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 3.98 Million shares, which have been reported (via 13F filing form) to have a value of $214 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
3,926
shares
|
$209,844
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
3,500
shares
|
$187,075
0.03% of portfolio
|
Q1 2024
Reduced 18.6%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
2,890
shares
|
$154,470
0.0% of portfolio
|
Q3 2025
Reduced 44.86%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Oct 23, 2025 Q3 2025 |
2,296
shares
|
$122,721
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
2,121
shares
|
$113,367
0.0% of portfolio
|
Q1 2025
Reduced 1.9%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
1,913
shares
|
$102,249
0.0% of portfolio
|
Q2 2025
Reduced 36.55%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
1,854
shares
|
$99,096
0.0% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
1,747
shares
|
$93,377
0.0% of portfolio
|
Q3 2025
Reduced 6.43%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,716
shares
|
$91,720
0.0% of portfolio
|
Q2 2023
Reduced 75.36%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Nov 06, 2025 Q3 2025 |
1,180
shares
|
$63,071
0.04% of portfolio
|
Q2 2025
Added 138.38%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,090
shares
|
$58,260
0.0% of portfolio
|
Q4 2021
Reduced 38.53%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
1,031
shares
|
$55,106
0.05% of portfolio
|
Q3 2022
Added 0.1%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
1,000
shares
|
$53,450
0.0% of portfolio
|
Q3 2025
Reduced 11.5%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Nov 12, 2025 Q3 2025 |
700
shares
|
$37,415
0.03% of portfolio
|
Q3 2025
Reduced 30.0%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
400
shares
|
$21,380
0.0% of portfolio
|
Q3 2022
Reduced 20.0%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
248
shares
|
$13,255
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
248
shares
|
$13,255
0.0% of portfolio
|
Q1 2023
Reduced 52.85%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
134
shares
|
$7,162
0.0% of portfolio
|
Q4 2022
Reduced 42.74%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
100
shares
|
$5,345
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
88
shares
|
$4,703
0.0% of portfolio
|
Q3 2025
Reduced 93.95%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
68
shares
|
$3,634
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
|