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 2.56 Million shares, which have been reported (via 13F filing form) to have a value of $110 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
8,729
shares
|
$376,743
0.0% of portfolio
|
Q2 2025
Reduced 2.19%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
8,698
shares
|
$375,405
0.01% of portfolio
|
Q2 2025
Reduced 17.94%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
8,615
shares
|
$371,823
0.01% of portfolio
|
Q3 2024
Reduced 27.46%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
8,582
shares
|
$370,399
0.08% of portfolio
|
Q2 2025
Reduced 13.72%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
8,352
shares
|
$360,472
0.01% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
7,160
shares
|
$309,025
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
6,671
shares
|
$287,920
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Aug 06, 2025 Q2 2025 |
6,474
shares
|
$279,417
0.08% of portfolio
|
Q1 2025
Reduced 13.71%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jul 15, 2025 Q2 2025 |
6,459
shares
|
$278,770
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
6,322
shares
|
$272,857
0.01% of portfolio
|
Q2 2025
Reduced 67.45%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
6,197
shares
|
$267,462
0.02% of portfolio
|
Q2 2025
Reduced 11.22%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
6,175
shares
|
$266,513
0.0% of portfolio
|
Q2 2025
Reduced 35.45%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
6,140
shares
|
$265,002
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
5,393
shares
|
$232,761
0.0% of portfolio
|
Q2 2025
Reduced 3.46%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
5,370
shares
|
$231,769
0.01% of portfolio
|
Q4 2024
Reduced 11.58%
|
|
|
Blvd Private Wealth, LLC
Prospect, KY |
Aug 25, 2025 Q2 2025 |
5,333
shares
|
$230,172
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
5,281
shares
|
$227,927
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lion Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
5,253
shares
|
$226,719
0.07% of portfolio
|
Q4 2024
Reduced 14.07%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
5,142
shares
|
$221,928
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Jul 31, 2025 Q2 2025 |
5,025
shares
|
$216,878
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
4,951
shares
|
$213,685
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
4,604
shares
|
$198,708
0.0% of portfolio
|
Q2 2025
Added 37.6%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
3,715
shares
|
$160,339
0.0% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
2,919
shares
|
$125,984
0.02% of portfolio
|
Q4 2022
Added 629.75%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
2,725
shares
|
$117,610
0.01% of portfolio
|
Q4 2022
New holding
|