Institutional Ownership Innovator U.S. Equity Buffer E (BJAN)
This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BJAN). We have compiled data on the 123 institutions that hold shares in the stock, with a total of 5.07 Million shares, which have been reported (via 13F filing form) to have a value of $260 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
654,965
shares
|
$33.6 Million
0.04% of portfolio
|
Q2 2025
Added 19.04%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
512,656
shares
|
$26.3 Million
0.39% of portfolio
|
Q2 2025
Added 5.76%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 06, 2025 Q2 2025 |
347,381
shares
|
$17.8 Million
0.24% of portfolio
|
Q2 2025
Reduced 7.59%
|
|
|
Integral Investment Advisors, Inc.
|
Aug 01, 2025 Q2 2025 |
248,975
shares
|
$12.8 Million
3.68% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
170,092
shares
|
$8.74 Million
0.02% of portfolio
|
Q2 2025
Added 950.21%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
164,560
shares
|
$8.45 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
157,366
shares
|
$8.08 Million
0.64% of portfolio
|
Q1 2025
Added 357.71%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
147,806
shares
|
$7.59 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.43%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
131,161
shares
|
$6.74 Million
0.21% of portfolio
|
Q2 2025
Added 3.74%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Aug 01, 2025 Q2 2025 |
113,130
shares
|
$5.81 Million
1.89% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
101,425
shares
|
$5.21 Million
0.01% of portfolio
|
Q2 2025
Added 3.59%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
99,374
shares
|
$5.1 Million
0.0% of portfolio
|
Q2 2025
Added 12.51%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
98,426
shares
|
$5.06 Million
0.01% of portfolio
|
Q2 2025
Reduced 12.22%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
97,227
shares
|
$4.99 Million
0.04% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
94,354
shares
|
$4.85 Million
0.69% of portfolio
|
Q2 2025
Reduced 29.53%
|
|
|
Crown Wealth Group, LLC
|
Jul 16, 2025 Q2 2025 |
89,145
shares
|
$4.58 Million
1.75% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
87,022
shares
|
$4.47 Million
0.53% of portfolio
|
Q2 2022
Added 8.07%
|
|
|
Maltin Wealth Management, Inc.
|
Aug 06, 2025 Q2 2025 |
83,628
shares
|
$4.3 Million
2.34% of portfolio
|
Q2 2025
Added 12.38%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
75,523
shares
|
$3.88 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.16%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
69,722
shares
|
$3.58 Million
0.88% of portfolio
|
Q1 2022
Added 28.02%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
63,844
shares
|
$3.28 Million
1.32% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
60,582
shares
|
$3.11 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.53%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
58,725
shares
|
$3.02 Million
0.0% of portfolio
|
Q1 2025
Added 5.69%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jul 30, 2025 Q2 2025 |
56,408
shares
|
$2.9 Million
0.51% of portfolio
|
Q2 2025
Added 2.57%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
55,073
shares
|
$2.83 Million
0.01% of portfolio
|
Q2 2025
Added 4.74%
|