INNOVATOR U.S. EQUITY BUFFER (BMAY) Top 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 $80.60M in BMAY holdings during the latest filing period.
Raymond James Financial Inc is currently the largest disclosed institutional shareholder of BMAY tracked by InsiderSet, reporting ownership valued at approximately $9.36M in its March 31, 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 $9.96M, representing an estimated gain of +6.39% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 53% of the total disclosed BMAY value among the investors covered in this analysis. Major shareholders include Raymond James Financial Inc, Valtinson Bruner Financial Planning Llc, Commonwealth Equity Services, 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
84
Total Reported Value
$80.60M
Largest Holder
Raymond James Financial Inc
Largest Position
$9.36M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
93
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Raymond James Financial Inc | 0.00% | 208,644 | $9,362,503 | $9,960,665 | +$598,162 | +6.39% | |
| Valtinson Bruner Financial Planning Llc | 2.42% | 196,415 | $8,813,750 | $9,376,852 | +$563,102 | +6.39% | |
| Commonwealth Equity Services, Llc | 0.01% | 109,032 | $4,892,600 | $5,205,188 | +$312,588 | +6.39% | |
| Cerity Partners Llc | 0.01% | 96,981 | $4,351,839 | $4,629,873 | +$278,034 | +6.39% | |
| Osaic Holdings, Inc. | 0.01% | 86,523 | $3,882,362 | $4,130,608 | +$248,246 | +6.39% | |
| Blue Bell Private Wealth Management, Llc | 0.44% | 68,250 | $3,062,589 | $3,258,255 | +$195,666 | +6.39% | |
| Envestnet Asset Management Inc | 0.00% | 55,775 | $2,502,797 | $2,662,699 | +$159,902 | +6.39% | |
| Focus Financial Network, Inc. | 0.06% | 41,078 | $1,945,043 | $1,961,064 | +$16,021 | +0.82% | |
| Beck Capital Management, Llc | 0.42% | 41,001 | $1,839,848 | $1,957,388 | +$117,540 | +6.39% | |
| Lantz Financial Llc | 0.33% | 37,903 | $1,794,707 | $1,809,489 | +$14,782 | +0.82% | |
| Integral Investment Advisors, Inc. | 0.39% | 37,478 | $1,774,583 | $1,789,200 | +$14,617 | +0.82% | |
| Toptier Wealth Management, Llc | 1.02% | 36,850 | $1,653,574 | $1,759,219 | +$105,645 | +6.39% | |
| Cetera Investment Advisers | 0.00% | 34,292 | $1,538,798 | $1,637,100 | +$98,302 | +6.39% | |
| Spire Wealth Management | 0.05% | 32,483 | $1,457,530 | $1,550,738 | +$93,208 | +6.39% | |
| Kestra Advisory Services, Llc | 0.01% | 30,342 | $1,361,540 | $1,448,527 | +$86,987 | +6.39% | |
| Chicago Partners Investment Group Llc | 0.03% | 29,159 | $1,344,230 | $1,392,051 | +$47,821 | +3.56% | |
| Mml Investors Services, Llc | 0.00% | 27,689 | $1,242,491 | $1,321,873 | +$79,382 | +6.39% | |
| Signaturefd, Llc | 0.02% | 27,313 | $1,225,618 | $1,303,923 | +$78,305 | +6.39% | |
| Fragasso Financial Advisors Inc | 0.06% | 22,830 | $1,081,001 | $1,089,904 | +$8,903 | +0.82% | |
| Hightower Advisors, Llc | 0.00% | 23,676 | $1,062,416 | $1,130,292 | +$67,876 | +6.39% | |
| Susquehanna International Group, Llp | 0.00% | 23,421 | $1,050,973 | $1,118,119 | +$67,146 | +6.39% | |
| Goldman Sachs Group Inc | 0.00% | 22,673 | $1,017,408 | $1,082,409 | +$65,001 | +6.39% | |
| Old Mission Capital Llc | 0.02% | 21,191 | $950,905 | $1,011,658 | +$60,753 | +6.39% | |
| Private Advisor Group, Llc | 0.00% | 20,617 | $925,149 | $984,256 | +$59,107 | +6.39% | |
| Lpl Financial Llc | 0.00% | 20,262 | $909,219 | $967,308 | +$58,089 | +6.39% | |
| Dhjj Financial Advisors, Ltd. | 0.30% | 20,192 | $906,078 | $963,966 | +$57,888 | +6.39% | |
| Truist Financial Corp | 0.00% | 19,478 | $874,038 | $929,880 | +$55,842 | +6.39% | |
| Outlook Wealth Advisors, Llc | 0.20% | 18,300 | $821,178 | $873,642 | +$52,464 | +6.39% | |
| Wpwealth Llp | 0.12% | 16,782 | $753,060 | $801,173 | +$48,113 | +6.39% | |
| Weaver Capital Management Llc | 0.16% | 16,735 | $750,952 | $798,929 | +$47,977 | +6.39% | |
| Beacon Pointe Advisors, Llc | 0.00% | 15,938 | $715,206 | $760,880 | +$45,674 | +6.39% | |
| Gill Capital Partners, Llc | 0.19% | 14,835 | $665,692 | $708,223 | +$42,531 | +6.39% | |
| Optimist Retirement Group Llc | 0.29% | 14,735 | $661,205 | $703,449 | +$42,244 | +6.39% | |
| Weaver Consulting Group | 0.15% | 14,310 | $642,134 | $683,159 | +$41,025 | +6.39% | |
| Brookstone Capital Management | 0.01% | 13,747 | $616,871 | $656,282 | +$39,411 | +6.39% | |
| Integrity Alliance, Llc. | 0.02% | 13,718 | $615,569 | $654,897 | +$39,328 | +6.39% | |
| Maltin Wealth Management, Inc. | 0.23% | 13,414 | $601,928 | $640,384 | +$38,456 | +6.39% | |
| Allegiance Financial Group Advisory Services Llc | 0.12% | 13,114 | $588,466 | $626,062 | +$37,596 | +6.39% | |
| Cofg Advisors, Llc | 0.14% | 12,954 | $581,285 | $618,424 | +$37,139 | +6.39% | |
| My Personal Cfo, Llc | 0.25% | 12,800 | $574,376 | $611,072 | +$36,696 | +6.39% | |
| Retirement Planning Group, Llc | 0.02% | 12,415 | $557,100 | $592,692 | +$35,592 | +6.39% | |
| Advisor Os, Llc | 0.04% | 11,953 | $536,368 | $570,636 | +$34,268 | +6.39% | |
| Ae Wealth Management Llc | 0.00% | 11,369 | $510,162 | $542,756 | +$32,594 | +6.39% | |
| Arax Advisory Partners | 0.01% | 11,236 | $504,195 | $536,407 | +$32,212 | +6.39% | |
| Sigma Planning Corp | 0.01% | 10,600 | $475,651 | $506,044 | +$30,393 | +6.39% | |
| Snowden Capital Advisors Llc | 0.01% | 10,524 | $472,245 | $502,416 | +$30,171 | +6.39% | |
| First Commonwealth Financial Corp | 0.07% | 9,763 | $438,096 | $466,086 | +$27,990 | +6.39% | |
| Selby Wealth Management, Llc | 0.15% | 9,035 | $427,807 | $431,331 | +$3,524 | +0.82% | |
| Orion Capital Management Llc | 0.13% | 8,700 | $390,396 | $415,338 | +$24,942 | +6.39% | |
| Corecap Advisors, Llc | 0.01% | 8,186 | $387,607 | $390,800 | +$3,193 | +0.82% |
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.