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 3.82 Million shares, which have been reported (via 13F filing form) to have a value of $174 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
41,100
shares
|
$1.87 Million
0.01% of portfolio
|
Q3 2024
Reduced 31.09%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Oct 24, 2024 Q3 2024 |
38,080
shares
|
$1.73 Million
1.11% of portfolio
|
Q3 2024
Reduced 2.0%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
36,075
shares
|
$1.64 Million
0.05% of portfolio
|
Q2 2024
Added 480.45%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 21, 2025 Q4 2024 |
34,968
shares
|
$1.59 Million
0.36% of portfolio
|
Q2 2024
Reduced 0.27%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
30,405
shares
|
$1.38 Million
0.04% of portfolio
|
Q2 2024
Added 7.06%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
30,335
shares
|
$1.38 Million
0.04% of portfolio
|
Q3 2024
Added 63.8%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
30,248
shares
|
$1.38 Million
0.02% of portfolio
|
Q4 2024
Reduced 92.49%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
28,782
shares
|
$1.31 Million
0.0% of portfolio
|
Q3 2024
Reduced 11.64%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
26,951
shares
|
$1.23 Million
0.11% of portfolio
|
Q3 2024
Reduced 7.25%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
25,613
shares
|
$1.17 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
25,532
shares
|
$1.16 Million
0.86% of portfolio
|
Q2 2024
Reduced 1.54%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
22,804
shares
|
$1.04 Million
0.44% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
22,765
shares
|
$1.04 Million
0.0% of portfolio
|
Q4 2024
Reduced 7.3%
|
|
|
Berkshire Money Management, Inc.
|
Oct 16, 2024 Q3 2024 |
21,374
shares
|
$972,303
0.12% of portfolio
|
Q2 2024
Reduced 1.06%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
20,727
shares
|
$942,871
0.01% of portfolio
|
Q3 2024
Reduced 9.42%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Nov 12, 2024 Q3 2024 |
18,820
shares
|
$856,121
0.21% of portfolio
|
Q3 2023
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
17,511
shares
|
$796,575
0.04% of portfolio
|
Q2 2024
Added 4.72%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
16,960
shares
|
$771,510
0.0% of portfolio
|
Q3 2024
Added 58.86%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
16,488
shares
|
$750,039
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
16,331
shares
|
$742,897
0.03% of portfolio
|
Q3 2024
Reduced 8.39%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
16,220
shares
|
$737,847
0.07% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
15,850
shares
|
$721,016
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
15,598
shares
|
$709,553
0.14% of portfolio
|
Q1 2023
Added 3.99%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Jan 23, 2025 Q4 2024 |
15,233
shares
|
$692,949
0.81% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
13,394
shares
|
$609,293
0.02% of portfolio
|
Q4 2023
Added 8.69%
|