ETF Holders

Who owns BMAY?

Buffer or defined outcome

Innovator U.S. Equity Buffer ETF - May · Innovator

100 institutions reported holding BMAY, worth $175.2M, in Form 13F filings for June 30, 2026.

13F holders
100
Institutional value
$175.2M
Change from prior quarter
+73.8%
+$74.4M, with price moves
New and sold-out firms
21 / 6
33 added, 21 trimmed

Top 10 institutional holders of BMAY

FirmLocationValueSharesChange
Brookstone Capital ManagementWheaton, IL$48.2M1,018,268+1,004,521 shares
Penserra Capital Management LLCOrinda, CA$25.5M538,658+83,228 shares
Raymond James Financial Inc.St. Petersburg, FL$9.2M194,683−13,961 shares
Valtinson Bruner Financial Planning LLCNew Brighton, MN$9.0M189,813−6,602 shares
Osaic Holdings, Inc.Scottsdale, AZ$6.6M139,694+53,171 shares
Commonwealth Equity Services, LLCWaltham, MA$5.5M115,168+6,136 shares
Cerity Partners LLCNew York, NY$5.3M112,531+15,550 shares
Blue Bell Private Wealth Management, LLCBlue Bell, PA$4.5M94,047+25,797 shares
Envestnet Asset Management Inc.Berwyn, PA$4.2M88,575+32,800 shares
Cetera Investment AdvisersSchaumburg, IL$3.1M65,977+31,685 shares
90 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Frequently asked questions

Who owns BMAY?

100 institutional managers reported holding BMAY in Form 13F filings for June 30, 2026, worth $175.2M in total. The largest reported position was held by Brookstone Capital Management, at $48.2M.

Did institutions buy or sell BMAY last quarter?

Reported 13F value rose 73.8% from March 31, 2026, which includes price moves as well as buying and selling. 21 firms reported a new position and 6 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is BMAY ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.