Institutional Ownership Innovator U.S. Equity Buffer E (BAUG)
This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BAUG). We have compiled data on the 103 institutions that hold shares in the stock, with a total of 2.55 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
408,985
shares
|
$0
0.31% of portfolio
|
Q1 2025
Added 17.17%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
245,761
shares
|
$0
0.01% of portfolio
|
Q1 2025
Added 6.32%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
236,795
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 26.23%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
105,954
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 4.79%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
105,128
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
84,186
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
62,402
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 48.77%
|
|
|
Diligent Investors, LLC
|
Apr 10, 2025 Q1 2025 |
56,867
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 14.07%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
55,754
shares
|
$0
0.01% of portfolio
|
Q1 2025
Reduced 4.53%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
55,359
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 289.91%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
54,618
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 75.65%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
51,348
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 13.22%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
40,771
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 24.15%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
40,520
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
37,252
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 23.91%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
35,545
shares
|
$0
1.24% of portfolio
|
Q4 2024
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
35,267
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
34,323
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 86.89%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
34,149
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
30,450
shares
|
$0
0.32% of portfolio
|
Q3 2023
Added 20.19%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
May 08, 2025 Q1 2025 |
27,039
shares
|
$0
0.91% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
26,571
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 2.07%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
26,358
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Jul 14, 2025 Q2 2025 |
24,820
shares
|
$0
0.31% of portfolio
|
Q2 2025
Reduced 22.22%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
24,346
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 1.09%
|