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 120 institutions that hold shares in the stock, with a total of 4.83 Million shares, which have been reported (via 13F filing form) to have a value of $236 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Apr 23, 2025 Q1 2025 |
49,797
shares
|
$2.43 Million
1.54% of portfolio
|
Q1 2025
Added 13.71%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
47,489
shares
|
$2.32 Million
0.44% of portfolio
|
Q1 2025
Added 89.89%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
46,991
shares
|
$2.3 Million
0.0% of portfolio
|
Q1 2025
Added 16.81%
|
|
|
My Personal Cfo, LLC
|
Apr 23, 2025 Q1 2025 |
46,495
shares
|
$2.27 Million
1.16% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
May 15, 2025 Q1 2025 |
42,835
shares
|
$2.09 Million
0.5% of portfolio
|
Q1 2025
Added 1.64%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
May 08, 2025 Q1 2025 |
39,707
shares
|
$1.94 Million
1.47% of portfolio
|
Q1 2025
Added 18.3%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
38,721
shares
|
$1.89 Million
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
38,481
shares
|
$1.88 Million
0.39% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Apr 29, 2025 Q1 2025 |
32,130
shares
|
$1.57 Million
1.14% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
32,013
shares
|
$1.57 Million
0.01% of portfolio
|
Q1 2025
Added 13.85%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
31,453
shares
|
$1.54 Million
0.09% of portfolio
|
Q1 2025
Added 107.91%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
29,879
shares
|
$1.46 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
27,771
shares
|
$1.36 Million
0.0% of portfolio
|
Q1 2025
Added 75.01%
|
|
|
Macroview Investment Management LLC
|
Apr 29, 2025 Q1 2025 |
27,435
shares
|
$1.34 Million
1.24% of portfolio
|
Q1 2025
New holding
|
|
|
Armis Advisers, LLC
Atlanta, GA |
May 08, 2025 Q1 2025 |
25,838
shares
|
$1.26 Million
0.11% of portfolio
|
Q1 2025
Added 3.1%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
25,458
shares
|
$1.24 Million
0.08% of portfolio
|
Q1 2025
Added 481.23%
|
|
|
Berkshire Money Management, Inc.
|
Apr 23, 2025 Q1 2025 |
23,582
shares
|
$1.15 Million
0.14% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
Lantz Financial LLC
|
Apr 08, 2025 Q1 2025 |
22,660
shares
|
$1.11 Million
0.3% of portfolio
|
Q1 2025
Added 12.84%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
21,824
shares
|
$1.07 Million
0.0% of portfolio
|
Q1 2025
Added 147.21%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
16,749
shares
|
$818,858
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
16,739
shares
|
$818,369
0.03% of portfolio
|
Q1 2025
Added 221.41%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
16,610
shares
|
$812,062
0.01% of portfolio
|
Q1 2025
Added 1.29%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
16,196
shares
|
$791,822
0.0% of portfolio
|
Q1 2025
Added 4.17%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
16,050
shares
|
$784,684
0.01% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
15,666
shares
|
$765,910
0.03% of portfolio
|
Q1 2025
Added 26.97%
|