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 107 institutions that hold shares in the stock, with a total of 3.05 Million shares, which have been reported (via 13F filing form) to have a value of $133 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Share Andrew L.
Manchester, NH |
Apr 17, 2025 Q1 2025 |
6,480
shares
|
$281,944
0.25% of portfolio
|
Q3 2023
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
6,377
shares
|
$277,463
0.01% of portfolio
|
Q1 2025
Reduced 1.77%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
6,293
shares
|
$273,808
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
May 13, 2025 Q1 2025 |
5,683
shares
|
$247,267
0.02% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
5,628
shares
|
$244,874
0.01% of portfolio
|
Q1 2025
Reduced 21.04%
|
|
|
Valtinson Bruner Financial Planning LLC
|
May 14, 2025 Q1 2025 |
5,612
shares
|
$244,178
0.1% of portfolio
|
Q1 2025
Reduced 74.17%
|
|
|
Nova Point Capital, LLC
|
Apr 28, 2025 Q1 2025 |
5,517
shares
|
$240,044
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
5,328
shares
|
$231,821
0.0% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
May 09, 2025 Q1 2025 |
5,233
shares
|
$227,687
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jun 10, 2025 Q1 2025 |
4,062
shares
|
$176,737
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,785
shares
|
$164,685
0.0% of portfolio
|
Q3 2021
Reduced 2.11%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
3,304
shares
|
$143,757
0.02% of portfolio
|
Q1 2025
Added 448.84%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
3,084
shares
|
$134,184
0.01% of portfolio
|
Q1 2025
Reduced 6.26%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Apr 22, 2025 Q1 2025 |
3,004
shares
|
$130,704
0.03% of portfolio
|
Q2 2024
Reduced 28.61%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
2,958
shares
|
$128,702
0.03% of portfolio
|
Q4 2024
Reduced 5.1%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
2,420
shares
|
$105,294
0.01% of portfolio
|
Q3 2024
Added 49.38%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
2,205
shares
|
$95,939
0.0% of portfolio
|
Q1 2025
Added 4693.48%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
2,138
shares
|
$93,024
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Global Trust Asset Management, LLC
|
Apr 18, 2025 Q1 2025 |
2,000
shares
|
$87,020
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
1,904
shares
|
$82,843
0.02% of portfolio
|
Q3 2024
Added 6.55%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
1,612
shares
|
$70,138
0.01% of portfolio
|
Q1 2025
Reduced 9.34%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,500
shares
|
$65,265
0.0% of portfolio
|
Q2 2024
Reduced 34.78%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
1,378
shares
|
$59,956
0.0% of portfolio
|
Q3 2024
Reduced 40.99%
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
1,360
shares
|
$59,173
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
1,055
shares
|
$45,903
0.01% of portfolio
|
Q4 2024
New holding
|