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 3.49 Million shares, which have been reported (via 13F filing form) to have a value of $168 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Share Andrew L.
Manchester, NH |
Aug 08, 2025 Q2 2025 |
6,480
shares
|
$311,558
0.25% of portfolio
|
Q3 2023
New holding
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
6,293
shares
|
$302,567
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
5,995
shares
|
$288,239
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 06, 2025 Q2 2025 |
5,683
shares
|
$273,238
0.02% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Aug 06, 2025 Q2 2025 |
5,612
shares
|
$269,824
0.1% of portfolio
|
Q1 2025
Reduced 74.17%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
5,328
shares
|
$256,170
0.0% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
5,256
shares
|
$252,708
0.26% of portfolio
|
Q3 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
5,252
shares
|
$252,516
0.01% of portfolio
|
Q2 2025
Reduced 6.68%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
5,249
shares
|
$252,371
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 16, 2025 Q3 2025 |
5,233
shares
|
$251,602
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
4,774
shares
|
$229,533
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 22, 2025 Q3 2025 |
4,716
shares
|
$226,745
0.02% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
4,713
shares
|
$226,601
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Aug 18, 2025 Q2 2025 |
4,683
shares
|
$225,158
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
4,465
shares
|
$214,677
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
4,378
shares
|
$210,494
0.0% of portfolio
|
Q2 2025
Added 98.55%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
4,346
shares
|
$208,955
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
4,316
shares
|
$207,513
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
4,284
shares
|
$205,974
0.01% of portfolio
|
Q3 2025
Added 39.14%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Oct 29, 2025 Q3 2025 |
4,248
shares
|
$204,243
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Aug 08, 2025 Q2 2025 |
4,062
shares
|
$195,300
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,785
shares
|
$181,982
0.0% of portfolio
|
Q3 2021
Reduced 2.11%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 20, 2025 Q3 2025 |
3,004
shares
|
$144,432
0.03% of portfolio
|
Q2 2024
Reduced 28.61%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
2,958
shares
|
$142,220
0.03% of portfolio
|
Q4 2024
Reduced 5.1%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
2,702
shares
|
$129,912
0.02% of portfolio
|
Q2 2025
Reduced 18.22%
|