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 106 institutions that hold shares in the stock, with a total of 4.33 Million shares, which have been reported (via 13F filing form) to have a value of $178 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
|
$24.6 Million
1.69% of portfolio
|
Q4 2022
Added 738.66%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
529,915
shares
|
$21.8 Million
0.37% of portfolio
|
Q1 2025
Added 9.75%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
412,085
shares
|
$16.9 Million
0.31% of portfolio
|
Q1 2025
Added 17.18%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
326,212
shares
|
$13.4 Million
0.02% of portfolio
|
Q4 2024
Reduced 49.46%
|
|
|
Integral Investment Advisors, Inc.
|
Apr 15, 2025 Q1 2025 |
265,502
shares
|
$10.9 Million
3.66% of portfolio
|
Q1 2025
Added 2.49%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
184,486
shares
|
$7.58 Million
0.01% of portfolio
|
Q4 2024
Added 18.37%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
177,437
shares
|
$7.29 Million
0.02% of portfolio
|
Q4 2024
Added 130.83%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
108,330
shares
|
$4.45 Million
0.01% of portfolio
|
Q4 2024
Reduced 15.33%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
92,415
shares
|
$3.8 Million
0.01% of portfolio
|
Q4 2024
Added 5.66%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
86,431
shares
|
$3.55 Million
0.01% of portfolio
|
Q1 2025
Added 13.66%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
74,683
shares
|
$3.07 Million
0.28% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
71,750
shares
|
$2.95 Million
0.0% of portfolio
|
Q1 2025
Reduced 27.45%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
70,116
shares
|
$2.88 Million
0.21% of portfolio
|
Q4 2023
Reduced 1.25%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
63,210
shares
|
$2.6 Million
0.02% of portfolio
|
Q4 2024
Added 24.08%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
63,163
shares
|
$2.6 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.05%
|
|
|
Berkshire Money Management, Inc.
|
Apr 23, 2025 Q1 2025 |
56,376
shares
|
$2.32 Million
0.3% of portfolio
|
Q4 2024
Reduced 8.82%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Apr 23, 2025 Q1 2025 |
55,201
shares
|
$2.27 Million
1.54% of portfolio
|
Q1 2025
Added 14.99%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
53,065
shares
|
$2.18 Million
0.01% of portfolio
|
Q4 2024
Added 252.26%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
43,605
shares
|
$1.79 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.51%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
41,564
shares
|
$1.71 Million
0.1% of portfolio
|
Q3 2024
Reduced 4.59%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
41,280
shares
|
$1.7 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
40,080
shares
|
$1.65 Million
0.35% of portfolio
|
Q4 2024
Added 4.68%
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Apr 08, 2025 Q1 2025 |
39,759
shares
|
$1.63 Million
1.04% of portfolio
|
Q1 2025
New holding
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Jan 23, 2025 Q4 2024 |
35,820
shares
|
$1.47 Million
1.86% of portfolio
|
Q4 2024
Reduced 2.59%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
33,123
shares
|
$1.36 Million
0.02% of portfolio
|
Q4 2024
Added 17.32%
|