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 |
|---|---|---|---|---|---|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
36,418
shares
|
$1.77 Million
0.0% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
33,872
shares
|
$1.64 Million
0.0% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
31,283
shares
|
$1.52 Million
0.0% of portfolio
|
Q3 2025
Reduced 17.32%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 19, 2025 Q3 2025 |
30,086
shares
|
$1.46 Million
0.42% of portfolio
|
Q3 2025
New holding
|
|
|
Bullseye Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
25,896
shares
|
$1.26 Million
1.88% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Diligent Investors, LLC
|
Nov 13, 2025 Q3 2025 |
23,968
shares
|
$1.16 Million
0.34% of portfolio
|
Q3 2025
Added 9.35%
|
|
|
Maltin Wealth Management, Inc.
|
Oct 23, 2025 Q3 2025 |
23,473
shares
|
$1.14 Million
0.59% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
22,803
shares
|
$1.11 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.93%
|
|
|
Gradient Investments LLC
|
Oct 06, 2025 Q3 2025 |
20,765
shares
|
$1.01 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
19,890
shares
|
$965,858
0.0% of portfolio
|
Q3 2024
Added 16.01%
|
|
|
Lantz Financial LLC
|
Nov 05, 2025 Q3 2025 |
18,880
shares
|
$916,812
0.22% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
17,193
shares
|
$834,892
0.03% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Weaver Consulting Group
|
Nov 10, 2025 Q3 2025 |
17,161
shares
|
$833,338
0.28% of portfolio
|
Q3 2025
Added 33.08%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
16,902
shares
|
$820,761
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
15,587
shares
|
$756,904
0.29% of portfolio
|
Q3 2025
Reduced 14.73%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
15,299
shares
|
$742,919
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
15,290
shares
|
$742,482
0.0% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
City Center Advisors, LLC
Troy, MI |
Oct 06, 2025 Q3 2025 |
15,243
shares
|
$740,200
0.72% of portfolio
|
Q3 2025
Added 30.49%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
14,681
shares
|
$712,909
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
14,085
shares
|
$683,967
0.03% of portfolio
|
Q2 2025
Reduced 17.8%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
13,855
shares
|
$672,798
0.0% of portfolio
|
Q3 2022
Added 3.74%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 04, 2025 Q3 2025 |
13,626
shares
|
$661,678
0.24% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
12,207
shares
|
$592,771
0.02% of portfolio
|
Q3 2025
Added 4.93%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,763
shares
|
$571,211
0.0% of portfolio
|
Q1 2024
Added 5.48%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
10,163
shares
|
$493,515
0.03% of portfolio
|
Q3 2022
New holding
|
|