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 108 institutions that hold shares in the stock, with a total of 6.7 Million shares, which have been reported (via 13F filing form) to have a value of $275 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fsa Advisors, Inc.
Troy, MI |
May 08, 2025 Q1 2025 |
36,796
shares
|
$1.51 Million
1.23% of portfolio
|
Q1 2025
Added 2.72%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
33,123
shares
|
$1.36 Million
0.02% of portfolio
|
Q4 2024
Added 17.32%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
31,203
shares
|
$1.28 Million
0.0% of portfolio
|
Q1 2025
Added 7.03%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
May 15, 2025 Q1 2025 |
30,775
shares
|
$1.26 Million
0.33% of portfolio
|
Q1 2025
Added 16.74%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
28,696
shares
|
$1.18 Million
0.0% of portfolio
|
Q1 2025
Added 15.44%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
May 08, 2025 Q1 2025 |
28,603
shares
|
$1.18 Million
0.11% of portfolio
|
Q1 2025
Added 5.21%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
26,397
shares
|
$1.08 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
My Personal Cfo, LLC
|
Apr 23, 2025 Q1 2025 |
25,935
shares
|
$1.07 Million
0.58% of portfolio
|
Q4 2024
Added 41.72%
|
|
|
Bullseye Investment Management, LLC
|
May 15, 2025 Q1 2025 |
25,896
shares
|
$1.06 Million
1.84% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
24,676
shares
|
$1.01 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
24,242
shares
|
$996,346
0.0% of portfolio
|
Q1 2025
Reduced 54.32%
|
|
|
Maltin Wealth Management, Inc.
|
Apr 10, 2025 Q1 2025 |
23,849
shares
|
$980,193
0.54% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Diligent Investors, LLC
|
Apr 10, 2025 Q1 2025 |
22,293
shares
|
$916,242
0.26% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
21,626
shares
|
$888,828
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
20,522
shares
|
$843,454
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
19,890
shares
|
$817,479
0.0% of portfolio
|
Q3 2024
Added 16.01%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
18,954
shares
|
$779,009
0.0% of portfolio
|
Q4 2024
Reduced 25.45%
|
|
|
Lantz Financial LLC
|
Apr 08, 2025 Q1 2025 |
18,823
shares
|
$773,625
0.23% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
18,733
shares
|
$769,926
0.04% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
18,665
shares
|
$767,131
0.36% of portfolio
|
Q4 2024
Added 3.61%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
17,336
shares
|
$712,509
0.02% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
Krilogy Financial LLC
|
Apr 16, 2025 Q1 2025 |
17,135
shares
|
$704,248
0.05% of portfolio
|
Q3 2024
Reduced 4.19%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
17,108
shares
|
$703,138
0.02% of portfolio
|
Q1 2025
Reduced 14.23%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
15,517
shares
|
$637,748
0.05% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
13,855
shares
|
$569,440
0.0% of portfolio
|
Q3 2022
Added 3.74%
|