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Innovator U.S. Equity 5 to 15 Buffer ETF - Quarterly (EALT) Institutional Ownership

$33.89 +0.16 (+0.47%)
As of 09/5/2025 04:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for Innovator U.S. Equity 5 to 15 Buffer ETF - Quarterly (BATS:EALT)

Number of
Institutional Buyers
(last 12 months)
40
Total
Institutional Inflows
(last 12 months)
$75.39M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$28.72M
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EALT Institutional Buying and Selling by Quarter

Innovator U.S. Equity 5 to 15 Buffer ETF - Quarterly Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/4/2025 Osaic Holdings Inc.39,575$1.29M0.0%-60.9%1.033%
8/27/2025 Orion Porfolio Solutions LLC203,221$6.62M0.1%+162.6%5.306%
8/15/2025 Visionary Wealth Advisors14,854$484K0.0%-56.4%0.388%
8/15/2025 Orion Porfolio Solutions LLC203,221$6.62M0.0%+162.6%5.306%
8/15/2025 Benjamin Edwards Inc.19,574$638K0.0%N/A0.511%
8/14/2025 Jane Street Group LLC13,430$438K0.0%-68.8%0.351%
8/14/2025 Raymond James Financial Inc.95,142$3.10M0.0%-47.2%2.484%
8/13/2025 Smith Moore & CO.18,604$606K0.1%+6.6%0.486%
8/12/2025 Steward Partners Investment Advisory LLC6,258$204K0.0%-13.8%0.163%
8/11/2025 Pinnacle Wealth Planning Services Inc.8,162$266K0.0%-5.2%0.213%
8/8/2025 Cetera Investment Advisers103,345$3.37M0.0%+10.1%2.698%
8/8/2025 Advyzon Investment Management LLC12,513$408K0.1%N/A0.327%
8/5/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors7,053$230K0.0%N/A0.184%
8/1/2025 Brookwood Investment Group LLC17,945$585K0.1%+46.2%0.469%
8/1/2025 Ashton Thomas Private Wealth LLC6,394$208K0.0%N/A0.167%
8/1/2025 Envestnet Asset Management Inc.34,870$1.14M0.0%+179.5%0.910%
7/31/2025 3EDGE Asset Management LP286,270$9.33M0.6%-15.4%7.474%
7/30/2025 Brookstone Capital Management12,449$406K0.0%+56.4%0.325%
7/29/2025 Woodard & Co. Asset Management Group Inc. ADV2,042$67K0.0%+19.2%0.053%
7/28/2025 Mutual Advisors LLC109,546$3.65M0.1%+54.2%2.860%
7/28/2025 Harbour Investments Inc.28,670$934K0.0%-1.3%0.749%
7/28/2025 Sagespring Wealth Partners LLC12,658$412K0.0%-40.2%0.330%
7/28/2025 RFG Advisory LLC34,163$1.11M0.0%-4.0%0.892%
7/25/2025 CWM LLC459,524$14.97M0.1%+31.6%11.998%
7/24/2025 IFP Advisors Inc2,621$85K0.0%N/A0.068%
7/21/2025 Ameritas Advisory Services LLC37,381$1.22M0.1%-42.9%0.976%
7/21/2025 Triad Wealth Partners LLC28,056$914K0.2%+97.4%0.733%
7/17/2025 Lee Johnson Capital Management LLC32,632$1.06M0.4%N/A0.852%
5/19/2025 Jane Street Group LLC43,084$1.33M0.0%N/A0.990%
5/15/2025 Insight Wealth Partners LLC15,381$473K0.1%N/A0.354%
5/15/2025 Pinnacle Wealth Planning Services Inc.8,611$265K0.0%-4.2%0.198%
5/13/2025 Raymond James Financial Inc.180,145$5.54M0.0%+32.6%4.141%
5/9/2025 Encompass More Asset Management35,282$1.09M0.3%+290.4%0.811%
5/8/2025 Harbour Investments Inc.29,040$893K0.0%+115.1%0.668%
5/7/2025 Woodard & Co. Asset Management Group Inc. ADV1,713$53K0.0%-96.7%0.039%
5/6/2025 Cetera Investment Advisers93,857$2.89M0.0%+107.0%2.158%
5/6/2025 Brookwood Investment Group LLC12,271$377K0.1%N/A0.282%
5/1/2025 CWM LLC349,136$10.73M0.0%+187.8%8.026%
5/1/2025 3EDGE Asset Management LP338,470$10.42M0.7%N/A7.781%
4/29/2025 Envestnet Asset Management Inc.12,475$384K0.0%+21.3%0.285%
4/29/2025 SMART Wealth LLC416,270$12.80M4.6%-3.3%9.504%
4/28/2025 Mutual Advisors LLC71,053$2.17M0.1%+11.6%1.622%
4/25/2025 Ameritas Advisory Services LLC65,412$2.02M0.1%+7.6%1.493%
4/24/2025 Cambridge Advisors Inc.13,950$429K0.1%+5.3%0.318%
4/24/2025 Financial Futures Ltd Liability Co.49,269$1.52M0.9%+2.4%1.125%
4/17/2025 Sagespring Wealth Partners LLC21,178$651K0.0%N/A0.484%
4/9/2025 RFG Advisory LLC35,572$1.09M0.0%N/A0.812%
2/27/2025 Pinnacle Wealth Planning Services Inc.8,991$290K0.0%N/A0.312%
2/18/2025 Sunbelt Securities Inc.4,978$162K0.0%+214.1%0.173%
2/18/2025 First Heartland Consultants Inc.8,305$268K0.0%N/A0.288%
2/17/2025 Cetera Investment Advisers45,346$1.46M0.0%+1.9%1.575%
2/17/2025 Citadel Advisors LLC8,047$259K0.0%N/A0.279%
2/14/2025 Susquehanna International Group LLP79,849$2.58M0.0%+527.6%2.773%
2/14/2025 Concourse Financial Group Securities Inc.2,441$81K0.0%+80.7%0.085%
2/13/2025 First Commonwealth Financial Corp PA6,228$201K0.0%N/A0.216%
2/13/2025 Raymond James Financial Inc.135,878$4.38M0.0%N/A4.718%
2/13/2025 Envestnet Asset Management Inc.10,282$332K0.0%+9.1%0.357%
2/13/2025 Smith Moore & CO.15,504$500K0.0%+36.8%0.538%
2/12/2025 Bullseye Investment Management LLC795,144$25.60M16.9%-27.0%27.609%
2/10/2025 Harbour Investments Inc.13,500$435K0.0%+40.4%0.469%
2/10/2025 Commonwealth Equity Services LLC84,994$2.74M0.0%+120.7%2.951%
2/6/2025 Pinnacle Wealth Planning Services Inc.8,991$290K0.0%N/A0.312%
2/6/2025 Raymond James Financial Inc.135,878$4.38M0.0%N/A4.718%
2/6/2025 Steward Partners Investment Advisory LLC5,800$187K0.0%+8.6%0.201%
2/5/2025Noble Wealth Management PBC800$26K0.0%N/A0.028%
1/31/2025 Woodard & Co. Asset Management Group Inc. ADV52,105$1.68M0.4%-69.5%1.809%
1/28/2025 SMART Wealth LLC430,334$13.88M4.9%-22.0%14.942%
1/24/2025 Financial Futures Ltd Liability Co.48,132$1.55M0.9%N/A1.671%
1/21/2025 Encompass More Asset Management9,038$291K0.1%N/A0.314%
1/17/2025 Avior Wealth Management LLC2,314$75K0.0%N/A0.080%
1/17/2025 Mutual Advisors LLC63,645$2.07M0.1%N/A2.210%
1/15/2025 Ameritas Advisory Services LLC60,765$1.96M0.1%+9.3%2.110%
1/13/2025 Brookstone Capital Management8,845$285K0.0%+8.6%0.307%
12/16/2024 SMART Wealth LLC551,522$17.46M6.8%+28.7%19.150%
11/18/2024 Sunbelt Securities Inc.1,585$50K0.0%N/A0.055%
11/15/2024 Jane Street Group LLC18,527$587K0.0%N/A0.643%
11/15/2024 HighTower Advisors LLC24,900$788K0.0%N/A0.865%
10/23/2024 Woodard & Co. Asset Management Group Inc. ADV170,647$5.40M1.2%+37,821.6%5.925%
10/23/2024 Cambridge Advisors Inc.13,250$420K0.1%+32.5%0.460%
10/10/2024 Concourse Financial Group Securities Inc.1,351$43K0.0%N/A0.047%
10/8/2024 CWM LLC80,775$2.56M0.0%+26,125.6%2.805%
10/8/2024 Brookstone Capital Management8,143$258K0.0%+5.6%0.283%
7/31/2024 Commonwealth Equity Services LLC25,534$767K0.0%+102.8%0.887%
7/29/2024 Ameritas Advisory Services LLC14,975$450K0.0%+43.0%0.520%
7/26/2024 Harbour Investments Inc.9,615$289K0.0%N/A0.334%
7/26/2024 Cambridge Investment Research Advisors Inc.53,309$1.60M0.0%+51.9%1.851%
7/11/2024 Cambridge Advisors Inc.10,000$300K0.1%N/A0.347%
5/20/2024 Bullseye Investment Management LLC463,351$13.40M7.8%+2.1%16.089%
4/15/2024 Brookstone Capital Management7,841$227K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

EALT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EALT shares?

During the previous two years, 44 institutional investors and hedge funds held shares of Innovator U.S. Equity 5 to 15 Buffer ETF - Quarterly. The most heavily invested institutionals were Bullseye Investment Management LLC ($25.60M), CWM LLC ($14.97M), SMART Wealth LLC ($12.80M), 3EDGE Asset Management LP ($9.33M), Orion Porfolio Solutions LLC ($6.62M), Mutual Advisors LLC ($3.65M), and Cetera Investment Advisers ($3.37M).Learn more on Innovator U.S. Equity 5 to 15 Buffer ETF - Quarterly's institutional investors.

Which institutional investors have been buying Innovator U.S. Equity 5 to 15 Buffer ETF - Quarterly's stock?

Of the 42 institutional investors that purchased Innovator U.S. Equity 5 to 15 Buffer ETF - Quarterly's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: CWM LLC ($418.67K), 3EDGE Asset Management LP ($338.47K), Raymond James Financial Inc. ($316.02K), Orion Porfolio Solutions LLC ($251.68K), Woodard & Co. Asset Management Group Inc. ADV ($170.53K), SMART Wealth LLC ($122.87K), and Mutual Advisors LLC ($109.55K).

How much institutional buying is happening at Innovator U.S. Equity 5 to 15 Buffer ETF - Quarterly?

Institutional investors have bought a total of 2,377,134 shares in the last 24 months. This purchase volume represents approximately $75.39M in transactions.

Which of Innovator U.S. Equity 5 to 15 Buffer ETF - Quarterly's major shareholders have been selling company stock?

Of the 14 institutional investors that sold Innovator U.S. Equity 5 to 15 Buffer ETF - Quarterly's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bullseye Investment Management LLC ($294.46K), Woodard & Co. Asset Management Group Inc. ADV ($168.93K), SMART Wealth LLC ($135.25K), Raymond James Financial Inc. ($85.00K), Osaic Holdings Inc. ($61.69K), 3EDGE Asset Management LP ($52.20K), and Jane Street Group LLC ($29.65K).

How much institutional selling is happening at Innovator U.S. Equity 5 to 15 Buffer ETF - Quarterly?

Institutional investors have sold a total of 886,543 shares in the last 24 months. This volume of shares sold represents approximately $28.72M in transactions.



This page (BATS:EALT) was last updated on 9/6/2025 by MarketBeat.com Staff
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