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 124 institutions that hold shares in the stock, with a total of 5.09 Million shares, which have been reported (via 13F filing form) to have a value of $268 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
8,200
shares
|
$430,992
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
8,015
shares
|
$421,268
0.03% of portfolio
|
Q1 2025
Added 21.9%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
7,511
shares
|
$394,778
0.03% of portfolio
|
Q2 2025
Reduced 70.5%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
7,300
shares
|
$383,688
0.08% of portfolio
|
Q2 2025
Reduced 9.51%
|
|
|
Bcgm Wealth Management, LLC
|
Aug 05, 2025 Q2 2025 |
6,925
shares
|
$363,978
0.11% of portfolio
|
Q3 2024
Reduced 4.15%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jul 15, 2025 Q2 2025 |
6,757
shares
|
$355,147
0.06% of portfolio
|
Q1 2022
New holding
|
|
|
Cypress Financial Planning LLC
|
Jul 10, 2025 Q2 2025 |
6,428
shares
|
$337,855
0.11% of portfolio
|
Q2 2025
Reduced 7.92%
|
|
|
Bedel Financial Consulting, Inc.
|
Aug 12, 2025 Q2 2025 |
6,420
shares
|
$337,435
0.04% of portfolio
|
Q2 2025
Reduced 3.23%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
6,367
shares
|
$334,649
0.09% of portfolio
|
Q1 2025
Reduced 5.66%
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
6,345
shares
|
$333,493
0.06% of portfolio
|
Q4 2024
Reduced 3.79%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Aug 06, 2025 Q2 2025 |
6,274
shares
|
$329,761
0.09% of portfolio
|
Q2 2025
Reduced 2.56%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
6,174
shares
|
$324,505
0.03% of portfolio
|
Q2 2025
Reduced 15.15%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jul 14, 2025 Q2 2025 |
6,154
shares
|
$323,454
0.15% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Jul 31, 2025 Q2 2025 |
6,150
shares
|
$323,244
0.21% of portfolio
|
Q4 2024
Reduced 30.51%
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
6,146
shares
|
$323,033
0.08% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Jul 07, 2025 Q2 2025 |
5,892
shares
|
$309,683
0.21% of portfolio
|
Q1 2023
New holding
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
5,690
shares
|
$299,066
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
5,565
shares
|
$292,496
0.11% of portfolio
|
Q2 2025
Added 76.44%
|
|
|
Outlook Wealth Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
5,269
shares
|
$276,938
0.08% of portfolio
|
Q2 2025
Reduced 13.44%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
5,241
shares
|
$275,466
0.0% of portfolio
|
Q1 2025
Added 91.7%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
4,765
shares
|
$250,448
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
4,743
shares
|
$249,292
0.01% of portfolio
|
Q2 2025
Reduced 49.05%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Aug 01, 2025 Q2 2025 |
4,525
shares
|
$237,834
0.04% of portfolio
|
Q2 2025
Reduced 88.31%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
4,475
shares
|
$235,206
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
4,330
shares
|
$227,584
0.02% of portfolio
|
Q1 2025
New holding
|