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 115 institutions that hold shares in the stock, with a total of 3.47 Million shares, which have been reported (via 13F filing form) to have a value of $167 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Crown Wealth Group, LLC
|
Feb 05, 2025 Q4 2024 |
334,872
shares
|
$16.1 Million
7.26% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Feb 13, 2025 Q4 2024 |
320,792
shares
|
$15.4 Million
0.28% of portfolio
|
Q4 2024
Added 15.2%
|
|
|
Integral Investment Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
240,807
shares
|
$11.6 Million
3.12% of portfolio
|
Q4 2024
Added 2.54%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
144,755
shares
|
$6.96 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.07%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
133,884
shares
|
$6.44 Million
0.21% of portfolio
|
Q4 2024
Reduced 13.77%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
130,041
shares
|
$6.25 Million
0.01% of portfolio
|
Q4 2024
Reduced 72.26%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
125,271
shares
|
$6.03 Million
0.01% of portfolio
|
Q4 2024
Added 51.09%
|
|
|
Seros Financial, LLC
Tempe, AZ |
Jan 17, 2025 Q4 2024 |
124,477
shares
|
$5.99 Million
5.05% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
121,841
shares
|
$5.86 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Feb 13, 2025 Q4 2024 |
109,000
shares
|
$5.24 Million
3.36% of portfolio
|
Q1 2023
Reduced 0.11%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
87,022
shares
|
$4.19 Million
0.53% of portfolio
|
Q2 2022
Added 8.07%
|
|
|
Maltin Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
76,815
shares
|
$3.69 Million
2.05% of portfolio
|
Q4 2024
Reduced 8.46%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
72,513
shares
|
$3.49 Million
0.0% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
69,722
shares
|
$3.35 Million
0.88% of portfolio
|
Q1 2022
Added 28.02%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
64,547
shares
|
$3.1 Million
1.35% of portfolio
|
Q4 2024
Reduced 10.75%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
60,582
shares
|
$2.91 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.53%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
57,367
shares
|
$2.76 Million
0.0% of portfolio
|
Q4 2024
Reduced 18.63%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
55,564
shares
|
$2.67 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jan 30, 2025 Q4 2024 |
54,565
shares
|
$2.62 Million
0.54% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
49,034
shares
|
$2.36 Million
0.01% of portfolio
|
Q4 2024
Added 33.71%
|
|
|
My Personal Cfo, LLC
|
Jan 24, 2025 Q4 2024 |
46,505
shares
|
$2.24 Million
1.21% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Feb 05, 2025 Q4 2024 |
43,793
shares
|
$2.11 Million
1.47% of portfolio
|
Q4 2024
Added 24.26%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Feb 13, 2025 Q4 2024 |
42,145
shares
|
$2.03 Million
0.5% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
40,228
shares
|
$1.93 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
39,124
shares
|
$1.88 Million
0.01% of portfolio
|
Q4 2024
Added 17.65%
|