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 3.98 Million shares, which have been reported (via 13F filing form) to have a value of $212 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
46,511
shares
|
$2.48 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
45,909
shares
|
$2.45 Million
0.39% of portfolio
|
Q3 2025
Reduced 2.56%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Aug 14, 2025 Q2 2025 |
42,694
shares
|
$2.28 Million
0.5% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Aug 01, 2025 Q2 2025 |
39,806
shares
|
$2.12 Million
1.63% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
38,481
shares
|
$2.05 Million
0.35% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
35,883
shares
|
$1.91 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Oct 17, 2025 Q3 2025 |
32,130
shares
|
$1.71 Million
1.13% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
30,556
shares
|
$1.63 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.55%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
28,675
shares
|
$1.53 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
27,970
shares
|
$1.49 Million
0.02% of portfolio
|
Q3 2025
Reduced 94.54%
|
|
|
Gradient Investments LLC
|
Oct 06, 2025 Q3 2025 |
27,233
shares
|
$1.45 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.3%
|
|
|
Macroview Investment Management LLC
|
Oct 24, 2025 Q3 2025 |
27,152
shares
|
$1.45 Million
1.11% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
27,091
shares
|
$1.44 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.45%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
26,225
shares
|
$1.4 Million
0.1% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Berkshire Money Management, Inc.
|
Oct 14, 2025 Q3 2025 |
23,582
shares
|
$1.26 Million
0.15% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
Lantz Financial LLC
|
Nov 05, 2025 Q3 2025 |
22,470
shares
|
$1.2 Million
0.28% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
18,865
shares
|
$1.01 Million
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
16,769
shares
|
$893,620
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
16,409
shares
|
$874,435
0.03% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
16,146
shares
|
$860,420
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
16,050
shares
|
$855,304
0.01% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
15,828
shares
|
$843,474
0.0% of portfolio
|
Q2 2025
Added 30.15%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
15,638
shares
|
$833,349
0.03% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
City Center Advisors, LLC
Troy, MI |
Oct 06, 2025 Q3 2025 |
13,816
shares
|
$736,254
0.71% of portfolio
|
Q3 2025
Added 30.86%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
13,667
shares
|
$728,314
0.01% of portfolio
|
Q2 2025
Reduced 3.24%
|