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 109 institutions that hold shares in the stock, with a total of 6.71 Million shares, which have been reported (via 13F filing form) to have a value of $305 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stuart Chaussee & Associates, Inc.
|
May 16, 2025 Q1 2025 |
1,777,329
shares
|
$80.8 Million
32.26% of portfolio
|
Q1 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
683,387
shares
|
$31.1 Million
0.04% of portfolio
|
Q1 2025
Added 109.49%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
597,420
shares
|
$27.2 Million
1.69% of portfolio
|
Q4 2022
Added 738.66%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
529,915
shares
|
$24.1 Million
0.37% of portfolio
|
Q1 2025
Added 9.75%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
412,085
shares
|
$18.7 Million
0.31% of portfolio
|
Q1 2025
Added 17.18%
|
|
|
Integral Investment Advisors, Inc.
|
Apr 15, 2025 Q1 2025 |
265,502
shares
|
$12.1 Million
3.66% of portfolio
|
Q1 2025
Added 2.49%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
186,369
shares
|
$8.48 Million
0.02% of portfolio
|
Q1 2025
Added 5.03%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
186,313
shares
|
$8.47 Million
0.02% of portfolio
|
Q4 2024
Reduced 18.56%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
184,536
shares
|
$8.39 Million
0.01% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
100,314
shares
|
$4.56 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.4%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
86,431
shares
|
$3.93 Million
0.01% of portfolio
|
Q1 2025
Added 13.66%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
74,177
shares
|
$3.37 Million
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
71,750
shares
|
$3.26 Million
0.0% of portfolio
|
Q1 2025
Reduced 27.45%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
70,116
shares
|
$3.19 Million
0.21% of portfolio
|
Q4 2023
Reduced 1.25%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
67,089
shares
|
$3.05 Million
0.25% of portfolio
|
Q2 2025
Reduced 10.17%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
64,596
shares
|
$2.94 Million
0.01% of portfolio
|
Q1 2025
Added 2.19%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
58,532
shares
|
$2.66 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.33%
|
|
|
Berkshire Money Management, Inc.
|
Apr 23, 2025 Q1 2025 |
56,376
shares
|
$2.56 Million
0.3% of portfolio
|
Q4 2024
Reduced 8.82%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Apr 23, 2025 Q1 2025 |
55,201
shares
|
$2.51 Million
1.54% of portfolio
|
Q1 2025
Added 14.99%
|
|
|
Wealthquest Corp
Cincinnati, OH |
May 08, 2025 Q1 2025 |
49,677
shares
|
$2.26 Million
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
43,605
shares
|
$1.98 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.51%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
41,152
shares
|
$1.87 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
40,264
shares
|
$1.83 Million
0.11% of portfolio
|
Q1 2025
Reduced 3.13%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
40,211
shares
|
$1.83 Million
0.34% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Jul 09, 2025 Q2 2025 |
40,055
shares
|
$1.82 Million
1.03% of portfolio
|
Q2 2025
Added 0.74%
|