Institutional Ownership Innovator U.S. Equity Buffer E (BNOV)
This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BNOV). We have compiled data on the 93 institutions that hold shares in the stock, with a total of 2.55 Million shares, which have been reported (via 13F filing form) to have a value of $107 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 06, 2025 Q2 2025 |
423,299
shares
|
$17.7 Million
0.24% of portfolio
|
Q2 2025
Reduced 8.0%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
176,669
shares
|
$7.4 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
161,253
shares
|
$6.76 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.44%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
125,375
shares
|
$5.25 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
120,900
shares
|
$5.07 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.3%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
111,958
shares
|
$4.69 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.42%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Jul 14, 2025 Q2 2025 |
97,474
shares
|
$4.09 Million
1.1% of portfolio
|
Q2 2025
Reduced 28.3%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
66,817
shares
|
$2.8 Million
0.16% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
64,970
shares
|
$2.72 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.46%
|
|
|
My Personal Cfo, LLC
|
Jul 21, 2025 Q2 2025 |
64,510
shares
|
$2.7 Million
1.29% of portfolio
|
Q1 2025
Reduced 3.44%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
59,885
shares
|
$2.51 Million
0.01% of portfolio
|
Q1 2025
Added 1.36%
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
Jul 10, 2025 Q2 2025 |
57,973
shares
|
$2.43 Million
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
49,120
shares
|
$2.06 Million
0.0% of portfolio
|
Q1 2025
Added 22.77%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
44,668
shares
|
$1.87 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.14%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
38,826
shares
|
$1.63 Million
0.02% of portfolio
|
Q2 2025
Reduced 9.38%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
33,946
shares
|
$1.42 Million
0.11% of portfolio
|
Q2 2025
Reduced 7.8%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
33,944
shares
|
$1.42 Million
0.0% of portfolio
|
Q1 2025
Added 3.26%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
31,318
shares
|
$1.31 Million
0.33% of portfolio
|
Q2 2023
Reduced 24.88%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
30,393
shares
|
$1.27 Million
0.01% of portfolio
|
Q1 2025
Reduced 23.18%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
30,316
shares
|
$1.27 Million
0.04% of portfolio
|
Q2 2025
Reduced 14.86%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
30,238
shares
|
$1.27 Million
0.01% of portfolio
|
Q1 2025
Reduced 10.09%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
27,750
shares
|
$1.16 Million
0.0% of portfolio
|
Q1 2025
Reduced 8.88%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
26,061
shares
|
$1.09 Million
0.0% of portfolio
|
Q3 2024
Reduced 10.97%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
24,818
shares
|
$1.04 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Integral Investment Advisors, Inc.
|
Aug 01, 2025 Q2 2025 |
24,635
shares
|
$1.03 Million
0.3% of portfolio
|
Q2 2024
Reduced 3.9%
|