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 117 institutions that hold shares in the stock, with a total of 3.61 Million shares, which have been reported (via 13F filing form) to have a value of $161 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,090
shares
|
$49,213
0.0% of portfolio
|
Q4 2021
Reduced 38.53%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
1,076
shares
|
$48,581
0.0% of portfolio
|
Q4 2024
Added 340.98%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
1,031
shares
|
$46,549
0.05% of portfolio
|
Q3 2022
Added 0.1%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
1,000
shares
|
$45,150
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
939
shares
|
$42,395
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
791
shares
|
$35,713
0.0% of portfolio
|
Q4 2024
Added 359.88%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
535
shares
|
$24,155
0.0% of portfolio
|
Q1 2024
Reduced 51.8%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
506
shares
|
$22,845
0.0% of portfolio
|
Q1 2024
Reduced 9.64%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
495
shares
|
$22,349
0.03% of portfolio
|
Q1 2025
Reduced 58.05%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
400
shares
|
$18,060
0.0% of portfolio
|
Q3 2022
Reduced 20.0%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
302
shares
|
$13,635
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
248
shares
|
$11,197
0.0% of portfolio
|
Q1 2023
Reduced 52.85%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
134
shares
|
$6,050
0.0% of portfolio
|
Q4 2022
Reduced 42.74%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
100
shares
|
$4,515
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
68
shares
|
$3,070
0.0% of portfolio
|
Q3 2024
Reduced 72.36%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
41
shares
|
$1,851
0.0% of portfolio
|
Q4 2024
Reduced 99.28%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|