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 125 institutions that hold shares in the stock, with a total of 3.99 Million shares, which have been reported (via 13F filing form) to have a value of $213 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 04, 2025 Q3 2025 |
351,581
shares
|
$18.7 Million
0.24% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
271,574
shares
|
$14.5 Million
0.02% of portfolio
|
Q3 2025
Reduced 58.54%
|
|
|
Integral Investment Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
250,883
shares
|
$13.4 Million
3.72% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
163,936
shares
|
$8.74 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
157,366
shares
|
$8.39 Million
0.64% of portfolio
|
Q1 2025
Added 357.71%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
147,806
shares
|
$7.88 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.43%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
131,292
shares
|
$7 Million
0.2% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
130,253
shares
|
$6.94 Million
0.01% of portfolio
|
Q2 2025
Added 32.34%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Oct 22, 2025 Q3 2025 |
112,930
shares
|
$6.02 Million
2.24% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
102,002
shares
|
$5.44 Million
0.01% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
99,374
shares
|
$5.3 Million
0.0% of portfolio
|
Q2 2025
Added 12.51%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
97,227
shares
|
$5.18 Million
0.04% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Crown Wealth Group, LLC
|
Oct 22, 2025 Q3 2025 |
91,824
shares
|
$4.89 Million
1.66% of portfolio
|
Q3 2025
Added 3.01%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
87,022
shares
|
$4.64 Million
0.53% of portfolio
|
Q2 2022
Added 8.07%
|
|
|
Maltin Wealth Management, Inc.
|
Oct 23, 2025 Q3 2025 |
83,628
shares
|
$4.46 Million
2.29% of portfolio
|
Q2 2025
Added 12.38%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
69,722
shares
|
$3.72 Million
0.88% of portfolio
|
Q1 2022
Added 28.02%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
68,192
shares
|
$3.63 Million
0.0% of portfolio
|
Q3 2025
Reduced 9.71%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
63,464
shares
|
$3.38 Million
1.31% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
60,582
shares
|
$3.23 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.53%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jul 30, 2025 Q2 2025 |
56,408
shares
|
$3.01 Million
0.51% of portfolio
|
Q2 2025
Added 2.57%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
54,643
shares
|
$2.91 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
50,650
shares
|
$2.7 Million
0.0% of portfolio
|
Q2 2025
Reduced 13.75%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Oct 23, 2025 Q3 2025 |
50,357
shares
|
$2.68 Million
1.42% of portfolio
|
Q3 2025
Reduced 1.93%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
49,816
shares
|
$2.65 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
49,026
shares
|
$2.61 Million
0.0% of portfolio
|
Q3 2025
Reduced 71.18%
|