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 |
|---|---|---|---|---|---|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
13,644
shares
|
$657,095
0.02% of portfolio
|
Q2 2025
Reduced 15.21%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
13,184
shares
|
$634,941
0.03% of portfolio
|
Q2 2025
Reduced 5.19%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
12,762
shares
|
$614,617
0.02% of portfolio
|
Q2 2025
Reduced 7.54%
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
12,665
shares
|
$609,946
0.11% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
12,193
shares
|
$587,214
0.05% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Outlook Wealth Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
11,957
shares
|
$575,849
0.17% of portfolio
|
Q1 2025
Reduced 4.2%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
11,503
shares
|
$553,984
0.03% of portfolio
|
Q2 2025
Reduced 9.73%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jul 02, 2025 Q2 2025 |
11,456
shares
|
$551,720
0.58% of portfolio
|
Q2 2025
Reduced 6.4%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
11,065
shares
|
$532,890
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
10,531
shares
|
$507,172
0.02% of portfolio
|
Q3 2024
Added 39.48%
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
10,215
shares
|
$491,954
0.08% of portfolio
|
Q2 2025
Added 35.3%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Jul 22, 2025 Q2 2025 |
10,149
shares
|
$488,775
0.19% of portfolio
|
Q1 2025
Reduced 54.95%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
10,140
shares
|
$488,342
0.09% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Aug 14, 2025 Q2 2025 |
9,633
shares
|
$463,925
0.1% of portfolio
|
Q2 2025
Reduced 25.61%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
8,371
shares
|
$403,147
0.0% of portfolio
|
Q2 2025
Reduced 2.29%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jul 29, 2025 Q2 2025 |
7,690
shares
|
$370,350
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Aug 01, 2025 Q2 2025 |
7,670
shares
|
$369,387
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
7,608
shares
|
$366,401
0.01% of portfolio
|
Q2 2025
Reduced 15.19%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
7,519
shares
|
$362,115
0.01% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Aug 06, 2025 Q2 2025 |
7,489
shares
|
$360,670
0.1% of portfolio
|
Q2 2025
Reduced 3.89%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
7,459
shares
|
$359,225
0.01% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
7,225
shares
|
$347,956
0.02% of portfolio
|
Q2 2025
Reduced 1.65%
|
|
|
Acas, LLC
|
Aug 14, 2025 Q2 2025 |
7,040
shares
|
$339,046
0.26% of portfolio
|
Q2 2025
Added 1.44%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
6,795
shares
|
$327,247
0.0% of portfolio
|
Q2 2025
Reduced 17.28%
|
|
|
Seros Financial, LLC
Tempe, AZ |
Jul 21, 2025 Q2 2025 |
6,763
shares
|
$325,706
0.2% of portfolio
|
Q1 2025
Reduced 22.69%
|