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 4.25 Million shares, which have been reported (via 13F filing form) to have a value of $184 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
|
$25.9 Million
1.69% of portfolio
|
Q4 2022
Added 738.66%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
482,860
shares
|
$20.9 Million
0.35% of portfolio
|
Q4 2024
Added 9323.5%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Feb 13, 2025 Q4 2024 |
351,674
shares
|
$15.2 Million
0.28% of portfolio
|
Q4 2024
Added 17.83%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
326,212
shares
|
$14.1 Million
0.02% of portfolio
|
Q4 2024
Reduced 49.46%
|
|
|
Integral Investment Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
259,058
shares
|
$11.2 Million
3.03% of portfolio
|
Q4 2024
Added 4.79%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
184,486
shares
|
$7.99 Million
0.01% of portfolio
|
Q4 2024
Added 18.37%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
177,437
shares
|
$7.68 Million
0.02% of portfolio
|
Q4 2024
Added 130.83%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
108,330
shares
|
$4.69 Million
0.01% of portfolio
|
Q4 2024
Reduced 15.33%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
98,893
shares
|
$4.28 Million
0.0% of portfolio
|
Q4 2024
Added 47.25%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
92,415
shares
|
$4 Million
0.01% of portfolio
|
Q4 2024
Added 5.66%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 13, 2025 Q4 2024 |
76,089
shares
|
$3.29 Million
0.26% of portfolio
|
Q4 2024
Added 4.4%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
76,043
shares
|
$3.29 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
70,116
shares
|
$3.04 Million
0.21% of portfolio
|
Q4 2023
Reduced 1.25%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
69,304
shares
|
$3 Million
0.32% of portfolio
|
Q4 2024
Reduced 8.28%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
63,210
shares
|
$2.74 Million
0.02% of portfolio
|
Q4 2024
Added 24.08%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
63,163
shares
|
$2.73 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.05%
|
|
|
Berkshire Money Management, Inc.
|
Jan 27, 2025 Q4 2024 |
56,376
shares
|
$2.44 Million
0.29% of portfolio
|
Q4 2024
Reduced 8.82%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
53,065
shares
|
$2.3 Million
0.01% of portfolio
|
Q4 2024
Added 252.26%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Feb 05, 2025 Q4 2024 |
48,007
shares
|
$2.08 Million
1.46% of portfolio
|
Q4 2024
Added 24.82%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
44,728
shares
|
$1.94 Million
0.01% of portfolio
|
Q4 2024
Added 7.49%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
41,564
shares
|
$1.8 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
|
$1.79 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
40,080
shares
|
$1.74 Million
0.35% of portfolio
|
Q4 2024
Added 4.68%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Jan 23, 2025 Q4 2024 |
35,820
shares
|
$1.55 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
|
$1.43 Million
0.02% of portfolio
|
Q4 2024
Added 17.32%
|