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 3.92 Million shares, which have been reported (via 13F filing form) to have a value of $182 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
474,210
shares
|
$22.1 Million
0.03% of portfolio
|
Q2 2024
Reduced 2.4%
|
|
Crown Wealth Group, LLC
|
Jul 26, 2024 Q2 2024 |
326,057
shares
|
$15.2 Million
7.66% of portfolio
|
Q2 2024
Added 1.03%
|
|
Integral Investment Advisors, Inc.
|
Jul 30, 2024 Q2 2024 |
229,484
shares
|
$10.7 Million
3.87% of portfolio
|
Q2 2024
Added 2.26%
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 13, 2024 Q2 2024 |
220,814
shares
|
$10.3 Million
0.13% of portfolio
|
Q2 2024
Added 6.63%
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 11, 2024 Q2 2024 |
162,534
shares
|
$7.56 Million
0.3% of portfolio
|
Q2 2024
Reduced 0.56%
|
|
Marcum Wealth, LLC
|
Jul 02, 2024 Q2 2024 |
148,839
shares
|
$6.92 Million
0.68% of portfolio
|
Q2 2024
Added 0.69%
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
146,870
shares
|
$6.83 Million
0.01% of portfolio
|
Q2 2024
Added 1.16%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
123,037
shares
|
$5.72 Million
0.01% of portfolio
|
Q2 2024
Reduced 3.77%
|
|
Stuart Chaussee & Associates, Inc.
|
Aug 13, 2024 Q2 2024 |
109,000
shares
|
$5.07 Million
2.11% of portfolio
|
Q1 2023
Reduced 0.11%
|
|
Janney Montgomery Scott LLC
|
Jul 25, 2024 Q2 2024 |
98,956
shares
|
$4.6 Million
0.01% of portfolio
|
Q2 2024
Reduced 6.13%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
89,384
shares
|
$4.16 Million
0.01% of portfolio
|
Q2 2024
Reduced 13.22%
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
87,022
shares
|
$4.05 Million
0.53% of portfolio
|
Q2 2022
Added 8.07%
|
|
Maltin Wealth Management, Inc.
|
Jul 12, 2024 Q2 2024 |
84,845
shares
|
$3.95 Million
2.31% of portfolio
|
Q2 2024
Reduced 0.98%
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 11, 2024 Q2 2024 |
72,482
shares
|
$3.37 Million
1.53% of portfolio
|
Q2 2024
Reduced 0.34%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
71,236
shares
|
$3.31 Million
0.0% of portfolio
|
Q2 2024
Reduced 47.92%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
70,654
shares
|
$3.29 Million
0.0% of portfolio
|
Q2 2024
Added 11.52%
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
69,722
shares
|
$3.24 Million
0.88% of portfolio
|
Q1 2022
Added 28.02%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
62,156
shares
|
$2.89 Million
0.0% of portfolio
|
Q2 2024
Reduced 2.75%
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Aug 05, 2024 Q2 2024 |
57,845
shares
|
$2.69 Million
0.55% of portfolio
|
Q2 2024
Reduced 0.52%
|
|
My Personal Cfo, LLC
|
Jul 25, 2024 Q2 2024 |
47,390
shares
|
$2.2 Million
1.22% of portfolio
|
Q1 2024
Added 26.91%
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 08, 2024 Q2 2024 |
45,301
shares
|
$2.11 Million
0.22% of portfolio
|
Q1 2024
Added 25.73%
|
|
First Commonwealth Financial Corp
Indiana, PA |
Aug 13, 2024 Q2 2024 |
43,183
shares
|
$2.01 Million
0.52% of portfolio
|
Q2 2024
Reduced 1.46%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
42,937
shares
|
$2 Million
0.01% of portfolio
|
Q2 2024
Added 1.89%
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 26, 2024 Q2 2024 |
42,171
shares
|
$1.96 Million
0.14% of portfolio
|
Q2 2024
Added 3.48%
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
40,352
shares
|
$1.88 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.61%
|