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 |
|---|---|---|---|---|---|
|
Clear Point Advisors Inc.
Melville, NY |
Jan 31, 2025 Q4 2024 |
13,649
shares
|
$596,051
0.5% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
13,053
shares
|
$570,024
0.0% of portfolio
|
Q4 2024
Reduced 4.7%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
12,980
shares
|
$566,836
0.2% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
12,892
shares
|
$562,993
0.02% of portfolio
|
Q4 2024
Reduced 20.4%
|
|
|
Berkshire Money Management, Inc.
|
Jan 27, 2025 Q4 2024 |
12,687
shares
|
$554,041
0.07% of portfolio
|
Q4 2024
Reduced 66.75%
|
|
|
Bellwether Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
12,383
shares
|
$540,765
0.1% of portfolio
|
Q3 2024
Reduced 41.1%
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
11,297
shares
|
$493,339
0.08% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
10,703
shares
|
$467,400
0.01% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Feb 06, 2025 Q4 2024 |
10,429
shares
|
$455,434
0.13% of portfolio
|
Q4 2024
Reduced 22.76%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,276
shares
|
$448,752
0.0% of portfolio
|
Q3 2024
Added 5.41%
|
|
|
Bcgm Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
10,000
shares
|
$436,700
0.15% of portfolio
|
Q3 2022
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
9,779
shares
|
$427,048
0.01% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
9,740
shares
|
$425,345
0.03% of portfolio
|
Q3 2024
Reduced 3.14%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
9,650
shares
|
$421,415
0.34% of portfolio
|
Q3 2024
Added 30.95%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 13, 2024 Q3 2024 |
9,263
shares
|
$404,515
0.1% of portfolio
|
Q3 2024
Added 67.66%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jan 23, 2025 Q4 2024 |
9,206
shares
|
$402,026
0.3% of portfolio
|
Q4 2023
New holding
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
9,175
shares
|
$400,672
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
7,837
shares
|
$342,241
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 22, 2024 Q3 2024 |
7,833
shares
|
$342,067
0.22% of portfolio
|
Q3 2024
Added 423.6%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
7,238
shares
|
$316,083
0.0% of portfolio
|
Q3 2024
Added 16.27%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
7,128
shares
|
$311,279
0.01% of portfolio
|
Q3 2024
Added 58.26%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
6,822
shares
|
$297,916
0.01% of portfolio
|
Q1 2024
Reduced 53.98%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
6,671
shares
|
$291,322
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
6,492
shares
|
$283,505
0.01% of portfolio
|
Q3 2024
Added 62.3%
|
|
|
Share Andrew L.
Manchester, NH |
Nov 08, 2024 Q3 2024 |
6,480
shares
|
$282,981
0.36% of portfolio
|
Q3 2023
New holding
|