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 |
|---|---|---|---|---|---|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
8,200
shares
|
$400,898
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Bcs Wealth Management
|
Apr 14, 2025 Q1 2025 |
8,067
shares
|
$394,395
0.1% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
8,015
shares
|
$391,853
0.03% of portfolio
|
Q1 2025
Added 21.9%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
May 01, 2025 Q1 2025 |
7,276
shares
|
$355,723
0.03% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Cypress Financial Planning LLC
|
Apr 09, 2025 Q1 2025 |
6,981
shares
|
$341,301
0.12% of portfolio
|
Q1 2025
Reduced 13.53%
|
|
|
Bcgm Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
6,925
shares
|
$338,563
0.11% of portfolio
|
Q3 2024
Reduced 4.15%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
May 06, 2025 Q1 2025 |
6,757
shares
|
$330,349
0.07% of portfolio
|
Q1 2022
New holding
|
|
|
Bedel Financial Consulting, Inc.
|
May 07, 2025 Q1 2025 |
6,634
shares
|
$324,336
0.04% of portfolio
|
Q1 2025
Reduced 10.16%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
May 07, 2025 Q1 2025 |
6,439
shares
|
$314,802
0.08% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
6,367
shares
|
$311,282
0.1% of portfolio
|
Q1 2025
Reduced 5.66%
|
|
|
Secure Asset Management, LLC
|
Apr 10, 2025 Q1 2025 |
6,345
shares
|
$310,207
0.06% of portfolio
|
Q4 2024
Reduced 3.79%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Apr 11, 2025 Q1 2025 |
6,150
shares
|
$300,673
0.24% of portfolio
|
Q4 2024
Reduced 30.51%
|
|
|
Diligent Investors, LLC
|
Apr 10, 2025 Q1 2025 |
6,146
shares
|
$300,477
0.08% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Outlook Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
6,087
shares
|
$297,593
0.09% of portfolio
|
Q1 2025
Added 43.19%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
May 05, 2025 Q1 2025 |
6,077
shares
|
$297,104
0.23% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
May 12, 2025 Q1 2025 |
5,892
shares
|
$288,059
0.2% of portfolio
|
Q1 2023
New holding
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
5,690
shares
|
$278,184
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
5,241
shares
|
$256,232
0.0% of portfolio
|
Q1 2025
Added 91.7%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
4,765
shares
|
$232,960
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
4,475
shares
|
$218,782
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
4,330
shares
|
$211,693
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
4,026
shares
|
$196,831
0.07% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
3,500
shares
|
$171,115
0.03% of portfolio
|
Q1 2024
Reduced 18.6%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Apr 01, 2025 Q4 2024 |
3,154
shares
|
$154,199
0.04% of portfolio
|
Q4 2024
Added 2.84%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
3,015
shares
|
$147,403
0.0% of portfolio
|
Q2 2024
New holding
|