Who Owns Innovator U.S. Equity Buffer ETF (BMAY)?Hedge Fund & Institutional Holders

$44.87+0.01 (+0.02%)Financial ServicesBATS

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$8.997000600000051e+268T

% of Float Held

—

QoQ Change in Holders

+14 / -6

Price History

$36.09$38.42$40.75$43.09$45.42Sep 24Jun 25Mar 26

BMAY — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Valtinson Bruner Financial Planning LLCNew Position+201K+$9.0B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+110K+$4.0B
INTEGRAL INVESTMENT ADVISORS, INC.New Position+37K+$1.7B
Spire Wealth ManagementNew Position+32K+$1.5B
INTEGRITY ALLIANCE, LLC.New Position+28K+$1.2B
Maltin Wealth Management, Inc.New Position+26K+$1.2B
DHJJ Financial Advisors, Ltd.New Position+21K+$924.0M
Lantz Financial LLCNew Position+19K+$853.0M
RAYMOND JAMES FINANCIAL INCIncreased+23K+$840.1M
Outlook Wealth Advisors, LLCNew Position+18K+$820.0M
Weaver Capital Management LLCNew Position+17K+$749.0M
GILL CAPITAL PARTNERS, LLCNew Position+15K+$664.0M
Allegiance Financial Group Advisory Services LLCNew Position+13K+$587.0M
My Personal CFO, LLCNew Position+13K+$582.0M
Stratos Wealth Advisors, LLCNew Position+10K+$425.0M

BMAY — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Cetera Investment AdvisersDecreased-3K-$1.9B
OLD MISSION CAPITAL LLCClosed Position-24K-$1.1B
LPL Financial LLCDecreased-2K-$978.3M
Beacon Pointe Advisors, LLCDecreased-3K-$754.7M
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-17K-$734.1M
GTS SECURITIES LLCClosed Position-15K-$638.9M
Brookstone Capital ManagementDecreased-207-$615.1M
OSAIC HOLDINGS, INC.Decreased-8K-$441.1M
CITADEL ADVISORS LLCClosed Position-6K-$243.4M
Pinnacle Wealth Management Group, Inc.Closed Position-5K-$216.9M
HARBOUR INVESTMENTS, INC.Decreased-3K-$188.1M
BARCLAYS PLCDecreased-4K-$182.7M
WPWealth LLPDecreased-4K-$155.0M
Advisory Services Network, LLCClosed Position-2K-$97.1M
Optimist Retirement Group LLCDecreased-776-$19.7M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Valtinson Bruner Financial Planning LLC200,763$9.0B2.59%Share
2RAYMOND JAMES FINANCIAL INC138,633$6.0B0.00%Share
3OSAIC HOLDINGS, INC.115,108$5.0B0.01%Share
4COMMONWEALTH EQUITY SERVICES, LLC109,687$4.0B0.01%Share
5RAYMOND JAMES FINANCIAL INC70,467$3.0B0.00%Share
6Collaborative Wealth Managment Inc.40,505$1.8B0.64%Share
7INTEGRAL INVESTMENT ADVISORS, INC.37,478$1.7B0.42%Share
8Spire Wealth Management32,478$1.5B0.05%Share
9INTEGRITY ALLIANCE, LLC.27,647$1.2B0.05%Share
10Maltin Wealth Management, Inc.26,185$1.2B0.47%Share
11Fragasso Financial Advisors Inc23,033$1.0B0.06%Share
12DHJJ Financial Advisors, Ltd.20,632$924.0M0.31%Share
13Lantz Financial LLC19,036$853.0M0.18%Share
14Outlook Wealth Advisors, LLC18,300$820.0M0.19%Share
15WPWealth LLP16,782$752.0M0.12%Share
16Weaver Capital Management LLC16,735$749.0M0.16%Share
17Optimist Retirement Group LLC15,054$674.0M0.31%Share
18GILL CAPITAL PARTNERS, LLC14,835$664.0M0.20%Share
19Weaver Consulting Group14,310$641.0M0.16%Share
20Allegiance Financial Group Advisory Services LLC13,114$587.0M0.12%Share
21My Personal CFO, LLC13,000$582.0M0.24%Share
22Sigma Planning Corp10,770$482.0M0.01%Share
23Stratos Wealth Advisors, LLC9,500$425.0M0.02%Share
24Orion Capital Management LLC8,700$389.0M0.13%Share
25CoreCap Advisors, LLC8,238$369.0M0.01%Share
26Kathmere Capital Management, LLC7,007$314.0M0.02%Share
27Bluesphere Advisors LLC6,796$304.0M0.13%Share
28Bullseye Investment Management, LLC7,482$296.0M0.18%Share
29Clear Point Advisors Inc.6,154$275.0M0.21%Share
30PHILLIPS FINANCIAL MANAGEMENT, LLC6,123$274.0M0.02%Share
31CENTRAL VALLEY ADVISORS, LLC5,670$254.0M0.08%Share
32FSA Advisors, Inc.5,437$243.0M0.17%Share
33Integrity Financial Corp /WA1,629$73.0M0.04%Share
34CHAPMAN FINANCIAL GROUP, LLC800$35.0M0.02%Share
35CREATIVE FINANCIAL DESIGNS INC /ADV700$31.0M0.00%Share
36Penserra Capital Management LLC409,908$18.0M0.21%Share
37UBS Group AG182$8.0M0.00%Share
38Cerity Partners LLC97,231$4.0M0.01%Share
39BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC69,067$3.1M0.45%Share
40ENVESTNET ASSET MANAGEMENT INC60,298$2.0M0.00%Share
41Focus Financial Network, Inc.43,858$2.0M0.07%Share
42BECK CAPITAL MANAGEMENT, LLC41,422$1.9M0.44%Share
43TopTier Wealth Management, LLC36,872$1.7M1.12%Share
44Chicago Partners Investment Group LLC31,264$1.4M0.03%Share
45SIGNATUREFD, LLC27,313$1.2M0.02%Share
46Kestra Advisory Services, LLC37,148$1.0M0.00%Share
47Cetera Investment Advisers39,835$1.0M0.00%Share
48MML INVESTORS SERVICES, LLC44,519$1.0M0.00%Share
49HighTower Advisors, LLC31,888$1.0M0.00%Share
50TRUIST FINANCIAL CORP19,543$875K0.00%Share

BMAY Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202585$46.5B+39
Q3 202546$32.4B-35
Q2 202581$64.9B+4
Q1 202577$58.7B+13
Q4 202464$2.1T+16
Q3 202448$8.2T+0
Q2 202448$16.3T-2
Q1 202450$455.3T—

Similar Stocks by Institutional Ownership

1306.T

NEXT FUNDS TOPIX Exchange Traded Fund

152100.KS

PLUS 200

102780.KS

Kodex Samsung Group

1591.T

NEXT FUNDS JPX-Nikkei Index 400 Exchange Traded Fund

VOO

Vanguard S&P 500 ETF

OAKI

Oakmark International Large Cap ETF

BCTK

Baron Technology ETF

JPM

JPMorgan Chase & Co.

As of Q4 2025, 50 institutional investors hold BMAY (Innovator U.S. Equity Buffer ETF). The largest holder is Valtinson Bruner Financial Planning LLC with $9.0B in shares. This quarter, 14 institutions opened new positions and 6 closed their positions.

Frequently Asked Questions

How many hedge funds own BMAY?

As of Q4 2025, 50 institutional investors report holding BMAY (Innovator U.S. Equity Buffer ETF) in their 13F filings.

Who is the largest institutional holder of BMAY?

The largest institutional holder of BMAY is Valtinson Bruner Financial Planning LLC with $9.0B in shares.

Is institutional ownership of BMAY increasing or decreasing?

This quarter, 14 institutions opened new positions in BMAY and 6 closed their positions.