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Innovator U.S. Equity Buffer (BSEP)

CUSIP: 45782C664 | NYSE | 220 institutional holders

Quarters

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

Lido Advisors, LLC2,665,866
0.4% of portfolio›$143.9M
Brookstone Capital Management1,023,175
0.5% of portfolio›$55.2M
Outlook Wealth Advisors, LLC324,501
3.7% of portfolio›$17.5M
Commonwealth Equity Services, LLC200,594
0.0% of portfolio›$10.8M
Strategic Blueprint, LLC70,733
0.2% of portfolio›$3.8M
Lantz Financial LLC67,068
0.7% of portfolio›$3.6M
Kestra Advisory Services, LLC66,696
0.0% of portfolio›$3.6M
Diligent Investors, LLC52,699
0.6% of portfolio›$2.8M
Integral Investment Advisors, Inc.47,537
0.6% of portfolio›$2.6M
Dhjj Financial Advisors, Ltd.39,863
0.6% of portfolio›$2.2M
WealthPLAN Partners, LLC38,918
0.4% of portfolio›$2.1M
Blue Bell Private Wealth Management, LLC34,254
0.2% of portfolio›$1.8M
Chris Bulman Inc28,127
0.5% of portfolio›$1.5M
Maltin Wealth Management, Inc.23,627
0.4% of portfolio›$1.3M
My Personal CFO, LLC23,580
0.5% of portfolio›$1.3M
Concurrent Investment Advisors, LLC22,999
0.0% of portfolio›$1.2M
Global Assets Advisory, LLC21,848
0.3% of portfolio›$1.2M
Cambridge Investment Research Advisors, Inc.19,077
0.0% of portfolio›$1.0M
TopTier Wealth Management, LLC17,160
0.5% of portfolio›$926.1K
Pinnacle Wealth Management Group, Inc.14,230
0.4% of portfolio›$768.0K
Fragasso Financial Advisors Inc14,187
0.0% of portfolio›$777.8K
IMG Wealth Management, Inc.13,653
0.4% of portfolio›$736.8K
Clear Point Advisors Inc.13,649
0.5% of portfolio›$736.6K
Sigma Planning Corp12,608
0.0% of portfolio›$680.5K
Berkshire Money Management, Inc.12,035
0.1% of portfolio›$649.5K
Spire Wealth Management11,604
0.0% of portfolio›$626.3K
CoreCap Advisors, LLC10,940
0.0% of portfolio›$590.4K
Chicago Partners Investment Group LLC10,716
0.0% of portfolio›$578.1K
BCS Wealth Management9,688
0.1% of portfolio›$522.9K
Caliber Wealth Management, LLC / KS8,923
0.0% of portfolio›$481.6K
RFG Advisory, LLC8,741
0.0% of portfolio›$471.8K
Lewis Asset Management, LLC8,530
0.2% of portfolio›$460.4K
Integrity Alliance, Llc.8,332
0.0% of portfolio›$449.7K
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors8,179
0.0% of portfolio›$441.4K
Three Seasons Wealth, LLC7,690
0.0% of portfolio›$415.0K
Retirement Planning Group, LLC7,382
0.0% of portfolio›$398.4K
Wealth Enhancement Advisory Services, LLC7,371
0.0% of portfolio›$402.4K
Trek Financial, LLC7,314
0.0% of portfolio›$394.7K
Citizens Financial Group Inc6,887
0.0% of portfolio›$371.7K
Cornerstone Wealth, LLC6,800
0.2% of portfolio›$366.9K
Financial Network Wealth Advisors LLC6,600
0.4% of portfolio›$356.2K
Weaver Consulting Group6,358
0.1% of portfolio›$343.2K
IFP Advisors, Inc5,995
0.0% of portfolio›$323.6K
Blue Sky Capital Consultants Group, Inc.5,990
0.1% of portfolio›$323.3K
Beacon Financial Advisory LLC5,833
0.1% of portfolio›$314.8K
Soltis Investment Advisors LLC5,554
0.0% of portfolio›$299.8K
Syntegra Private Wealth Group, LLC5,233
0.0% of portfolio›$282.4K
Valtinson Bruner Financial Planning LLC5,022
0.1% of portfolio›$271.0K
Kathmere Capital Management, LLC4,593
0.0% of portfolio›$247.9K
Focus Financial Network, Inc.4,346
0.0% of portfolio›$234.6K
Creative Planning4,310
0.0% of portfolio›$232.6K
Evolution Wealth Management Inc.4,044
0.1% of portfolio›$218.3K
AdvisorNet Financial, Inc4,016
0.0% of portfolio›$218.5K
NovaPoint Capital, LLC3,813
0.0% of portfolio›$205.8K
Ashton Thomas Private Wealth, LLC3,738
0.0% of portfolio›$201.7K
Weaver Capital Management LLC3,004
0.0% of portfolio›$162.1K
Capital Investment Advisory Services, LLC1,575
0.0% of portfolio›$85.0K
Global Trust Asset Management, LLC1,500
0.0% of portfolio›$81.0K
Archer Investment Corp1,496
0.0% of portfolio›$80.7K
Physician Wealth Advisors, Inc.1,355
0.0% of portfolio›$73.1K
Cape Investment Advisory, Inc.1,100
0.0% of portfolio›$59.4K
Creative Financial Designs Inc1,000
0.0% of portfolio›$54.0K
William Mack & Associates, Inc.622
0.0% of portfolio›$33.6K
EverSource Wealth Advisors, LLC511
0.0% of portfolio›$27.6K
IFS Advisors, LLC450
0.0% of portfolio›$24.3K
Reicon Wealth Advisors, LLC400
0.0% of portfolio›$21.6K
Chapman Financial Group, LLC300
0.0% of portfolio›$16.2K
Assetmark, Inc300
0.0% of portfolio›$16.2K
Country Trust Bank78
0.0% of portfolio›$4.2K
Noble Wealth Management PBC75
0.0% of portfolio›$4.0K
StyleTurnoverLocationFiled
Lido Advisors, LLC
2,665,866$143.9M0.4%GrowthLowLos Angeles, CA2026-11-04
Brookstone Capital Management
1,023,175$55.2M0.5%ETFMediumWheaton, IL2026-10-22
Outlook Wealth Advisors, LLC
324,501$17.5M3.7%ETFMediumShenandoah, TX2026-10-28
Commonwealth Equity Services, LLC
200,594$10.8M0.0%ETFLowWaltham, MA2026-11-02
Strategic Blueprint, LLC
70,733$3.8M0.2%ETFLowAtlanta, GA2026-10-22
Lantz Financial LLC
67,068$3.6M0.7%ETFLowNaperville, IL2026-10-15
Kestra Advisory Services, LLC
66,696$3.6M0.0%CoreLowAustin, TX2026-11-02
Diligent Investors, LLC
52,699$2.8M0.6%CoreLowRedlands, CA2026-10-21
Integral Investment Advisors, Inc.
47,537$2.6M0.6%ETFVery LowTurlock, CA2026-11-03
Dhjj Financial Advisors, Ltd.
39,863$2.2M0.6%ETFVery LowNaperville, IL2026-10-23
WealthPLAN Partners, LLC
38,918$2.1M0.4%CoreMediumOmaha, NE2026-10-15
Blue Bell Private Wealth Management, LLC
34,254$1.8M0.2%YieldVery LowBlue Bell, PA2026-10-29
Chris Bulman Inc
28,127$1.5M0.5%ETFLowRoseville, CA2026-10-20
Maltin Wealth Management, Inc.
23,627$1.3M0.4%ETFMediumRidgewood, NJ2026-10-13
My Personal CFO, LLC
23,580$1.3M0.5%ETFHighVancouver, WA2026-10-14
Concurrent Investment Advisors, LLC
22,999$1.2M0.0%GrowthMediumTampa, FL2026-10-16
Global Assets Advisory, LLC
21,848$1.2M0.3%GrowthHighOrlando, FL2026-10-28
Cambridge Investment Research Advisors, Inc.
19,077$1.0M0.0%ETFLowFairfield, IA2026-11-02
TopTier Wealth Management, LLC
17,160$926.1K0.5%ETFVery LowMuskego, WI2026-10-16
Pinnacle Wealth Management Group, Inc.
14,230$768.0K0.4%ETFMediumPlymouth, MI2026-10-15
Fragasso Financial Advisors Inc
14,187$777.8K0.0%ETFLowSewickley, PA2026-10-13
IMG Wealth Management, Inc.
13,653$736.8K0.4%ETFMediumJacksonville, FL2026-10-27
Clear Point Advisors Inc.
13,649$736.6K0.5%ETFMediumMelville, NY2026-10-30
Sigma Planning Corp
12,608$680.5K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Berkshire Money Management, Inc.
12,035$649.5K0.1%ETFMediumDalton, MA2026-10-21
Spire Wealth Management
11,604$626.3K0.0%GrowthMediumMclean, VA2026-10-30
CoreCap Advisors, LLC
10,940$590.4K0.0%ETFMediumSouthfield, MI2026-10-08
Chicago Partners Investment Group LLC
10,716$578.1K0.0%GARPLowChicago, IL2026-10-27
BCS Wealth Management
9,688$522.9K0.1%ETFVery LowJohnson City, TN2026-11-03
Caliber Wealth Management, LLC / KS
8,923$481.6K0.0%ETFLowOverland Park, KS2026-11-04
RFG Advisory, LLC
8,741$471.8K0.0%ETFMediumBirmingham, AL2026-11-03
Lewis Asset Management, LLC
8,530$460.4K0.2%GrowthLowLafayette, CA2026-10-14
Integrity Alliance, Llc.
8,332$449.7K0.0%ETFMediumUrbandale, IA2026-10-29
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
8,179$441.4K0.0%ETFMediumWestlake, OH2026-10-14
Three Seasons Wealth, LLC
7,690$415.0K0.0%GrowthMediumSalt Lake City, UT2026-11-03
Retirement Planning Group, LLC
7,382$398.4K0.0%ETFVery LowLeawood, KS2026-10-19
Wealth Enhancement Advisory Services, LLC
7,371$402.4K0.0%CoreLowPlymouth, MN2026-10-13
Trek Financial, LLC
7,314$394.7K0.0%ETFHighScottsdale, AZ2026-10-29
Citizens Financial Group Inc
6,887$371.7K0.0%GrowthLowProvidence, RI2026-10-23
Cornerstone Wealth, LLC
6,800$366.9K0.2%ETFMediumGreeneville, TN2026-10-28
Financial Network Wealth Advisors LLC
6,600$356.2K0.4%ETFLowMurray, UT2026-10-28
Weaver Consulting Group
6,358$343.2K0.1%ETFLowHuntington Beach, CA2026-10-07
IFP Advisors, Inc
5,995$323.6K0.0%GrowthLowTampa, FL2026-10-16
Blue Sky Capital Consultants Group, Inc.
5,990$323.3K0.1%GrowthMediumPoway, CA2026-10-13
Beacon Financial Advisory LLC
5,833$314.8K0.1%ETFLowCleveland, OH2026-10-16
Soltis Investment Advisors LLC
5,554$299.8K0.0%CoreMediumSt. George, UT2026-10-28
Syntegra Private Wealth Group, LLC
5,233$282.4K0.0%ETFLowChesterfield, MO2026-10-13
Valtinson Bruner Financial Planning LLC
5,022$271.0K0.1%ETFLowNew Brighton, MN2026-11-02
Kathmere Capital Management, LLC
4,593$247.9K0.0%ETFLowWayne, PA2026-10-20
Focus Financial Network, Inc.
4,346$234.6K0.0%ETFLowMinneapolis, MN2026-10-14
Creative Planning
4,310$232.6K0.0%IndexVery LowOverland Park, KS2026-11-02
Evolution Wealth Management Inc.
4,044$218.3K0.1%ETFMediumFort Myers, FL2026-10-28
AdvisorNet Financial, Inc
4,016$218.5K0.0%ETFLowMinnetonka, MN2026-10-15
NovaPoint Capital, LLC
3,813$205.8K0.0%CoreLowAtlanta, GA2026-10-22
Ashton Thomas Private Wealth, LLC
3,738$201.7K0.0%CoreMediumScottsdale, AZ2026-11-03
Weaver Capital Management LLC
3,004$162.1K0.0%GrowthMediumSuwanee, GA2026-10-15
Capital Investment Advisory Services, LLC
1,575$85.0K0.0%CoreMediumRaleigh, NC2026-10-30
Global Trust Asset Management, LLC
1,500$81.0K0.0%GrowthMediumPalm Beach Gardens, FL2026-10-19
Archer Investment Corp
1,496$80.7K0.0%CoreMediumCarmel, IN2026-11-05
Physician Wealth Advisors, Inc.
1,355$73.1K0.0%ETFMediumMidvale, UT2026-10-20
Cape Investment Advisory, Inc.
1,100$59.4K0.0%ETFLowMcdonough, GA2026-10-13
Creative Financial Designs Inc
1,000$54.0K0.0%ETFMediumKokomo, IN2026-11-04
William Mack & Associates, Inc.
622$33.6K0.0%ETFLowTroy, MI2026-10-27
EverSource Wealth Advisors, LLC
511$27.6K0.0%CoreMediumBirmingham, AL2026-11-04
IFS Advisors, LLC
450$24.3K0.0%ETFLowOverland Park, KS2026-10-14
Reicon Wealth Advisors, LLC
400$21.6K0.0%ETFLowAtlanta, GA2026-11-04
Chapman Financial Group, LLC
300$16.2K0.0%CoreVery LowHonolulu, HI2026-10-26
Assetmark, Inc
300$16.2K0.0%ETFLowConcord, CA2026-10-21
Country Trust Bank
78$4.2K0.0%GrowthLowBloomington, IL2026-10-30
Noble Wealth Management PBC
75$4.0K0.0%YieldMediumGreenwood Village, CO2026-10-01