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 104 institutions that hold shares in the stock, with a total of 3.63 Million shares, which have been reported (via 13F filing form) to have a value of $158 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
36,289
shares
|
$1.58 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.07%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
35,510
shares
|
$1.55 Million
0.3% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Jan 23, 2025 Q4 2024 |
34,153
shares
|
$1.49 Million
1.76% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
28,423
shares
|
$1.24 Million
0.08% of portfolio
|
Q2 2024
Added 14.74%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
26,890
shares
|
$1.17 Million
0.07% of portfolio
|
Q4 2024
Reduced 3.45%
|
|
|
Maltin Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
26,287
shares
|
$1.15 Million
0.63% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
24,612
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2024
Added 49.2%
|
|
|
Integral Investment Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
24,312
shares
|
$1.06 Million
0.28% of portfolio
|
Q2 2024
Reduced 4.01%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
22,713
shares
|
$991,876
0.0% of portfolio
|
Q2 2024
Reduced 74.32%
|
|
|
My Personal Cfo, LLC
|
Jan 24, 2025 Q4 2024 |
22,180
shares
|
$968,600
0.52% of portfolio
|
Q3 2024
Added 21.67%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 05, 2024 Q3 2024 |
22,114
shares
|
$965,718
0.4% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Outlook Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
21,260
shares
|
$928,424
0.32% of portfolio
|
Q4 2024
Added 11.89%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 13, 2025 Q4 2024 |
20,300
shares
|
$886,501
0.07% of portfolio
|
Q4 2024
Reduced 14.46%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
17,216
shares
|
$751,822
0.03% of portfolio
|
Q1 2023
Reduced 6.31%
|
|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
16,419
shares
|
$717,017
0.23% of portfolio
|
Q4 2024
Reduced 15.3%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
16,344
shares
|
$713,742
0.09% of portfolio
|
Q3 2022
New holding
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2024 Q3 2024 |
16,050
shares
|
$700,903
0.19% of portfolio
|
Q3 2024
Reduced 24.47%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Jan 13, 2025 Q4 2024 |
15,310
shares
|
$668,587
0.49% of portfolio
|
Q3 2024
Added 24.88%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
14,836
shares
|
$647,888
0.03% of portfolio
|
Q3 2024
Reduced 8.81%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
14,438
shares
|
$630,507
0.02% of portfolio
|
Q3 2024
Added 26.37%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
14,305
shares
|
$624,699
0.0% of portfolio
|
Q3 2024
Reduced 8.89%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
14,241
shares
|
$621,904
0.01% of portfolio
|
Q3 2024
Added 13.08%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
13,958
shares
|
$609,545
0.01% of portfolio
|
Q3 2024
Added 18.12%
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
13,958
shares
|
$609,545
0.15% of portfolio
|
Q4 2024
Reduced 2.9%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
13,829
shares
|
$603,912
0.04% of portfolio
|
Q4 2024
Reduced 0.21%
|