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 116 institutions that hold shares in the stock, with a total of 3.51 Million shares, which have been reported (via 13F filing form) to have a value of $169 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 22, 2025 Q3 2025 |
26,271
shares
|
$1.26 Million
0.05% of portfolio
|
Q3 2025
Added 293.81%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
25,274
shares
|
$1.22 Million
0.08% of portfolio
|
Q2 2025
Reduced 11.08%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
24,342
shares
|
$1.17 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
22,712
shares
|
$1.09 Million
0.01% of portfolio
|
Q2 2025
Reduced -0.0%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
22,555
shares
|
$1.08 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
22,374
shares
|
$1.08 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
22,080
shares
|
$1.06 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
21,779
shares
|
$1.05 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
21,453
shares
|
$1.03 Million
0.29% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Outlook Wealth Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
21,050
shares
|
$1.01 Million
0.29% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Aug 14, 2025 Q2 2025 |
20,109
shares
|
$966,840
0.21% of portfolio
|
Q2 2025
Added 23.03%
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 20, 2025 Q3 2025 |
18,923
shares
|
$909,817
0.46% of portfolio
|
Q3 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
18,888
shares
|
$908,135
0.0% of portfolio
|
Q2 2025
Added 63.36%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
18,137
shares
|
$872,026
0.01% of portfolio
|
Q2 2025
Added 28.02%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
16,670
shares
|
$801,493
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
16,344
shares
|
$785,819
0.09% of portfolio
|
Q3 2022
New holding
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Aug 14, 2025 Q2 2025 |
16,050
shares
|
$771,684
0.18% of portfolio
|
Q3 2024
Reduced 24.47%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 06, 2025 Q3 2025 |
15,600
shares
|
$750,048
0.06% of portfolio
|
Q3 2025
Added 6.21%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
15,286
shares
|
$734,950
0.01% of portfolio
|
Q3 2025
Reduced 3.62%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
14,280
shares
|
$686,582
0.0% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
14,248
shares
|
$685,043
0.03% of portfolio
|
Q3 2025
Added 123.36%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Oct 08, 2025 Q3 2025 |
14,030
shares
|
$674,562
0.41% of portfolio
|
Q3 2025
Added 2.93%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
13,886
shares
|
$667,638
0.0% of portfolio
|
Q2 2025
Added 33.75%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Oct 28, 2025 Q3 2025 |
13,649
shares
|
$656,243
0.51% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
12,931
shares
|
$621,722
0.03% of portfolio
|
Q2 2025
Reduced 5.43%
|