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 124 institutions that hold shares in the stock, with a total of 5.09 Million shares, which have been reported (via 13F filing form) to have a value of $268 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
50,650
shares
|
$2.66 Million
0.0% of portfolio
|
Q2 2025
Reduced 13.75%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
49,816
shares
|
$2.62 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
47,114
shares
|
$2.48 Million
0.42% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
46,991
shares
|
$2.47 Million
0.0% of portfolio
|
Q1 2025
Added 16.81%
|
|
|
My Personal Cfo, LLC
|
Jul 21, 2025 Q2 2025 |
46,463
shares
|
$2.44 Million
1.13% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Aug 14, 2025 Q2 2025 |
42,694
shares
|
$2.24 Million
0.5% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Aug 01, 2025 Q2 2025 |
39,806
shares
|
$2.09 Million
1.63% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
38,481
shares
|
$2.02 Million
0.35% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
36,134
shares
|
$1.9 Million
0.1% of portfolio
|
Q2 2025
Added 14.88%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Jul 07, 2025 Q2 2025 |
32,130
shares
|
$1.69 Million
1.21% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
30,556
shares
|
$1.61 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.55%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
28,937
shares
|
$1.52 Million
0.06% of portfolio
|
Q2 2025
Reduced 3.15%
|
|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
27,875
shares
|
$1.47 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Macroview Investment Management LLC
|
Jul 22, 2025 Q2 2025 |
27,250
shares
|
$1.43 Million
1.15% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
27,091
shares
|
$1.42 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.45%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
26,225
shares
|
$1.38 Million
0.1% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Berkshire Money Management, Inc.
|
Jul 22, 2025 Q2 2025 |
23,582
shares
|
$1.24 Million
0.14% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
22,510
shares
|
$1.18 Million
0.3% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
18,865
shares
|
$991,544
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
17,145
shares
|
$901,141
0.03% of portfolio
|
Q2 2025
Added 2.36%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
16,769
shares
|
$881,378
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
16,470
shares
|
$865,663
0.03% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
16,050
shares
|
$843,588
0.01% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
15,828
shares
|
$831,919
0.0% of portfolio
|
Q2 2025
Added 30.15%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
15,638
shares
|
$821,933
0.03% of portfolio
|
Q2 2025
Reduced 0.18%
|