Institutional Ownership Innovator U.S. Equity Buffer E (BJUN)
This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BJUN). We have compiled data on the 96 institutions that hold shares in the stock, with a total of 3.07 Million shares, which have been reported (via 13F filing form) to have a value of $120 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
581,996
shares
|
$22.8 Million
0.32% of portfolio
|
Q3 2025
Added 3333.2%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 04, 2025 Q3 2025 |
404,262
shares
|
$15.8 Million
0.21% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Lantz Financial LLC
|
Nov 05, 2025 Q3 2025 |
254,433
shares
|
$9.95 Million
2.36% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
151,132
shares
|
$5.91 Million
0.01% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
110,566
shares
|
$4.32 Million
0.01% of portfolio
|
Q3 2025
Reduced 13.74%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
106,232
shares
|
$4.15 Million
0.21% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
91,417
shares
|
$3.57 Million
0.57% of portfolio
|
Q3 2025
Added 1.53%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
87,900
shares
|
$3.44 Million
0.01% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
87,135
shares
|
$3.41 Million
0.5% of portfolio
|
Q3 2022
Added 257.92%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
73,922
shares
|
$2.89 Million
0.0% of portfolio
|
Q3 2025
Added 4.02%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
66,716
shares
|
$2.61 Million
0.0% of portfolio
|
Q3 2025
Added 5.48%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
39,925
shares
|
$1.56 Million
0.0% of portfolio
|
Q2 2022
Added 1462.62%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
36,409
shares
|
$1.42 Million
0.0% of portfolio
|
Q3 2025
Added 9.18%
|
|
|
Integral Investment Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
33,710
shares
|
$1.32 Million
0.37% of portfolio
|
Q3 2025
Added 7.07%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
33,642
shares
|
$1.32 Million
0.19% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
32,259
shares
|
$1.26 Million
0.08% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Maltin Wealth Management, Inc.
|
Oct 23, 2025 Q3 2025 |
31,717
shares
|
$1.24 Million
0.64% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 19, 2025 Q3 2025 |
29,454
shares
|
$1.15 Million
0.33% of portfolio
|
Q3 2025
New holding
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 06, 2025 Q3 2025 |
27,802
shares
|
$1.09 Million
0.08% of portfolio
|
Q2 2025
Reduced 2.69%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
25,445
shares
|
$994,899
0.3% of portfolio
|
Q3 2025
Reduced 1.4%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Oct 22, 2025 Q3 2025 |
25,355
shares
|
$991,380
0.37% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
24,290
shares
|
$949,739
0.02% of portfolio
|
Q3 2025
Reduced 1.99%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
23,910
shares
|
$934,881
0.0% of portfolio
|
Q3 2025
Added 53.34%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
23,687
shares
|
$926,161
0.36% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
23,627
shares
|
$923,815
0.02% of portfolio
|
Q3 2025
New holding
|
|