Institutional Ownership Innovator U.S. Equity Buffer E (BNOV)
This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BNOV). We have compiled data on the 92 institutions that hold shares in the stock, with a total of 3.49 Million shares, which have been reported (via 13F filing form) to have a value of $132 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 |
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
10,047
shares
|
$379,475
0.17% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
Bcs Wealth Management
|
Apr 14, 2025 Q1 2025 |
9,947
shares
|
$375,698
0.1% of portfolio
|
Q4 2024
Added 21.68%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
9,731
shares
|
$367,539
0.02% of portfolio
|
Q4 2024
Added 11.17%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
9,566
shares
|
$361,307
0.0% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Cra Financial Services, LLC
|
Apr 16, 2025 Q1 2025 |
9,255
shares
|
$349,561
0.06% of portfolio
|
Q4 2024
Added 9.14%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
8,924
shares
|
$337,059
0.0% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Chris Bulman Inc
Roseville, CA |
Apr 15, 2025 Q1 2025 |
8,739
shares
|
$330,072
0.21% of portfolio
|
Q1 2025
Reduced 5.09%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
8,615
shares
|
$325,388
0.01% of portfolio
|
Q3 2024
Reduced 27.46%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
8,522
shares
|
$321,875
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
7,160
shares
|
$270,433
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
6,980
shares
|
$263,634
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
John W. Brooker & Co., Cp As
|
Apr 30, 2025 Q1 2025 |
6,930
shares
|
$261,746
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
May 06, 2025 Q1 2025 |
6,671
shares
|
$251,963
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
May 07, 2025 Q1 2025 |
6,474
shares
|
$244,522
0.07% of portfolio
|
Q1 2025
Reduced 13.71%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
May 06, 2025 Q1 2025 |
6,459
shares
|
$243,956
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
6,140
shares
|
$231,907
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
5,893
shares
|
$222,578
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
5,586
shares
|
$210,983
0.0% of portfolio
|
Q4 2024
Added 69.79%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
5,370
shares
|
$202,824
0.01% of portfolio
|
Q4 2024
Reduced 11.58%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
5,281
shares
|
$199,463
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
5,253
shares
|
$198,405
0.07% of portfolio
|
Q4 2024
Reduced 14.07%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
5,142
shares
|
$194,213
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
4,951
shares
|
$186,999
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
4,123
shares
|
$155,725
0.01% of portfolio
|
Q1 2025
Reduced 39.13%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
3,768
shares
|
$142,317
0.0% of portfolio
|
Q1 2025
Reduced 19.23%
|