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 |
|---|---|---|---|---|---|
|
Keystone Wealth Services, LLC
|
Apr 17, 2025 Q1 2025 |
13,216
shares
|
$537,494
0.17% of portfolio
|
Q2 2024
Added 150.83%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
12,604
shares
|
$512,604
0.04% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
City Center Advisors, LLC
Troy, MI |
Apr 14, 2025 Q1 2025 |
12,168
shares
|
$494,872
0.6% of portfolio
|
Q1 2025
Added 4.26%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
11,098
shares
|
$451,355
0.05% of portfolio
|
Q4 2024
Reduced 58.82%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
10,179
shares
|
$413,979
0.0% of portfolio
|
Q4 2024
Reduced 39.98%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
9,935
shares
|
$404,056
0.04% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
9,807
shares
|
$398,850
0.01% of portfolio
|
Q2 2024
Added 0.07%
|
|
|
Lantz Financial LLC
|
Apr 08, 2025 Q1 2025 |
9,531
shares
|
$387,625
0.12% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
9,333
shares
|
$379,573
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Secure Asset Management, LLC
|
Apr 10, 2025 Q1 2025 |
9,105
shares
|
$370,300
0.08% of portfolio
|
Q1 2025
Reduced 1.33%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
8,850
shares
|
$359,929
0.01% of portfolio
|
Q2 2023
Reduced 0.56%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
8,448
shares
|
$343,580
0.01% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
8,240
shares
|
$335,120
0.0% of portfolio
|
Q4 2024
Reduced 8.85%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
8,175
shares
|
$332,477
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
7,735
shares
|
$314,582
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
7,597
shares
|
$308,969
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
7,555
shares
|
$307,261
0.12% of portfolio
|
Q3 2024
Reduced 35.48%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
7,427
shares
|
$302,056
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Castellan Group
Louisville, KY |
Jan 29, 2025 Q4 2024 |
7,160
shares
|
$291,197
0.14% of portfolio
|
Q3 2024
Reduced 25.42%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
7,013
shares
|
$285,218
0.01% of portfolio
|
Q4 2024
Reduced 57.06%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Jan 13, 2025 Q4 2024 |
7,000
shares
|
$284,690
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
Beck Capital Management, LLC
Austin, TX |
Feb 14, 2025 Q4 2024 |
6,865
shares
|
$279,199
0.09% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
6,715
shares
|
$273,099
0.0% of portfolio
|
Q4 2024
Reduced 3.88%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
6,380
shares
|
$259,474
0.01% of portfolio
|
Q1 2025
Added 797.33%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
6,331
shares
|
$257,481
0.02% of portfolio
|
Q4 2024
Reduced 5.94%
|