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 107 institutions that hold shares in the stock, with a total of 3.05 Million shares, which have been reported (via 13F filing form) to have a value of $133 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Maltin Wealth Management, Inc.
|
Apr 10, 2025 Q1 2025 |
26,287
shares
|
$1.14 Million
0.59% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
24,466
shares
|
$1.06 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.52%
|
|
|
Integral Investment Advisors, Inc.
|
Apr 15, 2025 Q1 2025 |
24,312
shares
|
$1.06 Million
0.33% of portfolio
|
Q2 2024
Reduced 4.01%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
22,713
shares
|
$988,242
0.01% of portfolio
|
Q2 2024
Reduced 74.32%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
22,605
shares
|
$983,543
0.0% of portfolio
|
Q1 2025
Reduced 61.61%
|
|
|
My Personal Cfo, LLC
|
Apr 23, 2025 Q1 2025 |
22,180
shares
|
$965,051
0.49% of portfolio
|
Q3 2024
Added 21.67%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
21,497
shares
|
$935,334
0.08% of portfolio
|
Q1 2025
Added 5.9%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
21,476
shares
|
$934,420
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Outlook Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
21,189
shares
|
$921,933
0.3% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Legacy Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
20,218
shares
|
$879,685
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
17,303
shares
|
$752,853
0.01% of portfolio
|
Q1 2025
Reduced 96.45%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
17,043
shares
|
$741,540
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
May 15, 2025 Q1 2025 |
16,345
shares
|
$711,170
0.17% of portfolio
|
Q1 2025
Added 37.25%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
16,344
shares
|
$711,127
0.09% of portfolio
|
Q3 2022
New holding
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
May 15, 2025 Q1 2025 |
16,050
shares
|
$698,335
0.21% of portfolio
|
Q3 2024
Reduced 24.47%
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
May 09, 2025 Q1 2025 |
15,485
shares
|
$673,752
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Apr 11, 2025 Q1 2025 |
14,830
shares
|
$645,253
0.52% of portfolio
|
Q1 2025
Reduced 3.14%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
14,280
shares
|
$621,322
0.0% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
14,167
shares
|
$616,406
0.01% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
13,946
shares
|
$606,790
0.02% of portfolio
|
Q1 2025
Reduced 18.99%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
13,674
shares
|
$594,955
0.04% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Apr 21, 2025 Q1 2025 |
13,649
shares
|
$593,867
0.51% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
13,378
shares
|
$582,076
0.0% of portfolio
|
Q1 2025
Added 2.49%
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
12,980
shares
|
$564,759
0.18% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Berkshire Money Management, Inc.
|
Apr 23, 2025 Q1 2025 |
12,687
shares
|
$552,011
0.07% of portfolio
|
Q4 2024
Reduced 66.75%
|