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 3.53 Million shares, which have been reported (via 13F filing form) to have a value of $141 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
487,623
shares
|
$19.5 Million
0.35% of portfolio
|
Q4 2024
Added 22.39%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Feb 13, 2025 Q4 2024 |
354,391
shares
|
$14.2 Million
0.28% of portfolio
|
Q4 2024
Added 14.58%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
286,190
shares
|
$11.5 Million
0.02% of portfolio
|
Q4 2024
Reduced 12.19%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
203,735
shares
|
$8.16 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
160,966
shares
|
$6.45 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.03%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
135,351
shares
|
$5.42 Million
0.01% of portfolio
|
Q3 2024
Added 30.3%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
115,813
shares
|
$4.64 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.3%
|
|
|
Richard P Slaughter Associates Inc
|
Apr 10, 2025 Q1 2025 |
78,062
shares
|
$3.13 Million
1.02% of portfolio
|
Q1 2025
Reduced 47.84%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
75,908
shares
|
$3.04 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
74,159
shares
|
$2.97 Million
0.02% of portfolio
|
Q4 2024
Added 5.01%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
64,921
shares
|
$2.6 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Lantz Financial LLC
|
Apr 08, 2025 Q1 2025 |
62,146
shares
|
$2.49 Million
0.74% of portfolio
|
Q1 2025
Reduced 2.3%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
58,889
shares
|
$2.36 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.28%
|
|
|
Diligent Investors, LLC
|
Apr 10, 2025 Q1 2025 |
57,924
shares
|
$2.32 Million
0.66% of portfolio
|
Q1 2025
Reduced 38.7%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
53,206
shares
|
$2.13 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
52,067
shares
|
$2.09 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
50,914
shares
|
$2.04 Million
0.0% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Sageworth Trust CO
|
Jan 28, 2025 Q4 2024 |
45,288
shares
|
$1.81 Million
0.12% of portfolio
|
Q3 2024
Reduced 7.67%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
40,310
shares
|
$1.61 Million
0.25% of portfolio
|
Q4 2024
Reduced 68.95%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
39,116
shares
|
$1.57 Million
0.45% of portfolio
|
Q2 2022
Added 119.05%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
39,100
shares
|
$1.57 Million
0.0% of portfolio
|
Q3 2022
Added 63.22%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
36,099
shares
|
$1.45 Million
0.69% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
35,937
shares
|
$1.44 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.37%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
35,034
shares
|
$1.4 Million
0.3% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Jan 23, 2025 Q4 2024 |
34,153
shares
|
$1.37 Million
1.76% of portfolio
|
Q4 2024
Reduced 1.3%
|