BMAY Institutional Ownership & Shareholders
INNOVATOR U.S. EQUITY BUFFER (BMAY) is currently held by 98 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $189.98M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Brookstone Capital Management is currently the largest disclosed institutional shareholder of BMAY tracked by InsiderSet, reporting ownership valued at approximately $55.11M in its September 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 $54.93M, representing an estimated loss of -0.33% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 70% of the total disclosed BMAY value among the investors covered in this analysis. Major shareholders include Brookstone Capital Management, Penserra Capital Management Llc, Talon Private Wealth, 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
98
Total Reported Value
$189.98M
Largest Holder
Brookstone Capital Management
Largest Position
$55.11M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
114
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Brookstone Capital Management | 0.55% | 1,137,188 | $55,108,130 | $54,928,000 | -$180,130 | -0.33% | |
| Penserra Capital Management Llc | 0.20% | 538,658 | $25,505,000 | $26,018,043 | +$513,043 | +2.01% | |
| Talon Private Wealth, Llc | 1.18% | 213,265 | $10,098,098 | $10,301,041 | +$202,943 | +2.01% | |
| Raymond James Financial Inc | 0.00% | 194,683 | $9,218,240 | $9,403,500 | +$185,260 | +2.01% | |
| Valtinson Bruner Financial Planning Llc | 2.15% | 178,980 | $8,673,371 | $8,645,020 | -$28,351 | -0.33% | |
| Osaic Holdings, Inc. | 0.01% | 139,694 | $6,614,459 | $6,747,444 | +$132,985 | +2.01% | |
| Cerity Partners Llc | 0.01% | 112,531 | $5,328,385 | $5,435,427 | +$107,042 | +2.01% | |
| Blue Bell Private Wealth Management, Llc | 0.55% | 94,845 | $4,596,189 | $4,581,165 | -$15,024 | -0.33% | |
| Envestnet Asset Management Inc | 0.00% | 88,575 | $4,194,026 | $4,278,314 | +$84,288 | +2.01% | |
| Commonwealth Equity Services, Llc | 0.01% | 82,847 | $4,014,770 | $4,001,643 | -$13,127 | -0.33% | |
| Cetera Investment Advisers | 0.00% | 65,977 | $3,124,021 | $3,186,795 | +$62,774 | +2.01% | |
| Susquehanna International Group, Llp | 0.00% | 55,749 | $2,639,715 | $2,692,766 | +$53,051 | +2.01% | |
| Mml Investors Services, Llc | 0.01% | 51,853 | $2,455,240 | $2,504,583 | +$49,343 | +2.01% | |
| Focus Financial Network, Inc. | 0.06% | 41,078 | $1,990,640 | $1,984,133 | -$6,507 | -0.33% | |
| Lpl Financial Llc | 0.00% | 40,746 | $1,929,323 | $1,968,097 | +$38,774 | +2.01% | |
| Beck Capital Management, Llc | 0.35% | 39,972 | $1,892,695 | $1,930,712 | +$38,017 | +2.01% | |
| Lantz Financial Llc | 0.33% | 37,691 | $1,826,506 | $1,820,536 | -$5,970 | -0.33% | |
| Integral Investment Advisors, Inc. | 0.39% | 37,478 | $1,774,583 | $1,810,247 | +$35,664 | +2.01% | |
| Toptier Wealth Management, Llc | 1.01% | 35,657 | $1,727,938 | $1,722,290 | -$5,648 | -0.33% | |
| Hb Wealth Management, Llc | 0.01% | 33,785 | $1,637,221 | $1,631,870 | -$5,351 | -0.33% | |
| Kestra Advisory Services, Llc | 0.00% | 32,929 | $1,595,739 | $1,590,523 | -$5,216 | -0.33% | |
| Concurrent Investment Advisors, Llc | 0.01% | 32,925 | $1,595,522 | $1,590,330 | -$5,192 | -0.33% | |
| Spire Wealth Management | 0.05% | 32,925 | $1,595,522 | $1,590,330 | -$5,192 | -0.33% | |
| Diligent Investors, Llc | 0.29% | 27,475 | $1,331,439 | $1,327,086 | -$4,353 | -0.33% | |
| Chicago Partners Investment Group Llc | 0.02% | 24,791 | $1,201,669 | $1,197,445 | -$4,224 | -0.35% | |
| Arkadios Wealth Advisors | 0.02% | 25,363 | $1,200,938 | $1,225,073 | +$24,135 | +2.01% | |
| Fragasso Financial Advisors Inc | 0.06% | 22,775 | $1,119,614 | $1,100,069 | -$19,545 | -1.75% | |
| Signaturefd, Llc | 0.01% | 20,403 | $988,729 | $985,498 | -$3,231 | -0.33% | |
| Beacon Pointe Advisors, Llc | 0.00% | 19,446 | $920,769 | $939,273 | +$18,504 | +2.01% | |
| Dhjj Financial Advisors, Ltd. | 0.26% | 18,929 | $917,300 | $914,301 | -$2,999 | -0.33% | |
| Outlook Wealth Advisors, Llc | 0.19% | 18,300 | $886,818 | $883,919 | -$2,899 | -0.33% | |
| Weaver Capital Management Llc | 0.15% | 16,735 | $810,979 | $808,327 | -$2,652 | -0.33% | |
| Chris Bulman Inc | 0.27% | 15,995 | $775,117 | $772,584 | -$2,533 | -0.33% | |
| Gill Capital Partners, Llc | 0.20% | 14,835 | $718,904 | $716,554 | -$2,350 | -0.33% | |
| Truist Financial Corp | 0.00% | 14,596 | $707,322 | $705,010 | -$2,312 | -0.33% | |
| Corrado Advisors, Llc | 0.34% | 14,324 | $694,142 | $691,872 | -$2,270 | -0.33% | |
| Independent Financial Group, Llc | 0.01% | 14,000 | $678,440 | $676,222 | -$2,218 | -0.33% | |
| Maltin Wealth Management, Inc. | 0.22% | 13,779 | $667,730 | $665,548 | -$2,182 | -0.33% | |
| Integrity Alliance, Llc. | 0.02% | 13,348 | $646,850 | $644,730 | -$2,120 | -0.33% | |
| Allegiance Financial Group Advisory Services Llc | 0.10% | 13,114 | $635,504 | $633,427 | -$2,077 | -0.33% | |
| Optimist Retirement Group Llc | 0.26% | 13,001 | $630,028 | $627,969 | -$2,059 | -0.33% | |
| My Personal Cfo, Llc | 0.23% | 12,990 | $629,495 | $627,438 | -$2,057 | -0.33% | |
| Retirement Planning Group, Llc | 0.02% | 12,571 | $609,191 | $607,199 | -$1,992 | -0.33% | |
| Arax Advisory Partners | 0.00% | 12,831 | $607,549 | $619,758 | +$12,209 | +2.01% | |
| Cofg Advisors, Llc | 0.10% | 12,804 | $606,269 | $618,454 | +$12,185 | +2.01% | |
| Advisor Os, Llc | 0.04% | 11,953 | $565,974 | $577,349 | +$11,375 | +2.01% | |
| Weaver Consulting Group | 0.11% | 11,670 | $565,528 | $563,680 | -$1,848 | -0.33% | |
| Janney Montgomery Scott Llc | 0.00% | 11,219 | $531,000 | $541,896 | +$10,896 | +2.05% | |
| Snowden Capital Advisors Llc | 0.01% | 10,524 | $498,311 | $508,326 | +$10,015 | +2.01% | |
| First Commonwealth Financial Corp | 0.07% | 10,402 | $492,535 | $502,433 | +$9,898 | +2.01% |
Frequently asked questions about BMAY
Who are the largest institutional holders of BMAY?
The largest institutional holders of BMAY reported in the latest SEC Form 13F filings include Brookstone Capital Management, Penserra Capital Management Llc, Talon Private Wealth, Llc, Raymond James Financial Inc, and Valtinson Bruner Financial Planning Llc. InsiderSet ranks institutional holders by their latest reported BMAY position.
What is BMAY institutional ownership?
This page tracks BMAY positions reported by institutional investment managers through SEC Form 13F. INNOVATOR U.S. EQUITY BUFFER (BMAY) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BMAY?
InsiderSet currently tracks 98 institutional managers reporting BMAY holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of BMAY shareholders.
How much BMAY stock do institutions own?
Institutional investment managers disclosed approximately $189.98M in BMAY holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BMAY institutional ownership last updated?
The latest BMAY institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional BMAY holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its BMAY position after the reporting date.
Are institutions buying or selling BMAY?
Institutional buying and selling can be analyzed by comparing BMAY positions across consecutive 13F reporting periods. InsiderSet's BMAY Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BMAY ownership changes.
How has BMAY institutional ownership changed over time?
InsiderSet tracks BMAY institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.