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 3.88 Million shares, which have been reported (via 13F filing form) to have a value of $186 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
10,032
shares
|
$481,736
0.12% of portfolio
|
Q3 2025
Reduced 18.58%
|
|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
9,927
shares
|
$476,694
0.04% of portfolio
|
Q1 2025
Reduced 10.84%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
8,857
shares
|
$425,313
0.0% of portfolio
|
Q4 2024
Added 1475.98%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
8,637
shares
|
$414,748
0.08% of portfolio
|
Q3 2025
Reduced 10.38%
|
|
|
Straight Path Wealth Management
|
Jul 29, 2025 Q2 2025 |
8,593
shares
|
$412,635
0.15% of portfolio
|
Q2 2025
Reduced 2.06%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
8,441
shares
|
$405,336
0.01% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
8,306
shares
|
$398,854
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
8,158
shares
|
$391,747
0.01% of portfolio
|
Q4 2024
Added 15.01%
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
8,147
shares
|
$391,218
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
8,064
shares
|
$387,233
0.01% of portfolio
|
Q4 2024
Added 12.17%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
7,980
shares
|
$383,199
0.03% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
7,721
shares
|
$370,762
0.0% of portfolio
|
Q2 2025
Reduced 68.71%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
7,596
shares
|
$364,759
0.01% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
6,917
shares
|
$332,154
0.01% of portfolio
|
Q3 2025
Added 4.38%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
6,889
shares
|
$330,809
0.01% of portfolio
|
Q2 2025
Reduced 3.3%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
6,665
shares
|
$320,053
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
6,514
shares
|
$312,802
0.01% of portfolio
|
Q2 2025
Reduced 61.92%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
6,451
shares
|
$309,777
0.0% of portfolio
|
Q3 2025
Reduced 68.83%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
6,423
shares
|
$308,432
0.01% of portfolio
|
Q2 2025
Added 30.52%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Jul 22, 2025 Q2 2025 |
6,000
shares
|
$288,120
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
5,867
shares
|
$281,733
0.08% of portfolio
|
Q3 2025
Reduced 18.45%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
5,665
shares
|
$272,033
0.28% of portfolio
|
Q3 2023
Reduced 7.36%
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
Oct 17, 2025 Q3 2025 |
5,570
shares
|
$267,471
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
4,955
shares
|
$237,939
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
4,592
shares
|
$220,507
0.0% of portfolio
|
Q2 2025
New holding
|