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 99 institutions that hold shares in the stock, with a total of 3.21 Million shares, which have been reported (via 13F filing form) to have a value of $130 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
313,146
shares
|
$12.7 Million
0.02% of portfolio
|
Q1 2024
Reduced 2.59%
|
|
|
Lantz Financial LLC
|
Apr 10, 2024 Q1 2024 |
302,025
shares
|
$12.3 Million
3.97% of portfolio
|
Q1 2024
Reduced 2.14%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
May 15, 2024 Q1 2024 |
226,670
shares
|
$9.22 Million
0.11% of portfolio
|
Q1 2024
Added 37.14%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
May 02, 2024 Q1 2024 |
173,066
shares
|
$7.04 Million
1.85% of portfolio
|
Q1 2024
Reduced 4.15%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
137,773
shares
|
$5.6 Million
0.01% of portfolio
|
Q1 2024
Reduced 13.12%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
111,073
shares
|
$4.52 Million
0.01% of portfolio
|
Q1 2024
Reduced 2.02%
|
|
|
Diligent Investors, LLC
|
May 03, 2024 Q1 2024 |
94,490
shares
|
$3.84 Million
1.01% of portfolio
|
Q4 2022
Reduced 2.58%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
88,451
shares
|
$3.6 Million
0.02% of portfolio
|
Q1 2024
Reduced -0.0%
|
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
66,524
shares
|
$2.71 Million
0.02% of portfolio
|
Q1 2024
Added 22.47%
|
|
|
Accuvest Global Advisors
Provo, UT |
May 14, 2024 Q1 2024 |
61,351
shares
|
$2.5 Million
1.28% of portfolio
|
Q1 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
57,081
shares
|
$2.32 Million
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
54,487
shares
|
$2.22 Million
0.02% of portfolio
|
Q1 2024
Reduced 0.23%
|
|
|
Lincoln National Corp
|
May 01, 2024 Q1 2024 |
50,873
shares
|
$2.07 Million
0.03% of portfolio
|
Q1 2024
Reduced 0.71%
|
|
|
Outlook Wealth Advisors, LLC
|
Apr 22, 2024 Q1 2024 |
49,317
shares
|
$2.01 Million
0.68% of portfolio
|
Q1 2024
Reduced 0.73%
|
|
|
Sageworth Trust CO
|
Apr 16, 2024 Q1 2024 |
49,050
shares
|
$1.99 Million
0.12% of portfolio
|
Q1 2024
Reduced 25.0%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
May 07, 2024 Q1 2024 |
48,211
shares
|
$1.96 Million
0.2% of portfolio
|
Q1 2024
Reduced 0.7%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
46,076
shares
|
$1.87 Million
0.0% of portfolio
|
Q1 2024
Reduced 0.65%
|
|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Apr 19, 2024 Q1 2024 |
45,303
shares
|
$1.84 Million
0.85% of portfolio
|
Q1 2024
Reduced 1.35%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 11, 2024 Q1 2024 |
43,526
shares
|
$1.77 Million
0.84% of portfolio
|
Q1 2024
Reduced 1.82%
|
|
|
Cerity Partners LLC
New York, NY |
May 14, 2024 Q1 2024 |
42,799
shares
|
$1.74 Million
0.0% of portfolio
|
Q1 2024
Added 0.82%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
42,134
shares
|
$1.71 Million
0.0% of portfolio
|
Q1 2024
Reduced 15.33%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
40,494
shares
|
$1.65 Million
0.0% of portfolio
|
Q1 2024
Added 185.89%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
39,116
shares
|
$1.59 Million
0.45% of portfolio
|
Q2 2022
Added 119.05%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
39,100
shares
|
$1.59 Million
0.0% of portfolio
|
Q3 2022
Added 63.22%
|
|
|
Berkshire Money Management, Inc.
|
May 08, 2024 Q1 2024 |
38,504
shares
|
$1.57 Million
0.2% of portfolio
|
Q1 2024
Reduced 91.78%
|
|