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 |
|---|---|---|---|---|---|
|
Share Andrew L.
Manchester, NH |
Feb 14, 2025 Q4 2024 |
6,480
shares
|
$269,762
0.29% of portfolio
|
Q3 2023
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
6,456
shares
|
$268,763
0.01% of portfolio
|
Q4 2024
Reduced 11.6%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
6,293
shares
|
$261,977
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
5,995
shares
|
$249,571
0.03% of portfolio
|
Q1 2024
Reduced 5.71%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
5,683
shares
|
$236,583
0.02% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
5,571
shares
|
$231,920
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Nova Point Capital, LLC
|
Jan 27, 2025 Q4 2024 |
5,517
shares
|
$229,672
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
5,352
shares
|
$222,803
0.0% of portfolio
|
Q4 2024
Reduced 7.47%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jan 27, 2025 Q4 2024 |
5,233
shares
|
$217,849
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
5,094
shares
|
$212,063
0.01% of portfolio
|
Q4 2024
Reduced 3.12%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
4,783
shares
|
$199,116
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Jan 13, 2025 Q4 2024 |
4,745
shares
|
$197,534
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
4,720
shares
|
$196,493
0.02% of portfolio
|
Q4 2024
Reduced 3.81%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,785
shares
|
$157,569
0.0% of portfolio
|
Q3 2021
Reduced 2.11%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
3,290
shares
|
$136,962
0.01% of portfolio
|
Q4 2024
Reduced 77.82%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jan 27, 2025 Q4 2024 |
3,004
shares
|
$125,056
0.04% of portfolio
|
Q2 2024
Reduced 28.61%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
2,958
shares
|
$123,141
0.03% of portfolio
|
Q4 2024
Reduced 5.1%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
2,420
shares
|
$100,744
0.01% of portfolio
|
Q3 2024
Added 49.38%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
2,138
shares
|
$89,004
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
2,000
shares
|
$83,260
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
1,904
shares
|
$79,263
0.02% of portfolio
|
Q3 2024
Added 6.55%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
1,778
shares
|
$74,018
0.01% of portfolio
|
Q3 2024
Added 676.42%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
1,600
shares
|
$66,608
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,500
shares
|
$62,445
0.0% of portfolio
|
Q2 2024
Reduced 34.78%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
1,378
shares
|
$57,366
0.0% of portfolio
|
Q3 2024
Reduced 40.99%
|