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 |
|---|---|---|---|---|---|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Aug 08, 2025 Q2 2025 |
6,724
shares
|
$323,827
0.25% of portfolio
|
Q2 2025
Added 4.26%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 14, 2025 Q2 2025 |
6,522
shares
|
$314,099
0.07% of portfolio
|
Q3 2024
Reduced 12.8%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Aug 01, 2025 Q2 2025 |
6,240
shares
|
$300,518
0.05% of portfolio
|
Q2 2025
Added 9.26%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
6,061
shares
|
$291,897
0.02% of portfolio
|
Q2 2025
Reduced 2.56%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Jul 14, 2025 Q2 2025 |
6,039
shares
|
$290,838
0.08% of portfolio
|
Q2 2025
Reduced 20.05%
|
|
|
D.B. Root & Company, LLC
|
Jul 22, 2025 Q2 2025 |
5,892
shares
|
$283,758
0.09% of portfolio
|
Q2 2025
Added 3.46%
|
|
|
4 J Wealth Management LLC
|
Aug 04, 2025 Q2 2025 |
5,750
shares
|
$276,920
0.25% of portfolio
|
Q4 2023
Reduced 14.81%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
5,690
shares
|
$274,030
0.02% of portfolio
|
Q2 2025
Reduced 5.81%
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
Jul 10, 2025 Q2 2025 |
5,420
shares
|
$261,027
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jul 15, 2025 Q2 2025 |
5,368
shares
|
$258,522
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Jul 07, 2025 Q2 2025 |
5,125
shares
|
$246,819
0.18% of portfolio
|
Q3 2024
Reduced 39.81%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
5,101
shares
|
$245,664
0.0% of portfolio
|
Q1 2025
Reduced 14.68%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
4,679
shares
|
$225,340
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
4,658
shares
|
$224,329
0.01% of portfolio
|
Q2 2025
Reduced 25.75%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
4,049
shares
|
$194,999
0.01% of portfolio
|
Q4 2024
Reduced 6.71%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
3,759
shares
|
$181,033
0.0% of portfolio
|
Q2 2025
Reduced 5.98%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
3,028
shares
|
$145,828
0.0% of portfolio
|
Q2 2025
Reduced 6.43%
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
3,000
shares
|
$144,480
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
2,815
shares
|
$135,570
0.01% of portfolio
|
Q2 2025
Added 39.7%
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
2,457
shares
|
$118,329
0.0% of portfolio
|
Q2 2025
Added 1548.99%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
2,385
shares
|
$114,861
0.02% of portfolio
|
Q3 2024
Added 98.75%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,200
shares
|
$105,951
0.0% of portfolio
|
Q2 2024
Reduced 8.33%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
2,057
shares
|
$99,065
0.0% of portfolio
|
Q1 2025
Added 561.41%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,193
shares
|
$57,454
0.0% of portfolio
|
Q1 2025
Added 7356.25%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
950
shares
|
$45,752
0.0% of portfolio
|
Q3 2024
Added 493.75%
|