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 92 institutions that hold shares in the stock, with a total of 3.19 Million shares, which have been reported (via 13F filing form) to have a value of $131 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
2,919
shares
|
$119,912
0.02% of portfolio
|
Q4 2022
Added 629.75%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
2,725
shares
|
$111,943
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
2,714
shares
|
$111,491
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
2,575
shares
|
$105,781
0.0% of portfolio
|
Q3 2022
Added 63.49%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
2,300
shares
|
$94,484
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
2,248
shares
|
$92,347
0.01% of portfolio
|
Q2 2025
Reduced 45.48%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
2,125
shares
|
$87,295
0.0% of portfolio
|
Q1 2025
Reduced 43.21%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
1,370
shares
|
$56,279
0.0% of portfolio
|
Q4 2024
Added 34.31%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
1,101
shares
|
$45,229
0.02% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,100
shares
|
$45,188
0.0% of portfolio
|
Q1 2020
Reduced 82.36%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
1,000
shares
|
$41,080
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
940
shares
|
$38,615
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
838
shares
|
$34,425
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
680
shares
|
$27,934
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
500
shares
|
$20,540
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
220
shares
|
$9,037
0.0% of portfolio
|
Q3 2022
Reduced 91.26%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|