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 108 institutions that hold shares in the stock, with a total of 2.94 Million shares, which have been reported (via 13F filing form) to have a value of $136 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
415,270
shares
|
$19.2 Million
0.31% of portfolio
|
Q1 2025
Added 17.18%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
306,688
shares
|
$14.2 Million
0.02% of portfolio
|
Q1 2025
Added 7.16%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
271,258
shares
|
$12.5 Million
0.03% of portfolio
|
Q4 2024
Reduced 27.98%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
153,962
shares
|
$7.12 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.35%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
135,351
shares
|
$6.26 Million
0.01% of portfolio
|
Q3 2024
Added 30.3%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
78,595
shares
|
$3.64 Million
0.02% of portfolio
|
Q1 2025
Added 5.98%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
74,962
shares
|
$3.47 Million
0.01% of portfolio
|
Q1 2025
Added 15.47%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
72,466
shares
|
$3.35 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.53%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
66,233
shares
|
$3.06 Million
0.0% of portfolio
|
Q1 2025
Added 24.48%
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
62,070
shares
|
$2.87 Million
0.74% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
55,893
shares
|
$2.59 Million
0.68% of portfolio
|
Q2 2025
Reduced 3.51%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
46,332
shares
|
$2.14 Million
0.0% of portfolio
|
Q1 2025
Reduced 9.0%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
40,872
shares
|
$1.89 Million
0.0% of portfolio
|
Q1 2025
Added 13.73%
|
|
|
Richard P Slaughter Associates Inc
|
Jul 08, 2025 Q2 2025 |
40,836
shares
|
$1.89 Million
0.5% of portfolio
|
Q2 2025
Reduced 47.69%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
39,116
shares
|
$1.81 Million
0.45% of portfolio
|
Q2 2022
Added 119.05%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
39,100
shares
|
$1.81 Million
0.0% of portfolio
|
Q3 2022
Added 63.22%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
37,711
shares
|
$1.74 Million
0.31% of portfolio
|
Q2 2025
Reduced 2.19%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
35,165
shares
|
$1.63 Million
0.66% of portfolio
|
Q2 2025
Reduced 2.59%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
35,034
shares
|
$1.62 Million
0.29% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
May 08, 2025 Q1 2025 |
33,370
shares
|
$1.54 Million
1.11% of portfolio
|
Q1 2025
Reduced 2.29%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
32,001
shares
|
$1.48 Million
0.04% of portfolio
|
Q4 2024
Reduced 18.67%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
28,423
shares
|
$1.31 Million
0.07% of portfolio
|
Q2 2024
Added 14.74%
|
|
|
Sageworth Trust CO
|
Jul 21, 2025 Q2 2025 |
28,012
shares
|
$1.3 Million
0.07% of portfolio
|
Q2 2025
Reduced 38.15%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
26,386
shares
|
$1.22 Million
0.07% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Maltin Wealth Management, Inc.
|
Apr 10, 2025 Q1 2025 |
26,287
shares
|
$1.22 Million
0.59% of portfolio
|
Q4 2024
Reduced 0.74%
|