Institutional Ownership Innovator U.S. Equity Buffer E (BJAN)
This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BJAN). We have compiled data on the 116 institutions that hold shares in the stock, with a total of 3.81 Million shares, which have been reported (via 13F filing form) to have a value of $185 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
468,762
shares
|
$22.8 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Crown Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
338,876
shares
|
$16.5 Million
7.47% of portfolio
|
Q3 2024
Added 3.93%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
278,460
shares
|
$13.5 Million
0.28% of portfolio
|
Q3 2024
Added 26.11%
|
|
|
Integral Investment Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
234,835
shares
|
$11.4 Million
3.02% of portfolio
|
Q3 2024
Added 2.33%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
155,256
shares
|
$7.55 Million
0.27% of portfolio
|
Q3 2024
Reduced 4.48%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
147,820
shares
|
$7.19 Million
0.01% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Seros Financial, LLC
Tempe, AZ |
Jan 17, 2025 Q4 2024 |
124,477
shares
|
$6.05 Million
5.05% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
122,398
shares
|
$5.95 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Nov 13, 2024 Q3 2024 |
109,000
shares
|
$5.3 Million
2.07% of portfolio
|
Q1 2023
Reduced 0.11%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
87,022
shares
|
$4.23 Million
0.53% of portfolio
|
Q2 2022
Added 8.07%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
82,911
shares
|
$4.03 Million
0.01% of portfolio
|
Q3 2024
Reduced 7.24%
|
|
|
Maltin Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
76,815
shares
|
$3.74 Million
2.05% of portfolio
|
Q4 2024
Reduced 8.46%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
72,446
shares
|
$3.52 Million
0.0% of portfolio
|
Q3 2024
Added 2.54%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
72,322
shares
|
$3.52 Million
1.49% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
70,498
shares
|
$3.43 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
69,722
shares
|
$3.39 Million
0.88% of portfolio
|
Q1 2022
Added 28.02%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
60,582
shares
|
$2.95 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.53%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
55,925
shares
|
$2.72 Million
0.51% of portfolio
|
Q3 2024
Reduced 3.32%
|
|
|
My Personal Cfo, LLC
|
Oct 21, 2024 Q3 2024 |
47,015
shares
|
$2.29 Million
1.28% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 13, 2024 Q3 2024 |
42,697
shares
|
$2.08 Million
0.5% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
42,537
shares
|
$2.07 Million
0.1% of portfolio
|
Q3 2024
Reduced 6.1%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
40,352
shares
|
$1.96 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.61%
|
|
|
Bellwether Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
38,699
shares
|
$1.88 Million
0.36% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
36,961
shares
|
$1.8 Million
0.0% of portfolio
|
Q3 2024
Added 563.1%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
36,672
shares
|
$1.78 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.83%
|