Institutional Ownership Innovator U.S. Equity Buffer E (BOCT)
This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BOCT). We have compiled data on the 100 institutions that hold shares in the stock, with a total of 3.9 Million shares, which have been reported (via 13F filing form) to have a value of $189 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
597,420
shares
|
$29 Million
1.69% of portfolio
|
Q4 2022
Added 738.66%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 04, 2025 Q3 2025 |
389,403
shares
|
$18.9 Million
0.25% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
315,146
shares
|
$15.3 Million
0.02% of portfolio
|
Q3 2025
Reduced 63.16%
|
|
|
Integral Investment Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
267,175
shares
|
$13 Million
3.61% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
161,921
shares
|
$7.86 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.88%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
155,828
shares
|
$7.57 Million
0.01% of portfolio
|
Q3 2025
Reduced 9.35%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
143,379
shares
|
$6.96 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.25%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
131,657
shares
|
$6.39 Million
0.01% of portfolio
|
Q3 2025
Added 1400.54%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
114,600
shares
|
$5.56 Million
0.0% of portfolio
|
Q3 2025
Added 58.16%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
103,650
shares
|
$5.03 Million
0.01% of portfolio
|
Q3 2025
Added 10.37%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
93,112
shares
|
$4.52 Million
0.01% of portfolio
|
Q3 2025
Reduced 6.21%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
72,761
shares
|
$3.53 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.61%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
70,577
shares
|
$3.43 Million
0.02% of portfolio
|
Q3 2025
Added 10.84%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
70,116
shares
|
$3.4 Million
0.21% of portfolio
|
Q4 2023
Reduced 1.25%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 06, 2025 Q3 2025 |
65,881
shares
|
$3.2 Million
0.24% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
Berkshire Money Management, Inc.
|
Oct 14, 2025 Q3 2025 |
56,376
shares
|
$2.74 Million
0.32% of portfolio
|
Q4 2024
Reduced 8.82%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Oct 23, 2025 Q3 2025 |
55,658
shares
|
$2.7 Million
1.43% of portfolio
|
Q3 2025
Reduced 2.0%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Nov 05, 2025 Q3 2025 |
46,049
shares
|
$2.24 Million
0.2% of portfolio
|
Q2 2025
Reduced 7.3%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
41,629
shares
|
$2.02 Million
0.6% of portfolio
|
Q3 2025
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
40,395
shares
|
$1.96 Million
0.02% of portfolio
|
Q3 2025
Added 23.36%
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Nov 14, 2025 Q3 2025 |
40,244
shares
|
$1.95 Million
1.06% of portfolio
|
Q3 2025
Reduced 2.3%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Nov 12, 2025 Q3 2025 |
38,897
shares
|
$1.89 Million
1.49% of portfolio
|
Q3 2025
Added 2.05%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
38,897
shares
|
$1.89 Million
0.0% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
38,622
shares
|
$1.88 Million
0.3% of portfolio
|
Q3 2025
Reduced 3.66%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
37,369
shares
|
$1.81 Million
0.06% of portfolio
|
Q3 2025
Reduced 1.1%
|
|