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 |
|---|---|---|---|---|---|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
2,138
shares
|
$102,795
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Global Trust Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
2,000
shares
|
$96,160
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
1,904
shares
|
$91,544
0.02% of portfolio
|
Q3 2024
Added 6.55%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
1,845
shares
|
$88,707
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
|
$72,120
0.0% of portfolio
|
Q2 2024
Reduced 34.78%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
1,378
shares
|
$66,254
0.0% of portfolio
|
Q3 2024
Reduced 40.99%
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
1,360
shares
|
$65,388
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
1,055
shares
|
$50,724
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
1,000
shares
|
$48,080
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
575
shares
|
$27,646
0.0% of portfolio
|
Q1 2025
Reduced 46.51%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
511
shares
|
$24,568
0.0% of portfolio
|
Q4 2024
Added 4.07%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Aug 15, 2025 Q2 2025 |
300
shares
|
$14,424
0.01% of portfolio
|
Q2 2025
Reduced 40.0%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
207
shares
|
$9,952
0.0% of portfolio
|
Q2 2024
Reduced 99.62%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
90
shares
|
$4,327
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
50
shares
|
$2,404
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|