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 |
|---|---|---|---|---|---|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
13,410
shares
|
$524,331
0.02% of portfolio
|
Q2 2025
Added 3.32%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
13,325
shares
|
$521,007
0.0% of portfolio
|
Q3 2024
Reduced 5.35%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
13,051
shares
|
$510,294
0.0% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
12,521
shares
|
$489,571
0.0% of portfolio
|
Q2 2025
Reduced 16.46%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
12,372
shares
|
$483,745
0.04% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
12,269
shares
|
$479,717
0.02% of portfolio
|
Q2 2025
Reduced 10.16%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
11,485
shares
|
$449,063
0.03% of portfolio
|
Q2 2025
Added 18.15%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
11,458
shares
|
$448,007
0.0% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
10,700
shares
|
$418,370
0.05% of portfolio
|
Q2 2025
Reduced 6.55%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Aug 07, 2025 Q2 2025 |
10,240
shares
|
$400,384
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
9,384
shares
|
$366,914
0.04% of portfolio
|
Q1 2024
Reduced 1.93%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Aug 01, 2025 Q2 2025 |
8,790
shares
|
$343,689
0.31% of portfolio
|
Q2 2025
Added 6.55%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
8,318
shares
|
$325,233
0.01% of portfolio
|
Q2 2025
Added 4.96%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
8,265
shares
|
$323,161
0.0% of portfolio
|
Q4 2024
Reduced 66.75%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
7,750
shares
|
$303,025
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jul 16, 2025 Q2 2025 |
7,276
shares
|
$284,491
0.27% of portfolio
|
Q2 2025
Added 26.1%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
7,249
shares
|
$283,435
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
6,965
shares
|
$272,331
0.04% of portfolio
|
Q2 2025
Added 15.6%
|
|
|
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
|
Aug 19, 2025 Q2 2025 |
6,779
shares
|
$265,058
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
6,555
shares
|
$256,300
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Berkshire Money Management, Inc.
|
Jul 22, 2025 Q2 2025 |
6,329
shares
|
$247,463
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
6,155
shares
|
$240,660
0.02% of portfolio
|
Q2 2025
Added 18.02%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
6,039
shares
|
$236,124
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
5,563
shares
|
$217,513
0.0% of portfolio
|
Q1 2025
New holding
|