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 113 institutions that hold shares in the stock, with a total of 3.72 Million shares, which have been reported (via 13F filing form) to have a value of $179 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
587,144
shares
|
$28.3 Million
0.04% of portfolio
|
Q2 2025
Added 4.15%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 06, 2025 Q2 2025 |
374,394
shares
|
$18 Million
0.25% of portfolio
|
Q2 2025
Reduced 6.43%
|
|
|
Integral Investment Advisors, Inc.
|
Aug 01, 2025 Q2 2025 |
262,318
shares
|
$12.6 Million
3.64% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
173,845
shares
|
$8.37 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
149,856
shares
|
$7.22 Million
0.01% of portfolio
|
Q2 2025
Added 7.63%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
128,579
shares
|
$6.19 Million
0.01% of portfolio
|
Q2 2025
Reduced 28.46%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
95,439
shares
|
$4.6 Million
0.55% of portfolio
|
Q3 2022
Added 37.62%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
94,600
shares
|
$4.56 Million
0.28% of portfolio
|
Q2 2025
Added 5.35%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
82,097
shares
|
$3.95 Million
0.01% of portfolio
|
Q2 2025
Reduced 6.74%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
77,324
shares
|
$3.72 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
75,522
shares
|
$3.64 Million
0.64% of portfolio
|
Q1 2024
Reduced 0.16%
|
|
|
My Personal Cfo, LLC
|
Jul 21, 2025 Q2 2025 |
60,420
shares
|
$2.91 Million
1.38% of portfolio
|
Q2 2025
Added 4.14%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
58,927
shares
|
$2.84 Million
0.01% of portfolio
|
Q2 2025
Added 5.3%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Jul 22, 2025 Q2 2025 |
55,276
shares
|
$2.66 Million
1.59% of portfolio
|
Q2 2025
Added 3.43%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
53,915
shares
|
$2.6 Million
0.15% of portfolio
|
Q4 2022
Added 6.55%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
53,379
shares
|
$2.57 Million
0.01% of portfolio
|
Q2 2025
Added 62.31%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
52,719
shares
|
$2.54 Million
0.01% of portfolio
|
Q2 2025
Added 6.27%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
52,472
shares
|
$2.53 Million
0.43% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
47,514
shares
|
$2.29 Million
0.0% of portfolio
|
Q2 2025
Reduced 15.63%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
45,250
shares
|
$2.18 Million
0.07% of portfolio
|
Q2 2025
Reduced 9.37%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
44,157
shares
|
$2.13 Million
0.2% of portfolio
|
Q2 2025
Reduced 12.25%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
42,375
shares
|
$2.04 Million
0.0% of portfolio
|
Q2 2025
Added 21.51%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
39,654
shares
|
$1.91 Million
0.0% of portfolio
|
Q2 2025
Added 39.61%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Aug 01, 2025 Q2 2025 |
39,212
shares
|
$1.89 Million
1.5% of portfolio
|
Q2 2025
Reduced 4.48%
|
|
|
Berkshire Money Management, Inc.
|
Jul 22, 2025 Q2 2025 |
37,381
shares
|
$1.8 Million
0.21% of portfolio
|
Q2 2025
Added 1.71%
|