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 |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
4,955
shares
|
$234,074
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
4,592
shares
|
$216,926
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
4,143
shares
|
$195,715
0.0% of portfolio
|
Q1 2025
Added 424.43%
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
3,706
shares
|
$175,071
0.0% of portfolio
|
Q2 2025
Added 7.67%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
3,317
shares
|
$156,695
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
2,733
shares
|
$129,106
0.04% of portfolio
|
Q1 2025
Reduced 52.16%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jul 24, 2025 Q2 2025 |
2,712
shares
|
$128,114
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
|
$122,635
0.0% of portfolio
|
Q3 2023
Added 139.26%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
2,449
shares
|
$115,690
0.0% of portfolio
|
Q4 2023
Added 51.45%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
1,501
shares
|
$70,907
0.05% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
1,436
shares
|
$67,836
0.07% of portfolio
|
Q1 2022
Reduced 1.31%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,110
shares
|
$52,436
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
811
shares
|
$38,311
0.0% of portfolio
|
Q2 2025
Added 26.52%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
750
shares
|
$35,430
0.0% of portfolio
|
Q3 2023
Reduced 6.25%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
600
shares
|
$28,344
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Aug 15, 2025 Q2 2025 |
500
shares
|
$23,620
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
468
shares
|
$22,108
0.03% of portfolio
|
Q4 2024
Reduced 27.44%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
458
shares
|
$21,635
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
400
shares
|
$18,896
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
250
shares
|
$11,810
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
139
shares
|
$6,566
0.0% of portfolio
|
Q1 2025
Reduced 50.36%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
132
shares
|
$6,235
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
100
shares
|
$4,724
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
100
shares
|
$4,724
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
71
shares
|
$3,354
0.0% of portfolio
|
Q3 2024
Reduced 72.05%
|