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 |
|---|---|---|---|---|---|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
935
shares
|
$45,029
0.02% of portfolio
|
Q2 2025
Added 4.7%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
878
shares
|
$42,284
0.01% of portfolio
|
Q2 2025
Reduced 10.95%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
875
shares
|
$42,140
0.0% of portfolio
|
Q1 2024
Reduced 6.12%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
563
shares
|
$27,114
0.03% of portfolio
|
Q4 2024
Reduced 20.59%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
500
shares
|
$24,080
0.0% of portfolio
|
Q3 2024
Reduced 88.89%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
498
shares
|
$23,983
0.0% of portfolio
|
Q1 2025
Reduced 3.11%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
478
shares
|
$23,020
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
461
shares
|
$22,201
0.0% of portfolio
|
Q3 2024
Reduced 44.39%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
420
shares
|
$20,227
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
291
shares
|
$14,014
0.0% of portfolio
|
Q1 2025
Reduced 22.4%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
248
shares
|
$11,943
0.0% of portfolio
|
Q3 2023
Reduced 75.2%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
160
shares
|
$7,705
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|