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 109 institutions that hold shares in the stock, with a total of 2.76 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 |
|---|---|---|---|---|---|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 06, 2025 Q2 2025 |
387,140
shares
|
$18 Million
0.24% of portfolio
|
Q2 2025
Reduced 6.77%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
302,655
shares
|
$14 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.32%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
161,088
shares
|
$7.48 Million
0.01% of portfolio
|
Q2 2025
Added 4.63%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
135,351
shares
|
$6.28 Million
0.01% of portfolio
|
Q3 2024
Added 30.3%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
121,154
shares
|
$5.62 Million
0.01% of portfolio
|
Q2 2025
Reduced 55.34%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
84,829
shares
|
$3.94 Million
0.02% of portfolio
|
Q2 2025
Added 7.93%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
75,127
shares
|
$3.49 Million
0.0% of portfolio
|
Q2 2025
Added 3.67%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
69,234
shares
|
$3.21 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.64%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
64,975
shares
|
$3.02 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
62,070
shares
|
$2.88 Million
0.74% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
55,893
shares
|
$2.59 Million
0.68% of portfolio
|
Q2 2025
Reduced 3.51%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
42,286
shares
|
$1.96 Million
0.0% of portfolio
|
Q2 2025
Added 3.46%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
41,851
shares
|
$1.94 Million
0.0% of portfolio
|
Q2 2025
Reduced 9.67%
|
|
|
Richard P Slaughter Associates Inc
|
Jul 08, 2025 Q2 2025 |
40,836
shares
|
$1.9 Million
0.5% of portfolio
|
Q2 2025
Reduced 47.69%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
39,116
shares
|
$1.82 Million
0.45% of portfolio
|
Q2 2022
Added 119.05%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
39,100
shares
|
$1.81 Million
0.0% of portfolio
|
Q3 2022
Added 63.22%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
37,711
shares
|
$1.75 Million
0.31% of portfolio
|
Q2 2025
Reduced 2.19%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
35,165
shares
|
$1.63 Million
0.66% of portfolio
|
Q2 2025
Reduced 2.59%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
34,841
shares
|
$1.62 Million
0.28% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Aug 01, 2025 Q2 2025 |
32,972
shares
|
$1.53 Million
1.21% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
32,001
shares
|
$1.49 Million
0.04% of portfolio
|
Q4 2024
Reduced 18.67%
|
|
|
Sageworth Trust CO
|
Jul 21, 2025 Q2 2025 |
28,012
shares
|
$1.3 Million
0.07% of portfolio
|
Q2 2025
Reduced 38.15%
|
|
|
Maltin Wealth Management, Inc.
|
Aug 06, 2025 Q2 2025 |
26,287
shares
|
$1.22 Million
0.66% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
25,274
shares
|
$1.17 Million
0.08% of portfolio
|
Q2 2025
Reduced 11.08%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
24,342
shares
|
$1.13 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.51%
|