Institutional Ownership Innovator U.S. Equity Buffer E (BSEP)
This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BSEP). We have compiled data on the 113 institutions that hold shares in the stock, with a total of 3.49 Million shares, which have been reported (via 13F filing form) to have a value of $168 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
561,151
shares
|
$27 Million
0.38% of portfolio
|
Q3 2025
Added 3406.32%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 06, 2025 Q2 2025 |
387,140
shares
|
$18.6 Million
0.24% of portfolio
|
Q2 2025
Reduced 6.77%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
289,519
shares
|
$13.9 Million
0.02% of portfolio
|
Q3 2025
Reduced 4.34%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
226,319
shares
|
$10.9 Million
0.02% of portfolio
|
Q2 2025
Added 86.8%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
179,038
shares
|
$8.61 Million
0.01% of portfolio
|
Q3 2025
Added 11.14%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
135,351
shares
|
$6.51 Million
0.01% of portfolio
|
Q3 2024
Added 30.3%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
84,829
shares
|
$4.08 Million
0.02% of portfolio
|
Q2 2025
Added 7.93%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
75,127
shares
|
$3.61 Million
0.0% of portfolio
|
Q2 2025
Added 3.67%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
69,234
shares
|
$3.33 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.64%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
64,975
shares
|
$3.12 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
62,070
shares
|
$2.98 Million
0.74% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
55,893
shares
|
$2.69 Million
0.68% of portfolio
|
Q2 2025
Reduced 3.51%
|
|
|
Integral Investment Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
47,612
shares
|
$2.29 Million
0.64% of portfolio
|
Q3 2025
Added 95.84%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
42,286
shares
|
$2.03 Million
0.0% of portfolio
|
Q2 2025
Added 3.46%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
41,851
shares
|
$2.01 Million
0.0% of portfolio
|
Q2 2025
Reduced 9.67%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
39,116
shares
|
$1.88 Million
0.45% of portfolio
|
Q2 2022
Added 119.05%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
39,100
shares
|
$1.88 Million
0.0% of portfolio
|
Q3 2022
Added 63.22%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
38,376
shares
|
$1.85 Million
0.31% of portfolio
|
Q3 2025
Added 1.76%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
36,043
shares
|
$1.73 Million
0.68% of portfolio
|
Q3 2025
Added 2.5%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
33,639
shares
|
$1.62 Million
0.26% of portfolio
|
Q3 2025
Reduced 3.45%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Aug 01, 2025 Q2 2025 |
32,972
shares
|
$1.59 Million
1.21% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
32,001
shares
|
$1.54 Million
0.04% of portfolio
|
Q4 2024
Reduced 18.67%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
31,710
shares
|
$1.52 Million
0.35% of portfolio
|
Q3 2025
New holding
|
|
|
Sageworth Trust CO
|
Jul 21, 2025 Q2 2025 |
28,012
shares
|
$1.35 Million
0.07% of portfolio
|
Q2 2025
Reduced 38.15%
|
|
|
Maltin Wealth Management, Inc.
|
Oct 23, 2025 Q3 2025 |
26,287
shares
|
$1.26 Million
0.65% of portfolio
|
Q4 2024
Reduced 0.74%
|