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 |
|---|---|---|---|---|---|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
5,721
shares
|
$239,709
0.01% of portfolio
|
Q4 2024
Added 11.39%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Mar 06, 2025 Q4 2024 |
5,713
shares
|
$239,374
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
5,665
shares
|
$237,363
0.28% of portfolio
|
Q3 2023
Reduced 7.36%
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
Feb 14, 2025 Q4 2024 |
5,570
shares
|
$233,383
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
4,987
shares
|
$208,955
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
4,755
shares
|
$199,234
0.0% of portfolio
|
Q4 2024
Added 10466.67%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
4,738
shares
|
$198,522
0.0% of portfolio
|
Q4 2024
Reduced 42.36%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
3,317
shares
|
$138,982
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jan 27, 2025 Q4 2024 |
3,096
shares
|
$129,722
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,596
shares
|
$108,772
0.0% of portfolio
|
Q3 2023
Added 139.26%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
2,449
shares
|
$102,613
0.0% of portfolio
|
Q4 2023
Added 51.45%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
2,353
shares
|
$98,590
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
2,080
shares
|
$87,152
0.01% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Feb 10, 2025 Q4 2024 |
1,519
shares
|
$63,646
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
1,436
shares
|
$60,168
0.07% of portfolio
|
Q1 2022
Reduced 1.31%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
1,141
shares
|
$47,807
0.0% of portfolio
|
Q1 2024
Reduced 44.1%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,110
shares
|
$46,509
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
800
shares
|
$33,520
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
790
shares
|
$33,101
0.0% of portfolio
|
Q3 2024
Added 27.63%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
750
shares
|
$31,425
0.0% of portfolio
|
Q3 2023
Reduced 6.25%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
600
shares
|
$25,140
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
500
shares
|
$20,950
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
468
shares
|
$19,609
0.04% of portfolio
|
Q4 2024
Reduced 27.44%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
458
shares
|
$19,190
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
400
shares
|
$16,760
0.0% of portfolio
|
Q4 2023
New holding
|