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 91 institutions that hold shares in the stock, with a total of 2.41 Million shares, which have been reported (via 13F filing form) to have a value of $106 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
3,700
shares
|
$161,838
0.0% of portfolio
|
Q3 2025
Reduced 19.64%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
2,919
shares
|
$127,677
0.02% of portfolio
|
Q4 2022
Added 629.75%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
2,725
shares
|
$119,191
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
2,575
shares
|
$112,630
0.0% of portfolio
|
Q3 2022
Added 63.49%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
2,300
shares
|
$100,602
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
2,248
shares
|
$98,327
0.01% of portfolio
|
Q2 2025
Reduced 45.48%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,979
shares
|
$86,561
0.0% of portfolio
|
Q2 2025
Reduced 6.87%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,100
shares
|
$48,114
0.0% of portfolio
|
Q1 2020
Reduced 82.36%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
1,000
shares
|
$43,740
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
970
shares
|
$42,427
0.0% of portfolio
|
Q3 2025
Reduced 37.42%
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
940
shares
|
$41,115
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
680
shares
|
$29,743
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
670
shares
|
$29,305
0.0% of portfolio
|
Q3 2025
Reduced 30.93%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
500
shares
|
$21,870
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
220
shares
|
$9,622
0.0% of portfolio
|
Q3 2022
Reduced 91.26%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|