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 $147 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
32,001
shares
|
$1.33 Million
0.04% of portfolio
|
Q4 2024
Reduced 18.67%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
28,423
shares
|
$1.18 Million
0.07% of portfolio
|
Q2 2024
Added 14.74%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
26,890
shares
|
$1.12 Million
0.07% of portfolio
|
Q4 2024
Reduced 3.45%
|
|
|
Maltin Wealth Management, Inc.
|
Apr 10, 2025 Q1 2025 |
26,287
shares
|
$1.09 Million
0.59% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
26,248
shares
|
$1.09 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
25,625
shares
|
$1.07 Million
0.0% of portfolio
|
Q4 2024
Added 4.12%
|
|
|
Integral Investment Advisors, Inc.
|
Apr 15, 2025 Q1 2025 |
24,312
shares
|
$1.01 Million
0.33% of portfolio
|
Q2 2024
Reduced 4.01%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
22,713
shares
|
$945,542
0.01% of portfolio
|
Q2 2024
Reduced 74.32%
|
|
|
My Personal Cfo, LLC
|
Jan 24, 2025 Q4 2024 |
22,180
shares
|
$923,353
0.52% of portfolio
|
Q3 2024
Added 21.67%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Feb 10, 2025 Q4 2024 |
21,729
shares
|
$904,578
0.39% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
21,497
shares
|
$894,920
0.08% of portfolio
|
Q1 2025
Added 5.9%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Mar 06, 2025 Q4 2024 |
21,476
shares
|
$894,045
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Outlook Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
21,189
shares
|
$882,098
0.3% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
17,216
shares
|
$716,702
0.03% of portfolio
|
Q1 2023
Reduced 6.31%
|
|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
16,419
shares
|
$683,522
0.23% of portfolio
|
Q4 2024
Reduced 15.3%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
16,344
shares
|
$680,400
0.09% of portfolio
|
Q3 2022
New holding
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Feb 13, 2025 Q4 2024 |
16,050
shares
|
$668,161
0.2% of portfolio
|
Q3 2024
Reduced 24.47%
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
Feb 14, 2025 Q4 2024 |
15,485
shares
|
$644,640
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Apr 11, 2025 Q1 2025 |
14,830
shares
|
$617,372
0.52% of portfolio
|
Q1 2025
Reduced 3.14%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
14,280
shares
|
$594,476
0.0% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
13,993
shares
|
$582,528
0.01% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
13,829
shares
|
$575,701
0.04% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jan 31, 2025 Q4 2024 |
13,649
shares
|
$568,207
0.5% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
13,053
shares
|
$543,396
0.0% of portfolio
|
Q4 2024
Reduced 4.7%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
13,052
shares
|
$543,354
0.02% of portfolio
|
Q4 2024
Reduced 9.6%
|