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 |
|---|---|---|---|---|---|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
12,980
shares
|
$567,096
0.2% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
12,892
shares
|
$563,251
0.02% of portfolio
|
Q4 2024
Reduced 20.4%
|
|
|
Berkshire Money Management, Inc.
|
Jan 27, 2025 Q4 2024 |
12,687
shares
|
$554,295
0.07% of portfolio
|
Q4 2024
Reduced 66.75%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
12,416
shares
|
$542,455
0.0% of portfolio
|
Q4 2024
Added 71.54%
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
12,383
shares
|
$541,013
0.1% of portfolio
|
Q3 2024
Reduced 41.1%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Feb 13, 2025 Q4 2024 |
11,909
shares
|
$520,304
0.13% of portfolio
|
Q4 2024
Added 28.57%
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
11,297
shares
|
$493,565
0.08% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
10,703
shares
|
$467,614
0.01% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Feb 06, 2025 Q4 2024 |
10,429
shares
|
$455,643
0.13% of portfolio
|
Q4 2024
Reduced 22.76%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,276
shares
|
$448,958
0.0% of portfolio
|
Q3 2024
Added 5.41%
|
|
|
Bcgm Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
10,000
shares
|
$436,900
0.15% of portfolio
|
Q3 2022
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Feb 10, 2025 Q4 2024 |
9,869
shares
|
$431,176
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
9,779
shares
|
$427,244
0.01% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
9,650
shares
|
$421,608
0.0% of portfolio
|
Q4 2024
Reduced 30.86%
|
|
|
Retirement Planning Group
|
Feb 18, 2025 Q4 2024 |
9,580
shares
|
$418,550
0.02% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
9,499
shares
|
$415,011
0.0% of portfolio
|
Q4 2024
Reduced 73.82%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jan 23, 2025 Q4 2024 |
9,206
shares
|
$402,210
0.3% of portfolio
|
Q4 2023
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
8,461
shares
|
$369,661
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
8,345
shares
|
$364,593
0.03% of portfolio
|
Q4 2024
Reduced 9.05%
|
|
|
Chris Bulman Inc
Roseville, CA |
Feb 10, 2025 Q4 2024 |
7,838
shares
|
$342,442
0.21% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
7,128
shares
|
$311,422
0.01% of portfolio
|
Q3 2024
Added 58.26%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
6,914
shares
|
$302,072
0.55% of portfolio
|
Q4 2024
Reduced 28.35%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
6,822
shares
|
$298,053
0.01% of portfolio
|
Q1 2024
Reduced 53.98%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
6,671
shares
|
$291,455
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
6,492
shares
|
$283,635
0.01% of portfolio
|
Q3 2024
Added 62.3%
|