Institutional Ownership Innovator U.S. Equity Buffer E (BSEP)
This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BSEP). We have compiled data on the 112 institutions that hold shares in the stock, with a total of 4.23 Million shares, which have been reported (via 13F filing form) to have a value of $205 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
561,151
shares
|
$27.1 Million
0.38% of portfolio
|
Q3 2025
Added 3406.32%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
405,675
shares
|
$19.6 Million
5.93% of portfolio
|
Q3 2025
Added 1827.2%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 04, 2025 Q3 2025 |
391,820
shares
|
$19 Million
0.25% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
289,519
shares
|
$14 Million
0.02% of portfolio
|
Q3 2025
Reduced 4.34%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
254,612
shares
|
$12.3 Million
0.0% of portfolio
|
Q3 2025
Added 1248.01%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
237,507
shares
|
$11.5 Million
0.02% of portfolio
|
Q3 2025
Added 4.94%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
179,038
shares
|
$8.66 Million
0.01% of portfolio
|
Q3 2025
Added 11.14%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
135,351
shares
|
$6.55 Million
0.01% of portfolio
|
Q3 2024
Added 30.3%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
95,483
shares
|
$4.62 Million
0.0% of portfolio
|
Q3 2025
Added 27.1%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
89,603
shares
|
$4.33 Million
0.01% of portfolio
|
Q3 2025
Added 29.42%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
78,608
shares
|
$3.8 Million
0.02% of portfolio
|
Q3 2025
Reduced 7.33%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
72,667
shares
|
$3.52 Million
0.0% of portfolio
|
Q3 2025
Added 11.84%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
66,813
shares
|
$3.23 Million
0.0% of portfolio
|
Q3 2025
Added 59.64%
|
|
|
Lantz Financial LLC
|
Nov 05, 2025 Q3 2025 |
63,862
shares
|
$3.09 Million
0.73% of portfolio
|
Q3 2025
Added 2.89%
|
|
|
Diligent Investors, LLC
|
Nov 13, 2025 Q3 2025 |
56,511
shares
|
$2.73 Million
0.81% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Integral Investment Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
47,612
shares
|
$2.3 Million
0.64% of portfolio
|
Q3 2025
Added 95.84%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
39,116
shares
|
$1.89 Million
0.45% of portfolio
|
Q2 2022
Added 119.05%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
39,100
shares
|
$1.89 Million
0.0% of portfolio
|
Q3 2022
Added 63.22%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
39,079
shares
|
$1.89 Million
0.0% of portfolio
|
Q3 2025
Reduced 7.58%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
38,376
shares
|
$1.86 Million
0.31% of portfolio
|
Q3 2025
Added 1.76%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
36,043
shares
|
$1.74 Million
0.68% of portfolio
|
Q3 2025
Added 2.5%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
33,639
shares
|
$1.63 Million
0.26% of portfolio
|
Q3 2025
Reduced 3.45%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
32,976
shares
|
$1.6 Million
0.05% of portfolio
|
Q3 2025
Added 3.05%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Nov 12, 2025 Q3 2025 |
32,151
shares
|
$1.56 Million
1.23% of portfolio
|
Q3 2025
Reduced 2.49%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
31,710
shares
|
$1.53 Million
0.35% of portfolio
|
Q3 2025
New holding
|
|