INNOVATOR U.S. EQUITY BUFFER (BMAY) Institutional Ownership Changes & 13F Activity

INNOVATOR U.S. EQUITY BUFFER (BMAY). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Talon Private Wealth, Llc, Penserra Capital Management Llc, Osaic Holdings, Inc., Susquehanna International Group, Llp, and Cetera Investment Advisers.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Talon Private Wealth, LlcBuy+213,265213,265$10.10MQ2 2026Sep 11, 2026
Citadel Advisors LlcBuy+7,8047,804$369.52KQ2 2026Sep 02, 2026
Beacon Pointe Advisors, LlcBuy+3,508+22.0%19,446$920.77KQ2 2026Aug 18, 2026
Orion Capital Management LlcSell-200-2.3%8,500$402.48KQ2 2026Aug 18, 2026
Fsa Advisors, Inc.Sell-362-6.9%4,869$230.55KQ2 2026Aug 17, 2026
Osaic Holdings, Inc.Buy+53,171+61.5%139,694$6.61MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+32,328+138.0%55,749$2.64MQ2 2026Aug 14, 2026
Old Mission Capital LlcSell-16,932-79.9%4,259$201.66KQ2 2026Aug 14, 2026
Cerity Partners LlcBuy+15,550+16.0%112,531$5.33MQ2 2026Aug 14, 2026
Raymond James Financial IncSell-13,961-6.7%194,683$9.22MQ2 2026Aug 14, 2026
Foundations Investment Advisors, LlcBuy+2,427+49.1%7,367$348.83KQ2 2026Aug 14, 2026
Beck Capital Management, LlcSell-1,029-2.5%39,972$1.89MQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+217217$10.28KQ2 2026Aug 14, 2026
Cofg Advisors, LlcSell-150-1.2%12,804$606.27KQ2 2026Aug 14, 2026
Penserra Capital Management LlcBuy+83,228+18.3%538,658$25.50MQ2 2026Aug 13, 2026
D.B. Root & Company, LlcBuy+9,6539,653$457.07KQ2 2026Aug 13, 2026
Morgan StanleySell-755-50.3%745$35.28KQ2 2026Aug 13, 2026
Creativeone Wealth, LlcBuy+273+3.7%7,626$361.09KQ2 2026Aug 13, 2026
Cetera Investment AdvisersBuy+31,685+92.4%65,977$3.12MQ2 2026Aug 12, 2026
Ep Wealth Advisors, LlcBuy+6,6616,661$315.40KQ2 2026Aug 12, 2026
First Commonwealth Financial CorpBuy+639+6.5%10,402$492.54KQ2 2026Aug 12, 2026
Harbour Investments, Inc.Buy+472+57.3%1,296$61.37KQ2 2026Aug 12, 2026
Jpmorgan Chase & CoBuy+188188$8.87KQ2 2026Aug 12, 2026
Arkadios Wealth AdvisorsBuy+25,36325,363$1.20MQ2 2026Aug 10, 2026
Wpwealth LlpSell-6,645-39.6%10,137$479.99KQ2 2026Aug 10, 2026
Optimist Retirement Group LlcSell-1,734-11.8%13,001$615.60KQ2 2026Aug 10, 2026
Arax Advisory PartnersBuy+1,595+14.2%12,831$607.55KQ2 2026Aug 10, 2026
Ballast Rock Private Wealth LlcBuy+695+15.5%5,187$245.61KQ2 2026Aug 10, 2026
Mml Investors Services, LlcBuy+24,164+87.3%51,853$2.46MQ2 2026Aug 07, 2026
Lpl Financial LlcBuy+20,484+101.1%40,746$1.93MQ2 2026Aug 07, 2026
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Frequently asked questions about BMAY activity

  • Which institutional owners are buying BMAY?

    Institutional owners buying BMAY include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in BMAY activity?

    "Buy" means an investor increased their reported position in BMAY compared to the prior reporting period. This reflects growing exposure to INNOVATOR U.S. EQUITY BUFFER (BMAY) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in BMAY increasing?

    Institutional interest in BMAY can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.