Institutional Ownership Innovator U.S. Equity Buffer E (BAPR)
This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BAPR). We have compiled data on the 99 institutions that hold shares in the stock, with a total of 3.5 Million shares, which have been reported (via 13F filing form) to have a value of $148 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
403,161
shares
|
$17 Million
0.31% of portfolio
|
Q1 2025
Added 17.17%
|
|
|
Integral Investment Advisors, Inc.
|
Apr 15, 2025 Q1 2025 |
262,344
shares
|
$11.1 Million
3.65% of portfolio
|
Q1 2025
Added 1.9%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
190,955
shares
|
$8.06 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.45%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
187,707
shares
|
$7.92 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.83%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
183,609
shares
|
$7.75 Million
0.02% of portfolio
|
Q3 2024
Added 9.1%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
160,963
shares
|
$6.79 Million
0.28% of portfolio
|
Q4 2024
Added 8.33%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
139,787
shares
|
$5.9 Million
0.0% of portfolio
|
Q1 2025
Added 38.98%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
139,443
shares
|
$5.89 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Outlook Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
117,866
shares
|
$4.98 Million
1.67% of portfolio
|
Q1 2025
Added 16.59%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
114,724
shares
|
$4.84 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
My Personal Cfo, LLC
|
Apr 23, 2025 Q1 2025 |
80,870
shares
|
$3.41 Million
1.83% of portfolio
|
Q1 2025
Reduced 2.12%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
69,495
shares
|
$2.93 Million
0.01% of portfolio
|
Q1 2025
Added 69.32%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
67,647
shares
|
$2.86 Million
0.0% of portfolio
|
Q4 2024
Reduced 83.48%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
63,007
shares
|
$2.66 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.37%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Feb 10, 2025 Q4 2024 |
60,705
shares
|
$2.56 Million
1.11% of portfolio
|
Q4 2024
Reduced 3.44%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Feb 13, 2025 Q4 2024 |
57,732
shares
|
$2.44 Million
0.64% of portfolio
|
Q4 2024
Reduced 5.99%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
56,206
shares
|
$2.37 Million
0.01% of portfolio
|
Q4 2024
Added 36.75%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Apr 23, 2025 Q1 2025 |
53,686
shares
|
$2.27 Million
1.51% of portfolio
|
Q1 2025
Added 14.46%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
45,759
shares
|
$1.93 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
43,840
shares
|
$1.85 Million
0.37% of portfolio
|
Q1 2025
Reduced 3.19%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
43,704
shares
|
$1.84 Million
0.06% of portfolio
|
Q4 2024
Reduced 44.13%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
43,318
shares
|
$1.83 Million
0.13% of portfolio
|
Q4 2024
Reduced 7.7%
|
|
|
Maltin Wealth Management, Inc.
|
Apr 10, 2025 Q1 2025 |
41,978
shares
|
$1.77 Million
0.96% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
39,503
shares
|
$1.67 Million
0.01% of portfolio
|
Q1 2025
Reduced 19.4%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
35,855
shares
|
$1.51 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.61%
|