INNOVATOR U.S. EQUITY BUFFER (BMAY) Institutional Shareholders
INNOVATOR U.S. EQUITY BUFFER (BMAY) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $133.89M in BMAY holdings during the latest filing period.
Brookstone Capital Management is currently the largest disclosed institutional shareholder of BMAY tracked by InsiderSet, reporting ownership valued at approximately $48.21M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $48.52M, representing an estimated gain of +0.63% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 67% of the total disclosed BMAY value among the investors covered in this analysis. Major shareholders include Brookstone Capital Management, Raymond James Financial Inc, Valtinson Bruner Financial Planning Llc, and several other long-term asset managers with concentrated positions in INNOVATOR U.S. EQUITY BUFFER (BMAY).
This page ranks the largest institutional BMAY shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
92
Total Reported Value
$133.89M
Largest Holder
Brookstone Capital Management
Largest Position
$48.21M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
104
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Brookstone Capital Management | 0.48% | 1,018,268 | $48,214,990 | $48,520,470 | +$305,480 | +0.63% | |
| Raymond James Financial Inc | 0.00% | 208,644 | $9,362,503 | $9,941,887 | +$579,384 | +6.19% | |
| Valtinson Bruner Financial Planning Llc | 2.42% | 196,415 | $8,813,750 | $9,359,175 | +$545,425 | +6.19% | |
| Commonwealth Equity Services, Llc | 0.01% | 115,168 | $5,453,200 | $5,487,755 | +$34,555 | +0.63% | |
| Cerity Partners Llc | 0.01% | 96,981 | $4,351,839 | $4,621,145 | +$269,306 | +6.19% | |
| Osaic Holdings, Inc. | 0.01% | 86,523 | $3,882,362 | $4,122,821 | +$240,459 | +6.19% | |
| Blue Bell Private Wealth Management, Llc | 0.44% | 68,250 | $3,062,589 | $3,252,113 | +$189,524 | +6.19% | |
| Envestnet Asset Management Inc | 0.00% | 55,775 | $2,502,797 | $2,657,679 | +$154,882 | +6.19% | |
| Focus Financial Network, Inc. | 0.06% | 41,078 | $1,945,043 | $1,957,367 | +$12,324 | +0.63% | |
| Beck Capital Management, Llc | 0.42% | 41,001 | $1,839,848 | $1,953,698 | +$113,850 | +6.19% | |
| Lantz Financial Llc | 0.33% | 37,903 | $1,794,707 | $1,806,078 | +$11,371 | +0.63% | |
| Integral Investment Advisors, Inc. | 0.39% | 37,478 | $1,774,583 | $1,785,827 | +$11,244 | +0.63% | |
| Toptier Wealth Management, Llc | 1.03% | 36,112 | $1,709,903 | $1,720,737 | +$10,834 | +0.63% | |
| Hb Wealth Management, Llc | 0.01% | 34,326 | $1,625,336 | $1,635,634 | +$10,298 | +0.63% | |
| Spire Wealth Management | 0.05% | 32,925 | $1,558,976 | $1,568,876 | +$9,900 | +0.64% | |
| Cetera Investment Advisers | 0.00% | 34,292 | $1,538,798 | $1,634,014 | +$95,216 | +6.19% | |
| Diligent Investors, Llc | 0.29% | 27,475 | $1,300,941 | $1,309,184 | +$8,243 | +0.63% | |
| Kestra Advisory Services, Llc | 0.00% | 26,657 | $1,262,209 | $1,270,206 | +$7,997 | +0.63% | |
| Mml Investors Services, Llc | 0.00% | 27,689 | $1,242,491 | $1,319,381 | +$76,890 | +6.19% | |
| Chicago Partners Investment Group Llc | 0.02% | 26,211 | $1,237,159 | $1,248,954 | +$11,795 | +0.95% | |
| Fragasso Financial Advisors Inc | 0.06% | 22,830 | $1,081,001 | $1,087,850 | +$6,849 | +0.63% | |
| Hightower Advisors, Llc | 0.00% | 23,676 | $1,062,416 | $1,128,161 | +$65,745 | +6.19% | |
| Susquehanna International Group, Llp | 0.00% | 23,421 | $1,050,973 | $1,116,011 | +$65,038 | +6.19% | |
| Goldman Sachs Group Inc | 0.00% | 22,673 | $1,017,408 | $1,080,368 | +$62,960 | +6.19% | |
| Signaturefd, Llc | 0.01% | 20,403 | $966,081 | $972,203 | +$6,122 | +0.63% | |
| Old Mission Capital Llc | 0.02% | 21,191 | $950,905 | $1,009,751 | +$58,846 | +6.19% | |
| Truist Financial Corp | 0.00% | 19,728 | $934,121 | $940,039 | +$5,918 | +0.63% | |
| Lpl Financial Llc | 0.00% | 20,262 | $909,219 | $965,484 | +$56,265 | +6.19% | |
| Dhjj Financial Advisors, Ltd. | 0.26% | 18,973 | $898,372 | $904,063 | +$5,691 | +0.63% | |
| Outlook Wealth Advisors, Llc | 0.20% | 18,300 | $821,178 | $871,995 | +$50,817 | +6.19% | |
| Chris Bulman Inc | 0.29% | 16,507 | $781,608 | $786,559 | +$4,951 | +0.63% | |
| Wpwealth Llp | 0.12% | 16,782 | $753,060 | $799,662 | +$46,602 | +6.19% | |
| Weaver Capital Management Llc | 0.17% | 16,735 | $750,952 | $797,423 | +$46,471 | +6.19% | |
| Beacon Pointe Advisors, Llc | 0.00% | 15,938 | $715,206 | $759,446 | +$44,240 | +6.19% | |
| Corrado Advisors, Llc | 0.31% | 14,324 | $678,242 | $682,539 | +$4,297 | +0.63% | |
| Gill Capital Partners, Llc | 0.19% | 14,835 | $665,692 | $706,888 | +$41,196 | +6.19% | |
| Independent Financial Group, Llc | 0.01% | 14,000 | $662,900 | $667,100 | +$4,200 | +0.63% | |
| Optimist Retirement Group Llc | 0.29% | 14,735 | $661,205 | $702,123 | +$40,918 | +6.19% | |
| Integrity Alliance, Llc. | 0.02% | 13,718 | $649,547 | $653,663 | +$4,116 | +0.63% | |
| Maltin Wealth Management, Inc. | 0.21% | 13,414 | $635,153 | $639,177 | +$4,024 | +0.63% | |
| Allegiance Financial Group Advisory Services Llc | 0.11% | 13,114 | $620,948 | $624,882 | +$3,934 | +0.63% | |
| My Personal Cfo, Llc | 0.24% | 12,990 | $615,077 | $618,974 | +$3,897 | +0.63% | |
| Cofg Advisors, Llc | 0.14% | 12,954 | $581,285 | $617,258 | +$35,973 | +6.19% | |
| Retirement Planning Group, Llc | 0.02% | 12,415 | $557,100 | $591,575 | +$34,475 | +6.19% | |
| Weaver Consulting Group | 0.11% | 11,670 | $552,575 | $556,076 | +$3,501 | +0.63% | |
| Advisor Os, Llc | 0.04% | 11,953 | $536,368 | $569,560 | +$33,192 | +6.19% | |
| Ae Wealth Management Llc | 0.00% | 11,369 | $510,162 | $541,733 | +$31,571 | +6.19% | |
| Arax Advisory Partners | 0.01% | 11,236 | $504,195 | $535,395 | +$31,200 | +6.19% | |
| Koshinski Asset Management, Inc. | 0.03% | 10,146 | $480,413 | $483,457 | +$3,044 | +0.63% | |
| Sigma Planning Corp | 0.01% | 10,600 | $475,651 | $505,090 | +$29,439 | +6.19% |
Frequently asked questions about BMAY
Who owns the most BMAY stock?
The largest holders of BMAY are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INNOVATOR U.S. EQUITY BUFFER (BMAY).
Is BMAY widely held by superinvestors?
Many widely followed stocks like BMAY appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly BMAY is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.