Institutional Ownership Innovator U.S. Equity Buffer E (BNOV)
This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BNOV). We have compiled data on the 92 institutions that hold shares in the stock, with a total of 3.45 Million shares, which have been reported (via 13F filing form) to have a value of $138 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
532,716
shares
|
$21.3 Million
0.35% of portfolio
|
Q4 2024
Added 3980.55%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Feb 13, 2025 Q4 2024 |
392,665
shares
|
$15.7 Million
0.28% of portfolio
|
Q4 2024
Added 18.64%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
177,317
shares
|
$7.09 Million
0.0% of portfolio
|
Q4 2024
Added 500.08%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
170,141
shares
|
$6.81 Million
0.71% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
166,826
shares
|
$6.67 Million
0.01% of portfolio
|
Q4 2024
Added 8.12%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Jan 08, 2025 Q3 2024 |
141,876
shares
|
$5.68 Million
1.84% of portfolio
|
Q1 2024
Reduced 3.59%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
128,900
shares
|
$5.16 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
111,958
shares
|
$4.48 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.42%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
98,367
shares
|
$3.93 Million
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
83,545
shares
|
$3.34 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
78,774
shares
|
$3.15 Million
1.85% of portfolio
|
Q4 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
68,005
shares
|
$2.72 Million
0.0% of portfolio
|
Q4 2024
Reduced 25.19%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
66,817
shares
|
$2.67 Million
0.16% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
My Personal Cfo, LLC
|
Jan 24, 2025 Q4 2024 |
66,810
shares
|
$2.67 Million
1.43% of portfolio
|
Q4 2024
Added 31.13%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
59,079
shares
|
$2.36 Million
0.01% of portfolio
|
Q4 2024
Added 376.83%
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
Feb 14, 2025 Q4 2024 |
57,973
shares
|
$2.32 Million
1.11% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
47,089
shares
|
$1.88 Million
0.0% of portfolio
|
Q4 2024
Added 27.83%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
44,649
shares
|
$1.79 Million
0.03% of portfolio
|
Q4 2024
Reduced 19.33%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
40,009
shares
|
$1.6 Million
0.0% of portfolio
|
Q4 2024
Added 155.98%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
39,565
shares
|
$1.58 Million
0.02% of portfolio
|
Q4 2024
Added 82.32%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
37,555
shares
|
$1.5 Million
0.05% of portfolio
|
Q4 2024
Added 22.73%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 13, 2025 Q4 2024 |
36,819
shares
|
$1.47 Million
0.12% of portfolio
|
Q4 2024
Reduced 16.47%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
33,633
shares
|
$1.35 Million
0.01% of portfolio
|
Q4 2024
Added 11.23%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
32,872
shares
|
$1.31 Million
0.0% of portfolio
|
Q4 2024
Added 58.29%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
31,318
shares
|
$1.25 Million
0.33% of portfolio
|
Q2 2023
Reduced 24.88%
|