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 |
|---|---|---|---|---|---|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
12,186
shares
|
$582,978
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
12,015
shares
|
$574,797
0.02% of portfolio
|
Q2 2025
Reduced 13.85%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
11,860
shares
|
$567,382
0.16% of portfolio
|
Q2 2025
Reduced 8.63%
|
|
|
Lion Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
11,846
shares
|
$566,712
0.17% of portfolio
|
Q1 2025
Reduced 27.85%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
11,798
shares
|
$564,416
0.0% of portfolio
|
Q2 2025
Reduced 11.81%
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
10,856
shares
|
$519,351
0.09% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,276
shares
|
$491,603
0.0% of portfolio
|
Q3 2024
Added 5.41%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
10,168
shares
|
$486,437
0.1% of portfolio
|
Q2 2025
Reduced 12.99%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
10,079
shares
|
$482,179
0.01% of portfolio
|
Q2 2025
Reduced 3.1%
|
|
|
Bcgm Wealth Management, LLC
|
Aug 05, 2025 Q2 2025 |
10,000
shares
|
$478,400
0.14% of portfolio
|
Q3 2022
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
9,779
shares
|
$467,827
0.01% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
9,482
shares
|
$453,618
0.03% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
9,230
shares
|
$441,563
0.32% of portfolio
|
Q2 2025
Reduced 6.47%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
9,229
shares
|
$441,515
0.02% of portfolio
|
Q2 2025
Reduced 26.7%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jul 14, 2025 Q2 2025 |
9,206
shares
|
$440,415
0.2% of portfolio
|
Q4 2023
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
8,894
shares
|
$425,488
0.0% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
8,345
shares
|
$399,224
0.03% of portfolio
|
Q4 2024
Reduced 9.05%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
8,072
shares
|
$386,164
0.01% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
7,149
shares
|
$342,008
0.0% of portfolio
|
Q2 2025
Reduced 58.05%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
6,914
shares
|
$330,765
0.38% of portfolio
|
Q4 2024
Reduced 28.35%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
6,671
shares
|
$319,140
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Aug 06, 2025 Q2 2025 |
6,648
shares
|
$318,040
0.08% of portfolio
|
Q2 2025
Reduced 30.31%
|
|
|
Share Andrew L.
Manchester, NH |
Aug 08, 2025 Q2 2025 |
6,480
shares
|
$310,003
0.25% of portfolio
|
Q3 2023
New holding
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
6,379
shares
|
$305,171
0.01% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Aug 05, 2025 Q2 2025 |
6,293
shares
|
$301,057
0.03% of portfolio
|
Q4 2024
New holding
|