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 111 institutions that hold shares in the stock, with a total of 3.29 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 |
|---|---|---|---|---|---|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
12,407
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 5.01%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
12,053
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 43.98%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
11,801
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 43.9%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
11,732
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Berkshire Money Management, Inc.
|
Oct 14, 2025 Q3 2025 |
11,672
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
11,655
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Oct 22, 2025 Q3 2025 |
10,730
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 9.11%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
9,943
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 14.55%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
9,551
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
9,526
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 18.51%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Oct 08, 2025 Q3 2025 |
9,450
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 11.83%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Oct 09, 2025 Q3 2025 |
8,574
shares
|
$0
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Crosspoint Financial, LLC
Tustin, CA |
Dec 03, 2025 Q3 2025 |
8,548
shares
|
$0
1.03% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 04, 2025 Q3 2025 |
8,229
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 41.89%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Nov 03, 2025 Q3 2025 |
7,899
shares
|
$0
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Secure Asset Management, LLC
|
Oct 09, 2025 Q3 2025 |
7,851
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 2.18%
|
|
|
Share Andrew L.
Manchester, NH |
Nov 05, 2025 Q3 2025 |
7,776
shares
|
$0
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
7,770
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 67.6%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
7,710
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 24.09%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Nov 03, 2025 Q3 2025 |
7,658
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
7,628
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
7,517
shares
|
$0
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
7,072
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
6,634
shares
|
$0
0.22% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
6,562
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 52.36%
|
|