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 97 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 $147 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
439,220
shares
|
$18.5 Million
0.03% of portfolio
|
Q1 2025
Added 549.28%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
403,161
shares
|
$17 Million
0.31% of portfolio
|
Q1 2025
Added 17.17%
|
|
|
Integral Investment Advisors, Inc.
|
Apr 15, 2025 Q1 2025 |
262,344
shares
|
$11.1 Million
3.65% of portfolio
|
Q1 2025
Added 1.9%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
190,955
shares
|
$8.06 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.45%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
175,729
shares
|
$7.42 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.38%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
139,787
shares
|
$5.9 Million
0.0% of portfolio
|
Q1 2025
Added 38.98%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
137,185
shares
|
$5.79 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.62%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
132,128
shares
|
$5.58 Million
0.01% of portfolio
|
Q1 2025
Reduced 28.04%
|
|
|
Outlook Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
117,866
shares
|
$4.98 Million
1.67% of portfolio
|
Q1 2025
Added 16.59%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
114,724
shares
|
$4.84 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
My Personal Cfo, LLC
|
Apr 23, 2025 Q1 2025 |
80,870
shares
|
$3.41 Million
1.83% of portfolio
|
Q1 2025
Reduced 2.12%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
71,357
shares
|
$3.01 Million
0.18% of portfolio
|
Q1 2025
Added 822.52%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
69,495
shares
|
$2.93 Million
0.01% of portfolio
|
Q1 2025
Added 69.32%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
63,007
shares
|
$2.66 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.37%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
May 15, 2025 Q1 2025 |
57,360
shares
|
$2.42 Million
0.62% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Apr 23, 2025 Q1 2025 |
53,686
shares
|
$2.27 Million
1.51% of portfolio
|
Q1 2025
Added 14.46%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
53,470
shares
|
$2.26 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.87%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
43,840
shares
|
$1.85 Million
0.37% of portfolio
|
Q1 2025
Reduced 3.19%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
43,318
shares
|
$1.83 Million
0.13% of portfolio
|
Q4 2024
Reduced 7.7%
|
|
|
Maltin Wealth Management, Inc.
|
Apr 10, 2025 Q1 2025 |
41,978
shares
|
$1.77 Million
0.96% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
39,503
shares
|
$1.67 Million
0.01% of portfolio
|
Q1 2025
Reduced 19.4%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
35,079
shares
|
$1.48 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Apr 16, 2025 Q1 2025 |
34,818
shares
|
$1.47 Million
0.34% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
30,957
shares
|
$1.31 Million
0.08% of portfolio
|
Q1 2025
Reduced 54.04%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
28,400
shares
|
$1.2 Million
0.04% of portfolio
|
Q1 2025
Reduced 6.59%
|