Institutional Ownership Innovator U.S. Equity Buffer E (BAPR)
This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BAPR). We have compiled data on the 104 institutions that hold shares in the stock, with a total of 3.51 Million shares, which have been reported (via 13F filing form) to have a value of $161 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Penserra Capital Management LLC
Orinda, CA |
Feb 13, 2025 Q4 2024 |
344,076
shares
|
$15.8 Million
0.28% of portfolio
|
Q4 2024
Added 13.05%
|
|
|
Integral Investment Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
257,464
shares
|
$11.8 Million
3.09% of portfolio
|
Q4 2024
Added 2.18%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
195,759
shares
|
$8.96 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.95%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
187,707
shares
|
$8.59 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.83%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
183,609
shares
|
$8.41 Million
0.02% of portfolio
|
Q3 2024
Added 9.1%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
160,963
shares
|
$7.37 Million
0.28% of portfolio
|
Q4 2024
Added 8.33%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
139,443
shares
|
$6.38 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
114,724
shares
|
$5.25 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Outlook Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
101,097
shares
|
$4.63 Million
1.55% of portfolio
|
Q4 2024
Reduced 2.69%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
100,583
shares
|
$4.6 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.57%
|
|
|
My Personal Cfo, LLC
|
Jan 24, 2025 Q4 2024 |
82,620
shares
|
$3.78 Million
1.99% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
68,019
shares
|
$3.11 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
67,647
shares
|
$3.1 Million
0.0% of portfolio
|
Q4 2024
Reduced 83.48%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
67,361
shares
|
$3.08 Million
0.19% of portfolio
|
Q4 2024
Reduced 3.2%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Feb 10, 2025 Q4 2024 |
60,705
shares
|
$2.78 Million
1.11% of portfolio
|
Q4 2024
Reduced 3.44%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
57,931
shares
|
$2.65 Million
0.01% of portfolio
|
Q3 2024
Reduced 38.55%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Feb 13, 2025 Q4 2024 |
57,732
shares
|
$2.64 Million
0.64% of portfolio
|
Q4 2024
Reduced 5.99%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
57,036
shares
|
$2.61 Million
0.17% of portfolio
|
Q3 2024
Reduced 40.8%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
56,206
shares
|
$2.57 Million
0.01% of portfolio
|
Q4 2024
Added 36.75%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
49,245
shares
|
$2.25 Million
0.23% of portfolio
|
Q3 2024
Reduced 2.96%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Feb 05, 2025 Q4 2024 |
46,904
shares
|
$2.15 Million
1.46% of portfolio
|
Q4 2024
Added 23.17%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
45,286
shares
|
$2.07 Million
0.4% of portfolio
|
Q4 2024
Reduced 8.92%
|
|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Jan 16, 2025 Q4 2024 |
43,955
shares
|
$2.01 Million
0.83% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
43,704
shares
|
$2 Million
0.06% of portfolio
|
Q4 2024
Reduced 44.13%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
43,318
shares
|
$1.98 Million
0.13% of portfolio
|
Q4 2024
Reduced 7.7%
|