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 95 institutions that hold shares in the stock, with a total of 3.58 Million shares, which have been reported (via 13F filing form) to have a value of $151 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
645,456
shares
|
$27.3 Million
0.04% of portfolio
|
Q3 2024
Added 11.82%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
597,420
shares
|
$25.3 Million
1.69% of portfolio
|
Q4 2022
Added 738.66%
|
|
|
Integral Investment Advisors, Inc.
|
Jul 30, 2024 Q2 2024 |
241,034
shares
|
$10.2 Million
3.75% of portfolio
|
Q2 2024
Added 1.25%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 13, 2024 Q2 2024 |
236,665
shares
|
$10 Million
0.12% of portfolio
|
Q2 2024
Added 10.05%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
155,271
shares
|
$6.57 Million
0.01% of portfolio
|
Q1 2024
Added 1.51%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
142,283
shares
|
$6.02 Million
0.02% of portfolio
|
Q2 2024
Reduced 1.35%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Aug 26, 2024 Q2 2024 |
83,218
shares
|
$3.52 Million
0.54% of portfolio
|
Q2 2024
Reduced 6.2%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 07, 2024 Q3 2024 |
72,883
shares
|
$3.08 Million
0.25% of portfolio
|
Q3 2024
Added 9.05%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
72,123
shares
|
$3.05 Million
0.01% of portfolio
|
Q2 2024
Reduced 4.39%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
70,116
shares
|
$2.97 Million
0.21% of portfolio
|
Q4 2023
Reduced 1.25%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
66,920
shares
|
$2.83 Million
0.01% of portfolio
|
Q2 2024
Reduced 14.73%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
66,396
shares
|
$2.81 Million
0.0% of portfolio
|
Q2 2024
Reduced 8.52%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
63,257
shares
|
$2.68 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.6%
|
|
|
Berkshire Money Management, Inc.
|
Oct 16, 2024 Q3 2024 |
61,827
shares
|
$2.62 Million
0.33% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
55,280
shares
|
$2.34 Million
0.01% of portfolio
|
Q2 2024
Reduced 2.3%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
41,613
shares
|
$1.76 Million
0.01% of portfolio
|
Q3 2024
Reduced 10.44%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
41,564
shares
|
$1.76 Million
0.1% of portfolio
|
Q3 2024
Reduced 4.59%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Oct 24, 2024 Q3 2024 |
38,462
shares
|
$1.63 Million
1.1% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
38,289
shares
|
$1.62 Million
0.33% of portfolio
|
Q3 2024
Reduced 1.89%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Oct 24, 2024 Q3 2024 |
36,771
shares
|
$1.56 Million
1.56% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
33,489
shares
|
$1.42 Million
0.0% of portfolio
|
Q2 2024
Reduced 36.85%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
30,576
shares
|
$1.29 Million
0.0% of portfolio
|
Q2 2024
Added 110.69%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 12, 2024 Q2 2024 |
28,145
shares
|
$1.19 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.03%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2024 Q2 2024 |
27,740
shares
|
$1.17 Million
0.03% of portfolio
|
Q2 2024
Added 18.87%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
25,426
shares
|
$1.08 Million
0.0% of portfolio
|
Q2 2024
Reduced 48.98%
|