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 |
|---|---|---|---|---|---|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
5,380
shares
|
$210,358
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Cypress Wealth Services, LLC
|
Jul 28, 2025 Q2 2025 |
5,125
shares
|
$200,387
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
5,060
shares
|
$197,846
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
4,818
shares
|
$188,383
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
4,730
shares
|
$184,943
0.01% of portfolio
|
Q2 2025
Reduced 53.65%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
3,940
shares
|
$154,054
0.0% of portfolio
|
Q2 2025
Added 20.45%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
3,641
shares
|
$142,363
0.0% of portfolio
|
Q2 2024
Added 488.21%
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
3,186
shares
|
$124,572
0.0% of portfolio
|
Q2 2025
Reduced 28.45%
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
3,076
shares
|
$120,271
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
3,000
shares
|
$117,300
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
2,955
shares
|
$115,540
0.07% of portfolio
|
Q2 2025
Added 216.04%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
2,100
shares
|
$82,110
0.01% of portfolio
|
Q1 2024
Reduced 17.13%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
1,684
shares
|
$65,844
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
1,055
shares
|
$41,250
0.0% of portfolio
|
Q2 2025
Reduced 13.88%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
667
shares
|
$26,079
0.0% of portfolio
|
Q2 2025
Added 113.78%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
625
shares
|
$24,437
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Aug 15, 2025 Q2 2025 |
450
shares
|
$17,595
0.02% of portfolio
|
Q2 2025
Reduced 47.06%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
250
shares
|
$9,775
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
235
shares
|
$9,188
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
201
shares
|
$7,859
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
68
shares
|
$2,658
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
63
shares
|
$2,463
0.0% of portfolio
|
Q2 2023
Added 270.59%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
8
shares
|
$312
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|