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 101 institutions that hold shares in the stock, with a total of 5.43 Million shares, which have been reported (via 13F filing form) to have a value of $256 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
25,613
shares
|
$1.21 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Oct 28, 2025 Q3 2025 |
24,503
shares
|
$1.15 Million
0.89% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
23,732
shares
|
$1.12 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 04, 2025 Q3 2025 |
23,387
shares
|
$1.1 Million
0.4% of portfolio
|
Q2 2025
Reduced 4.46%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
22,654
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.7%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
22,165
shares
|
$1.04 Million
0.41% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
21,623
shares
|
$1.02 Million
0.24% of portfolio
|
Q3 2025
Reduced 5.37%
|
|
|
Berkshire Money Management, Inc.
|
Oct 14, 2025 Q3 2025 |
21,374
shares
|
$1.01 Million
0.12% of portfolio
|
Q2 2024
Reduced 1.06%
|
|
|
Gradient Investments LLC
|
Oct 06, 2025 Q3 2025 |
20,635
shares
|
$972,527
0.02% of portfolio
|
Q3 2025
Reduced 98.01%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
19,897
shares
|
$937,745
0.28% of portfolio
|
Q3 2025
Reduced 57.56%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
18,825
shares
|
$887,222
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
18,580
shares
|
$875,675
0.01% of portfolio
|
Q3 2025
Reduced 96.64%
|
|
|
Lantz Financial LLC
|
Nov 05, 2025 Q3 2025 |
18,503
shares
|
$872,046
0.21% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
17,819
shares
|
$839,809
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Nov 12, 2025 Q3 2025 |
16,652
shares
|
$784,808
0.62% of portfolio
|
Q3 2025
Reduced 2.25%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
15,598
shares
|
$735,133
0.14% of portfolio
|
Q1 2023
Added 3.99%
|
|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
15,596
shares
|
$735,039
0.06% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 06, 2025 Q3 2025 |
15,412
shares
|
$726,367
0.06% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
City Center Advisors, LLC
Troy, MI |
Oct 06, 2025 Q3 2025 |
15,386
shares
|
$725,142
0.7% of portfolio
|
Q3 2025
Added 32.67%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
15,223
shares
|
$717,459
0.01% of portfolio
|
Q3 2025
Reduced 14.9%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
15,060
shares
|
$709,777
0.0% of portfolio
|
Q3 2025
Added 1406.0%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
13,525
shares
|
$637,433
0.02% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Nov 12, 2025 Q3 2025 |
12,861
shares
|
$606,138
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
12,704
shares
|
$598,739
0.14% of portfolio
|
Q2 2025
Reduced 3.87%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
11,757
shares
|
$554,107
0.0% of portfolio
|
Q3 2025
New holding
|
|