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 |
|---|---|---|---|---|---|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
4,050
shares
|
$212,868
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
4,026
shares
|
$211,606
0.06% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
4,007
shares
|
$210,607
0.01% of portfolio
|
Q2 2025
Added 36.11%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
3,926
shares
|
$206,350
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
3,500
shares
|
$183,960
0.03% of portfolio
|
Q1 2024
Reduced 18.6%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Aug 07, 2025 Q2 2025 |
2,296
shares
|
$120,677
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
2,121
shares
|
$111,479
0.0% of portfolio
|
Q1 2025
Reduced 1.9%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
1,913
shares
|
$100,547
0.0% of portfolio
|
Q2 2025
Reduced 36.55%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
1,867
shares
|
$98,129
0.0% of portfolio
|
Q2 2025
Added 48.76%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
1,866
shares
|
$98,076
0.0% of portfolio
|
Q2 2025
Reduced 27.02%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,716
shares
|
$90,192
0.0% of portfolio
|
Q2 2023
Reduced 75.36%
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
1,454
shares
|
$76,422
0.0% of portfolio
|
Q2 2025
Added 4746.67%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
1,180
shares
|
$62,020
0.03% of portfolio
|
Q2 2025
Added 138.38%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
1,130
shares
|
$59,392
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,090
shares
|
$57,290
0.0% of portfolio
|
Q4 2021
Reduced 38.53%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
1,031
shares
|
$54,189
0.05% of portfolio
|
Q3 2022
Added 0.1%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Aug 15, 2025 Q2 2025 |
1,000
shares
|
$52,560
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
506
shares
|
$26,595
0.0% of portfolio
|
Q1 2024
Reduced 9.64%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
400
shares
|
$21,024
0.0% of portfolio
|
Q3 2022
Reduced 20.0%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
248
shares
|
$13,034
0.0% of portfolio
|
Q1 2023
Reduced 52.85%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
134
shares
|
$7,043
0.0% of portfolio
|
Q4 2022
Reduced 42.74%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
100
shares
|
$5,256
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
68
shares
|
$3,574
0.0% of portfolio
|
Q3 2024
Reduced 72.36%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|