Institutional Ownership Innovator U.S. Equity Buffer E (BOCT)
This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BOCT). We have compiled data on the 101 institutions that hold shares in the stock, with a total of 3.76 Million shares, which have been reported (via 13F filing form) to have a value of $180 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
597,420
shares
|
$28.7 Million
1.69% of portfolio
|
Q4 2022
Added 738.66%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 06, 2025 Q2 2025 |
384,750
shares
|
$18.5 Million
0.24% of portfolio
|
Q2 2025
Reduced 6.63%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
315,146
shares
|
$15.1 Million
0.02% of portfolio
|
Q3 2025
Reduced 63.16%
|
|
|
Integral Investment Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
267,175
shares
|
$12.8 Million
3.61% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
171,892
shares
|
$8.25 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.77%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
166,720
shares
|
$8.01 Million
0.01% of portfolio
|
Q2 2025
Reduced 9.65%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
148,196
shares
|
$7.12 Million
0.01% of portfolio
|
Q2 2025
Added 17.14%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
103,650
shares
|
$4.98 Million
0.01% of portfolio
|
Q3 2025
Added 10.37%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
99,278
shares
|
$4.77 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
75,489
shares
|
$3.62 Million
0.0% of portfolio
|
Q2 2025
Added 28.97%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
72,460
shares
|
$3.48 Million
0.0% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
70,116
shares
|
$3.37 Million
0.21% of portfolio
|
Q4 2023
Reduced 1.25%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 06, 2025 Q3 2025 |
65,881
shares
|
$3.16 Million
0.24% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
63,676
shares
|
$3.06 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Berkshire Money Management, Inc.
|
Oct 14, 2025 Q3 2025 |
56,376
shares
|
$2.71 Million
0.32% of portfolio
|
Q4 2024
Reduced 8.82%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Oct 23, 2025 Q3 2025 |
55,658
shares
|
$2.67 Million
1.43% of portfolio
|
Q3 2025
Reduced 2.0%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
46,049
shares
|
$2.21 Million
0.2% of portfolio
|
Q2 2025
Reduced 7.3%
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Oct 03, 2025 Q3 2025 |
41,191
shares
|
$1.98 Million
1.02% of portfolio
|
Q3 2025
Added 2.84%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
40,203
shares
|
$1.93 Million
0.01% of portfolio
|
Q2 2025
Added 85.9%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
38,622
shares
|
$1.85 Million
0.3% of portfolio
|
Q3 2025
Reduced 3.66%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
38,535
shares
|
$1.85 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.36%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Aug 01, 2025 Q2 2025 |
38,116
shares
|
$1.83 Million
1.41% of portfolio
|
Q2 2025
Added 3.59%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
37,836
shares
|
$1.82 Million
0.01% of portfolio
|
Q2 2025
Reduced 13.23%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
37,784
shares
|
$1.81 Million
0.07% of portfolio
|
Q2 2025
Reduced 6.16%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
36,203
shares
|
$1.74 Million
0.0% of portfolio
|
Q2 2025
Added 26.16%
|