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 97 institutions that hold shares in the stock, with a total of 3.49 Million shares, which have been reported (via 13F filing form) to have a value of $155 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Armis Advisers, LLC
Atlanta, GA |
May 08, 2025 Q1 2025 |
28,058
shares
|
$1.24 Million
0.11% of portfolio
|
Q1 2025
Added 3.61%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
26,433
shares
|
$1.17 Million
0.04% of portfolio
|
Q1 2025
Reduced 8.8%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
25,613
shares
|
$1.13 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Apr 21, 2025 Q1 2025 |
24,960
shares
|
$1.1 Million
0.95% of portfolio
|
Q1 2025
Reduced 2.24%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
24,572
shares
|
$1.09 Million
0.0% of portfolio
|
Q1 2025
Added 7.94%
|
|
|
Valtinson Bruner Financial Planning LLC
|
May 14, 2025 Q1 2025 |
24,478
shares
|
$1.08 Million
0.43% of portfolio
|
Q1 2025
Reduced 59.68%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
23,605
shares
|
$1.04 Million
0.0% of portfolio
|
Q1 2025
Reduced 16.97%
|
|
|
Berkshire Money Management, Inc.
|
Apr 23, 2025 Q1 2025 |
21,374
shares
|
$946,013
0.11% of portfolio
|
Q2 2024
Reduced 1.06%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
20,435
shares
|
$904,453
0.4% of portfolio
|
Q1 2025
Reduced 10.39%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
20,188
shares
|
$893,520
0.72% of portfolio
|
Q4 2024
New holding
|
|
|
M Holdings Securities, Inc.
Portland, OR |
May 13, 2025 Q1 2025 |
18,820
shares
|
$832,973
0.13% of portfolio
|
Q4 2024
Added 2156.59%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
16,788
shares
|
$743,036
0.01% of portfolio
|
Q1 2025
Reduced 44.5%
|
|
|
Xml Financial, LLC
|
Apr 22, 2025 Q1 2025 |
15,675
shares
|
$693,775
0.06% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
15,598
shares
|
$690,367
0.14% of portfolio
|
Q1 2023
Added 3.99%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
15,104
shares
|
$668,503
0.01% of portfolio
|
Q1 2025
Reduced 6.36%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
May 08, 2025 Q1 2025 |
14,602
shares
|
$646,284
0.56% of portfolio
|
Q1 2025
Reduced 4.14%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
13,394
shares
|
$592,818
0.02% of portfolio
|
Q4 2023
Added 8.69%
|
|
|
Keystone Wealth Services, LLC
|
Apr 17, 2025 Q1 2025 |
13,216
shares
|
$584,940
0.17% of portfolio
|
Q2 2024
Added 150.83%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
12,521
shares
|
$554,179
0.04% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
City Center Advisors, LLC
Troy, MI |
Apr 14, 2025 Q1 2025 |
12,168
shares
|
$538,555
0.6% of portfolio
|
Q1 2025
Added 4.26%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
9,941
shares
|
$439,988
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
9,935
shares
|
$439,723
0.04% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
9,798
shares
|
$433,659
0.04% of portfolio
|
Q1 2025
Reduced 11.71%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
9,708
shares
|
$429,676
0.01% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Lantz Financial LLC
|
Apr 08, 2025 Q1 2025 |
9,531
shares
|
$421,842
0.12% of portfolio
|
Q4 2024
Reduced 0.02%
|