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Innovator U.S. Equity Buffer (BNOV)

CUSIP: 45782C581 | NYSE | 185 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Lantz Financial LLC273,341
2.4% of portfolio›$13.4M
Commonwealth Equity Services, LLC126,129
0.0% of portfolio›$6.2M
McAlister, Sweet & Associates, Inc.80,037
2.5% of portfolio›$3.9M
Three Seasons Wealth, LLC52,310
0.2% of portfolio›$2.6M
My Personal CFO, LLC49,915
0.9% of portfolio›$2.4M
Kestra Advisory Services, LLC48,535
0.0% of portfolio›$2.4M
Integral Investment Advisors, Inc.35,285
0.4% of portfolio›$1.7M
Kestra Private Wealth Services, LLC34,425
0.0% of portfolio›$1.7M
Fragasso Financial Advisors Inc32,966
0.1% of portfolio›$1.6M
Concurrent Investment Advisors, LLC28,346
0.0% of portfolio›$1.4M
Bullseye Investment Management, LLC27,746
0.7% of portfolio›$1.4M
Brookstone Capital Management27,400
0.0% of portfolio›$1.3M
Lido Advisors, LLC26,522
0.0% of portfolio›$1.3M
Sigma Planning Corp23,379
0.0% of portfolio›$1.1M
CoreCap Advisors, LLC21,755
0.0% of portfolio›$1.1M
Buska Wealth Management, LLC21,625
0.4% of portfolio›$1.1M
Berkshire Money Management, Inc.21,410
0.1% of portfolio›$1.0M
TopTier Wealth Management, LLC19,089
0.5% of portfolio›$934.6K
Spire Wealth Management16,893
0.0% of portfolio›$827.1K
Truist Financial Corp16,330
0.0% of portfolio›$799.5K
Beacon Financial Advisory LLC14,853
0.1% of portfolio›$727.2K
Weaver Consulting Group14,821
0.1% of portfolio›$725.7K
Cambridge Investment Research Advisors, Inc.14,038
0.0% of portfolio›$687.0K
Blue Bell Private Wealth Management, LLC13,672
0.1% of portfolio›$669.4K
Maltin Wealth Management, Inc.12,131
0.2% of portfolio›$593.9K
Chris Bulman Inc11,233
0.2% of portfolio›$550.0K
Global Assets Advisory, LLC10,583
0.1% of portfolio›$525.2K
Retirement Planning Group, LLC10,470
0.0% of portfolio›$512.6K
McAdam, LLC9,900
0.0% of portfolio›$484.7K
Axxcess Wealth Management, LLC9,505
0.0% of portfolio›$465.4K
Trek Financial, LLC9,164
0.0% of portfolio›$448.7K
Dhjj Financial Advisors, Ltd.8,896
0.1% of portfolio›$435.5K
CRA Financial Services, LLC8,355
0.0% of portfolio›$409.1K
BCS Wealth Management7,002
0.1% of portfolio›$342.8K
Diligent Investors, LLC7,000
0.1% of portfolio›$342.7K
Wedbush Securities Inc6,693
0.0% of portfolio›$328
Caliber Wealth Management, LLC / KS6,671
0.0% of portfolio›$326.6K
Wealth Enhancement Advisory Services, LLC6,285
0.0% of portfolio›$312.2K
RFG Advisory, LLC6,185
0.0% of portfolio›$302.8K
Dynamic Advisor Solutions LLC5,995
0.0% of portfolio›$293.5K
Krilogy Financial LLC5,302
0.0% of portfolio›$264.7K
IMG Wealth Management, Inc.5,068
0.1% of portfolio›$248.1K
Visionary Wealth Advisors4,700
0.0% of portfolio›$230.1K
Strategic Blueprint, LLC4,381
0.0% of portfolio›$214.5K
IFP Advisors, Inc2,278
0.0% of portfolio›$111.5K
IFS Advisors, LLC1,407
0.0% of portfolio›$68.9K
Creative Financial Designs Inc1,000
0.0% of portfolio›$49.0K
Financial Network Wealth Advisors LLC500
0.0% of portfolio›$24.5K
Country Trust Bank78
0.0% of portfolio›$3.8K
Latitude Advisors, LLC46
0.0% of portfolio›$2.3K
StyleTurnoverLocationFiled
Lantz Financial LLC
273,341$13.4M2.4%ETFLowNaperville, IL2026-10-15
Commonwealth Equity Services, LLC
126,129$6.2M0.0%ETFLowWaltham, MA2026-11-02
McAlister, Sweet & Associates, Inc.
80,037$3.9M2.5%ETFMediumHouston, TX2026-10-07
Three Seasons Wealth, LLC
52,310$2.6M0.2%GrowthMediumSalt Lake City, UT2026-11-03
My Personal CFO, LLC
49,915$2.4M0.9%ETFHighVancouver, WA2026-10-14
Kestra Advisory Services, LLC
48,535$2.4M0.0%CoreLowAustin, TX2026-11-02
Integral Investment Advisors, Inc.
35,285$1.7M0.4%ETFVery LowTurlock, CA2026-11-03
Kestra Private Wealth Services, LLC
34,425$1.7M0.0%GrowthLowAustin, TX2026-10-30
Fragasso Financial Advisors Inc
32,966$1.6M0.1%ETFLowSewickley, PA2026-10-13
Concurrent Investment Advisors, LLC
28,346$1.4M0.0%GrowthMediumTampa, FL2026-10-16
Bullseye Investment Management, LLC
27,746$1.4M0.7%ETFVery HighCincinnati, OH2026-10-29
Brookstone Capital Management
27,400$1.3M0.0%ETFMediumWheaton, IL2026-10-22
Lido Advisors, LLC
26,522$1.3M0.0%GrowthLowLos Angeles, CA2026-11-04
Sigma Planning Corp
23,379$1.1M0.0%GrowthMediumAnn Arbor, MI2026-10-23
CoreCap Advisors, LLC
21,755$1.1M0.0%ETFMediumSouthfield, MI2026-10-08
Buska Wealth Management, LLC
21,625$1.1M0.4%ETFMediumWausau, WI2026-10-08
Berkshire Money Management, Inc.
21,410$1.0M0.1%ETFMediumDalton, MA2026-10-21
TopTier Wealth Management, LLC
19,089$934.6K0.5%ETFVery LowMuskego, WI2026-10-16
Spire Wealth Management
16,893$827.1K0.0%GrowthMediumMclean, VA2026-10-30
Truist Financial Corp
16,330$799.5K0.0%CoreLowCharlotte, NC2026-10-30
Beacon Financial Advisory LLC
14,853$727.2K0.1%ETFLowCleveland, OH2026-10-16
Weaver Consulting Group
14,821$725.7K0.1%ETFLowHuntington Beach, CA2026-10-07
Cambridge Investment Research Advisors, Inc.
14,038$687.0K0.0%ETFLowFairfield, IA2026-11-02
Blue Bell Private Wealth Management, LLC
13,672$669.4K0.1%YieldVery LowBlue Bell, PA2026-10-29
Maltin Wealth Management, Inc.
12,131$593.9K0.2%ETFMediumRidgewood, NJ2026-10-13
Chris Bulman Inc
11,233$550.0K0.2%ETFLowRoseville, CA2026-10-20
Global Assets Advisory, LLC
10,583$525.2K0.1%GrowthHighOrlando, FL2026-10-28
Retirement Planning Group, LLC
10,470$512.6K0.0%ETFVery LowLeawood, KS2026-10-19
McAdam, LLC
9,900$484.7K0.0%ETFLowPhiladelphia, PA2026-10-21
Axxcess Wealth Management, LLC
9,505$465.4K0.0%CoreLowCarlsbad, CA2026-10-21
Trek Financial, LLC
9,164$448.7K0.0%ETFHighScottsdale, AZ2026-10-29
Dhjj Financial Advisors, Ltd.
8,896$435.5K0.1%ETFVery LowNaperville, IL2026-10-23
CRA Financial Services, LLC
8,355$409.1K0.0%ETFVery LowNorthfield, NJ2026-10-16
BCS Wealth Management
7,002$342.8K0.1%ETFVery LowJohnson City, TN2026-11-03
Diligent Investors, LLC
7,000$342.7K0.1%CoreLowRedlands, CA2026-10-21
Wedbush Securities Inc
6,693$3280.0%CoreLowPasadena, CA2026-10-22
Caliber Wealth Management, LLC / KS
6,671$326.6K0.0%ETFLowOverland Park, KS2026-11-04
Wealth Enhancement Advisory Services, LLC
6,285$312.2K0.0%CoreLowPlymouth, MN2026-10-13
RFG Advisory, LLC
6,185$302.8K0.0%ETFMediumBirmingham, AL2026-11-03
Dynamic Advisor Solutions LLC
5,995$293.5K0.0%ETFLowPhoenix, AZ2026-10-13
Krilogy Financial LLC
5,302$264.7K0.0%GrowthLowSt. Louis, MO2026-10-13
IMG Wealth Management, Inc.
5,068$248.1K0.1%ETFMediumJacksonville, FL2026-10-27
Visionary Wealth Advisors
4,700$230.1K0.0%ETFLowO'Fallon, IL2026-11-04
Strategic Blueprint, LLC
4,381$214.5K0.0%ETFLowAtlanta, GA2026-10-22
IFP Advisors, Inc
2,278$111.5K0.0%GrowthLowTampa, FL2026-10-16
IFS Advisors, LLC
1,407$68.9K0.0%ETFLowOverland Park, KS2026-10-14
Creative Financial Designs Inc
1,000$49.0K0.0%ETFMediumKokomo, IN2026-11-04
Financial Network Wealth Advisors LLC
500$24.5K0.0%ETFLowMurray, UT2026-10-28
Country Trust Bank
78$3.8K0.0%GrowthLowBloomington, IL2026-10-30
Latitude Advisors, LLC
46$2.3K0.0%ETFLowYorkville, IL2026-10-27