLC13,114
0.1% of portfolio›$635.5K
Optimist Retirement Group LLC13,001
0.3% of portfolio›$630.0K
My Personal CFO, LLC12,990
0.2% of portfolio›$629.5K
Retirement Planning Group, LLC12,571
0.0% of portfolio›$609.2K
Weaver Consulting Group11,670
0.1% of portfolio›$565.5K
Cambridge Investment Research Advisors, Inc.10,717
0.0% of portfolio›$519.0K
Sigma Planning Corp9,920
0.0% of portfolio›$480.7K
Selby Wealth Management, LLC9,035
0.2% of portfolio›$437.8K
CoreCap Advisors, LLC8,186
0.0% of portfolio›$396.7K
Bullseye Investment Management, LLC8,049
0.2% of portfolio›$390.1K
IMG Wealth Management, Inc.7,607
0.2% of portfolio›$368.6K
Kathmere Capital Management, LLC6,972
0.0% of portfolio›$337.9K
Soltis Investment Advisors LLC6,557
0.0% of portfolio›$317.8K
Clear Point Advisors Inc.6,468
0.2% of portfolio›$313.4K
Phillips Financial Management, LLC6,123
0.0% of portfolio›$296.7K
Central Valley Advisors, LLC5,661
0.1% of portfolio›$274.3K
IFP Advisors, Inc5,418
0.0% of portfolio›$262.6K
KFG Wealth Management, LLC5,112
0.0% of portfolio›$247.7K
Bluesphere Advisors LLC4,982
0.1% of portfolio›$241.4K
Cornerstone Wealth, LLC4,924
0.1% of portfolio›$238.7K
Berkshire Money Management, Inc.4,749
0.0% of portfolio›$230.1K
Ballast Rock Private Wealth LLC4,734
0.1% of portfolio›$229.4K
Ashton Thomas Private Wealth, LLC1,154
0.0% of portfolio›$55.9K
Chapman Financial Group, LLC800
0.0% of portfolio›$38.8K
Creative Financial Designs Inc700
0.0% of portfolio›$33.9K
Financial Network Wealth Advisors LLC487
0.0% of portfolio›$23.6K
Country Trust Bank82
0.0% of portfolio›$4.0K
Pinnacle Wealth Planning Services, Inc.2
0.0% of portfolio›$97
StyleTurnoverLocationFiled
Brookstone Capital Management
1,137,188$55.1M0.5%ETFMediumWheaton, IL2026-10-22
Valtinson Bruner Financial Planning LLC
178,980$8.7M2.1%ETFLowNew Brighton, MN2026-11-02
Blue Bell Private Wealth Management, LLC
94,845$4.6M0.5%YieldVery LowBlue Bell, PA2026-10-29
Commonwealth Equity Services, LLC
82,847$4.0M0.0%ETFLowWaltham, MA2026-11-02
Focus Financial Network, Inc.
41,078$2.0M0.1%ETFLowMinneapolis, MN2026-10-14
Lantz Financial LLC
37,691$1.8M0.3%ETFLowNaperville, IL2026-10-15
Integral Investment Advisors, Inc.
37,478$1.8M0.4%ETFVery LowTurlock, CA2026-11-03
TopTier Wealth Management, LLC
35,657$1.7M1.0%ETFVery LowMuskego, WI2026-10-16
HB Wealth Management, LLC
33,785$1.6M0.0%IndexVery LowAtlanta, GA2026-10-23
Kestra Advisory Services, LLC
32,929$1.6M0.0%CoreLowAustin, TX2026-11-02
Concurrent Investment Advisors, LLC
32,925$1.6M0.0%GrowthMediumTampa, FL2026-10-16
Spire Wealth Management
32,925$1.6M0.0%GrowthMediumMclean, VA2026-10-30
Diligent Investors, LLC
27,475$1.3M0.3%CoreLowRedlands, CA2026-10-21
Chicago Partners Investment Group LLC
24,791$1.2M0.0%GARPLowChicago, IL2026-10-27
Fragasso Financial Advisors Inc
22,775$1.1M0.1%ETFLowSewickley, PA2026-10-13
Signaturefd, LLC
20,403$988.7K0.0%IndexLowAtlanta, GA2026-10-23
Dhjj Financial Advisors, Ltd.
18,929$917.3K0.3%ETFVery LowNaperville, IL2026-10-23
Outlook Wealth Advisors, LLC
18,300$886.8K0.2%ETFMediumShenandoah, TX2026-10-28
Weaver Capital Management LLC
16,735$811.0K0.2%GrowthMediumSuwanee, GA2026-10-15
Chris Bulman Inc
15,995$775.1K0.3%ETFLowRoseville, CA2026-10-20
Gill Capital Partners, LLC
14,835$718.9K0.2%ETFLowDenver, CO2026-10-13
Truist Financial Corp
14,596$707.3K0.0%CoreLowCharlotte, NC2026-10-30
Corrado Advisors, LLC
14,324$694.1K0.3%CoreMediumRamsey, NJ2026-10-27
Independent Financial Group, LLC
14,000$678.4K0.0%GrowthLowSan Diego, CA2026-10-13
Maltin Wealth Management, Inc.
13,779$667.7K0.2%ETFMediumRidgewood, NJ2026-10-13
Integrity Alliance, Llc.
13,348$646.9K0.0%ETFMediumUrbandale, IA2026-10-29
Allegiance Financial Group Advisory Services LLC
13,114$635.5K0.1%ETFLowVienna, VA2026-11-02
Optimist Retirement Group LLC
13,001$630.0K0.3%ValueLowBellevue, WA2026-10-30
My Personal CFO, LLC
12,990$629.5K0.2%ETFHighVancouver, WA2026-10-14
Retirement Planning Group, LLC
12,571$609.2K0.0%ETFVery LowLeawood, KS2026-10-19
Weaver Consulting Group
11,670$565.5K0.1%ETFLowHuntington Beach, CA2026-10-07
Cambridge Investment Research Advisors, Inc.
10,717$519.0K0.0%ETFLowFairfield, IA2026-11-02
Sigma Planning Corp
9,920$480.7K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Selby Wealth Management, LLC
9,035$437.8K0.2%ETFVery LowEmeryville, CA2026-10-16
CoreCap Advisors, LLC
8,186$396.7K0.0%ETFMediumSouthfield, MI2026-10-08
Bullseye Investment Management, LLC
8,049$390.1K0.2%ETFVery HighCincinnati, OH2026-10-29
IMG Wealth Management, Inc.
7,607$368.6K0.2%ETFMediumJacksonville, FL2026-10-27
Kathmere Capital Management, LLC
6,972$337.9K0.0%ETFLowWayne, PA2026-10-20
Soltis Investment Advisors LLC
6,557$317.8K0.0%CoreMediumSt. George, UT2026-10-28
Clear Point Advisors Inc.
6,468$313.4K0.2%ETFMediumMelville, NY2026-10-30
Phillips Financial Management, LLC
6,123$296.7K0.0%ETFVery LowFort Wayne, IN2026-10-19
Central Valley Advisors, LLC
5,661$274.3K0.1%CoreLowSacramento, CA2026-10-27
IFP Advisors, Inc
5,418$262.6K0.0%GrowthLowTampa, FL2026-10-16
KFG Wealth Management, LLC
5,112$247.7K0.0%ETFMediumGranger, IN2026-10-16
Bluesphere Advisors LLC
4,982$241.4K0.1%ETFLowEast Norriton, PA2026-10-19
Cornerstone Wealth, LLC
4,924$238.7K0.1%ETFMediumGreeneville, TN2026-10-28
Berkshire Money Management, Inc.
4,749$230.1K0.0%ETFMediumDalton, MA2026-10-21
Ballast Rock Private Wealth LLC
4,734$229.4K0.1%ETFMediumCharleston, SC2026-10-26
Ashton Thomas Private Wealth, LLC
1,154$55.9K0.0%CoreMediumScottsdale, AZ2026-11-03
Chapman Financial Group, LLC
800$38.8K0.0%CoreVery LowHonolulu, HI2026-10-26
Creative Financial Designs Inc
700$33.9K0.0%ETFMediumKokomo, IN2026-11-04
Financial Network Wealth Advisors LLC
487$23.6K0.0%ETFLowMurray, UT2026-10-28
Country Trust Bank
82$4.0K0.0%GrowthLowBloomington, IL2026-10-30
Pinnacle Wealth Planning Services, Inc.
2$970.0%GARPLowMansfield, OH2026-10-27