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 |
|---|---|---|---|---|---|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
4,808
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 9.28%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
4,624
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
4,531
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
3,734
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 11.86%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
3,406
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 84.53%
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
2,847
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,750
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 64.58%
|
|
|
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
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
1,169
shares
|
$0
0.07% of portfolio
|
Q4 2024
Reduced 62.42%
|
|
|
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 |
Jun 10, 2025 Q1 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
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
800
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
600
shares
|
$0
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
500
shares
|
$0
0.0% of portfolio
|
Q3 2021
Added 66.67%
|
|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
456
shares
|
$0
0.01% of portfolio
|
Q3 2023
Reduced 0.65%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
444
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 72.99%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
433
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
403
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 31.35%
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
372
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 45.69%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
363
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 60.63%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
300
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
79
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
70
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 56.25%
|