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 |
|---|---|---|---|---|---|
|
Beck Capital Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
6,723
shares
|
$315,577
0.09% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Lion Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
6,514
shares
|
$305,767
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
6,424
shares
|
$301,542
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
6,170
shares
|
$289,619
0.01% of portfolio
|
Q2 2025
Reduced 3.29%
|
|
|
Souders Financial Advisors
|
Aug 06, 2025 Q2 2025 |
5,857
shares
|
$274,927
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
5,733
shares
|
$269,107
0.07% of portfolio
|
Q1 2024
Reduced 0.26%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Jul 22, 2025 Q2 2025 |
5,600
shares
|
$262,864
0.1% of portfolio
|
Q2 2025
Reduced 26.32%
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
5,352
shares
|
$251,222
0.04% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
4,905
shares
|
$230,240
0.06% of portfolio
|
Q2 2025
Reduced 35.08%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Aug 01, 2025 Q2 2025 |
4,653
shares
|
$218,411
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jul 14, 2025 Q2 2025 |
4,514
shares
|
$211,887
0.05% of portfolio
|
Q2 2025
Reduced 7.0%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
4,439
shares
|
$208,366
0.01% of portfolio
|
Q2 2025
Added 14.79%
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
3,922
shares
|
$184,098
0.1% of portfolio
|
Q4 2023
Reduced 16.11%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
3,642
shares
|
$170,955
0.0% of portfolio
|
Q2 2024
Reduced 1.38%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
3,604
shares
|
$169,171
0.13% of portfolio
|
Q2 2025
Added 17.28%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
2,762
shares
|
$129,648
0.01% of portfolio
|
Q1 2025
Reduced 2.47%
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
2,670
shares
|
$125,329
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
2,540
shares
|
$119,227
0.0% of portfolio
|
Q3 2024
Reduced 90.04%
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
2,102
shares
|
$98,667
0.0% of portfolio
|
Q2 2025
Added 210100.0%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
1,944
shares
|
$91,251
0.0% of portfolio
|
Q2 2025
Added 118.67%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1,763
shares
|
$82,755
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
1,356
shares
|
$63,650
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,300
shares
|
$61,022
0.0% of portfolio
|
Q3 2022
Added 23.81%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
1,250
shares
|
$58,675
0.0% of portfolio
|
Q2 2023
Reduced 16.67%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,000
shares
|
$46,940
0.0% of portfolio
|
Q1 2025
New holding
|