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 94 institutions that hold shares in the stock, with a total of 3.5 Million shares, which have been reported (via 13F filing form) to have a value of $153 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brookstone Capital Management
|
Jan 15, 2026 Q4 2025 |
651,205
shares
|
$28.5 Million
0.38% of portfolio
|
Q4 2025
Added 4858.92%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 04, 2025 Q3 2025 |
428,417
shares
|
$18.7 Million
0.24% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Lantz Financial LLC
|
Jan 14, 2026 Q4 2025 |
279,869
shares
|
$12.2 Million
2.82% of portfolio
|
Q4 2025
Added 2863.14%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
155,368
shares
|
$6.8 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.65%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
136,767
shares
|
$5.98 Million
0.01% of portfolio
|
Q3 2025
Added 1.43%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
132,230
shares
|
$5.78 Million
0.0% of portfolio
|
Q3 2025
Reduced 25.15%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
111,958
shares
|
$4.9 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.42%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
95,952
shares
|
$4.2 Million
0.0% of portfolio
|
Q3 2025
Reduced 22.13%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
90,368
shares
|
$3.95 Million
0.0% of portfolio
|
Q3 2025
Added 132.6%
|
|
|
Mc Alister, Sweet & Associates, Inc.
|
Jan 02, 2026 Q4 2025 |
80,565
shares
|
$3.52 Million
3.12% of portfolio
|
Q4 2025
New holding
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Nov 10, 2025 Q3 2025 |
77,341
shares
|
$3.38 Million
1.01% of portfolio
|
Q3 2025
Reduced 20.65%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
68,808
shares
|
$3.01 Million
0.0% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
My Personal Cfo, LLC
|
Jan 15, 2026 Q4 2025 |
65,510
shares
|
$2.87 Million
1.33% of portfolio
|
Q4 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
58,970
shares
|
$2.58 Million
0.01% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
Jan 15, 2026 Q4 2025 |
57,973
shares
|
$2.54 Million
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
53,244
shares
|
$2.33 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
42,384
shares
|
$1.85 Million
0.0% of portfolio
|
Q3 2025
Reduced 15.56%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
38,021
shares
|
$1.66 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.07%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
36,361
shares
|
$1.59 Million
0.1% of portfolio
|
Q3 2025
Reduced 18.87%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 07, 2026 Q4 2025 |
35,305
shares
|
$1.54 Million
0.12% of portfolio
|
Q4 2025
Added 4.0%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
33,957
shares
|
$1.49 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
31,318
shares
|
$1.37 Million
0.33% of portfolio
|
Q2 2023
Reduced 24.88%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
31,160
shares
|
$1.36 Million
0.01% of portfolio
|
Q3 2025
Added 4.49%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
27,344
shares
|
$1.2 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.46%
|
|
|
Integral Investment Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
26,985
shares
|
$1.18 Million
0.33% of portfolio
|
Q3 2025
Added 9.54%
|
|