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 110 institutions that hold shares in the stock, with a total of 2.87 Million shares, which have been reported (via 13F filing form) to have a value of $136 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Integral Investment Advisors, Inc.
|
Aug 01, 2025 Q2 2025 |
24,312
shares
|
$1.16 Million
0.32% of portfolio
|
Q2 2024
Reduced 4.01%
|
|
|
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
|
$1.07 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
My Personal Cfo, LLC
|
Jul 21, 2025 Q2 2025 |
22,180
shares
|
$1.06 Million
0.49% of portfolio
|
Q3 2024
Added 21.67%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
21,854
shares
|
$1.05 Million
0.05% of portfolio
|
Q2 2025
Reduced 17.18%
|
|
|
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
|
$962,014
0.21% of portfolio
|
Q2 2025
Added 23.03%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
18,888
shares
|
$903,601
0.0% of portfolio
|
Q2 2025
Added 63.36%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
18,137
shares
|
$867,674
0.01% of portfolio
|
Q2 2025
Added 28.02%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
16,344
shares
|
$781,896
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
|
$767,832
0.18% of portfolio
|
Q3 2024
Reduced 24.47%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
16,004
shares
|
$765,631
0.01% of portfolio
|
Q2 2025
Reduced 7.51%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
15,860
shares
|
$758,742
0.01% of portfolio
|
Q2 2025
Reduced 69.63%
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
Jul 10, 2025 Q2 2025 |
15,485
shares
|
$740,802
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
14,688
shares
|
$702,673
0.05% of portfolio
|
Q2 2025
Reduced 31.67%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
14,280
shares
|
$683,155
0.0% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
13,886
shares
|
$664,306
0.0% of portfolio
|
Q2 2025
Added 33.75%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jul 16, 2025 Q2 2025 |
13,649
shares
|
$652,968
0.52% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Jul 31, 2025 Q2 2025 |
13,630
shares
|
$652,059
0.42% of portfolio
|
Q2 2025
Reduced 8.09%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
12,931
shares
|
$618,619
0.03% of portfolio
|
Q2 2025
Reduced 5.43%
|
|
|
Berkshire Money Management, Inc.
|
Jul 22, 2025 Q2 2025 |
12,687
shares
|
$606,946
0.07% of portfolio
|
Q4 2024
Reduced 66.75%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
12,570
shares
|
$601,348
0.02% of portfolio
|
Q1 2025
Reduced 3.69%
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
12,383
shares
|
$592,402
0.1% of portfolio
|
Q3 2024
Reduced 41.1%
|