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 |
|---|---|---|---|---|---|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
4,905
shares
|
$231,172
0.06% of portfolio
|
Q2 2025
Reduced 35.08%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Nov 03, 2025 Q3 2025 |
4,653
shares
|
$219,295
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 07, 2025 Q3 2025 |
4,279
shares
|
$201,669
0.04% of portfolio
|
Q3 2025
Reduced 5.21%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
4,181
shares
|
$197,050
0.01% of portfolio
|
Q3 2025
Reduced 5.81%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Nov 12, 2025 Q3 2025 |
4,003
shares
|
$188,661
0.13% of portfolio
|
Q3 2025
Reduced 79.68%
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
3,922
shares
|
$184,843
0.1% of portfolio
|
Q4 2023
Reduced 16.11%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
3,642
shares
|
$171,647
0.0% of portfolio
|
Q2 2024
Reduced 1.38%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
2,762
shares
|
$130,173
0.01% of portfolio
|
Q1 2025
Reduced 2.47%
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
2,670
shares
|
$125,837
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
2,540
shares
|
$119,710
0.0% of portfolio
|
Q3 2024
Reduced 90.04%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
2,080
shares
|
$98,030
0.01% of portfolio
|
Q3 2025
Reduced 95.72%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
2,014
shares
|
$94,919
0.0% of portfolio
|
Q3 2025
Added 3.6%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,763
shares
|
$83,090
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
1,356
shares
|
$63,908
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,300
shares
|
$61,269
0.0% of portfolio
|
Q3 2022
Added 23.81%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
1,103
shares
|
$51,984
0.03% of portfolio
|
Q3 2025
Reduced 69.4%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
1,100
shares
|
$51,843
0.0% of portfolio
|
Q3 2025
Reduced 12.0%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
499
shares
|
$23,517
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
182
shares
|
$8,577
0.0% of portfolio
|
Q3 2025
Reduced 97.17%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
170
shares
|
$8,012
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
150
shares
|
$7,069
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
129
shares
|
$6,079
0.0% of portfolio
|
Q3 2025
Reduced 93.86%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
106
shares
|
$4,995
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
100
shares
|
$4,713
0.0% of portfolio
|
Q3 2024
Reduced 7.41%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Nov 12, 2025 Q3 2025 |
32
shares
|
$1,508
0.0% of portfolio
|
Q3 2025
Reduced 17.95%
|
|