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 101 institutions that hold shares in the stock, with a total of 5.43 Million shares, which have been reported (via 13F filing form) to have a value of $256 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
9,941
shares
|
$468,519
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
9,708
shares
|
$457,538
0.01% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
9,458
shares
|
$445,755
0.07% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Secure Asset Management, LLC
|
Oct 09, 2025 Q3 2025 |
8,977
shares
|
$423,086
0.07% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
8,888
shares
|
$418,891
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
8,850
shares
|
$417,100
0.01% of portfolio
|
Q2 2023
Reduced 0.56%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
8,624
shares
|
$406,449
0.01% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 09, 2025 Q3 2025 |
8,114
shares
|
$382,412
0.03% of portfolio
|
Q3 2025
Reduced 46.93%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
7,740
shares
|
$364,786
0.03% of portfolio
|
Q3 2025
Reduced 26.31%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
7,427
shares
|
$350,034
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
7,409
shares
|
$349,186
0.02% of portfolio
|
Q3 2025
Reduced 15.27%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
7,388
shares
|
$348,196
0.02% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
Foronjy Financial LLC
Los Osos, CA |
Oct 22, 2025 Q3 2025 |
7,358
shares
|
$346,782
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Castellan Group
Louisville, KY |
Oct 23, 2025 Q3 2025 |
7,160
shares
|
$337,450
0.39% of portfolio
|
Q3 2024
Reduced 25.42%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
7,100
shares
|
$334,623
0.07% of portfolio
|
Q3 2025
Reduced 7.79%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
7,043
shares
|
$331,936
0.01% of portfolio
|
Q3 2025
Reduced 4.66%
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 20, 2025 Q3 2025 |
7,037
shares
|
$331,653
0.17% of portfolio
|
Q3 2025
Reduced 46.51%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
6,892
shares
|
$324,819
0.01% of portfolio
|
Q3 2025
Added 1.23%
|
|
|
Beck Capital Management, LLC
Austin, TX |
Nov 14, 2025 Q3 2025 |
6,654
shares
|
$313,603
0.09% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
6,647
shares
|
$313,273
0.0% of portfolio
|
Q3 2025
Reduced 6.97%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
6,403
shares
|
$301,773
0.02% of portfolio
|
Q3 2025
Reduced 5.88%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
6,115
shares
|
$288,199
0.0% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Souders Financial Advisors
|
Nov 04, 2025 Q3 2025 |
5,857
shares
|
$276,040
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Diligent Investors, LLC
|
Nov 13, 2025 Q3 2025 |
5,733
shares
|
$270,196
0.08% of portfolio
|
Q1 2024
Reduced 0.26%
|
|
|
Bellwether Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
5,352
shares
|
$252,239
0.04% of portfolio
|
Q3 2024
Reduced 0.45%
|
|