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 |
|---|---|---|---|---|---|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
6,117
shares
|
$248,778
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Souders Financial Advisors
|
Feb 06, 2025 Q4 2024 |
5,857
shares
|
$238,204
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Diligent Investors, LLC
|
Apr 10, 2025 Q1 2025 |
5,733
shares
|
$233,161
0.07% of portfolio
|
Q1 2024
Reduced 0.26%
|
|
|
Chris Bulman Inc
Roseville, CA |
Apr 15, 2025 Q1 2025 |
5,692
shares
|
$231,493
0.15% of portfolio
|
Q1 2025
Added 19.1%
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
5,352
shares
|
$217,665
0.04% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Hrt Financial LP
New York, NY |
Feb 14, 2025 Q4 2024 |
5,021
shares
|
$204,204
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Apr 11, 2025 Q1 2025 |
4,854
shares
|
$197,412
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
3,922
shares
|
$159,507
0.11% of portfolio
|
Q4 2023
Reduced 16.11%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
3,642
shares
|
$148,120
0.0% of portfolio
|
Q2 2024
Reduced 1.38%
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
3,278
shares
|
$133,316
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Feb 10, 2025 Q4 2024 |
3,073
shares
|
$124,978
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
2,832
shares
|
$115,177
0.01% of portfolio
|
Q2 2024
Added 3945.71%
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
2,670
shares
|
$108,588
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Feb 11, 2025 Q4 2024 |
2,600
shares
|
$105,742
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
2,540
shares
|
$103,301
0.0% of portfolio
|
Q3 2024
Reduced 90.04%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
2,137
shares
|
$86,911
0.06% of portfolio
|
Q3 2024
Reduced 27.36%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
1,356
shares
|
$55,148
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,300
shares
|
$52,871
0.0% of portfolio
|
Q3 2022
Added 23.81%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
1,250
shares
|
$50,837
0.0% of portfolio
|
Q2 2023
Reduced 16.67%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
889
shares
|
$36,155
0.0% of portfolio
|
Q4 2024
Reduced 52.94%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
315
shares
|
$12,811
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
167
shares
|
$6,791
0.0% of portfolio
|
Q3 2024
Reduced 28.63%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
150
shares
|
$6,100
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
100
shares
|
$4,067
0.0% of portfolio
|
Q3 2024
Reduced 7.41%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Mar 06, 2025 Q4 2024 |
85
shares
|
$3,456
0.0% of portfolio
|
Q4 2024
New holding
|