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 108 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 $293 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
6,665
shares
|
$293,726
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Chris Bulman Inc
Roseville, CA |
Apr 15, 2025 Q1 2025 |
6,382
shares
|
$281,254
0.17% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Apr 21, 2025 Q1 2025 |
6,000
shares
|
$264,420
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
5,841
shares
|
$257,412
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
5,835
shares
|
$257,148
0.0% of portfolio
|
Q1 2025
Reduced 16.82%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
5,665
shares
|
$249,656
0.28% of portfolio
|
Q3 2023
Reduced 7.36%
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
May 09, 2025 Q1 2025 |
5,570
shares
|
$245,469
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
4,921
shares
|
$216,868
0.01% of portfolio
|
Q1 2025
Reduced 13.98%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
4,143
shares
|
$182,582
0.0% of portfolio
|
Q1 2025
Added 424.43%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
3,442
shares
|
$151,688
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
3,317
shares
|
$146,180
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
2,733
shares
|
$120,443
0.04% of portfolio
|
Q1 2025
Reduced 52.16%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Apr 22, 2025 Q1 2025 |
2,712
shares
|
$119,517
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
|
$114,405
0.0% of portfolio
|
Q3 2023
Added 139.26%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
2,449
shares
|
$107,927
0.0% of portfolio
|
Q4 2023
Added 51.45%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
2,344
shares
|
$103,300
0.01% of portfolio
|
Q1 2025
Added 12.69%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
1,519
shares
|
$66,942
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
1,436
shares
|
$63,284
0.07% of portfolio
|
Q1 2022
Reduced 1.31%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,110
shares
|
$48,917
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
750
shares
|
$33,052
0.0% of portfolio
|
Q3 2023
Reduced 6.25%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
641
shares
|
$28,248
0.0% of portfolio
|
Q1 2025
Reduced 43.82%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
600
shares
|
$26,442
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
500
shares
|
$22,035
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
468
shares
|
$20,624
0.03% of portfolio
|
Q4 2024
Reduced 27.44%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
458
shares
|
$20,184
0.01% of portfolio
|
Q4 2023
New holding
|