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 114 institutions that hold shares in the stock, with a total of 3.63 Million shares, which have been reported (via 13F filing form) to have a value of $159 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
32,001
shares
|
$1.4 Million
0.04% of portfolio
|
Q4 2024
Reduced 18.67%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
28,423
shares
|
$1.24 Million
0.07% of portfolio
|
Q2 2024
Added 14.74%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
26,890
shares
|
$1.17 Million
0.07% of portfolio
|
Q4 2024
Reduced 3.45%
|
|
|
Maltin Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
26,287
shares
|
$1.15 Million
0.63% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
26,248
shares
|
$1.15 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
25,625
shares
|
$1.12 Million
0.0% of portfolio
|
Q4 2024
Added 4.12%
|
|
|
Integral Investment Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
24,312
shares
|
$1.06 Million
0.28% of portfolio
|
Q2 2024
Reduced 4.01%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
22,713
shares
|
$992,330
0.01% of portfolio
|
Q2 2024
Reduced 74.32%
|
|
|
My Personal Cfo, LLC
|
Jan 24, 2025 Q4 2024 |
22,180
shares
|
$969,044
0.52% of portfolio
|
Q3 2024
Added 21.67%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Feb 10, 2025 Q4 2024 |
21,729
shares
|
$949,340
0.39% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
Outlook Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
21,260
shares
|
$928,849
0.32% of portfolio
|
Q4 2024
Added 11.89%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 13, 2025 Q4 2024 |
20,300
shares
|
$886,907
0.07% of portfolio
|
Q4 2024
Reduced 14.46%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
17,216
shares
|
$752,167
0.03% of portfolio
|
Q1 2023
Reduced 6.31%
|
|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
16,419
shares
|
$717,346
0.23% of portfolio
|
Q4 2024
Reduced 15.3%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
16,344
shares
|
$714,069
0.09% of portfolio
|
Q3 2022
New holding
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Feb 13, 2025 Q4 2024 |
16,050
shares
|
$701,224
0.2% of portfolio
|
Q3 2024
Reduced 24.47%
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
Feb 14, 2025 Q4 2024 |
15,485
shares
|
$676,539
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Jan 13, 2025 Q4 2024 |
15,310
shares
|
$668,893
0.49% of portfolio
|
Q3 2024
Added 24.88%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
14,280
shares
|
$623,893
0.0% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
13,993
shares
|
$611,354
0.01% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
13,958
shares
|
$609,825
0.15% of portfolio
|
Q4 2024
Reduced 2.9%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
13,829
shares
|
$604,189
0.04% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jan 31, 2025 Q4 2024 |
13,649
shares
|
$596,324
0.5% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
13,053
shares
|
$570,285
0.0% of portfolio
|
Q4 2024
Reduced 4.7%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
13,052
shares
|
$570,241
0.02% of portfolio
|
Q4 2024
Reduced 9.6%
|