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 100 institutions that hold shares in the stock, with a total of 4.57 Million shares, which have been reported (via 13F filing form) to have a value of $206 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
28,400
shares
|
$1.28 Million
0.04% of portfolio
|
Q1 2025
Reduced 6.59%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
May 08, 2025 Q1 2025 |
28,058
shares
|
$1.27 Million
0.11% of portfolio
|
Q1 2025
Added 3.61%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
26,433
shares
|
$1.19 Million
0.04% of portfolio
|
Q1 2025
Reduced 8.8%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
25,613
shares
|
$1.16 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Apr 21, 2025 Q1 2025 |
24,960
shares
|
$1.13 Million
0.95% of portfolio
|
Q1 2025
Reduced 2.24%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
24,572
shares
|
$1.11 Million
0.0% of portfolio
|
Q1 2025
Added 7.94%
|
|
|
Valtinson Bruner Financial Planning LLC
|
May 14, 2025 Q1 2025 |
24,478
shares
|
$1.11 Million
0.43% of portfolio
|
Q1 2025
Reduced 59.68%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
23,605
shares
|
$1.07 Million
0.0% of portfolio
|
Q1 2025
Reduced 16.97%
|
|
|
Berkshire Money Management, Inc.
|
Apr 23, 2025 Q1 2025 |
21,374
shares
|
$965,463
0.11% of portfolio
|
Q2 2024
Reduced 1.06%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
20,435
shares
|
$923,048
0.4% of portfolio
|
Q1 2025
Reduced 10.39%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
20,188
shares
|
$911,891
0.72% of portfolio
|
Q4 2024
New holding
|
|
|
M Holdings Securities, Inc.
Portland, OR |
May 13, 2025 Q1 2025 |
18,820
shares
|
$850,099
0.13% of portfolio
|
Q4 2024
Added 2156.59%
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
18,539
shares
|
$837,406
0.22% of portfolio
|
Q2 2025
Added 94.51%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
16,788
shares
|
$758,313
0.01% of portfolio
|
Q1 2025
Reduced 44.5%
|
|
|
Xml Financial, LLC
|
Apr 22, 2025 Q1 2025 |
15,675
shares
|
$708,039
0.06% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
15,598
shares
|
$704,561
0.14% of portfolio
|
Q1 2023
Added 3.99%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
15,416
shares
|
$696,340
0.06% of portfolio
|
Q2 2025
Added 55.17%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
15,290
shares
|
$690,649
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
15,104
shares
|
$682,247
0.01% of portfolio
|
Q1 2025
Reduced 6.36%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
May 08, 2025 Q1 2025 |
14,602
shares
|
$659,572
0.56% of portfolio
|
Q1 2025
Reduced 4.14%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
13,394
shares
|
$605,006
0.02% of portfolio
|
Q4 2023
Added 8.69%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
12,704
shares
|
$573,839
0.15% of portfolio
|
Q2 2025
Reduced 3.87%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
12,521
shares
|
$565,573
0.04% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jul 02, 2025 Q2 2025 |
11,597
shares
|
$523,836
0.56% of portfolio
|
Q2 2025
Reduced 4.69%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
9,941
shares
|
$449,034
0.01% of portfolio
|
Q1 2025
New holding
|