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 3.87 Million shares, which have been reported (via 13F filing form) to have a value of $186 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
37,134
shares
|
$1.79 Million
0.46% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
32,387
shares
|
$1.56 Million
0.06% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
32,161
shares
|
$1.55 Million
0.12% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
28,636
shares
|
$1.38 Million
0.11% of portfolio
|
Q2 2025
Reduced 84.61%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
28,302
shares
|
$1.36 Million
0.11% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
27,916
shares
|
$1.34 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
26,604
shares
|
$1.28 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
25,062
shares
|
$1.21 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Cornerstone Wealth Group, LLC
|
Jul 28, 2025 Q2 2025 |
24,847
shares
|
$1.2 Million
0.09% of portfolio
|
Q1 2024
Reduced 8.62%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
24,671
shares
|
$1.19 Million
0.06% of portfolio
|
Q2 2025
Reduced 6.5%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
24,048
shares
|
$1.16 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.39%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
23,971
shares
|
$1.15 Million
0.09% of portfolio
|
Q1 2025
Reduced 84.64%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
22,664
shares
|
$1.09 Million
0.06% of portfolio
|
Q1 2025
Reduced 34.44%
|
|
|
Bcgm Wealth Management, LLC
|
Aug 05, 2025 Q2 2025 |
21,452
shares
|
$1.03 Million
0.31% of portfolio
|
Q1 2023
Reduced 22.98%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
21,368
shares
|
$1.03 Million
0.42% of portfolio
|
Q2 2025
Added 5.75%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
20,842
shares
|
$1 Million
0.0% of portfolio
|
Q3 2024
Added 278.12%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
20,598
shares
|
$991,999
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Aug 15, 2025 Q2 2025 |
20,495
shares
|
$987,039
0.82% of portfolio
|
Q2 2025
Reduced 9.1%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
19,081
shares
|
$918,940
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
18,688
shares
|
$900,014
0.01% of portfolio
|
Q2 2025
Added 8.47%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
18,503
shares
|
$891,104
0.0% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
18,001
shares
|
$866,928
0.18% of portfolio
|
Q2 2025
Reduced 10.55%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
16,395
shares
|
$789,583
0.0% of portfolio
|
Q4 2024
Reduced 10.44%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
15,530
shares
|
$747,924
0.0% of portfolio
|
Q3 2022
Added 6.15%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
14,147
shares
|
$681,319
0.03% of portfolio
|
Q2 2025
New holding
|