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 83 institutions that hold shares in the stock, with a total of 1.88 Million shares, which have been reported (via 13F filing form) to have a value of $73.6 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Penserra Capital Management LLC
Orinda, CA |
May 15, 2024 Q1 2024 |
232,182
shares
|
$9.07 Million
0.11% of portfolio
|
Q1 2024
Added 37.13%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
131,196
shares
|
$5.13 Million
0.01% of portfolio
|
Q1 2024
Reduced 11.85%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
113,958
shares
|
$4.45 Million
0.01% of portfolio
|
Q1 2024
Reduced 0.02%
|
|
Blue Bell Private Wealth Management, LLC
|
Apr 24, 2024 Q1 2024 |
96,016
shares
|
$3.75 Million
0.82% of portfolio
|
Q1 2024
Reduced 1.69%
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
87,135
shares
|
$3.41 Million
0.5% of portfolio
|
Q3 2022
Added 257.92%
|
|
Cerity Partners LLC
New York, NY |
May 14, 2024 Q1 2024 |
53,132
shares
|
$2.08 Million
0.01% of portfolio
|
Q1 2024
Reduced 3.69%
|
|
Accuvest Global Advisors
Provo, UT |
May 14, 2024 Q1 2024 |
52,222
shares
|
$2.04 Million
1.05% of portfolio
|
Q1 2024
New holding
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
49,750
shares
|
$1.94 Million
0.0% of portfolio
|
Q1 2024
Reduced 9.53%
|
|
Capital Investment Advisory Services, LLC
|
Apr 25, 2024 Q1 2024 |
49,420
shares
|
$1.93 Million
0.21% of portfolio
|
Q1 2024
Reduced 10.17%
|
|
Maltin Wealth Management, Inc.
|
Apr 15, 2024 Q1 2024 |
45,834
shares
|
$1.79 Million
1.06% of portfolio
|
Q1 2024
Reduced 1.3%
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Apr 10, 2024 Q1 2024 |
41,148
shares
|
$1.61 Million
0.13% of portfolio
|
Q1 2024
Reduced 2.22%
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
39,925
shares
|
$1.56 Million
0.0% of portfolio
|
Q2 2022
Added 1462.62%
|
|
Old Mission Capital LLC
|
May 14, 2024 Q1 2024 |
34,186
shares
|
$1.34 Million
0.03% of portfolio
|
Q1 2024
Added 292.58%
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
32,521
shares
|
$1.27 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
32,102
shares
|
$1.25 Million
0.0% of portfolio
|
Q1 2024
Reduced 10.33%
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 22, 2024 Q1 2024 |
31,303
shares
|
$1.22 Million
0.07% of portfolio
|
Q1 2024
New holding
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Apr 30, 2024 Q1 2024 |
31,303
shares
|
$1.22 Million
0.31% of portfolio
|
Q1 2024
Reduced 1.81%
|
|
First Commonwealth Financial Corp
Indiana, PA |
May 14, 2024 Q1 2024 |
30,677
shares
|
$1.2 Million
0.32% of portfolio
|
Q4 2023
Added 0.14%
|
|
Outlook Wealth Advisors, LLC
|
Apr 22, 2024 Q1 2024 |
29,296
shares
|
$1.14 Million
0.39% of portfolio
|
Q1 2024
Added 0.59%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
May 10, 2024 Q1 2024 |
27,902
shares
|
$1.09 Million
0.02% of portfolio
|
Q4 2023
Reduced 12.96%
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Apr 23, 2024 Q1 2024 |
27,335
shares
|
$1.07 Million
0.09% of portfolio
|
Q1 2024
Reduced 0.03%
|
|
Janney Montgomery Scott LLC
|
May 01, 2024 Q1 2024 |
25,296
shares
|
$988,567
0.0% of portfolio
|
Q1 2024
Reduced 12.62%
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 12, 2024 Q4 2023 |
24,106
shares
|
$942,062
0.06% of portfolio
|
Q4 2023
Added 9.84%
|
|
Integral Investment Advisors, Inc.
|
May 01, 2024 Q1 2024 |
23,810
shares
|
$930,494
0.38% of portfolio
|
Q1 2024
Reduced 1.48%
|
|
Bcs Wealth Management
|
Apr 10, 2024 Q1 2024 |
22,972
shares
|
$897,745
0.28% of portfolio
|
Q1 2024
Reduced 10.93%
|