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 106 institutions that hold shares in the stock, with a total of 3.56 Million shares, which have been reported (via 13F filing form) to have a value of $161 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
43,318
shares
|
$1.97 Million
0.13% of portfolio
|
Q4 2024
Reduced 7.7%
|
|
|
Maltin Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
42,208
shares
|
$1.92 Million
1.04% of portfolio
|
Q3 2024
Reduced 18.67%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
41,044
shares
|
$1.86 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.43%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
35,855
shares
|
$1.63 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 21, 2025 Q4 2024 |
34,968
shares
|
$1.59 Million
0.36% of portfolio
|
Q2 2024
Reduced 0.27%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
30,405
shares
|
$1.38 Million
0.04% of portfolio
|
Q2 2024
Added 7.06%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
30,248
shares
|
$1.37 Million
0.02% of portfolio
|
Q4 2024
Reduced 92.49%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
28,983
shares
|
$1.32 Million
0.04% of portfolio
|
Q4 2024
Reduced 4.46%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
28,431
shares
|
$1.29 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Feb 25, 2025 Q4 2024 |
27,080
shares
|
$1.23 Million
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
25,613
shares
|
$1.16 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jan 31, 2025 Q4 2024 |
25,532
shares
|
$1.16 Million
0.97% of portfolio
|
Q2 2024
Reduced 1.54%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
24,052
shares
|
$1.09 Million
0.0% of portfolio
|
Q4 2024
Added 45.88%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
23,786
shares
|
$1.08 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
22,804
shares
|
$1.03 Million
0.44% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
22,765
shares
|
$1.03 Million
0.0% of portfolio
|
Q4 2024
Reduced 7.3%
|
|
|
Berkshire Money Management, Inc.
|
Jan 27, 2025 Q4 2024 |
21,374
shares
|
$969,952
0.11% of portfolio
|
Q2 2024
Reduced 1.06%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
20,188
shares
|
$916,131
0.72% of portfolio
|
Q4 2024
New holding
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Feb 13, 2025 Q4 2024 |
18,820
shares
|
$854,051
0.13% of portfolio
|
Q4 2024
Added 2156.59%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
17,511
shares
|
$794,649
0.04% of portfolio
|
Q2 2024
Added 4.72%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
16,220
shares
|
$736,063
0.07% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
16,129
shares
|
$731,934
0.01% of portfolio
|
Q4 2024
Reduced 22.18%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
15,598
shares
|
$707,837
0.14% of portfolio
|
Q1 2023
Added 3.99%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Jan 23, 2025 Q4 2024 |
15,233
shares
|
$691,273
0.81% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Feb 04, 2025 Q4 2024 |
13,600
shares
|
$617,168
0.26% of portfolio
|
Q4 2024
New holding
|