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 4.35 Million shares, which have been reported (via 13F filing form) to have a value of $205 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
33,859
shares
|
$1.6 Million
0.0% of portfolio
|
Q2 2025
Added 8.51%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
32,746
shares
|
$1.55 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
29,061
shares
|
$1.37 Million
0.1% of portfolio
|
Q2 2025
Added 1.6%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Aug 14, 2025 Q2 2025 |
27,605
shares
|
$1.3 Million
0.29% of portfolio
|
Q2 2025
Reduced 10.3%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
26,397
shares
|
$1.25 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
My Personal Cfo, LLC
|
Jul 21, 2025 Q2 2025 |
25,935
shares
|
$1.23 Million
0.57% of portfolio
|
Q4 2024
Added 41.72%
|
|
|
Bullseye Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
25,896
shares
|
$1.22 Million
1.88% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
24,500
shares
|
$1.16 Million
0.0% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Maltin Wealth Management, Inc.
|
Aug 06, 2025 Q2 2025 |
23,473
shares
|
$1.11 Million
0.6% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
21,918
shares
|
$1.04 Million
0.27% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
20,865
shares
|
$985,662
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
20,693
shares
|
$977,537
0.01% of portfolio
|
Q2 2025
Reduced 96.1%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
19,890
shares
|
$939,603
0.0% of portfolio
|
Q3 2024
Added 16.01%
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
18,823
shares
|
$889,198
0.23% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
18,280
shares
|
$863,547
0.34% of portfolio
|
Q2 2025
Reduced 2.06%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
17,028
shares
|
$804,402
0.02% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
15,289
shares
|
$722,252
0.0% of portfolio
|
Q2 2025
Reduced 19.34%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
14,116
shares
|
$666,839
0.0% of portfolio
|
Q2 2025
Added 40.23%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
14,085
shares
|
$665,375
0.04% of portfolio
|
Q2 2025
Reduced 17.8%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
13,855
shares
|
$654,510
0.0% of portfolio
|
Q3 2022
Added 3.74%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Aug 06, 2025 Q2 2025 |
13,626
shares
|
$643,692
0.24% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
12,895
shares
|
$609,159
0.18% of portfolio
|
Q1 2025
Added 158.57%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
12,321
shares
|
$582,044
0.12% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
12,282
shares
|
$580,201
0.03% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,763
shares
|
$555,684
0.0% of portfolio
|
Q1 2024
Added 5.48%
|