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 3.05 Million shares, which have been reported (via 13F filing form) to have a value of $128 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
398,421
shares
|
$16.7 Million
0.28% of portfolio
|
Q3 2024
Added 3510.19%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
325,920
shares
|
$13.7 Million
0.02% of portfolio
|
Q3 2024
Added 4.8%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 13, 2024 Q2 2024 |
245,247
shares
|
$10.3 Million
0.13% of portfolio
|
Q2 2024
Added 8.2%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
161,934
shares
|
$6.79 Million
0.02% of portfolio
|
Q2 2024
Added 17.54%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
135,351
shares
|
$5.68 Million
0.01% of portfolio
|
Q3 2024
Added 30.3%
|
|
|
Richard P Slaughter Associates Inc
|
Oct 07, 2024 Q3 2024 |
124,324
shares
|
$5.21 Million
1.52% of portfolio
|
Q3 2024
New holding
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
94,490
shares
|
$3.96 Million
1.02% of portfolio
|
Q4 2022
Reduced 2.58%
|
|
|
Lantz Financial LLC
|
Oct 15, 2024 Q3 2024 |
63,611
shares
|
$2.67 Million
0.76% of portfolio
|
Q3 2024
Added 13.86%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
63,221
shares
|
$2.65 Million
0.01% of portfolio
|
Q2 2024
Reduced 4.97%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
60,263
shares
|
$2.53 Million
0.01% of portfolio
|
Q3 2024
Added 156.34%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
54,472
shares
|
$2.28 Million
0.01% of portfolio
|
Q2 2024
Reduced 4.57%
|
|
|
Sageworth Trust CO
|
Oct 24, 2024 Q3 2024 |
45,288
shares
|
$1.9 Million
0.11% of portfolio
|
Q3 2024
Reduced 7.67%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
44,150
shares
|
$1.85 Million
0.0% of portfolio
|
Q2 2024
Reduced 4.18%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
42,134
shares
|
$1.77 Million
0.0% of portfolio
|
Q1 2024
Reduced 15.33%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
41,232
shares
|
$1.73 Million
0.0% of portfolio
|
Q2 2024
Reduced 3.66%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
39,116
shares
|
$1.64 Million
0.45% of portfolio
|
Q2 2022
Added 119.05%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
39,100
shares
|
$1.64 Million
0.0% of portfolio
|
Q3 2022
Added 63.22%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Aug 09, 2024 Q2 2024 |
38,944
shares
|
$1.63 Million
0.17% of portfolio
|
Q2 2024
Reduced 19.22%
|
|
|
Berkshire Money Management, Inc.
|
Oct 16, 2024 Q3 2024 |
38,154
shares
|
$1.6 Million
0.2% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
37,828
shares
|
$1.59 Million
0.0% of portfolio
|
Q2 2024
Added 6.22%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
37,082
shares
|
$1.56 Million
0.69% of portfolio
|
Q3 2024
Reduced 3.09%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
35,786
shares
|
$1.5 Million
0.0% of portfolio
|
Q2 2024
Reduced 11.63%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
35,510
shares
|
$1.49 Million
0.3% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Oct 24, 2024 Q3 2024 |
34,603
shares
|
$1.45 Million
1.45% of portfolio
|
Q3 2024
Added 12.31%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
33,933
shares
|
$1.42 Million
0.04% of portfolio
|
Q4 2023
Added 21.79%
|