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 122 institutions that hold shares in the stock, with a total of 5.03 Million shares, which have been reported (via 13F filing form) to have a value of $256 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
550,190
shares
|
$28 Million
0.04% of portfolio
|
Q1 2025
Added 323.09%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
484,754
shares
|
$24.7 Million
0.37% of portfolio
|
Q1 2025
Added 3413.47%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
375,899
shares
|
$19.1 Million
0.31% of portfolio
|
Q1 2025
Added 17.18%
|
|
|
Integral Investment Advisors, Inc.
|
Apr 15, 2025 Q1 2025 |
248,949
shares
|
$12.7 Million
3.81% of portfolio
|
Q1 2025
Added 3.38%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
170,092
shares
|
$8.65 Million
0.02% of portfolio
|
Q2 2025
Added 950.21%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
165,000
shares
|
$8.39 Million
0.01% of portfolio
|
Q1 2025
Added 13.99%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
157,366
shares
|
$8.01 Million
0.64% of portfolio
|
Q1 2025
Added 357.71%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
151,484
shares
|
$7.71 Million
0.01% of portfolio
|
Q1 2025
Added 20.93%
|
|
|
Onyx Bridge Wealth Group LLC
|
Apr 28, 2025 Q1 2025 |
133,897
shares
|
$6.81 Million
0.95% of portfolio
|
Q1 2025
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
131,161
shares
|
$6.67 Million
0.21% of portfolio
|
Q2 2025
Added 3.74%
|
|
|
Stuart Chaussee & Associates, Inc.
|
May 16, 2025 Q1 2025 |
112,200
shares
|
$5.71 Million
2.26% of portfolio
|
Q1 2025
Added 2.94%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
112,130
shares
|
$5.7 Million
0.01% of portfolio
|
Q4 2024
Added 6.05%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
101,425
shares
|
$5.16 Million
0.01% of portfolio
|
Q2 2025
Added 3.59%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
96,419
shares
|
$4.9 Million
0.04% of portfolio
|
Q1 2025
Added 8860.87%
|
|
|
Crown Wealth Group, LLC
|
Jul 16, 2025 Q2 2025 |
89,145
shares
|
$4.53 Million
1.75% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
88,325
shares
|
$4.49 Million
0.0% of portfolio
|
Q1 2025
Added 21.81%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
87,022
shares
|
$4.43 Million
0.53% of portfolio
|
Q2 2022
Added 8.07%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
77,990
shares
|
$3.97 Million
0.0% of portfolio
|
Q1 2025
Added 35.95%
|
|
|
Maltin Wealth Management, Inc.
|
Apr 10, 2025 Q1 2025 |
74,415
shares
|
$3.79 Million
1.87% of portfolio
|
Q1 2025
Reduced 3.12%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
69,722
shares
|
$3.55 Million
0.88% of portfolio
|
Q1 2022
Added 28.02%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
63,844
shares
|
$3.25 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
|
$3.08 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
|
$2.99 Million
0.0% of portfolio
|
Q1 2025
Added 5.69%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
May 06, 2025 Q1 2025 |
54,995
shares
|
$2.8 Million
0.53% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
52,579
shares
|
$2.67 Million
0.01% of portfolio
|
Q1 2025
Added 7.23%
|