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 3.78 Million shares, which have been reported (via 13F filing form) to have a value of $157 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
597,420
shares
|
$24.8 Million
1.69% of portfolio
|
Q4 2022
Added 738.66%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
586,465
shares
|
$24.4 Million
0.04% of portfolio
|
Q1 2024
Reduced 3.85%
|
|
|
Integral Investment Advisors, Inc.
|
May 01, 2024 Q1 2024 |
238,053
shares
|
$9.9 Million
4.04% of portfolio
|
Q1 2024
Added 4.13%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
May 15, 2024 Q1 2024 |
215,060
shares
|
$8.94 Million
0.11% of portfolio
|
Q1 2024
Added 37.13%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Apr 19, 2024 Q1 2024 |
175,232
shares
|
$7.29 Million
0.41% of portfolio
|
Q2 2023
Added 9.11%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
155,271
shares
|
$6.46 Million
0.01% of portfolio
|
Q1 2024
Added 1.51%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 15, 2024 Q1 2024 |
144,231
shares
|
$6 Million
0.02% of portfolio
|
Q1 2024
Reduced 0.34%
|
|
|
Wealthquest Corp
Cincinnati, OH |
May 09, 2024 Q1 2024 |
88,720
shares
|
$3.69 Million
0.46% of portfolio
|
Q1 2024
Reduced 65.88%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
78,481
shares
|
$3.26 Million
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
75,437
shares
|
$3.14 Million
0.01% of portfolio
|
Q1 2024
Reduced 14.01%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
72,577
shares
|
$3.02 Million
0.0% of portfolio
|
Q1 2024
Reduced 5.27%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Apr 10, 2024 Q1 2024 |
70,457
shares
|
$2.93 Million
0.24% of portfolio
|
Q4 2023
Added 38.46%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
70,116
shares
|
$2.92 Million
0.21% of portfolio
|
Q4 2023
Reduced 1.25%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
63,636
shares
|
$2.65 Million
0.0% of portfolio
|
Q1 2024
Added 24.77%
|
|
|
Berkshire Money Management, Inc.
|
May 08, 2024 Q1 2024 |
62,027
shares
|
$2.58 Million
0.33% of portfolio
|
Q1 2024
Reduced 53.74%
|
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
56,583
shares
|
$2.35 Million
0.02% of portfolio
|
Q1 2024
Added 37.74%
|
|
|
Cerity Partners LLC
New York, NY |
May 14, 2024 Q1 2024 |
53,027
shares
|
$2.2 Million
0.01% of portfolio
|
Q1 2024
Added 0.47%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
49,834
shares
|
$2.07 Million
0.01% of portfolio
|
Q1 2024
Reduced -0.0%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
47,769
shares
|
$1.99 Million
0.01% of portfolio
|
Q1 2024
Reduced 16.11%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Apr 30, 2024 Q1 2024 |
47,674
shares
|
$1.98 Million
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Apr 24, 2024 Q1 2024 |
39,338
shares
|
$1.64 Million
0.36% of portfolio
|
Q1 2024
Reduced 1.9%
|
|
|
Diligent Investors, LLC
|
May 03, 2024 Q1 2024 |
39,328
shares
|
$1.64 Million
0.43% of portfolio
|
Q4 2023
Reduced 0.03%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
May 23, 2024 Q1 2024 |
36,985
shares
|
$1.54 Million
1.6% of portfolio
|
Q1 2024
Reduced 1.27%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
May 30, 2024 Q1 2024 |
35,915
shares
|
$1.49 Million
1.13% of portfolio
|
Q1 2024
Added 10.61%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 14, 2024 Q1 2024 |
28,153
shares
|
$1.17 Million
0.01% of portfolio
|
Q1 2024
Reduced 1.46%
|
|