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 |
|---|---|---|---|---|---|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
8,015
shares
|
$427,119
0.03% of portfolio
|
Q1 2025
Added 21.9%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
7,872
shares
|
$419,498
0.0% of portfolio
|
Q3 2025
Reduced 31.31%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
7,637
shares
|
$406,975
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
7,511
shares
|
$400,261
0.03% of portfolio
|
Q2 2025
Reduced 70.5%
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
7,300
shares
|
$389,017
0.09% of portfolio
|
Q2 2025
Reduced 9.51%
|
|
|
Bcgm Wealth Management, LLC
|
Aug 05, 2025 Q2 2025 |
6,925
shares
|
$369,033
0.11% of portfolio
|
Q3 2024
Reduced 4.15%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Oct 14, 2025 Q3 2025 |
6,757
shares
|
$360,080
0.06% of portfolio
|
Q1 2022
New holding
|
|
|
Foronjy Financial LLC
Los Osos, CA |
Oct 22, 2025 Q3 2025 |
6,522
shares
|
$347,557
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 07, 2025 Q3 2025 |
6,420
shares
|
$342,121
0.04% of portfolio
|
Q2 2025
Reduced 3.23%
|
|
|
Secure Asset Management, LLC
|
Oct 09, 2025 Q3 2025 |
6,345
shares
|
$338,125
0.06% of portfolio
|
Q4 2024
Reduced 3.79%
|
|
|
Cypress Financial Planning LLC
|
Oct 09, 2025 Q3 2025 |
6,316
shares
|
$336,579
0.1% of portfolio
|
Q3 2025
Reduced 1.74%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 05, 2025 Q3 2025 |
6,274
shares
|
$334,341
0.09% of portfolio
|
Q2 2025
Reduced 2.56%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
6,267
shares
|
$333,968
0.09% of portfolio
|
Q3 2025
Reduced 1.57%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Oct 20, 2025 Q3 2025 |
6,229
shares
|
$331,943
0.14% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 22, 2025 Q3 2025 |
6,166
shares
|
$328,586
0.02% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
6,146
shares
|
$327,520
0.08% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Oct 03, 2025 Q3 2025 |
5,892
shares
|
$313,984
0.2% of portfolio
|
Q1 2023
New holding
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Oct 31, 2025 Q3 2025 |
5,690
shares
|
$303,220
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
5,565
shares
|
$296,558
0.11% of portfolio
|
Q2 2025
Added 76.44%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Oct 08, 2025 Q3 2025 |
5,550
shares
|
$295,759
0.18% of portfolio
|
Q3 2025
Reduced 9.76%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
5,269
shares
|
$280,785
0.08% of portfolio
|
Q2 2025
Reduced 13.44%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
5,241
shares
|
$279,292
0.0% of portfolio
|
Q1 2025
Added 91.7%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
4,765
shares
|
$253,926
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
4,743
shares
|
$252,754
0.01% of portfolio
|
Q2 2025
Reduced 49.05%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
4,475
shares
|
$238,472
0.01% of portfolio
|
Q4 2024
New holding
|