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 106 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 $125 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Share Andrew L.
Manchester, NH |
Apr 17, 2025 Q1 2025 |
6,480
shares
|
$266,587
0.25% of portfolio
|
Q3 2023
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
6,377
shares
|
$262,349
0.01% of portfolio
|
Q1 2025
Reduced 1.77%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
6,293
shares
|
$258,894
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
May 13, 2025 Q1 2025 |
5,683
shares
|
$233,798
0.02% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
5,628
shares
|
$231,535
0.01% of portfolio
|
Q1 2025
Reduced 21.04%
|
|
|
Valtinson Bruner Financial Planning LLC
|
May 14, 2025 Q1 2025 |
5,612
shares
|
$230,877
0.1% of portfolio
|
Q1 2025
Reduced 74.17%
|
|
|
Nova Point Capital, LLC
|
Apr 28, 2025 Q1 2025 |
5,517
shares
|
$226,969
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
5,328
shares
|
$219,193
0.0% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
May 09, 2025 Q1 2025 |
5,233
shares
|
$215,285
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,785
shares
|
$155,714
0.0% of portfolio
|
Q3 2021
Reduced 2.11%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
3,304
shares
|
$135,926
0.02% of portfolio
|
Q1 2025
Added 448.84%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
3,084
shares
|
$126,875
0.01% of portfolio
|
Q1 2025
Reduced 6.26%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Apr 22, 2025 Q1 2025 |
3,004
shares
|
$123,584
0.03% of portfolio
|
Q2 2024
Reduced 28.61%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
2,958
shares
|
$121,692
0.03% of portfolio
|
Q4 2024
Reduced 5.1%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
2,420
shares
|
$99,558
0.01% of portfolio
|
Q3 2024
Added 49.38%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
2,205
shares
|
$90,713
0.0% of portfolio
|
Q1 2025
Added 4693.48%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
2,138
shares
|
$87,957
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Global Trust Asset Management, LLC
|
Apr 18, 2025 Q1 2025 |
2,000
shares
|
$82,280
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
1,904
shares
|
$78,330
0.02% of portfolio
|
Q3 2024
Added 6.55%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
1,612
shares
|
$66,317
0.01% of portfolio
|
Q1 2025
Reduced 9.34%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,500
shares
|
$61,710
0.0% of portfolio
|
Q2 2024
Reduced 34.78%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
1,378
shares
|
$56,690
0.0% of portfolio
|
Q3 2024
Reduced 40.99%
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
1,360
shares
|
$55,950
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
1,055
shares
|
$43,402
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
1,000
shares
|
$41,140
0.0% of portfolio
|
Q1 2023
New holding
|