Institutional Ownership Innovator U.S. Equity Buffer E (BNOV)
This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BNOV). We have compiled data on the 78 institutions that hold shares in the stock, with a total of 2.01 Million shares, which have been reported (via 13F filing form) to have a value of $79.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
330,984
shares
|
$13.2 Million
0.27% of portfolio
|
Q3 2024
Added 26.1%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
154,291
shares
|
$6.15 Million
0.01% of portfolio
|
Q3 2024
Reduced 8.45%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Oct 01, 2024 Q2 2024 |
143,383
shares
|
$5.71 Million
1.9% of portfolio
|
Q2 2024
Reduced 3.71%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
111,958
shares
|
$4.46 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.42%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
90,906
shares
|
$3.62 Million
0.0% of portfolio
|
Q3 2024
Reduced 12.54%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
84,285
shares
|
$3.36 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.52%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
67,186
shares
|
$2.68 Million
0.17% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
55,346
shares
|
$2.21 Million
0.04% of portfolio
|
Q3 2024
Reduced 11.7%
|
|
|
My Personal Cfo, LLC
|
Oct 21, 2024 Q3 2024 |
50,950
shares
|
$2.03 Million
1.13% of portfolio
|
Q1 2024
Reduced 0.49%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 07, 2024 Q3 2024 |
44,077
shares
|
$1.76 Million
0.14% of portfolio
|
Q1 2024
Reduced 8.0%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
40,101
shares
|
$1.6 Million
0.07% of portfolio
|
Q3 2024
Reduced 3.65%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
36,838
shares
|
$1.47 Million
0.0% of portfolio
|
Q3 2024
Reduced 20.68%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
34,148
shares
|
$1.36 Million
0.0% of portfolio
|
Q3 2024
Reduced 12.81%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
31,318
shares
|
$1.25 Million
0.33% of portfolio
|
Q2 2023
Reduced 24.88%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
30,600
shares
|
$1.22 Million
0.04% of portfolio
|
Q3 2024
Added 5.26%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
30,560
shares
|
$1.22 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
30,238
shares
|
$1.2 Million
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
29,971
shares
|
$1.19 Million
0.03% of portfolio
|
Q3 2024
Added 24.25%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
29,549
shares
|
$1.18 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.01%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
27,472
shares
|
$1.09 Million
0.0% of portfolio
|
Q3 2024
Reduced 15.54%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
26,061
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2024
Reduced 10.97%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
25,641
shares
|
$1.02 Million
0.03% of portfolio
|
Q3 2024
Reduced 5.41%
|
|
|
Integral Investment Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
24,635
shares
|
$981,704
0.26% of portfolio
|
Q2 2024
Reduced 3.9%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
23,108
shares
|
$920,853
0.01% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
21,701
shares
|
$864,784
0.01% of portfolio
|
Q3 2024
Reduced 5.77%
|