Institutional Ownership Innovator U.S. Equity Buffer E (BAPR)
This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BAPR). We have compiled data on the 108 institutions that hold shares in the stock, with a total of 7.74 Million shares, which have been reported (via 13F filing form) to have a value of $356 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stuart Chaussee & Associates, Inc.
|
Aug 01, 2025 Q2 2025 |
2,218,802
shares
|
$102 Million
33.39% of portfolio
|
Q2 2025
New holding
|
|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
1,035,285
shares
|
$47.6 Million
1.06% of portfolio
|
Q2 2025
New holding
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
553,510
shares
|
$25.5 Million
0.38% of portfolio
|
Q2 2025
Added 3197.06%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
482,018
shares
|
$22.2 Million
0.03% of portfolio
|
Q2 2025
Added 9.74%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 06, 2025 Q2 2025 |
380,937
shares
|
$17.5 Million
0.24% of portfolio
|
Q2 2025
Reduced 5.51%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
378,934
shares
|
$17.4 Million
0.03% of portfolio
|
Q2 2025
Added 98.44%
|
|
|
Integral Investment Advisors, Inc.
|
Aug 01, 2025 Q2 2025 |
270,738
shares
|
$12.5 Million
3.6% of portfolio
|
Q2 2025
Added 3.2%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
180,133
shares
|
$8.28 Million
0.0% of portfolio
|
Q2 2025
Added 31.31%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
179,339
shares
|
$8.25 Million
0.01% of portfolio
|
Q2 2025
Added 2.05%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
155,282
shares
|
$7.14 Million
0.0% of portfolio
|
Q2 2025
Added 11.08%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
142,643
shares
|
$6.56 Million
0.01% of portfolio
|
Q2 2025
Added 7.96%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
114,724
shares
|
$5.28 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
100,317
shares
|
$4.61 Million
0.0% of portfolio
|
Q2 2025
Added 59.22%
|
|
|
My Personal Cfo, LLC
|
Jul 21, 2025 Q2 2025 |
91,870
shares
|
$4.23 Million
2.02% of portfolio
|
Q2 2025
Added 13.6%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
74,885
shares
|
$3.44 Million
0.01% of portfolio
|
Q2 2025
Added 7.76%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Aug 14, 2025 Q2 2025 |
57,112
shares
|
$2.63 Million
0.6% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Jul 22, 2025 Q2 2025 |
56,247
shares
|
$2.59 Million
1.56% of portfolio
|
Q2 2025
Added 4.77%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
52,848
shares
|
$2.43 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
52,719
shares
|
$2.42 Million
0.42% of portfolio
|
Q2 2025
Added 20.25%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
51,231
shares
|
$2.36 Million
0.11% of portfolio
|
Q2 2025
Added 4.07%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
48,645
shares
|
$2.24 Million
0.2% of portfolio
|
Q2 2025
Added 2238.7%
|
|
|
Outlook Wealth Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
46,882
shares
|
$2.16 Million
0.66% of portfolio
|
Q2 2025
Reduced 60.22%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
42,048
shares
|
$1.93 Million
0.01% of portfolio
|
Q2 2025
Added 6.44%
|
|
|
Maltin Wealth Management, Inc.
|
Aug 06, 2025 Q2 2025 |
41,978
shares
|
$1.93 Million
1.06% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
39,546
shares
|
$1.82 Million
0.01% of portfolio
|
Q2 2025
Added 67.53%
|