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 |
|---|---|---|---|---|---|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
36,289
shares
|
$1.56 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.07%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
35,510
shares
|
$1.53 Million
0.3% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Oct 24, 2024 Q3 2024 |
34,603
shares
|
$1.49 Million
1.45% of portfolio
|
Q3 2024
Added 12.31%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
28,423
shares
|
$1.22 Million
0.08% of portfolio
|
Q2 2024
Added 14.74%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
27,850
shares
|
$1.2 Million
0.08% of portfolio
|
Q3 2024
Reduced 38.44%
|
|
|
Maltin Wealth Management, Inc.
|
Oct 09, 2024 Q3 2024 |
26,482
shares
|
$1.14 Million
0.61% of portfolio
|
Q2 2024
Reduced 10.51%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
24,612
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2024
Added 49.2%
|
|
|
Integral Investment Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
24,312
shares
|
$1.05 Million
0.28% of portfolio
|
Q2 2024
Reduced 4.01%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 07, 2024 Q3 2024 |
23,732
shares
|
$1.02 Million
0.08% of portfolio
|
Q3 2024
Added 27.66%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
22,713
shares
|
$977,567
0.0% of portfolio
|
Q2 2024
Reduced 74.32%
|
|
|
My Personal Cfo, LLC
|
Oct 21, 2024 Q3 2024 |
22,180
shares
|
$954,627
0.54% of portfolio
|
Q3 2024
Added 21.67%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 05, 2024 Q3 2024 |
22,114
shares
|
$951,786
0.4% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Lion Street Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
19,385
shares
|
$834,330
0.29% of portfolio
|
Q3 2024
Reduced 5.08%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
19,001
shares
|
$817,803
0.28% of portfolio
|
Q3 2024
Added 25.25%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
17,216
shares
|
$740,976
0.03% of portfolio
|
Q1 2023
Reduced 6.31%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
16,344
shares
|
$703,445
0.09% of portfolio
|
Q3 2022
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
16,195
shares
|
$697,032
0.02% of portfolio
|
Q3 2024
Added 56.22%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2024 Q3 2024 |
16,050
shares
|
$690,792
0.19% of portfolio
|
Q3 2024
Reduced 24.47%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Oct 10, 2024 Q3 2024 |
15,310
shares
|
$658,942
0.48% of portfolio
|
Q3 2024
Added 24.88%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
14,836
shares
|
$638,541
0.03% of portfolio
|
Q3 2024
Reduced 8.81%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
14,438
shares
|
$621,411
0.02% of portfolio
|
Q3 2024
Added 26.37%
|
|
|
Bcs Wealth Management
|
Oct 17, 2024 Q3 2024 |
14,375
shares
|
$618,700
0.26% of portfolio
|
Q3 2024
Reduced 12.13%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
14,305
shares
|
$615,687
0.0% of portfolio
|
Q3 2024
Reduced 8.89%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
14,241
shares
|
$612,932
0.01% of portfolio
|
Q3 2024
Added 13.08%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
13,958
shares
|
$600,752
0.01% of portfolio
|
Q3 2024
Added 18.12%
|