Institutional Ownership Innovator U.S. Equity Buffer E (BOCT)
This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BOCT). We have compiled data on the 102 institutions that hold shares in the stock, with a total of 4.34 Million shares, which have been reported (via 13F filing form) to have a value of $202 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
855,367
shares
|
$39.8 Million
0.05% of portfolio
|
Q2 2025
Added 25.17%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
597,420
shares
|
$27.8 Million
1.69% of portfolio
|
Q4 2022
Added 738.66%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 06, 2025 Q2 2025 |
384,750
shares
|
$17.9 Million
0.24% of portfolio
|
Q2 2025
Reduced 6.63%
|
|
|
Integral Investment Advisors, Inc.
|
Aug 01, 2025 Q2 2025 |
264,944
shares
|
$12.3 Million
3.55% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
171,892
shares
|
$7.99 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.77%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
166,720
shares
|
$7.75 Million
0.01% of portfolio
|
Q2 2025
Reduced 9.65%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
126,510
shares
|
$5.88 Million
0.01% of portfolio
|
Q2 2025
Reduced 32.1%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
99,278
shares
|
$4.62 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
93,913
shares
|
$4.37 Million
0.01% of portfolio
|
Q2 2025
Added 8.66%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
75,489
shares
|
$3.51 Million
0.0% of portfolio
|
Q2 2025
Added 28.97%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
72,460
shares
|
$3.37 Million
0.0% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
70,116
shares
|
$3.26 Million
0.21% of portfolio
|
Q4 2023
Reduced 1.25%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
67,089
shares
|
$3.12 Million
0.25% of portfolio
|
Q2 2025
Reduced 10.17%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
63,676
shares
|
$2.96 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Jul 22, 2025 Q2 2025 |
56,792
shares
|
$2.64 Million
1.58% of portfolio
|
Q2 2025
Added 2.88%
|
|
|
Berkshire Money Management, Inc.
|
Jul 22, 2025 Q2 2025 |
56,376
shares
|
$2.62 Million
0.3% of portfolio
|
Q4 2024
Reduced 8.82%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
46,049
shares
|
$2.14 Million
0.2% of portfolio
|
Q2 2025
Reduced 7.3%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
40,203
shares
|
$1.87 Million
0.01% of portfolio
|
Q2 2025
Added 85.9%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
40,091
shares
|
$1.86 Million
0.32% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Jul 09, 2025 Q2 2025 |
40,055
shares
|
$1.86 Million
1.03% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
38,535
shares
|
$1.79 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.36%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Aug 01, 2025 Q2 2025 |
38,116
shares
|
$1.77 Million
1.41% of portfolio
|
Q2 2025
Added 3.59%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
37,836
shares
|
$1.76 Million
0.01% of portfolio
|
Q2 2025
Reduced 13.23%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
37,784
shares
|
$1.76 Million
0.07% of portfolio
|
Q2 2025
Reduced 6.16%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
36,203
shares
|
$1.68 Million
0.0% of portfolio
|
Q2 2025
Added 26.16%
|