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 101 institutions that hold shares in the stock, with a total of 5.43 Million shares, which have been reported (via 13F filing form) to have a value of $256 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stuart Chaussee & Associates, Inc.
|
Oct 22, 2025 Q3 2025 |
2,204,829
shares
|
$104 Million
38.58% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 04, 2025 Q3 2025 |
385,542
shares
|
$18.2 Million
0.24% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
338,831
shares
|
$16 Million
0.03% of portfolio
|
Q3 2025
Reduced 10.58%
|
|
|
Integral Investment Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
273,529
shares
|
$12.9 Million
3.58% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
182,665
shares
|
$8.61 Million
0.01% of portfolio
|
Q3 2025
Added 1.85%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
163,130
shares
|
$7.69 Million
0.01% of portfolio
|
Q3 2025
Added 3.22%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
150,006
shares
|
$7.07 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.4%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
126,326
shares
|
$5.95 Million
0.0% of portfolio
|
Q3 2025
Reduced 29.87%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
114,724
shares
|
$5.41 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
104,244
shares
|
$4.91 Million
0.01% of portfolio
|
Q3 2025
Reduced 78.37%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
97,036
shares
|
$4.57 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.27%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
84,032
shares
|
$3.96 Million
0.0% of portfolio
|
Q3 2025
Added 12.21%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 19, 2025 Q3 2025 |
57,100
shares
|
$2.69 Million
0.77% of portfolio
|
Q3 2025
New holding
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Oct 23, 2025 Q3 2025 |
56,079
shares
|
$2.64 Million
1.4% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
53,587
shares
|
$2.53 Million
0.11% of portfolio
|
Q3 2025
Added 4.6%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
51,684
shares
|
$2.44 Million
0.39% of portfolio
|
Q3 2025
Reduced 1.96%
|
|
|
Maltin Wealth Management, Inc.
|
Oct 23, 2025 Q3 2025 |
41,978
shares
|
$1.98 Million
1.01% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
35,079
shares
|
$1.65 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
34,798
shares
|
$1.64 Million
0.01% of portfolio
|
Q3 2025
Reduced 34.15%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2025 Q3 2025 |
34,707
shares
|
$1.64 Million
0.33% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
33,027
shares
|
$1.56 Million
0.0% of portfolio
|
Q3 2025
Reduced 21.45%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
28,442
shares
|
$1.34 Million
0.07% of portfolio
|
Q3 2025
Reduced 5.28%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
28,341
shares
|
$1.34 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
27,192
shares
|
$1.28 Million
0.05% of portfolio
|
Q3 2025
Reduced 9.07%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
25,845
shares
|
$1.22 Million
0.0% of portfolio
|
Q3 2025
Reduced 34.65%
|
|