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 108 institutions that hold shares in the stock, with a total of 4.27 Million shares, which have been reported (via 13F filing form) to have a value of $182 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
29,153
shares
|
$1.22 Million
0.0% of portfolio
|
Q4 2024
Added 17.67%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Feb 25, 2025 Q4 2024 |
27,186
shares
|
$1.14 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Bullseye Investment Management, LLC
|
Feb 12, 2025 Q4 2024 |
26,528
shares
|
$1.11 Million
2.01% of portfolio
|
Q4 2024
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
26,397
shares
|
$1.11 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Feb 13, 2025 Q4 2024 |
26,362
shares
|
$1.1 Million
0.28% of portfolio
|
Q4 2024
Added 11.12%
|
|
|
My Personal Cfo, LLC
|
Jan 24, 2025 Q4 2024 |
25,935
shares
|
$1.09 Million
0.61% of portfolio
|
Q4 2024
Added 41.72%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
24,858
shares
|
$1.04 Million
0.0% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Maltin Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
23,849
shares
|
$999,273
0.57% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Diligent Investors, LLC
|
Feb 14, 2025 Q4 2024 |
22,298
shares
|
$934,286
0.25% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
19,947
shares
|
$835,779
0.03% of portfolio
|
Q4 2024
Added 50.02%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
19,890
shares
|
$833,391
0.0% of portfolio
|
Q3 2024
Added 16.01%
|
|
|
Lantz Financial LLC
|
Jan 21, 2025 Q4 2024 |
19,073
shares
|
$799,158
0.23% of portfolio
|
Q4 2024
Added 7.33%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
18,954
shares
|
$794,172
0.0% of portfolio
|
Q4 2024
Reduced 25.45%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
18,733
shares
|
$784,912
0.04% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
18,665
shares
|
$782,063
0.35% of portfolio
|
Q4 2024
Added 3.61%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
17,609
shares
|
$737,817
0.02% of portfolio
|
Q4 2024
Added 1.46%
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
17,135
shares
|
$717,956
0.05% of portfolio
|
Q3 2024
Reduced 4.19%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
17,038
shares
|
$713,892
0.02% of portfolio
|
Q4 2024
Added 17.45%
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
15,641
shares
|
$655,357
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
15,576
shares
|
$652,634
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
13,855
shares
|
$580,524
0.0% of portfolio
|
Q3 2022
Added 3.74%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Feb 10, 2025 Q4 2024 |
13,626
shares
|
$570,929
0.24% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
13,578
shares
|
$568,918
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
13,385
shares
|
$560,831
0.12% of portfolio
|
Q4 2024
Added 4.62%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
12,635
shares
|
$529,406
0.04% of portfolio
|
Q4 2024
Reduced 0.43%
|