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 |
|---|---|---|---|---|---|
|
Chris Bulman Inc
Roseville, CA |
Jul 14, 2025 Q2 2025 |
13,156
shares
|
$617,542
0.34% of portfolio
|
Q2 2025
Added 131.13%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Aug 11, 2025 Q2 2025 |
12,861
shares
|
$603,695
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
12,704
shares
|
$596,325
0.15% of portfolio
|
Q2 2025
Reduced 3.87%
|
|
|
Brown Financial Advisors
Milford, OH |
Aug 15, 2025 Q2 2025 |
11,886
shares
|
$557,928
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
City Center Advisors, LLC
Troy, MI |
Jul 02, 2025 Q2 2025 |
11,597
shares
|
$544,363
0.56% of portfolio
|
Q2 2025
Reduced 4.69%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
11,247
shares
|
$527,934
0.03% of portfolio
|
Q2 2025
Reduced 10.17%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
10,504
shares
|
$493,057
0.04% of portfolio
|
Q2 2025
Added 7.21%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Jul 29, 2025 Q2 2025 |
10,012
shares
|
$469,963
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
9,941
shares
|
$466,630
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Jul 08, 2025 Q2 2025 |
9,775
shares
|
$458,838
0.34% of portfolio
|
Q2 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
9,708
shares
|
$455,693
0.01% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
9,458
shares
|
$443,958
0.08% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
9,022
shares
|
$423,492
0.08% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
8,888
shares
|
$417,202
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
8,850
shares
|
$415,419
0.01% of portfolio
|
Q2 2023
Reduced 0.56%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
8,744
shares
|
$410,443
0.02% of portfolio
|
Q1 2025
Reduced 50.07%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
8,724
shares
|
$409,504
0.01% of portfolio
|
Q2 2025
Added 3.27%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
7,700
shares
|
$361,438
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
7,470
shares
|
$350,641
0.02% of portfolio
|
Q2 2025
Added 22.46%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
7,427
shares
|
$348,623
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
7,387
shares
|
$346,745
0.01% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Castellan Group
Louisville, KY |
Jul 24, 2025 Q2 2025 |
7,160
shares
|
$336,090
0.46% of portfolio
|
Q3 2024
Reduced 25.42%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
7,145
shares
|
$335,386
0.0% of portfolio
|
Q2 2025
Added 4.78%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
6,808
shares
|
$319,567
0.01% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
6,803
shares
|
$319,332
0.02% of portfolio
|
Q2 2025
Added 6.35%
|