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 107 institutions that hold shares in the stock, with a total of 3.01 Million shares, which have been reported (via 13F filing form) to have a value of $136 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
12,590
shares
|
$569,697
0.01% of portfolio
|
Q1 2025
Reduced 2.34%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
12,570
shares
|
$568,792
0.02% of portfolio
|
Q1 2025
Reduced 3.69%
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
12,383
shares
|
$560,330
0.11% of portfolio
|
Q3 2024
Reduced 41.1%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
12,186
shares
|
$551,416
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
11,846
shares
|
$536,031
0.16% of portfolio
|
Q1 2025
Reduced 27.85%
|
|
|
Bcs Wealth Management
|
Apr 14, 2025 Q1 2025 |
11,686
shares
|
$528,791
0.13% of portfolio
|
Q1 2025
Reduced 16.28%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
11,562
shares
|
$523,180
0.0% of portfolio
|
Q1 2025
Reduced 6.88%
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
10,856
shares
|
$491,234
0.09% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
10,401
shares
|
$470,645
0.01% of portfolio
|
Q1 2025
Reduced 2.82%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
10,382
shares
|
$469,785
0.0% of portfolio
|
Q1 2025
Added 259450.0%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,276
shares
|
$464,989
0.0% of portfolio
|
Q3 2024
Added 5.41%
|
|
|
Bcgm Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
10,000
shares
|
$452,500
0.14% of portfolio
|
Q3 2022
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
9,869
shares
|
$446,572
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
9,779
shares
|
$442,499
0.01% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
May 07, 2025 Q1 2025 |
9,540
shares
|
$431,685
0.11% of portfolio
|
Q1 2025
Reduced 8.52%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
9,482
shares
|
$429,060
0.03% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
May 05, 2025 Q1 2025 |
9,206
shares
|
$416,571
0.32% of portfolio
|
Q4 2023
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
8,844
shares
|
$400,191
0.0% of portfolio
|
Q1 2025
Reduced 92.36%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
8,345
shares
|
$377,611
0.03% of portfolio
|
Q4 2024
Reduced 9.05%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
8,261
shares
|
$373,810
0.0% of portfolio
|
Q1 2025
Reduced 14.39%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
8,127
shares
|
$367,746
0.01% of portfolio
|
Q1 2025
Reduced 3.95%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
7,640
shares
|
$345,710
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
6,914
shares
|
$312,858
0.38% of portfolio
|
Q4 2024
Reduced 28.35%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
6,822
shares
|
$308,695
0.01% of portfolio
|
Q1 2024
Reduced 53.98%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
6,671
shares
|
$301,862
0.01% of portfolio
|
Q3 2024
New holding
|