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 |
|---|---|---|---|---|---|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
13,855
shares
|
$630,125
0.0% of portfolio
|
Q3 2022
Added 3.74%
|
|
|
Valtinson Bruner Financial Planning LLC
|
May 14, 2025 Q1 2025 |
13,626
shares
|
$619,710
0.24% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
13,385
shares
|
$608,749
0.12% of portfolio
|
Q4 2024
Added 4.62%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
12,895
shares
|
$586,464
0.18% of portfolio
|
Q1 2025
Added 158.57%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
12,400
shares
|
$563,952
0.04% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Bcs Wealth Management
|
Apr 14, 2025 Q1 2025 |
12,321
shares
|
$560,359
0.13% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
12,194
shares
|
$554,583
0.02% of portfolio
|
Q1 2025
Added 5.85%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,763
shares
|
$534,981
0.0% of portfolio
|
Q1 2024
Added 5.48%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jul 02, 2025 Q2 2025 |
11,681
shares
|
$531,251
0.57% of portfolio
|
Q2 2025
Reduced 6.72%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
11,014
shares
|
$500,916
0.02% of portfolio
|
Q1 2025
Reduced 35.36%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
10,163
shares
|
$462,213
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
10,066
shares
|
$457,801
0.0% of portfolio
|
Q1 2025
Reduced 25.87%
|
|
|
Xml Financial, LLC
|
Apr 22, 2025 Q1 2025 |
9,927
shares
|
$451,479
0.04% of portfolio
|
Q1 2025
Reduced 10.84%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
9,637
shares
|
$438,290
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
8,857
shares
|
$402,816
0.0% of portfolio
|
Q4 2024
Added 1475.98%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
8,774
shares
|
$399,041
0.0% of portfolio
|
Q2 2025
Added 27.62%
|
|
|
Straight Path Wealth Management
|
Apr 28, 2025 Q1 2025 |
8,774
shares
|
$399,041
0.17% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
8,463
shares
|
$384,897
0.01% of portfolio
|
Q4 2024
Added 22.72%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
8,306
shares
|
$377,756
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
8,158
shares
|
$371,025
0.01% of portfolio
|
Q4 2024
Added 15.01%
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
8,147
shares
|
$370,525
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
8,064
shares
|
$366,750
0.01% of portfolio
|
Q4 2024
Added 12.17%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
8,015
shares
|
$364,522
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
7,637
shares
|
$347,330
0.01% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
7,194
shares
|
$327,183
0.1% of portfolio
|
Q4 2024
Added 15.81%
|