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 |
|---|---|---|---|---|---|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
10,032
shares
|
$487,153
0.12% of portfolio
|
Q3 2025
Reduced 18.58%
|
|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
9,927
shares
|
$482,055
0.04% of portfolio
|
Q1 2025
Reduced 10.84%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Nov 12, 2025 Q3 2025 |
9,461
shares
|
$459,426
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
9,233
shares
|
$448,354
0.0% of portfolio
|
Q3 2025
Reduced 34.59%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
8,857
shares
|
$430,095
0.0% of portfolio
|
Q4 2024
Added 1475.98%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
8,637
shares
|
$419,412
0.08% of portfolio
|
Q3 2025
Reduced 10.38%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
8,558
shares
|
$415,576
0.01% of portfolio
|
Q3 2025
Added 4.9%
|
|
|
Straight Path Wealth Management
|
Nov 03, 2025 Q3 2025 |
8,556
shares
|
$415,479
0.11% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
8,441
shares
|
$409,894
0.01% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
8,306
shares
|
$403,339
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bellwether Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
8,147
shares
|
$395,618
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
8,064
shares
|
$391,587
0.01% of portfolio
|
Q4 2024
Added 12.17%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
7,980
shares
|
$387,508
0.03% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
7,224
shares
|
$350,797
0.01% of portfolio
|
Q3 2025
Reduced 4.9%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
6,917
shares
|
$335,889
0.01% of portfolio
|
Q3 2025
Added 4.38%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
6,888
shares
|
$334,481
0.01% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
6,821
shares
|
$331,227
0.01% of portfolio
|
Q3 2025
Added 2.34%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
6,494
shares
|
$315,348
0.01% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
6,451
shares
|
$313,260
0.0% of portfolio
|
Q3 2025
Reduced 68.83%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
6,287
shares
|
$305,296
0.01% of portfolio
|
Q3 2025
Reduced 2.12%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
5,867
shares
|
$284,901
0.08% of portfolio
|
Q3 2025
Reduced 18.45%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
5,665
shares
|
$275,092
0.28% of portfolio
|
Q3 2023
Reduced 7.36%
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
Oct 17, 2025 Q3 2025 |
5,570
shares
|
$270,479
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
4,955
shares
|
$240,614
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
4,592
shares
|
$222,987
0.0% of portfolio
|
Q2 2025
New holding
|
|