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

$36.88 -0.02 (-0.05%)
As of 12:00 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)
43
Total
Institutional Inflows
(last 12 months)
$56.03M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$9.19M
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/8/2026 First Heartland Consultants Inc.11,138$399K0.0%+41.3%0.291%
7/7/2026 Hiley Hunt Wealth Management9,540$342K0.1%-22.4%0.249%
5/13/2026 Cetera Investment Advisers73,741$2.48M0.0%-36.3%1.925%
5/6/2026 Independent Financial Group LLC6,852$230K0.0%N/A0.179%
5/4/2026Vantage Point Financial LLC7,559$254K0.1%+19.4%0.197%
4/30/2026 Kestra Advisory Services LLC8,455$284K0.0%-4.7%0.221%
4/27/2026World Investment Advisors8,966$301K0.0%N/A0.234%
4/24/2026 SMART Wealth LLC187,711$6.31M1.8%-2.1%4.901%
4/17/2026 Brookstone Capital Management215,855$7.25M0.1%+9.8%5.636%
4/16/2026 Lee Johnson Capital Management LLC31,905$1.07M0.4%-0.9%0.833%
4/16/2026 Triad Wealth Partners LLC105,730$3.55M0.3%+65.2%2.761%
2/18/2026OLD Mission Capital LLC9,460$334K0.0%N/A0.247%
2/18/2026IHT Wealth Management LLC56,697$2.04M0.0%-15.5%1.480%
2/18/2026 Claro Advisors Inc.7,810$276K0.0%+20.7%0.204%
2/17/2026 Cetera Investment Advisers115,682$4.08M0.0%+1.0%3.020%
2/17/2026Osaic Holdings Inc.66,118$2.33M0.0%+26.7%1.726%
2/16/2026 Tableaux LLC25,694$907K0.2%-58.5%0.671%
2/16/2026 Financial Network Wealth Advisors LLC8,519$301K0.3%+8.2%0.222%
2/13/2026Visionary Wealth Advisors18,567$655K0.0%+25.0%0.485%
2/13/2026Ausdal Financial Partners Inc.7,969$281K0.0%+12.0%0.208%
2/12/2026Orion Porfolio Solutions LLC260,189$9.18M0.1%+11.1%6.793%
2/12/2026 Commonwealth Equity Services LLC334,716$11.81M0.0%+178.5%8.739%
2/12/2026Steward Partners Investment Advisory LLC12,532$442K0.0%+74.0%0.327%
2/11/2026 Stirlingshire Investments Inc.13,551$478K0.4%N/A0.354%
2/9/2026 Arista Wealth Management LLC30,095$1.06M0.1%+413.3%0.786%
2/9/2026 Harbour Investments Inc.26,912$950K0.0%-4.4%0.703%
2/6/2026 IFP Advisors Inc4,698$166K0.0%+26.2%0.123%
2/5/2026Sequent Planning LLC15,741$556K0.1%-16.7%0.411%
2/4/2026Ameritas Advisory Services LLC48,800$1.72M0.1%+5,688.8%1.274%
2/3/2026 Encompass More Asset Management50,572$1.79M0.3%+8.7%1.320%
2/2/2026 Woodard & Co. Asset Management Group Inc. ADV892$31K0.0%-42.2%0.023%
2/2/2026Mutual Advisors LLC258,872$9.14M0.2%+5.4%6.759%
2/2/2026Vantage Point Financial LLC6,332$223K0.1%N/A0.165%
1/29/2026 Ashton Thomas Private Wealth LLC6,070$214K0.0%-16.1%0.158%
1/29/2026 Wheelhouse Advisory Group LLC6,020$212K0.1%N/A0.157%
1/29/2026 Concurrent Investment Advisors LLC13,614$480K0.0%+86.6%0.355%
1/26/2026 SMART Wealth LLC191,833$6.77M2.1%-9.2%5.009%
1/26/2026CWM LLC503,121$17.76M0.0%+8.4%13.136%
1/23/2026 Farther Finance Advisors LLC64,867$2.29M0.0%+34.0%1.694%
1/22/2026 Triad Wealth Partners LLC63,982$2.26M0.2%+20.5%1.671%
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1/22/2026 Brookwood Investment Group LLC33,812$1.19M0.1%+22.6%0.883%
1/20/2026 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors22,513$794K0.0%+32.4%0.588%
1/15/2026 Brookstone Capital Management196,513$6.94M0.1%+80.1%5.131%
1/12/2026 Lee Johnson Capital Management LLC32,211$1.14M0.4%-1.3%0.841%
1/6/2026 Hiley Hunt Wealth Management17,840$630K0.3%N/A0.466%
12/2/2025 IFP Advisors Inc3,723$129K0.0%+42.0%0.097%
11/18/2025 Advisory Services Network LLC3,561$123K0.0%N/A0.093%
11/17/2025Susquehanna International Group LLP41,762$1.44M0.0%+451.2%1.090%
11/17/2025Ausdal Financial Partners Inc.7,117$246K0.0%N/A0.186%
11/14/2025Raymond James Financial Inc.167,928$5.80M0.0%+76.5%4.385%
11/13/2025Sequent Planning LLC18,908$653K0.2%N/A0.494%
11/12/2025 Smith Moore & CO.20,021$692K0.1%+7.6%0.523%
11/12/2025Orion Porfolio Solutions LLC234,141$8.09M0.1%+15.2%6.113%
11/12/2025 Claro Advisors LLC6,470$224K0.0%N/A0.169%
11/12/2025 Bright Futures Wealth Management LLC.27,602$954K0.7%N/A0.721%
11/10/2025 Tableaux LLC61,896$2.14M0.9%N/A1.616%
11/10/2025Advyzon Investment Management LLC13,777$476K0.1%+10.1%0.360%
11/7/2025 SMART Wealth LLC211,156$7.30M2.8%-11.7%5.513%
11/6/2025Ameritas Advisory Services LLC843$29K0.0%-97.7%0.022%
11/6/2025 Atria Investments Inc56,693$1.96M0.0%N/A1.480%
11/6/2025 Arista Wealth Management LLC5,863$203K0.0%N/A0.153%
11/6/2025 RFG Advisory LLC33,234$1.15M0.0%-2.7%0.868%
11/5/2025 Envestnet Asset Management Inc.50,389$1.74M0.0%+44.5%1.316%
11/4/2025 Ashton Thomas Private Wealth LLC7,238$250K0.0%+13.2%0.189%
11/4/2025Mutual Advisors LLC245,716$8.55M0.2%+124.3%6.416%
11/3/2025 AE Wealth Management LLC1,016$35K0.0%+108.2%0.027%
10/31/2025 Sagespring Wealth Partners LLC11,614$401K0.0%-8.2%0.303%
10/30/2025 Woodard & Co. Asset Management Group Inc. ADV1,542$53K0.0%-24.5%0.040%
10/30/2025 Triad Wealth Partners LLC53,097$1.84M0.2%+89.3%1.386%
10/27/2025 Concurrent Investment Advisors LLC7,294$252K0.0%N/A0.190%
10/27/2025 Financial Network Wealth Advisors LLC7,875$272K0.3%+39.5%0.206%
10/23/2025 Benjamin Edwards Inc.20,109$695K0.0%+2.7%0.525%
10/21/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors17,004$587K0.0%+141.1%0.444%
10/21/2025 Brookwood Investment Group LLC27,576$953K0.1%+53.7%0.720%
10/17/2025 Encompass More Asset Management46,516$1.61M0.3%+3.9%1.215%
10/15/2025CWM LLC464,206$16.04M0.0%+1.0%12.120%
10/15/2025 Brookstone Capital Management109,125$3.77M0.0%+776.6%2.849%
10/14/2025 Farther Finance Advisors LLC48,415$1.67M0.0%+16,594.8%1.264%
9/4/2025Osaic Holdings Inc.39,575$1.29M0.0%-60.9%1.033%
8/27/2025Orion Porfolio Solutions LLC203,221$6.62M0.1%+162.6%5.306%
8/15/2025Visionary Wealth Advisors14,854$484K0.0%-56.4%0.388%
8/15/2025Orion Porfolio Solutions LLC203,221$6.62M0.0%+162.6%5.306%
8/15/2025 Benjamin Edwards Inc.19,574$638K0.0%N/A0.511%
8/14/2025Jane Street Group LLC13,430$438K0.0%-68.8%0.351%
8/14/2025Raymond 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%
8/12/2025Steward 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%
8/8/2025Advyzon Investment Management LLC12,513$408K0.1%N/A0.327%
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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%
7/28/2025Mutual 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%


EALT Institutional Ownership - Frequently Asked Questions

During the previous two years, 65 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 ($17.76M), Commonwealth Equity Services LLC ($11.81M), 3EDGE Asset Management LP ($9.33M), Orion Porfolio Solutions LLC ($9.18M), Mutual Advisors LLC ($9.14M), and Brookstone Capital Management ($7.25M).Learn more on Innovator U.S. Equity 5 to 15 Buffer ETF - Quarterly's institutional investors.

Of the 62 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 ($462.27K), Raymond James Financial Inc. ($388.81K), 3EDGE Asset Management LP ($338.47K), Orion Porfolio Solutions LLC ($308.64K), Commonwealth Equity Services LLC ($261.01K), Mutual Advisors LLC ($258.87K), and Brookstone Capital Management ($209.03K).

Institutional investors have bought a total of 1,624,158 shares in the last 24 months. This purchase volume represents approximately $56.03M in transactions.

Of the 16 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: Osaic Holdings Inc. ($61.69K), SMART Wealth LLC ($51.37K), Cetera Investment Advisers ($41.94K), Ameritas Advisory Services LLC ($36.54K), Tableaux LLC ($36.20K), Visionary Wealth Advisors ($19.19K), and IHT Wealth Management LLC ($10.38K).

Institutional investors have sold a total of 269,897 shares in the last 24 months. This volume of shares sold represents approximately $9.19M in transactions.


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Institutional ownership data for BATS:EALT is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/8/2026. New 13F filings are added each quarter as they're published.
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