Institutional Ownership Innovator U.S. Equity Buffer E (BJUL)
This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BJUL). We have compiled data on the 115 institutions that hold shares in the stock, with a total of 4.14 Million shares, which have been reported (via 13F filing form) to have a value of $188 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
563,747
shares
|
$25.5 Million
0.03% of portfolio
|
Q1 2025
Added 161.98%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
400,143
shares
|
$18.1 Million
0.31% of portfolio
|
Q1 2025
Added 17.18%
|
|
|
Integral Investment Advisors, Inc.
|
Apr 15, 2025 Q1 2025 |
263,979
shares
|
$12 Million
3.74% of portfolio
|
Q1 2025
Added 2.17%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
250,315
shares
|
$11.3 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
186,105
shares
|
$8.43 Million
0.85% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
179,725
shares
|
$8.14 Million
0.02% of portfolio
|
Q4 2024
Added 7.58%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
173,955
shares
|
$7.88 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
139,237
shares
|
$6.31 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.73%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
95,439
shares
|
$4.32 Million
0.55% of portfolio
|
Q3 2022
Added 37.62%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
89,800
shares
|
$4.07 Million
0.26% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
88,140
shares
|
$3.99 Million
0.54% of portfolio
|
Q1 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
88,028
shares
|
$3.99 Million
0.01% of portfolio
|
Q1 2025
Added 32.77%
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
75,522
shares
|
$3.42 Million
0.71% of portfolio
|
Q1 2024
Reduced 0.16%
|
|
|
My Personal Cfo, LLC
|
Apr 23, 2025 Q1 2025 |
58,020
shares
|
$2.63 Million
1.34% of portfolio
|
Q3 2024
Added 23.66%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
56,316
shares
|
$2.55 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.76%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
55,960
shares
|
$2.53 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
53,915
shares
|
$2.44 Million
0.15% of portfolio
|
Q4 2022
Added 6.55%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Apr 23, 2025 Q1 2025 |
53,445
shares
|
$2.42 Million
1.53% of portfolio
|
Q1 2025
Added 14.82%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
52,689
shares
|
$2.39 Million
0.45% of portfolio
|
Q1 2025
Reduced 2.46%
|
|
|
Wealthquest Corp
Cincinnati, OH |
May 08, 2025 Q1 2025 |
50,322
shares
|
$2.28 Million
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
49,931
shares
|
$2.26 Million
0.07% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
49,607
shares
|
$2.25 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.83%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
May 08, 2025 Q1 2025 |
41,051
shares
|
$1.86 Million
1.41% of portfolio
|
Q1 2025
Added 2.61%
|
|
|
Lantz Financial LLC
|
Apr 08, 2025 Q1 2025 |
37,061
shares
|
$1.68 Million
0.46% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Berkshire Money Management, Inc.
|
Apr 23, 2025 Q1 2025 |
36,752
shares
|
$1.66 Million
0.2% of portfolio
|
Q1 2025
Reduced 7.72%
|