Institutional Ownership Innovator U.S. Equity Buffer E (BSEP)
This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BSEP). We have compiled data on the 102 institutions that hold shares in the stock, with a total of 3.75 Million shares, which have been reported (via 13F filing form) to have a value of $162 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
398,421
shares
|
$17.1 Million
0.28% of portfolio
|
Q3 2024
Added 3510.19%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
325,920
shares
|
$14 Million
0.02% of portfolio
|
Q3 2024
Added 4.8%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
309,289
shares
|
$13.3 Million
0.28% of portfolio
|
Q3 2024
Added 26.11%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
205,256
shares
|
$8.83 Million
0.02% of portfolio
|
Q3 2024
Added 26.75%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
180,674
shares
|
$7.78 Million
0.82% of portfolio
|
Q3 2024
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
164,309
shares
|
$7.07 Million
0.02% of portfolio
|
Q3 2024
Added 298.5%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
135,351
shares
|
$5.83 Million
0.01% of portfolio
|
Q3 2024
Added 30.3%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
129,813
shares
|
$5.59 Million
0.73% of portfolio
|
Q3 2024
Added 233.33%
|
|
|
Richard P Slaughter Associates Inc
|
Oct 07, 2024 Q3 2024 |
124,324
shares
|
$5.35 Million
1.52% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
118,535
shares
|
$5.1 Million
0.05% of portfolio
|
Q3 2024
Added 2217.4%
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
94,490
shares
|
$4.07 Million
1.02% of portfolio
|
Q4 2022
Reduced 2.58%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
70,643
shares
|
$3.04 Million
0.0% of portfolio
|
Q3 2024
Added 549.35%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
70,624
shares
|
$3.04 Million
0.02% of portfolio
|
Q3 2024
Added 11.71%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
65,817
shares
|
$2.83 Million
0.01% of portfolio
|
Q3 2024
Added 20.83%
|
|
|
Lantz Financial LLC
|
Oct 15, 2024 Q3 2024 |
63,611
shares
|
$2.74 Million
0.76% of portfolio
|
Q3 2024
Added 13.86%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
60,263
shares
|
$2.59 Million
0.01% of portfolio
|
Q3 2024
Added 156.34%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
53,316
shares
|
$2.29 Million
0.0% of portfolio
|
Q3 2024
Added 26.54%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
50,880
shares
|
$2.19 Million
0.0% of portfolio
|
Q3 2024
Added 15.24%
|
|
|
Sageworth Trust CO
|
Oct 24, 2024 Q3 2024 |
45,288
shares
|
$1.95 Million
0.11% of portfolio
|
Q3 2024
Reduced 7.67%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
39,346
shares
|
$1.69 Million
0.05% of portfolio
|
Q3 2024
Added 15.95%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
39,116
shares
|
$1.68 Million
0.45% of portfolio
|
Q2 2022
Added 119.05%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
39,100
shares
|
$1.68 Million
0.0% of portfolio
|
Q3 2022
Added 63.22%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
38,381
shares
|
$1.65 Million
0.0% of portfolio
|
Q3 2024
Added 7.25%
|
|
|
Berkshire Money Management, Inc.
|
Oct 16, 2024 Q3 2024 |
38,154
shares
|
$1.64 Million
0.2% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
37,082
shares
|
$1.6 Million
0.69% of portfolio
|
Q3 2024
Reduced 3.09%
|