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 |
|---|---|---|---|---|---|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
4,200
shares
|
$201,684
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
4,143
shares
|
$198,946
0.0% of portfolio
|
Q1 2025
Added 424.43%
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
3,706
shares
|
$177,962
0.0% of portfolio
|
Q2 2025
Added 7.67%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Oct 28, 2025 Q3 2025 |
3,317
shares
|
$159,282
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
2,760
shares
|
$132,535
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
2,733
shares
|
$131,238
0.04% of portfolio
|
Q1 2025
Reduced 52.16%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 20, 2025 Q3 2025 |
2,712
shares
|
$130,230
0.03% of portfolio
|
Q1 2025
Reduced 12.4%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,596
shares
|
$124,659
0.0% of portfolio
|
Q3 2023
Added 139.26%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
2,449
shares
|
$117,600
0.0% of portfolio
|
Q4 2023
Added 51.45%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
1,501
shares
|
$72,078
0.05% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
1,436
shares
|
$68,956
0.07% of portfolio
|
Q1 2022
Reduced 1.31%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,110
shares
|
$53,302
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
811
shares
|
$38,944
0.0% of portfolio
|
Q2 2025
Added 26.52%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
750
shares
|
$36,015
0.0% of portfolio
|
Q3 2023
Reduced 6.25%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
600
shares
|
$28,812
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Aug 15, 2025 Q2 2025 |
500
shares
|
$24,010
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
468
shares
|
$22,473
0.02% of portfolio
|
Q4 2024
Reduced 27.44%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
458
shares
|
$21,993
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
400
shares
|
$19,208
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
250
shares
|
$12,005
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
139
shares
|
$6,674
0.0% of portfolio
|
Q1 2025
Reduced 50.36%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
132
shares
|
$6,338
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
100
shares
|
$4,802
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
100
shares
|
$4,802
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
71
shares
|
$3,409
0.0% of portfolio
|
Q3 2024
Reduced 72.05%
|