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 2.81 Million shares, which have been reported (via 13F filing form) to have a value of $110 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
10,800
shares
|
$422,280
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 22, 2024 Q3 2024 |
9,977
shares
|
$390,100
0.28% of portfolio
|
Q3 2024
Reduced 8.51%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
9,721
shares
|
$380,091
0.03% of portfolio
|
Q2 2024
Added 100.56%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
9,547
shares
|
$373,287
0.02% of portfolio
|
Q3 2024
Reduced 4.7%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
9,384
shares
|
$366,914
0.04% of portfolio
|
Q1 2024
Reduced 1.93%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
9,352
shares
|
$365,663
0.01% of portfolio
|
Q3 2024
Added 3.43%
|
|
|
Mc Adam, LLC
|
Oct 22, 2024 Q3 2024 |
8,672
shares
|
$339,075
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
8,414
shares
|
$328,987
0.0% of portfolio
|
Q3 2024
Added 16.78%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Oct 24, 2024 Q3 2024 |
8,337
shares
|
$325,976
0.34% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
8,300
shares
|
$324,530
0.04% of portfolio
|
Q3 2024
Added 163.49%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
6,859
shares
|
$268,186
0.0% of portfolio
|
Q2 2023
Added 45.94%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
6,779
shares
|
$265,058
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
6,070
shares
|
$237,337
0.19% of portfolio
|
Q4 2023
New holding
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
6,036
shares
|
$236,007
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
6,025
shares
|
$235,577
0.05% of portfolio
|
Q1 2024
Reduced 23.97%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
5,380
shares
|
$210,358
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
5,240
shares
|
$204,884
0.0% of portfolio
|
Q2 2024
Reduced 2.6%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
5,215
shares
|
$203,906
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
5,168
shares
|
$202,068
0.0% of portfolio
|
Q2 2024
Reduced 24.92%
|
|
|
Cypress Wealth Services, LLC
|
Oct 08, 2024 Q3 2024 |
5,125
shares
|
$200,387
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
5,000
shares
|
$195,500
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
4,773
shares
|
$186,624
0.01% of portfolio
|
Q3 2024
Added 12.23%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
3,793
shares
|
$148,306
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
3,641
shares
|
$142,363
0.0% of portfolio
|
Q2 2024
Added 488.21%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
2,100
shares
|
$82,110
0.01% of portfolio
|
Q1 2024
Reduced 17.13%
|