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 |
|---|---|---|---|---|---|
|
Integral Investment Advisors, Inc.
|
Apr 15, 2025 Q1 2025 |
23,844
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
23,048
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 4.15%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
22,921
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
20,880
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
19,156
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
18,667
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 26.45%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
18,131
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 39.54%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
17,195
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 15.09%
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
17,063
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
16,168
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 96.59%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
14,541
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
14,233
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
13,701
shares
|
$0
0.14% of portfolio
|
Q2 2025
Reduced 7.85%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
13,326
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 5.84%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
13,176
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 5.72%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
13,062
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
13,015
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 9.5%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
12,898
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
12,419
shares
|
$0
0.01% of portfolio
|
Q4 2024
Reduced 3.35%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
11,801
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 43.9%
|
|
|
Outlook Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
11,732
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
11,721
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 8.79%
|
|
|
Berkshire Money Management, Inc.
|
Apr 23, 2025 Q1 2025 |
11,686
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 6.95%
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
11,639
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 19.2%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
11,086
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 4.5%
|