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 |
|---|---|---|---|---|---|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
5,995
shares
|
$286,800
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 06, 2025 Q2 2025 |
5,683
shares
|
$271,874
0.02% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Aug 06, 2025 Q2 2025 |
5,612
shares
|
$268,478
0.1% of portfolio
|
Q1 2025
Reduced 74.17%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
5,328
shares
|
$254,891
0.0% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
5,252
shares
|
$251,255
0.01% of portfolio
|
Q2 2025
Reduced 6.68%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
5,249
shares
|
$251,112
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jul 30, 2025 Q2 2025 |
5,233
shares
|
$250,346
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
4,774
shares
|
$228,388
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
4,719
shares
|
$225,756
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Aug 18, 2025 Q2 2025 |
4,683
shares
|
$224,034
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
4,465
shares
|
$213,605
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
4,378
shares
|
$209,443
0.0% of portfolio
|
Q2 2025
Added 98.55%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Aug 08, 2025 Q2 2025 |
4,062
shares
|
$194,326
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,785
shares
|
$181,074
0.0% of portfolio
|
Q3 2021
Reduced 2.11%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
3,079
shares
|
$147,299
0.01% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jul 24, 2025 Q2 2025 |
3,004
shares
|
$143,711
0.03% of portfolio
|
Q2 2024
Reduced 28.61%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
2,958
shares
|
$141,510
0.03% of portfolio
|
Q4 2024
Reduced 5.1%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
2,702
shares
|
$129,263
0.02% of portfolio
|
Q2 2025
Reduced 18.22%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
2,138
shares
|
$102,281
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
2,000
shares
|
$95,680
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
1,904
shares
|
$91,087
0.02% of portfolio
|
Q3 2024
Added 6.55%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
1,845
shares
|
$88,264
0.01% of portfolio
|
Q2 2025
Reduced 23.76%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,500
shares
|
$71,760
0.0% of portfolio
|
Q2 2024
Reduced 34.78%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
1,378
shares
|
$65,923
0.0% of portfolio
|
Q3 2024
Reduced 40.99%
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
1,360
shares
|
$65,062
0.02% of portfolio
|
Q4 2024
New holding
|