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 3.61 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 |
|---|---|---|---|---|---|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
12,186
shares
|
$543,861
0.02% of portfolio
|
Q3 2023
Reduced 24.78%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Feb 10, 2025 Q4 2024 |
12,156
shares
|
$542,522
0.24% of portfolio
|
Q4 2024
Added 10.26%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
12,055
shares
|
$538,014
0.02% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
City Center Advisors, LLC
Troy, MI |
Apr 14, 2025 Q1 2025 |
11,283
shares
|
$503,560
0.61% of portfolio
|
Q1 2025
Added 3.65%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
10,809
shares
|
$482,405
0.01% of portfolio
|
Q4 2024
Added 150.21%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
10,586
shares
|
$472,453
0.0% of portfolio
|
Q3 2024
Reduced 20.78%
|
|
|
Cra Financial Services, LLC
|
Apr 16, 2025 Q1 2025 |
10,484
shares
|
$467,900
0.09% of portfolio
|
Q3 2024
Reduced 20.33%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Jan 13, 2025 Q4 2024 |
10,121
shares
|
$451,700
0.23% of portfolio
|
Q4 2024
Reduced 4.97%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
10,080
shares
|
$449,870
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
10,066
shares
|
$449,245
0.01% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Chris Bulman Inc
Roseville, CA |
Apr 15, 2025 Q1 2025 |
9,530
shares
|
$425,323
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
9,310
shares
|
$415,505
0.01% of portfolio
|
Q1 2025
Reduced 24.11%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
8,974
shares
|
$400,509
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
8,828
shares
|
$393,993
0.0% of portfolio
|
Q4 2024
Added 21.61%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
8,343
shares
|
$372,348
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Bcs Wealth Management
|
Apr 14, 2025 Q1 2025 |
8,067
shares
|
$360,030
0.1% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
7,649
shares
|
$341,374
0.0% of portfolio
|
Q4 2024
Reduced 41.1%
|
|
|
Bedel Financial Consulting, Inc.
|
Feb 06, 2025 Q4 2024 |
7,384
shares
|
$329,547
0.05% of portfolio
|
Q2 2024
Reduced 6.58%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
7,276
shares
|
$324,727
0.03% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
7,086
shares
|
$316,248
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
6,989
shares
|
$311,919
0.03% of portfolio
|
Q4 2024
Reduced 17.48%
|
|
|
Cypress Financial Planning LLC
|
Apr 09, 2025 Q1 2025 |
6,981
shares
|
$311,562
0.12% of portfolio
|
Q1 2025
Reduced 13.53%
|
|
|
Bcgm Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
6,925
shares
|
$309,062
0.12% of portfolio
|
Q3 2024
Reduced 4.15%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jan 31, 2025 Q4 2024 |
6,757
shares
|
$301,564
0.07% of portfolio
|
Q1 2022
New holding
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
6,749
shares
|
$301,207
0.12% of portfolio
|
Q4 2024
Added 1.58%
|