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 92 institutions that hold shares in the stock, with a total of 4.14 Million shares, which have been reported (via 13F filing form) to have a value of $182 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
|
$28.5 Million
0.04% of portfolio
|
Q3 2024
Added 11.82%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
597,420
shares
|
$26.3 Million
1.69% of portfolio
|
Q4 2022
Added 738.66%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
482,860
shares
|
$21.3 Million
0.35% of portfolio
|
Q4 2024
Added 9323.5%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
298,452
shares
|
$13.2 Million
0.27% of portfolio
|
Q3 2024
Added 26.11%
|
|
|
Integral Investment Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
247,209
shares
|
$10.9 Million
2.9% of portfolio
|
Q3 2024
Added 2.56%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
155,859
shares
|
$6.87 Million
0.01% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
127,937
shares
|
$5.64 Million
0.02% of portfolio
|
Q3 2024
Reduced 10.08%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
87,461
shares
|
$3.86 Million
0.01% of portfolio
|
Q3 2024
Added 21.27%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
77,306
shares
|
$3.41 Million
0.01% of portfolio
|
Q3 2024
Added 130.84%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
76,870
shares
|
$3.39 Million
0.01% of portfolio
|
Q3 2024
Added 14.87%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 13, 2025 Q4 2024 |
76,089
shares
|
$3.35 Million
0.26% of portfolio
|
Q4 2024
Added 4.4%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
70,116
shares
|
$3.09 Million
0.21% of portfolio
|
Q4 2023
Reduced 1.25%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
69,304
shares
|
$3.05 Million
0.32% of portfolio
|
Q4 2024
Reduced 8.28%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
67,160
shares
|
$2.96 Million
0.0% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
65,831
shares
|
$2.9 Million
0.0% of portfolio
|
Q3 2024
Added 4.07%
|
|
|
Berkshire Money Management, Inc.
|
Oct 16, 2024 Q3 2024 |
61,827
shares
|
$2.73 Million
0.33% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
50,941
shares
|
$2.25 Million
0.01% of portfolio
|
Q3 2024
Reduced 7.85%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
41,613
shares
|
$1.83 Million
0.01% of portfolio
|
Q3 2024
Reduced 10.44%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
41,564
shares
|
$1.83 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
|
$1.7 Million
1.1% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
38,289
shares
|
$1.69 Million
0.33% of portfolio
|
Q3 2024
Reduced 1.89%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Oct 24, 2024 Q3 2024 |
36,771
shares
|
$1.62 Million
1.56% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
29,153
shares
|
$1.29 Million
0.0% of portfolio
|
Q4 2024
Added 17.67%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
28,233
shares
|
$1.24 Million
0.01% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
26,397
shares
|
$1.16 Million
0.04% of portfolio
|
Q4 2024
New holding
|