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 |
|---|---|---|---|---|---|
|
Share Andrew L.
Manchester, NH |
Nov 05, 2025 Q3 2025 |
6,480
shares
|
$313,502
0.28% of portfolio
|
Q3 2023
New holding
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
6,293
shares
|
$304,455
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
6,150
shares
|
$297,537
0.02% of portfolio
|
Q3 2025
Reduced 26.3%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
6,150
shares
|
$297,537
0.2% of portfolio
|
Q3 2025
Reduced 33.37%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
6,045
shares
|
$292,457
0.01% of portfolio
|
Q3 2025
Added 15.1%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
6,024
shares
|
$291,441
0.0% of portfolio
|
Q3 2025
Added 13.06%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
5,683
shares
|
$274,943
0.02% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 04, 2025 Q3 2025 |
5,612
shares
|
$271,508
0.1% of portfolio
|
Q1 2025
Reduced 74.17%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
5,256
shares
|
$254,285
0.26% of portfolio
|
Q3 2025
New holding
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 16, 2025 Q3 2025 |
5,233
shares
|
$253,172
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 22, 2025 Q3 2025 |
4,716
shares
|
$228,160
0.02% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
4,713
shares
|
$228,014
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
4,570
shares
|
$221,096
0.01% of portfolio
|
Q3 2025
Added 2.35%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
4,346
shares
|
$210,259
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
4,316
shares
|
$208,808
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
4,284
shares
|
$207,259
0.01% of portfolio
|
Q3 2025
Added 39.14%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Oct 29, 2025 Q3 2025 |
4,248
shares
|
$205,518
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Nov 04, 2025 Q3 2025 |
4,062
shares
|
$196,519
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,785
shares
|
$183,118
0.0% of portfolio
|
Q3 2021
Reduced 2.11%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 20, 2025 Q3 2025 |
3,004
shares
|
$145,333
0.03% of portfolio
|
Q2 2024
Reduced 28.61%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
2,958
shares
|
$143,108
0.03% of portfolio
|
Q4 2024
Reduced 5.1%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
2,619
shares
|
$126,707
0.02% of portfolio
|
Q3 2025
Reduced 3.07%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
2,443
shares
|
$118,192
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Global Trust Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
2,000
shares
|
$96,760
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
1,939
shares
|
$93,808
0.02% of portfolio
|
Q3 2025
Added 1.84%
|
|