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 |
|---|---|---|---|---|---|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
9,798
shares
|
$442,575
0.04% of portfolio
|
Q1 2025
Reduced 11.71%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Jul 08, 2025 Q2 2025 |
9,775
shares
|
$441,536
0.34% of portfolio
|
Q2 2025
New holding
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
9,708
shares
|
$438,510
0.01% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
9,458
shares
|
$427,217
0.06% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
9,022
shares
|
$407,523
0.08% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
8,850
shares
|
$399,754
0.01% of portfolio
|
Q2 2023
Reduced 0.56%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
8,744
shares
|
$394,966
0.02% of portfolio
|
Q1 2025
Reduced 50.07%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
8,448
shares
|
$381,596
0.01% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Apr 21, 2025 Q1 2025 |
7,600
shares
|
$343,292
0.14% of portfolio
|
Q1 2025
Reduced 44.12%
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
7,555
shares
|
$341,259
0.11% of portfolio
|
Q3 2024
Reduced 35.48%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
7,427
shares
|
$335,477
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
7,412
shares
|
$334,800
0.01% of portfolio
|
Q1 2025
Reduced 2.44%
|
|
|
Castellan Group
Louisville, KY |
May 08, 2025 Q1 2025 |
7,160
shares
|
$323,417
0.09% of portfolio
|
Q3 2024
Reduced 25.42%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
6,819
shares
|
$308,014
0.0% of portfolio
|
Q1 2025
Added 1.55%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
6,811
shares
|
$307,652
0.01% of portfolio
|
Q1 2025
Reduced 2.88%
|
|
|
Beck Capital Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
6,734
shares
|
$304,174
0.1% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
6,397
shares
|
$288,952
0.02% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
6,170
shares
|
$278,698
0.01% of portfolio
|
Q2 2025
Reduced 3.29%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
6,100
shares
|
$275,537
0.02% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
5,875
shares
|
$265,373
0.0% of portfolio
|
Q1 2025
Reduced 28.7%
|
|
|
Souders Financial Advisors
|
May 05, 2025 Q1 2025 |
5,857
shares
|
$264,560
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Diligent Investors, LLC
|
Apr 10, 2025 Q1 2025 |
5,733
shares
|
$258,959
0.07% of portfolio
|
Q1 2024
Reduced 0.26%
|
|
|
Chris Bulman Inc
Roseville, CA |
Apr 15, 2025 Q1 2025 |
5,692
shares
|
$257,107
0.15% of portfolio
|
Q1 2025
Added 19.1%
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
5,352
shares
|
$241,749
0.05% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Apr 11, 2025 Q1 2025 |
4,854
shares
|
$219,255
0.05% of portfolio
|
Q2 2024
New holding
|