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 111 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 |
|---|---|---|---|---|---|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
29,895
shares
|
$1.45 Million
0.0% of portfolio
|
Q3 2025
Added 22.81%
|
|
|
Maltin Wealth Management, Inc.
|
Oct 23, 2025 Q3 2025 |
26,287
shares
|
$1.27 Million
0.65% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 22, 2025 Q3 2025 |
26,271
shares
|
$1.27 Million
0.05% of portfolio
|
Q3 2025
Added 293.81%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
26,238
shares
|
$1.27 Million
0.01% of portfolio
|
Q3 2025
Added 44.67%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
24,784
shares
|
$1.2 Million
0.0% of portfolio
|
Q3 2025
Added 246.68%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
23,778
shares
|
$1.15 Million
0.01% of portfolio
|
Q3 2025
Added 4.69%
|
|
|
Sageworth Trust CO
|
Nov 07, 2025 Q3 2025 |
23,537
shares
|
$1.14 Million
0.05% of portfolio
|
Q3 2025
Reduced 15.98%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 19, 2025 Q3 2025 |
22,595
shares
|
$1.09 Million
0.31% of portfolio
|
Q3 2025
New holding
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
22,374
shares
|
$1.08 Million
0.32% of portfolio
|
Q3 2025
New holding
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
22,080
shares
|
$1.07 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
21,779
shares
|
$1.05 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Nov 13, 2025 Q3 2025 |
21,484
shares
|
$1.04 Million
0.31% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
20,913
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2025
Reduced 7.28%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
20,267
shares
|
$980,517
0.06% of portfolio
|
Q3 2025
Reduced 19.81%
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 20, 2025 Q3 2025 |
18,923
shares
|
$915,494
0.46% of portfolio
|
Q3 2025
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
16,670
shares
|
$806,494
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
16,344
shares
|
$790,722
0.09% of portfolio
|
Q3 2022
New holding
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2025 Q3 2025 |
16,050
shares
|
$776,499
0.17% of portfolio
|
Q3 2024
Reduced 24.47%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 06, 2025 Q3 2025 |
15,600
shares
|
$754,728
0.06% of portfolio
|
Q3 2025
Added 6.21%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
15,286
shares
|
$739,536
0.01% of portfolio
|
Q3 2025
Reduced 3.62%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
15,105
shares
|
$730,779
0.0% of portfolio
|
Q3 2025
Reduced 32.49%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
14,280
shares
|
$690,866
0.0% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
14,248
shares
|
$689,318
0.03% of portfolio
|
Q3 2025
Added 123.36%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Oct 08, 2025 Q3 2025 |
14,030
shares
|
$678,771
0.41% of portfolio
|
Q3 2025
Added 2.93%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Oct 28, 2025 Q3 2025 |
13,649
shares
|
$660,338
0.51% of portfolio
|
Q4 2024
Reduced 0.17%
|
|