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 108 institutions that hold shares in the stock, with a total of 7.76 Million shares, which have been reported (via 13F filing form) to have a value of $364 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
35,079
shares
|
$1.65 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 14, 2025 Q2 2025 |
34,707
shares
|
$1.63 Million
0.34% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
30,027
shares
|
$1.41 Million
0.07% of portfolio
|
Q2 2025
Reduced 3.0%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
29,904
shares
|
$1.4 Million
0.05% of portfolio
|
Q2 2025
Added 5.3%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
28,834
shares
|
$1.35 Million
0.1% of portfolio
|
Q2 2025
Added 2.77%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
28,341
shares
|
$1.33 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
25,613
shares
|
$1.2 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jul 16, 2025 Q2 2025 |
24,503
shares
|
$1.15 Million
0.93% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
23,863
shares
|
$1.12 Million
0.03% of portfolio
|
Q2 2025
Reduced 9.72%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Aug 06, 2025 Q2 2025 |
23,387
shares
|
$1.1 Million
0.41% of portfolio
|
Q2 2025
Reduced 4.46%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
23,046
shares
|
$1.08 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.21%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Aug 01, 2025 Q2 2025 |
22,849
shares
|
$1.07 Million
0.19% of portfolio
|
Q2 2025
Reduced 67.98%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
22,240
shares
|
$1.04 Million
0.41% of portfolio
|
Q2 2025
Added 8.83%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
21,595
shares
|
$1.01 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Berkshire Money Management, Inc.
|
Jul 22, 2025 Q2 2025 |
21,374
shares
|
$1 Million
0.11% of portfolio
|
Q2 2024
Reduced 1.06%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Aug 15, 2025 Q2 2025 |
19,700
shares
|
$924,718
0.76% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
18,539
shares
|
$870,220
0.22% of portfolio
|
Q2 2025
Added 94.51%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
17,888
shares
|
$839,662
0.01% of portfolio
|
Q2 2025
Added 18.43%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Aug 01, 2025 Q2 2025 |
17,036
shares
|
$799,669
0.63% of portfolio
|
Q2 2025
Added 16.67%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Aug 13, 2025 Q2 2025 |
15,740
shares
|
$738,835
0.12% of portfolio
|
Q2 2025
Reduced 16.37%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
15,643
shares
|
$734,282
0.06% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
15,598
shares
|
$732,170
0.14% of portfolio
|
Q1 2023
Added 3.99%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
15,416
shares
|
$723,627
0.06% of portfolio
|
Q2 2025
Added 55.17%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
15,290
shares
|
$717,712
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
13,558
shares
|
$636,412
0.02% of portfolio
|
Q2 2025
Added 1.22%
|