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 |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
12,756
shares
|
$617,135
0.02% of portfolio
|
Q3 2025
Added 1.48%
|
|
|
Berkshire Money Management, Inc.
|
Oct 14, 2025 Q3 2025 |
12,687
shares
|
$613,797
0.07% of portfolio
|
Q4 2024
Reduced 66.75%
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
Oct 17, 2025 Q3 2025 |
12,590
shares
|
$609,104
0.06% of portfolio
|
Q3 2025
Reduced 18.7%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
12,570
shares
|
$608,136
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bellwether Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
12,383
shares
|
$599,089
0.1% of portfolio
|
Q3 2024
Reduced 41.1%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
12,186
shares
|
$589,558
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
12,015
shares
|
$581,285
0.02% of portfolio
|
Q2 2025
Reduced 13.85%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
11,898
shares
|
$575,625
0.0% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
10,847
shares
|
$524,777
0.13% of portfolio
|
Q3 2025
Added 6.68%
|
|
|
Secure Asset Management, LLC
|
Oct 09, 2025 Q3 2025 |
10,752
shares
|
$520,181
0.09% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
10,667
shares
|
$516,069
0.02% of portfolio
|
Q3 2025
Added 5.83%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,276
shares
|
$497,152
0.0% of portfolio
|
Q3 2024
Added 5.41%
|
|
|
Bcgm Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
10,000
shares
|
$483,800
0.14% of portfolio
|
Q3 2022
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
9,829
shares
|
$475,527
0.01% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 05, 2025 Q3 2025 |
9,603
shares
|
$464,593
0.12% of portfolio
|
Q3 2025
Added 44.45%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
9,482
shares
|
$458,739
0.02% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
9,440
shares
|
$456,707
0.01% of portfolio
|
Q3 2025
Added 97.74%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
9,433
shares
|
$456,368
0.01% of portfolio
|
Q3 2025
Added 16.86%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
9,229
shares
|
$446,499
0.02% of portfolio
|
Q2 2025
Reduced 26.7%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
8,923
shares
|
$431,694
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Oct 20, 2025 Q3 2025 |
8,762
shares
|
$423,905
0.17% of portfolio
|
Q3 2025
Reduced 4.82%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
8,115
shares
|
$392,603
0.0% of portfolio
|
Q3 2025
Reduced 8.76%
|
|
|
Weaver Consulting Group
|
Nov 10, 2025 Q3 2025 |
7,255
shares
|
$350,996
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
6,914
shares
|
$334,499
0.37% of portfolio
|
Q4 2024
Reduced 28.35%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
6,772
shares
|
$327,629
0.09% of portfolio
|
Q3 2025
Reduced 42.9%
|
|