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 114 institutions that hold shares in the stock, with a total of 3.78 Million shares, which have been reported (via 13F filing form) to have a value of $180 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
36,672
shares
|
$1.75 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.83%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Oct 24, 2024 Q3 2024 |
35,244
shares
|
$1.68 Million
1.11% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Marcum Wealth, LLC
|
Oct 08, 2024 Q3 2024 |
34,381
shares
|
$1.64 Million
0.15% of portfolio
|
Q3 2024
Reduced 76.9%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Oct 24, 2024 Q3 2024 |
33,566
shares
|
$1.6 Million
1.56% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
33,255
shares
|
$1.59 Million
0.01% of portfolio
|
Q3 2024
Reduced 22.55%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Oct 25, 2024 Q3 2024 |
32,130
shares
|
$1.54 Million
1.16% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
28,608
shares
|
$1.37 Million
0.0% of portfolio
|
Q3 2024
Reduced 14.58%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
28,049
shares
|
$1.34 Million
0.26% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
26,155
shares
|
$1.25 Million
0.04% of portfolio
|
Q3 2024
Reduced 3.21%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
26,047
shares
|
$1.24 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Berkshire Money Management, Inc.
|
Oct 16, 2024 Q3 2024 |
23,267
shares
|
$1.11 Million
0.14% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
21,035
shares
|
$1.01 Million
0.11% of portfolio
|
Q3 2024
Reduced 4.32%
|
|
|
Lantz Financial LLC
|
Oct 15, 2024 Q3 2024 |
20,197
shares
|
$965,214
0.27% of portfolio
|
Q3 2024
Reduced 4.65%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
19,174
shares
|
$916,325
0.01% of portfolio
|
Q3 2024
Reduced 10.28%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
19,134
shares
|
$914,413
0.01% of portfolio
|
Q3 2024
Added 77.76%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
18,665
shares
|
$892,000
0.04% of portfolio
|
Q1 2024
Added 24.57%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
16,405
shares
|
$783,994
0.02% of portfolio
|
Q1 2024
Added 2443.41%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
15,203
shares
|
$726,551
0.05% of portfolio
|
Q3 2024
Reduced 63.95%
|
|
|
Orion Capital Management LLC
|
Nov 15, 2024 Q3 2024 |
14,887
shares
|
$711,449
0.34% of portfolio
|
Q3 2024
Reduced 7.85%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 12, 2024 Q3 2024 |
13,857
shares
|
$662,226
0.3% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Firestone Capital Management
|
Nov 14, 2024 Q3 2024 |
13,480
shares
|
$644,209
0.16% of portfolio
|
Q2 2024
Added 83.6%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
12,986
shares
|
$620,600
0.0% of portfolio
|
Q3 2024
Added 40.97%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
12,404
shares
|
$592,787
0.02% of portfolio
|
Q3 2024
Reduced 5.77%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
12,186
shares
|
$582,368
0.02% of portfolio
|
Q3 2023
Reduced 24.78%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
11,794
shares
|
$563,635
0.02% of portfolio
|
Q3 2024
Reduced 31.55%
|