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 |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
13,803
shares
|
$625,275
0.02% of portfolio
|
Q3 2024
Added 20.71%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
May 15, 2025 Q1 2025 |
12,949
shares
|
$586,589
0.14% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
12,743
shares
|
$577,257
0.04% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Secure Asset Management, LLC
|
Apr 10, 2025 Q1 2025 |
12,730
shares
|
$576,669
0.11% of portfolio
|
Q1 2025
Reduced 30.59%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
May 01, 2025 Q1 2025 |
12,265
shares
|
$555,604
0.05% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
City Center Advisors, LLC
Troy, MI |
Apr 14, 2025 Q1 2025 |
12,239
shares
|
$554,426
0.62% of portfolio
|
Q1 2025
Added 5.12%
|
|
|
Outlook Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
11,957
shares
|
$541,652
0.17% of portfolio
|
Q1 2025
Reduced 4.2%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
11,065
shares
|
$501,244
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
10,531
shares
|
$477,054
0.02% of portfolio
|
Q3 2024
Added 39.48%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Apr 21, 2025 Q1 2025 |
10,149
shares
|
$459,749
0.19% of portfolio
|
Q1 2025
Reduced 54.95%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
10,140
shares
|
$459,342
0.09% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
8,971
shares
|
$406,386
0.01% of portfolio
|
Q1 2025
Reduced 29.89%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
8,720
shares
|
$395,016
0.01% of portfolio
|
Q1 2025
Reduced 2.4%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
8,567
shares
|
$388,085
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
8,380
shares
|
$379,614
0.0% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
8,214
shares
|
$372,094
0.0% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
May 07, 2025 Q1 2025 |
7,792
shares
|
$352,977
0.09% of portfolio
|
Q1 2025
Reduced 2.77%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Apr 23, 2025 Q1 2025 |
7,690
shares
|
$348,357
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Apr 09, 2025 Q1 2025 |
7,553
shares
|
$342,150
0.1% of portfolio
|
Q1 2025
Reduced 7.62%
|
|
|
Cra Financial Services, LLC
|
Apr 16, 2025 Q1 2025 |
7,550
shares
|
$342,015
0.06% of portfolio
|
Q1 2025
Reduced 16.57%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
7,519
shares
|
$340,610
0.01% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
7,497
shares
|
$339,614
0.01% of portfolio
|
Q1 2025
Reduced 4.61%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
7,346
shares
|
$332,773
0.02% of portfolio
|
Q4 2024
Added 46.86%
|
|
|
Acas, LLC
|
May 02, 2025 Q1 2025 |
6,940
shares
|
$314,382
0.25% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
Seros Financial, LLC
Tempe, AZ |
Apr 16, 2025 Q1 2025 |
6,763
shares
|
$306,363
0.22% of portfolio
|
Q1 2025
Reduced 22.69%
|