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 107 institutions that hold shares in the stock, with a total of 6.7 Million shares, which have been reported (via 13F filing form) to have a value of $308 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fsa Advisors, Inc.
Troy, MI |
May 08, 2025 Q1 2025 |
36,796
shares
|
$1.69 Million
1.23% of portfolio
|
Q1 2025
Added 2.72%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
36,203
shares
|
$1.67 Million
0.0% of portfolio
|
Q2 2025
Added 26.16%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
33,859
shares
|
$1.56 Million
0.0% of portfolio
|
Q2 2025
Added 8.51%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
33,123
shares
|
$1.52 Million
0.02% of portfolio
|
Q4 2024
Added 17.32%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
May 15, 2025 Q1 2025 |
30,775
shares
|
$1.42 Million
0.33% of portfolio
|
Q1 2025
Added 16.74%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
29,061
shares
|
$1.34 Million
0.1% of portfolio
|
Q2 2025
Added 1.6%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
26,397
shares
|
$1.22 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
My Personal Cfo, LLC
|
Jul 21, 2025 Q2 2025 |
25,935
shares
|
$1.19 Million
0.57% of portfolio
|
Q4 2024
Added 41.72%
|
|
|
Bullseye Investment Management, LLC
|
May 15, 2025 Q1 2025 |
25,896
shares
|
$1.19 Million
1.84% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
24,676
shares
|
$1.14 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
24,242
shares
|
$1.12 Million
0.0% of portfolio
|
Q1 2025
Reduced 54.32%
|
|
|
Maltin Wealth Management, Inc.
|
Apr 10, 2025 Q1 2025 |
23,849
shares
|
$1.1 Million
0.54% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
21,918
shares
|
$1.01 Million
0.27% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
21,626
shares
|
$995,444
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
20,865
shares
|
$960,415
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
20,522
shares
|
$944,627
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
19,890
shares
|
$915,536
0.0% of portfolio
|
Q3 2024
Added 16.01%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
18,954
shares
|
$872,452
0.0% of portfolio
|
Q4 2024
Reduced 25.45%
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
18,823
shares
|
$866,422
0.23% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
18,280
shares
|
$841,428
0.34% of portfolio
|
Q2 2025
Reduced 2.06%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
17,336
shares
|
$797,976
0.02% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
17,108
shares
|
$787,481
0.02% of portfolio
|
Q1 2025
Reduced 14.23%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
15,517
shares
|
$714,247
0.05% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
14,085
shares
|
$648,332
0.04% of portfolio
|
Q2 2025
Reduced 17.8%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
13,855
shares
|
$637,745
0.0% of portfolio
|
Q3 2022
Added 3.74%
|