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 94 institutions that hold shares in the stock, with a total of 3.25 Million shares, which have been reported (via 13F filing form) to have a value of $129 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
577,180
shares
|
$23 Million
0.36% of portfolio
|
Q1 2025
Added 8.35%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
460,096
shares
|
$18.3 Million
0.31% of portfolio
|
Q1 2025
Added 17.17%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
179,477
shares
|
$7.14 Million
0.0% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
165,287
shares
|
$6.58 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Apr 09, 2025 Q1 2025 |
135,945
shares
|
$5.41 Million
1.63% of portfolio
|
Q1 2025
Reduced 4.47%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
125,375
shares
|
$4.99 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
120,900
shares
|
$4.81 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.3%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
111,958
shares
|
$4.46 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.42%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
66,817
shares
|
$2.66 Million
0.16% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
64,970
shares
|
$2.59 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.46%
|
|
|
My Personal Cfo, LLC
|
Apr 23, 2025 Q1 2025 |
64,510
shares
|
$2.57 Million
1.32% of portfolio
|
Q1 2025
Reduced 3.44%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
59,885
shares
|
$2.38 Million
0.01% of portfolio
|
Q1 2025
Added 1.36%
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
May 09, 2025 Q1 2025 |
57,973
shares
|
$2.31 Million
1.1% of portfolio
|
Q4 2024
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
49,120
shares
|
$1.95 Million
0.0% of portfolio
|
Q1 2025
Added 22.77%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
44,668
shares
|
$1.78 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.14%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
42,845
shares
|
$1.71 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.04%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
36,819
shares
|
$1.47 Million
0.12% of portfolio
|
Q4 2024
Reduced 16.47%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
35,607
shares
|
$1.42 Million
0.05% of portfolio
|
Q1 2025
Reduced 5.19%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
33,944
shares
|
$1.35 Million
0.0% of portfolio
|
Q1 2025
Added 3.26%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
31,318
shares
|
$1.25 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
|
$1.21 Million
0.01% of portfolio
|
Q1 2025
Reduced 23.18%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
30,238
shares
|
$1.2 Million
0.01% of portfolio
|
Q1 2025
Reduced 10.09%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
27,750
shares
|
$1.1 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
|
$1.04 Million
0.0% of portfolio
|
Q3 2024
Reduced 10.97%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
24,922
shares
|
$991,895
0.03% of portfolio
|
Q1 2025
Reduced 4.15%
|