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 |
|---|---|---|---|---|---|
|
Berkshire Money Management, Inc.
|
Oct 14, 2025 Q3 2025 |
12,687
shares
|
$609,990
0.07% of portfolio
|
Q4 2024
Reduced 66.75%
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
Oct 17, 2025 Q3 2025 |
12,590
shares
|
$605,327
0.06% of portfolio
|
Q3 2025
Reduced 18.7%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
12,570
shares
|
$604,365
0.02% of portfolio
|
Q1 2025
Reduced 3.69%
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
12,383
shares
|
$595,374
0.1% of portfolio
|
Q3 2024
Reduced 41.1%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
12,186
shares
|
$585,902
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
12,015
shares
|
$577,681
0.02% of portfolio
|
Q2 2025
Reduced 13.85%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
11,898
shares
|
$572,055
0.0% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Lion Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
11,846
shares
|
$569,555
0.17% of portfolio
|
Q1 2025
Reduced 27.85%
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
10,847
shares
|
$521,523
0.13% of portfolio
|
Q3 2025
Added 6.68%
|
|
|
Secure Asset Management, LLC
|
Oct 09, 2025 Q3 2025 |
10,752
shares
|
$516,956
0.09% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,276
shares
|
$494,070
0.0% of portfolio
|
Q3 2024
Added 5.41%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
10,079
shares
|
$484,598
0.01% of portfolio
|
Q2 2025
Reduced 3.1%
|
|
|
Bcgm Wealth Management, LLC
|
Aug 05, 2025 Q2 2025 |
10,000
shares
|
$480,800
0.14% of portfolio
|
Q3 2022
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
9,779
shares
|
$470,174
0.01% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
9,482
shares
|
$455,894
0.02% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
9,230
shares
|
$443,778
0.32% of portfolio
|
Q2 2025
Reduced 6.47%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
9,229
shares
|
$443,730
0.02% of portfolio
|
Q2 2025
Reduced 26.7%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
8,894
shares
|
$427,623
0.0% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Oct 20, 2025 Q3 2025 |
8,762
shares
|
$421,276
0.17% of portfolio
|
Q3 2025
Reduced 4.82%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
8,345
shares
|
$401,227
0.03% of portfolio
|
Q4 2024
Reduced 9.05%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
8,072
shares
|
$388,101
0.01% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
7,149
shares
|
$343,723
0.0% of portfolio
|
Q2 2025
Reduced 58.05%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
6,914
shares
|
$332,425
0.37% of portfolio
|
Q4 2024
Reduced 28.35%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
6,772
shares
|
$325,597
0.09% of portfolio
|
Q3 2025
Reduced 42.9%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Aug 06, 2025 Q2 2025 |
6,648
shares
|
$319,635
0.08% of portfolio
|
Q2 2025
Reduced 30.31%
|