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 99 institutions that hold shares in the stock, with a total of 2.8 Million shares, which have been reported (via 13F filing form) to have a value of $109 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
23,727
shares
|
$927,725
0.38% of portfolio
|
Q2 2025
Added 16.1%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
22,929
shares
|
$896,523
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
20,929
shares
|
$818,323
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
My Personal Cfo, LLC
|
Jul 21, 2025 Q2 2025 |
20,580
shares
|
$804,678
0.39% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Aug 01, 2025 Q2 2025 |
20,231
shares
|
$791,032
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
19,518
shares
|
$763,153
0.01% of portfolio
|
Q2 2025
Added 6.27%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
19,015
shares
|
$743,486
0.22% of portfolio
|
Q2 2025
Added 66.73%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
18,954
shares
|
$741,101
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
18,481
shares
|
$722,607
0.03% of portfolio
|
Q2 2025
Added 22.77%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
17,232
shares
|
$673,771
0.0% of portfolio
|
Q2 2025
Added 47.99%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
16,952
shares
|
$662,823
0.01% of portfolio
|
Q2 2025
Added 6.55%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
16,909
shares
|
$661,141
0.09% of portfolio
|
Q2 2023
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
16,870
shares
|
$659,617
0.04% of portfolio
|
Q2 2025
Added 7.93%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
16,680
shares
|
$652,188
0.0% of portfolio
|
Q2 2025
Added 142.94%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Aug 01, 2025 Q2 2025 |
16,218
shares
|
$634,123
0.52% of portfolio
|
Q2 2025
New holding
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Jul 22, 2025 Q2 2025 |
16,177
shares
|
$632,520
0.28% of portfolio
|
Q1 2025
Reduced 20.61%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
15,914
shares
|
$622,237
0.0% of portfolio
|
Q1 2025
Added 3583.8%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
15,593
shares
|
$609,686
0.0% of portfolio
|
Q2 2025
Added 16.22%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
15,576
shares
|
$609,021
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
15,292
shares
|
$597,917
0.02% of portfolio
|
Q2 2025
Added 3.44%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jul 15, 2025 Q2 2025 |
15,080
shares
|
$589,628
0.11% of portfolio
|
Q1 2024
Reduced 0.68%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
14,768
shares
|
$577,428
0.0% of portfolio
|
Q2 2025
Added 108.73%
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
14,332
shares
|
$560,381
0.11% of portfolio
|
Q2 2025
Added 19.53%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Aug 11, 2025 Q2 2025 |
14,137
shares
|
$552,756
0.11% of portfolio
|
Q1 2025
Added 139.92%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
13,711
shares
|
$536,100
0.02% of portfolio
|
Q4 2024
Reduced 1.3%
|