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 |
|---|---|---|---|---|---|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
6,506
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 22, 2025 Q3 2025 |
6,247
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
5,725
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
5,501
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 17.25%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
5,480
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 24.5%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
4,617
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Nov 14, 2025 Q3 2025 |
4,490
shares
|
$0
0.11% of portfolio
|
Q3 2025
Reduced 5.27%
|
|
|
Acas, LLC
|
Aug 14, 2025 Q2 2025 |
4,335
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
4,134
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bam Wealth Management, LLC
Lakewood, CO |
Oct 31, 2025 Q3 2025 |
4,107
shares
|
$0
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
3,406
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 84.53%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
2,642
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 51.03%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
1,876
shares
|
$0
0.1% of portfolio
|
Q3 2025
Added 60.48%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,700
shares
|
$0
0.0% of portfolio
|
Q4 2022
Reduced 86.77%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,566
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1,367
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
1,235
shares
|
$0
0.06% of portfolio
|
Q3 2025
Added 1272.22%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,075
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 21.82%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Nov 04, 2025 Q3 2025 |
1,034
shares
|
$0
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
865
shares
|
$0
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
516
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 85.69%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
500
shares
|
$0
0.0% of portfolio
|
Q3 2021
Added 66.67%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
500
shares
|
$0
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Oct 20, 2025 Q3 2025 |
456
shares
|
$0
0.01% of portfolio
|
Q3 2023
Reduced 0.65%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
433
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|