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 |
|---|---|---|---|---|---|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
14,124
shares
|
$690,522
0.01% of portfolio
|
Q1 2025
Added 30.67%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
13,566
shares
|
$663,241
0.04% of portfolio
|
Q1 2025
Added 2.34%
|
|
|
Firestone Capital Management
|
May 02, 2025 Q1 2025 |
13,480
shares
|
$659,037
0.17% of portfolio
|
Q2 2024
Added 83.6%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
May 08, 2025 Q1 2025 |
13,025
shares
|
$636,792
0.29% of portfolio
|
Q1 2025
Reduced 6.0%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
12,941
shares
|
$632,685
0.01% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Valtinson Bruner Financial Planning LLC
|
May 14, 2025 Q1 2025 |
12,256
shares
|
$599,195
0.24% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
12,186
shares
|
$595,773
0.02% of portfolio
|
Q3 2023
Reduced 24.78%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
12,161
shares
|
$594,551
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
12,055
shares
|
$589,368
0.02% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
11,998
shares
|
$586,582
0.04% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
11,388
shares
|
$556,759
0.02% of portfolio
|
Q1 2025
Reduced 8.25%
|
|
|
City Center Advisors, LLC
Troy, MI |
Apr 14, 2025 Q1 2025 |
11,283
shares
|
$551,625
0.61% of portfolio
|
Q1 2025
Added 3.65%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
11,061
shares
|
$540,772
0.0% of portfolio
|
Q1 2025
Added 4.49%
|
|
|
Cra Financial Services, LLC
|
Apr 16, 2025 Q1 2025 |
10,484
shares
|
$512,562
0.09% of portfolio
|
Q3 2024
Reduced 20.33%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
10,276
shares
|
$502,393
0.01% of portfolio
|
Q1 2025
Added 2.09%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
May 13, 2025 Q1 2025 |
10,232
shares
|
$500,242
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
May 05, 2025 Q1 2025 |
10,211
shares
|
$499,215
0.26% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
10,080
shares
|
$492,811
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
9,960
shares
|
$486,944
0.2% of portfolio
|
Q1 2025
Reduced 23.89%
|
|
|
Chris Bulman Inc
Roseville, CA |
Apr 15, 2025 Q1 2025 |
9,530
shares
|
$465,921
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
9,411
shares
|
$460,103
0.03% of portfolio
|
Q1 2025
Added 34.65%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
9,310
shares
|
$455,165
0.01% of portfolio
|
Q1 2025
Reduced 24.11%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
8,974
shares
|
$438,738
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
8,631
shares
|
$421,969
0.01% of portfolio
|
Q1 2025
Added 21.8%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
8,343
shares
|
$407,889
0.0% of portfolio
|
Q1 2021
New holding
|