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 90 institutions that hold shares in the stock, with a total of 2.45 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 |
|---|---|---|---|---|---|
|
Cra Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
8,855
shares
|
$386,432
0.06% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
8,712
shares
|
$380,191
0.0% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
8,615
shares
|
$375,958
0.01% of portfolio
|
Q3 2024
Reduced 27.46%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
8,352
shares
|
$364,481
0.01% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
7,308
shares
|
$318,921
0.01% of portfolio
|
Q3 2025
Added 15.6%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
7,160
shares
|
$312,462
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
7,157
shares
|
$312,331
0.08% of portfolio
|
Q3 2025
Reduced 16.6%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
6,671
shares
|
$291,122
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
6,571
shares
|
$286,758
0.0% of portfolio
|
Q3 2025
Reduced 24.45%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Oct 14, 2025 Q3 2025 |
6,459
shares
|
$281,870
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 05, 2025 Q3 2025 |
6,351
shares
|
$277,157
0.07% of portfolio
|
Q3 2025
Reduced 1.9%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
6,233
shares
|
$272,008
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
6,140
shares
|
$267,949
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
5,874
shares
|
$256,341
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
5,754
shares
|
$251,104
0.02% of portfolio
|
Q3 2025
Reduced 7.15%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
5,393
shares
|
$235,350
0.0% of portfolio
|
Q2 2025
Reduced 3.46%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
5,281
shares
|
$230,462
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lion Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
5,253
shares
|
$229,240
0.07% of portfolio
|
Q4 2024
Reduced 14.07%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
5,180
shares
|
$226,055
0.01% of portfolio
|
Q3 2025
Reduced 3.54%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
5,142
shares
|
$224,396
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Oct 08, 2025 Q3 2025 |
5,025
shares
|
$219,291
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
4,951
shares
|
$216,061
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
4,604
shares
|
$200,918
0.0% of portfolio
|
Q2 2025
Added 37.6%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
3,715
shares
|
$162,122
0.0% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
2,919
shares
|
$127,385
0.02% of portfolio
|
Q4 2022
Added 629.75%
|