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 102 institutions that hold shares in the stock, with a total of 3.52 Million shares, which have been reported (via 13F filing form) to have a value of $143 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
41,044
shares
|
$1.67 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.43%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
35,855
shares
|
$1.46 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Apr 16, 2025 Q1 2025 |
34,818
shares
|
$1.42 Million
0.34% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
32,637
shares
|
$1.33 Million
0.1% of portfolio
|
Q4 2024
Reduced 42.78%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
30,405
shares
|
$1.24 Million
0.04% of portfolio
|
Q2 2024
Added 7.06%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
30,248
shares
|
$1.23 Million
0.02% of portfolio
|
Q4 2024
Reduced 92.49%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
28,983
shares
|
$1.18 Million
0.04% of portfolio
|
Q4 2024
Reduced 4.46%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
28,431
shares
|
$1.16 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Feb 25, 2025 Q4 2024 |
27,080
shares
|
$1.1 Million
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
25,613
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jan 31, 2025 Q4 2024 |
25,532
shares
|
$1.04 Million
0.97% of portfolio
|
Q2 2024
Reduced 1.54%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
24,572
shares
|
$999,343
0.0% of portfolio
|
Q1 2025
Added 7.94%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
24,052
shares
|
$978,194
0.0% of portfolio
|
Q4 2024
Added 45.88%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
23,786
shares
|
$967,376
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Berkshire Money Management, Inc.
|
Jan 27, 2025 Q4 2024 |
21,374
shares
|
$869,280
0.11% of portfolio
|
Q2 2024
Reduced 1.06%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
20,435
shares
|
$831,091
0.4% of portfolio
|
Q1 2025
Reduced 10.39%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
20,188
shares
|
$821,045
0.72% of portfolio
|
Q4 2024
New holding
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Feb 13, 2025 Q4 2024 |
18,820
shares
|
$765,409
0.13% of portfolio
|
Q4 2024
Added 2156.59%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
17,511
shares
|
$712,172
0.04% of portfolio
|
Q2 2024
Added 4.72%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
16,220
shares
|
$659,667
0.07% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
16,129
shares
|
$655,966
0.01% of portfolio
|
Q4 2024
Reduced 22.18%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
15,598
shares
|
$634,370
0.14% of portfolio
|
Q1 2023
Added 3.99%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Jan 23, 2025 Q4 2024 |
15,233
shares
|
$619,526
0.81% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Feb 04, 2025 Q4 2024 |
13,600
shares
|
$553,112
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
13,394
shares
|
$544,733
0.02% of portfolio
|
Q4 2023
Added 8.69%
|