Institutional Ownership Innovator U.S. Equity Buffer E (BAUG)
This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BAUG). We have compiled data on the 112 institutions that hold shares in the stock, with a total of 3.33 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
433
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
400
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 33.33%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
363
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 60.63%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
300
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Nov 12, 2025 Q3 2025 |
296
shares
|
$0
0.01% of portfolio
|
Q3 2025
Reduced 53.46%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
279
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 37.16%
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
223
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 40.05%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
179
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 98.45%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
153
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 62.03%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
105
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 98.77%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
70
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 56.25%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|