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 117 institutions that hold shares in the stock, with a total of 3.6 Million shares, which have been reported (via 13F filing form) to have a value of $161 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
39,124
shares
|
$1.74 Million
0.01% of portfolio
|
Q4 2024
Added 17.65%
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
38,699
shares
|
$1.72 Million
0.34% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Jan 23, 2025 Q4 2024 |
33,566
shares
|
$1.5 Million
1.91% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Feb 05, 2025 Q4 2024 |
32,130
shares
|
$1.43 Million
1.18% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
30,002
shares
|
$1.34 Million
0.07% of portfolio
|
Q4 2024
Reduced 29.47%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
28,119
shares
|
$1.25 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Feb 25, 2025 Q4 2024 |
25,062
shares
|
$1.12 Million
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
25,009
shares
|
$1.11 Million
0.24% of portfolio
|
Q4 2024
Reduced 10.84%
|
|
|
Berkshire Money Management, Inc.
|
Jan 27, 2025 Q4 2024 |
23,267
shares
|
$1.04 Million
0.13% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
Lantz Financial LLC
|
Apr 08, 2025 Q1 2025 |
22,660
shares
|
$1.01 Million
0.3% of portfolio
|
Q1 2025
Added 12.84%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
18,865
shares
|
$840,813
0.09% of portfolio
|
Q4 2024
Reduced 10.32%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
16,405
shares
|
$731,170
0.02% of portfolio
|
Q1 2024
Added 2443.41%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
16,398
shares
|
$730,858
0.01% of portfolio
|
Q4 2024
Reduced 14.3%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
16,196
shares
|
$721,855
0.0% of portfolio
|
Q1 2025
Added 4.17%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
15,868
shares
|
$707,236
0.0% of portfolio
|
Q4 2024
Reduced 39.08%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
15,666
shares
|
$698,233
0.03% of portfolio
|
Q1 2025
Added 26.97%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
15,128
shares
|
$674,254
0.05% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Feb 10, 2025 Q4 2024 |
13,857
shares
|
$617,606
0.31% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
13,797
shares
|
$614,932
0.01% of portfolio
|
Q4 2024
Added 20.06%
|
|
|
Firestone Capital Management
|
Feb 14, 2025 Q4 2024 |
13,480
shares
|
$600,803
0.17% of portfolio
|
Q2 2024
Added 83.6%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
13,256
shares
|
$590,819
0.03% of portfolio
|
Q4 2024
Reduced 28.98%
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
13,086
shares
|
$583,243
0.28% of portfolio
|
Q4 2024
Reduced 12.1%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
13,079
shares
|
$582,931
0.01% of portfolio
|
Q4 2024
Reduced 31.79%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
12,412
shares
|
$553,202
0.02% of portfolio
|
Q4 2024
Reduced 52.54%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
12,189
shares
|
$543,263
0.04% of portfolio
|
Q4 2024
Added 4.01%
|